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Bank Owned Agencies
Partnerships are a “funny” thing. They make so much sense when you are young, eager to expand and enjoy working with each other. They are a natural outcome of mergers and of new, professional, growth oriented additions to an agency.
If you knew the names, addresses and phone numbers of 500 people who were unhappy with their current insurance provider, what would you do with the list?
Do you want to be different than your competitors or do you want to sell a commodity? Click here to see the difference and how competition can be healthy for you.
How to calculate and manage your TNW to a level that is sufficient to meet your business’ capital needs for growth.
Here are the steps in creating and implementing a marketing program that works well for insurance agencies.
Agency valuations are rarely obtained simply to satisfy an owner’s curiosity about the value of his business. Every valuation has a purpose.
The Affinity business is a $100B+ market in the United States with a long history in the life and health arena. Despite that track record it is often misunderstood in the broader market. This paper provides background for any entity interested in getting into that space or already active in it.
Van is currently President of Southern Insurance Consulting, where he assists insurance agencies with valuations and mergers & acquisitions. He also provides expert testimony, litigation support and coverage analysis. In 2000, he joined the University of Mississippi faculty as Adjunct Professor of Insurance and teaches Finance 341 – “Risk Management and Insurance”. In 2011, Van…
I have been a license Insurance Agent in the State of Texas since 1983 holding General Lines Property & Casualty, General Lines Life, Accident & Health and Risk Manager licenses. I am currently Vice-President of King-Phillips Insurance Agency, a firm providing a full range of insurance products to the insuring public. I also serve as…
Dale is a 35+ year veteran of the insurance industry, from an underwriter trainee to president of an insurance company. Along the way, he was also an officer at 2 reinsurance companies for 14 years. The reinsurance experience provided an exceptionally broad view of the industry, dealing with numerous insurance company clients in standard lines,…
