Issue Highlights – june 2022

An employee stock ownership plan (ESOP) helps meet principals’ dual challenges of retaining talent and planning an exit strategy.

Your agency might be getting by with standard insurance products. But if you want to grow, you need outstanding people.

With margins compressing as marketing, selling and servicing insurance become more competitive, independent agents and carriers need to develop new strategies to help each other.

In an increasingly competitive and homogenized industry, one of the best ways you can expand your book and differentiate yourself is by entering a specialty market.

In April, Shaw won the Maurice Herndon Scholarship and attended the 2022 Big “I” Legislative Conference in Washington, D.C., where she became more involved with the Big “I” and insurance than ever.

Many independent agency owners will soon face decisions about both their personal future and the longevity of their business. Here’s how to create a successful perpetuation plan and why it should be mission critical.