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September 5, 2017
The AARP and AICPA recently conducted surveys to gauge retirees’ biggest concerns. Number one was running out of money which is not too big of a surprise. However, number two was health and long-term care planning – not losing a loved one, staying busy in their next phase, finding time to be with family and […]
May 29, 2018
If you stop for a minute and think about the future – what will outlast your life? How will your legacy be defined? The last few posts I have discussed issues (love and loss) that are much more focused on the current than the future. Legacy is a concept, for many, that is not often […]
December 12, 2017
According to recent data released by Optis Partners, 2017 is on pace for another record-setting year of M&A activity in the insurance-broker space. Private Equity-backed buyer groups continue to drive up valuations creating many attractive opportunities for agency owners looking to sell. In fact, this seller’s market is creating too good to be true offers […]
