Insurance Refocused
The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen Z daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!
Insurance Refocused
#134 - What Banks Look for in Agency Buyers w/ Kimberly Bunce
In this episode, Carey and Lindsay Wallace sit down with Kimberly Bunce from Security Financial Bank to explore the intricacies of the insurance industry. Kimberly shares her journey from accounting to banking, offering a unique perspective on lending to insurance agencies. The discussion covers the challenges and opportunities in agency acquisitions, the importance of maintaining strong financials, and the evolving landscape of interest rates and market dynamics.
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
