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Mergers & Acquisitions

Ep. 82: The Art of the Insurance Deal

October 16, 2018

Jeff Arnold shares how he went from Special Ops in the Army to a standup comedian in California to working in the insurance industry.

Read moreEp. 82: The Art of the Insurance Deal

Ep. 55: Agency for Sale: Prep Before You Bail

April 10, 2018

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.

Read moreEp. 55: Agency for Sale: Prep Before You Bail

Ep. 52: Agency M&A – Things to Know Beyond Licensing

March 20, 2018

Steve Lawrence discusses the differences and similarities between a merger and an acquisition as well as the various processes involved for each.

Read moreEp. 52: Agency M&A – Things to Know Beyond Licensing

Ep. 45: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 2)

January 30, 2018

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.

Read moreEp. 45: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 2)

Ep. 29: Mergers & Acquisitions Licensing & Compliance

November 7, 2017

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.

Read moreEp. 29: Mergers & Acquisitions Licensing & Compliance

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