Similar Posts
Jul, 2009 – Enhancing the Value of your Agency
The below article was published in the July, 2009 Rough Notes Magazine ENHANCING THE VALUE OF YOUR AGENCY By Robin Frost, ACA Nearly all of us have seen a painful deterioration in the value of our investments and retirement savings over the last year or so. Perhaps this has made you think about what you…
Jan, 2011 – Perpetuation Is Easy – Isn’t It?
THE BELOW ARTICLE WAS PUBLISHED IN THE JANUARY, 2011 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT PERPETUATING IS EASY — ISN’T IT? Several factors to consider By Robin C. Frost, ACA The population is aging and the United States is expecting to see a significant rise in the number of retired people in the coming years,…
May 9 , 2006 – Post Spitzer, Merger Activity Picking Up, says Mystic Capital
Post Spitzer, Merger Activity Picking Up, Says Mystic Capital By Andrew G. Simpson May 9, 2006 Last year wasn’t the busiest year for mergers and acquisitions in the insurance agency and brokerage field, but as concerns over various probes of the insurance industry fade, activity is picking up. Kevin Donoghue of Mystic Capital Advisors Group,…
Feb 1, 2006 – Perpetuation Matters
PERPETUATION MATTERS Agents of Westfield Insurance get a big boost in planning for the future By Elisabeth Boone, CPCU Westfield Insurance partners from around the Midwest gathered at Westfield’s Blair Conference Center, where keynote speaker Kevin Donoghue (left), along with members of a five-person panel, discussed agency perpetuation needs and options. A company that’s…
Dec, 2007 – 10 Steps to an Internal Perpetuation Plan
10stepperpetuationplan
Dec, 2007 – Get Serious About Your Perpetuation Plan
THE BELOW ARTICLE WAS PUBLISHED IN THE DECEMBER, 2007 ISSUE OF ROUGH NOTES MAGAZINE. IT IS POSTED WITH PERMISSION OF THE ROUGH NOTES COMPANY. AGENCY FINANCIAL MANAGEMENT GET SERIOUS ABOUT YOUR PERPETUATION PLAN Unrealistic expectations can doom internal perpetuation plan By Kevin P. Donoghue, CFA, CPA The 75 million Americans who are part of the…