Today's Viewpoint: A MarshBerry Publication

Election Effects On The Insurance Brokerage Industry

November 4, 2020
Phil Trem

An interview with Joel Wood, Senior Vice President, Council of Insurance Agents & Brokers

In Today’s ViewPoint, watch Phil Trem, President – Financial Advisory, MarshBerry, discuss the immediate fall-out from the election with Joel Wood, Senior Vice President, The Council of Insurance Agents & Brokers.

Their discussion includes what we know for sure, what we don’t, and the potential impact on the insurance brokerage industry – and insurance agents and brokers across the country.

If you have questions about Today’s ViewPoint, or would like to learn more about activity in the insurance marketplace, please email or call Phil Trem, President – Financial Advisory at 440.392.6547.

Subscribe to MarshBerry’s Today’s ViewPoint blog for the latest news and updates and follow us on social media.

More information on this topic will be shared during MarshBerry’s 15th Annual IMPACT Summit!

Learn more about current debt & equity market dynamics, and why raising capital might be the smartest decision you make in 2020. View the full agenda and register at www.MarshBerry.com/IMPACT for the virtual event on 11.10.20 starting at 1 pm ET.

Investment banking services offered through MarshBerry Capital, Inc., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, Ohio 44122 (440.354.3230)

Contact Phil Trem
If you have questions about Today's ViewPoint, or would like to learn more about how MarshBerry can help your firm determine its path forward, please email or call Phil Trem, President, Financial Advisory, at 440.392.6547.

MarshBerry continues to be the #1 sell side advisor in the industry (as ranked by S&P Global). If you’re considering selling your firm, we are the best choice to help you through the complicated process. If you don’t hire MarshBerry, hire a reputable advisor that can help you navigate one of the most important business decisions you will ever make. You will be much better off having an advisor in your corner that knows the industry than trying to do this on your own.

Recent Articles

April 17, 2024

Four Essential Elements To Drive Organic Growth

by Phil Trem
Staying competitive in today’s fast-paced market will require firms to have a strategy for growth. There are four specific focus areas that can help firms navigate building a plan for sustainable growth.
Read More
April 15, 2024

Using Valuation To Measure Progress In Your Firm

by Jennifer Martin, CPA, CFE
If you own a business, there’s a good chance that it’s the largest asset in your portfolio. However, many business owners don’t have clarity around what their business is actually worth and what drives value.
Read More
April 10, 2024

Setting The Stage For High-Performing Producers

by Don Folino
In a competitive job market, are you arming your producers with the best tools, insights and strategies necessary to help them unlock their potential?
Read More
March 26, 2024

Exclusive To Independent: A Step-By-Step Guide For Insurance Agents

by Keith Captain
Transitioning from an exclusive to an independent insurance agency requires thorough planning and preparation. Building a strategic plan can help you prepare, prioritize, and stay on track, but it may not be enough without an expert to help guide the process.
Read More