Ep. 82: The Art of the Insurance Deal
Jeff Arnold shares how he went from Special Ops in the Army to a standup comedian in California to working in the insurance industry.
Ep. 55: Agency for Sale: Prep Before You Bail
Joyce King provides wisdom regarding mergers and acquisitions, the documents the agent needs to prepare, as well as the entities the agent needs to pay attention to when it comes to compliance.
Ep. 52: Agency M&A – Things to Know Beyond Licensing
Steve Lawrence discusses the differences and similarities between a merger and an acquisition as well as the various processes involved for each.
Ep. 45: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 2)
Joyce King discusses the topics of budgeting, expansion and withdrawal. She shares the critical points to remember for your compliance budget and why this is the first thing an agency should plan for every year. She also shares her advice regarding state expansion and state withdrawal and which states make it more difficult.
Ep. 29: Mergers & Acquisitions Licensing & Compliance
Joyce King discusses licensing and compliance issues as they relate to mergers and acquisitions. She shares scenarios of what happens when you prioritize licensing and compliance, and explains what happens when you don’t.