How insurance agency leaders can successfully plan for succession
This transition takes time and should be a core component of how you run your business
This transition takes time and should be a core component of how you run your business
Whether it’s a marketing strategy for right now, or succession planning down the line, agencies need to lay out their goals and the steps required to achieve them
Kirsten Petras is part of the Insurance Business America Elite Women 2018.
Making investments in the business is crucial for any insurance agency, but what’s the best way to secure financing?
Firm leverages its 14 years of experience in the insurance distribution space with expansion
It’s usually “sell it to a buddy and everyone is happy”
“If that’s not part of their overall business strategy, they’re probably a little behind the curve.”
Oak Street Funding’s Kirsten Petras has seen both formal and informal processes promote her own growth and that of other women in financial services
Survey respondents will receive a complimentary download of results detailing an exclusive look at the wholesale broker, MGA and MGU space
The commercial lender has created a new position and appointed an industry veteran to the role