Experiences during the past pair ye...

Experiences during the past pair years have convinced me that retail agents, wholesalers and managing general agents ne help and advice in running their businesses, and the solution is to form strategic advisory boards for their privately held corporations.

The members of these boards should include veteran insurance executives with legal, financial and accounting expertise. The boards must adapted regularly with the goal of eliminating any surprises down the road for the agent/owner.

Many of these businesses are not structur to take advantage of a unique opportunity and ne guidance in the selling proces Case in point: A retail