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Agency Planning Webinar Series

with Carey Wallace
Agency Focus

Join us during the month of May for a series of four FREE one-hour webinars designed to help agency owners and managers elevate your agency's performance and equip you with the tools you need to assure continued growth. This series will provide you with essential knowledge on agency valuation, understanding agency financial statements, producer compensation, and even planning for transition of ownership. Whether you're planning for growth, succession, or simply seeking to optimize profitability, these sessions will provide invaluable insights to help you make informed decisions and drive success in your agency.

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Instructor Carey Wallace with Agency Focus has worked with hundreds of independent insurance agency owners helping them understand what drives the value of their agency and plan their agency’s financial future. She is a past speaker at both our Spring Conference and Young Agents Conference events.

Using Your Valuation as a Business Planning Tool Webinar 
May 2nd – 1:00pm EST 
Most people think knowing the value of their agency is only necessary when they are ready to sell, but that is not true.  In this session, we will share why it is important to understand what drives the value of your agency and ways you can use that information to invest in your agency, position it for growth & scale, and ultimately maximize what may be your largest asset.

Understanding your Financial Statements Webinar
May 8th – 1:00pm EST 
We take a closer look at the three key financial statements inside an agency and review what things you need to look for on each.  By breaking down each statement we will go beyond the number and highlight the actions that you can take to improve the financial health of your agency by knowing your numbers and key metrics.


Producer Compensation Webinar 
May 16th – 1:00pm EST 
The biggest asset inside any independent insurance agency is their PEOPLE!! Having the right compensation structure inside your agency is key to attracting and retaining great talent, but it can also have a significant impact on the transferability of your agency, your ability to invest in the infrastructure of your agency, and ultimately the overall value of your agency.
Course Completed - View Recording

Planning for the Eventual Transition of Ownership of your Agency Webinar
May  23th – 1:00pm EST  
Over 70% of independent insurance agencies are family-owned and operated. In this session, we will cover the key things to consider when transitioning your agency internally or externally including timing, price, sale structure, owner-held notes, and more.
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Using Your Valuation as a Business Planning Tool (May 2)
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Understanding your Financial Statements (May 8)View Recording
Producer Compensation  (May 16)
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Planning for the Eventual Transition of Ownership of your Agency (May  23)
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