“Tom was involved in the transaction where Commerce Bank acquired Keystone National. Keystone National served as the foundation agency for Commerce National Insurance Services. Commerce National was then acquired by the existing management group and was renamed Conner...
A friend of mine has a theory about marriage. He says, instead of ‘till death us do part’, marriage should be a five-year contract. At the beginning, both parties agree to dedicate themselves to the marriage for five years and then reassess the commitment. Ideally,...
A lot of the time we allow ourselves to live in ambiguity. We make plans to meet between 12:00 and 12:30. We write hurried emails that we’re sure the receiver will understand even if some of the context is missing. We avoid repeating ourselves when we know we’ve been...
In setting up a meeting for a seller recently, I mentioned to a potential buyer that it was very important that they be prepared to tell their story. Their response was short and to the point, they told me, “This isn’t a First Date.” That exchange will always stick in...
In today’s post we discuss the predicted stock market crash and explain how insurance agency owners can prepare. There was disturbing news when several reputable experts revealed their prediction that the stock market will plunge by 50% or more. Mark Spitznagel, a...
