Independent agent R. Todd Rockefeller was selling commercial package professional insurance to CFOs in New York City when he decided to shift his focus to something they seemed more passionate about: their high net-worth personal lines needs.
An agent insures both the mother and father of a teenage son. The parents are legally divorced, and both refuse to add the 16-year-old to their respective personal auto policies. What’s the agent’s obligation?
At least 35% of registered boats in the U.S. are uninsured. Here’s how to reap the benefits of a lucrative market that’s hiding in plain sight.
By: Volume 114, No. 11
Independent agents Zuri Malick, Kyle Dean and Kali DeWitt share their personal experiences with perpetuation.
Ready to sell? Not so fast. Between lifestyle needs, your time horizon and the impact of taxes, there’s a lot more to selling your agency than meets the eye.
Thinking about acquiring? Map out these six phases before you begin the process.
Between now and the day you retire, unforeseeable circumstances may get in the way of your workplace farewell. How can you minimize disruption?
In the first half of 2017, merger & acquisition deals in the U.S. insurance sector reached $10 billion—more than triple the $2.9 billion total deals in the first half of 2016. But keep in mind: A dollar amount isn’t necessarily an indicator of a robust ma
Smartphones are the most commonly owned device worldwide—and between 2012 and 2016, the number of people who used one as their main way of accessing the internet increased 40%.
