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If you are looking for additional industry experts beyond financing, we recommend:

Agency Brokerage Consultants

Beyond Insurance

Caitlin Morgan Insurance Services


Managing the cost of disruption

From breakthrough technology solutions, to a tighter labor market, to all sorts of surprising competition, our industry is experiencing a period of unprecedented change. Many of these changes have such a dramatic impact on familiar business practices and environments...

Planning Success

You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results...

Is your agency prepared for digital disruption?

Is your agency prepared for digital disruption? In a rapidly changing world, the basic concept of insurance has remained remarkably stable. Agents are the link between customers and carriers, who create risk pools and price coverage to both indemnify and produce a...

Using debt as a tool for growth

“Neither a borrower nor a lender be,” cautioned Polonius in “Hamlet.” William Shakespeare’s advice has gone on to form an attitude about debt that has survived countless generations. Most insurance professionals are financially conservative by nature, and their...

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