WHO SHOULD ATTEND
INSURANCE PROFESSIONALS
who are considering buying an agency, selling or perpetuating their own agency.
AGENCY OWNERS
looking for new ways to try and increase revenue and profits on a consistent basis.
EMPLOYEE BENEFIT PROFESSIONALS
BANK-OWNED INSURANCE
AGENCY EXECUTIVES
INDUSTRY PROFESSIONALS
in charge of membership training and education with national or state organizations/associations.
ATTORNEYS, CPAs, & TAX ADVISORS
involved in insurance agency mergers and acquisitions.
