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Aug, 2002 – Quit Taking Perpetuation Planning Lightly!

Quit Taking Perpetuation Planning Lightly! By Jim Bethea We live in a world of procrastinators. We all remember last minute test cramming, last minute trip packing, and last minute sales budget preparations. It is just the reality of the situation, not many of us plan well in advance. But when it comes to your retirement,…

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Jan 29, 2002- Insurance Mergers and Acquisitions – chronicling the industry’s restructing

IMA012901rep_Q&A SNLFinancial 321 East Main Street, P.O. Box 2124, Charlottesville, VA 22902 Phone: 804.977.1600 Fax: 804.977.4466 snl.com © 2002, SNL Financial LC. All Rights Reserved. Proprietary and Confidential. Use limited and subject to SNL license. Q&A . . . . . . . . . . . . . . . . . . ….

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Oct 17, 2017 – AssuredPartners announces acquisition of Synergy Professional Associates

AssuredPartners Announces Acquisition of Synergy Professional Associates Professional Liability Specialists Join Growing Team in New Jersey LAKE MARY, FL – October 17, 2017 – AssuredPartners, Inc. is delighted to announce the acquisition of Synergy Professional Associates of Fairfield, NJ. Synergy Professional Associates is an established managing general agent and wholesale insurance intermediary devoted to professional…

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May 11, 2017 – Mt. Franklin Insurance acquires El Paso, TX based Meridian Insurance

Mt Franklin Insurance Acquires El Paso, TX based Meridian Insurance May 11, 2017 – El Paso, TX–(El Paso Times) Mt. Franklin Insurance, owned and operated by Bill Carvajal and Shane Lipson, has acquired the El Paso office of Meridian Insurance, a regional insurance broker that decided to leave this market. This is the eighth acquisition…

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Jan 3, 2017 – Lake Michigan Credit Union acquires Walled Lake, MI based Goddard Talmay Insurance

Lake Michigan Credit Union acquires Walled Lake, MI based Goddard Talmay Insurance Agency Jan 3, 2017 – Goddard-Talmay Insurance of Walled Lake is merging with Lake Michigan Insurance Agency! This merger will benefit our customers to expanded products and services, as well as service levels. LMIA is committed to the highest level of customer service….

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Oct 17, 2016 – PSA Insurance and Financial Services acquires Westminster, MD based NextLogical Benefit Strategies

PSA Insurance & Financial Services Announces Acquisition of NextLogical Benefit Strategies Acquisition enhances PSA’s group benefits services with new solutions to lower healthcare costs. HUNT VALLEY, Md. (October 17, 2016)—PSA Insurance & Financial Services (PSA), the country’s ninth fastest-growing benefits broker, continues to grow with the acquisition of NextLogical Benefit Strategies, a full-service benefits consultancy…

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Aug 3, 2016 – US Risk acquires Continental Marine Insurance Services

U.S. Risk L.L.C. Acquires Continental Marine Insurance Services Aug 3, 2016 – DALLAS–(BUSINESS WIRE)–U.S. Risk L.L.C., the nation’s sixth largest Property and Casualty wholesaler, announced that it has acquired Continental Risk Insurance Services DBA: Continental Marine Insurance Services (Continental). Continental is a Lodi, California-based Wholesale Insurance Broker. For 12 years, Continental has served the needs…

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Jul 11, 2016 – AssuredPartners acquires LegacyTexas Insurance Services

AssuredPartners Announces Acquisition of LegacyTexas Insurance Services Bank Sells Insurance Business to National Insurance Broker Lake Mary, Fl, July 11, 2016 : AssuredPartners, Inc. is proud to announce the acquisition of LegacyTexas Insurance Services of Richardson, TX. LegacyTexas Bank has sold the general insurance block of business to AssuredPartners. The staff of 21 will continue…