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Succession
Planning for Millennials
The next generation is here, learn how to make your agency more
attractive to this group of dynamic individuals and how the proper succession
planning can make a difference. And to those millennials out there, learn how
to prepare to make your mark in the industry
Roger Keith
turns to InsurBanc to gain access to a knowledgeable team and capital
Success brings longevity. But longevity brings unprecedented
challenges unheard of in past eras. The lesson for owners of independent
agencies is that change and flexibility are essential to generate further growth.
Read how InsurBanc provided Roger Keith & Sons access to needed capital and
a bank partner for future expansion.
InsurBanc Helps Fast-Track Agency’s Perpetuation Plan After
Principal’s Passing
Read how a fellow
IIABA member agency was well prepared not only with a perpetuation plan, but
with the access to capital to implement the plan quickly when an unexpected
situation arose.