In Person

Wednesday, June 7th & Thursday, June 8th
The More You Know...

We cannot emphasize enough that it is NEVER too early to start perpetuation planning for your agency's future. This educational lunch and learn event is a must-attend for EVERYONE, regardless of whether you are currently considering selling your agency or looking to grow through acquisition. The insights and guidance provided by industry experts at this event will help you understand the importance of perpetuation planning and enable you to prepare effectively for the future of your agency. 

Our lineup of speakers includes:

Sean Kenny, Senior Vice President of Corporate Development at SIAA, who oversaw 14 successful acquisitions, consisting of more than 900 member agencies and over $2 billion in written premium. Sean will share his extensive knowledge of M&A and perpetuation planning and provide insights on how you can become a thought leader in the industry.

Carey Wallace, a Certified Exit Planning Advisor, who has worked with hundreds of independent insurance agencies helping them understand their agency's value and turn that knowledge into an actionable plan for their future.

Justin Whitson, a Business Development Officer at Pathward, National Association, f.k.a. Crestmark Bank, who has years of experience in insurance agency finance and can guide you through the lending process.


South Carolina

Thursday, June 8 • 10am-1:30pm

Commerce Club 

55 Beattie Place Floor 17 Greenville, SC 296


Wednesday, June 7 • 10am-1:30pm


1155 Mount Vernon Highway Northeast #800

Atlanta, GA 30338


Thursday, May 25th
Accelerate Webinar Series

We're thrilled to announce our upcoming private webinar series in collaboration with Agency Revolution. Over the summer, you'll have access to three exclusive sessions packed with insights and strategies to help you reach more prospects, cross-sell policies, and boost retention. In the first session this May, you'll learn how to build and implement a diverse email programming calendar, plan and execute social media marketing campaigns, and use data-driven decision-making best practices. Don't miss this chance to elevate your digital marketing.

Register now to secure your spot in the webinar series and get ready to accelerate your agency's growth.