By Steve Hallo | February 26, 2021, at 12:00 AM “In 40 years of practice, I have never seen a period of time when changes have happened so quickly,” Ross said. “We have some catching up to do in terms of what this all really means. But for insurance M&A it is accelerating these trends;…
Marc Greene from General Insurance Brokerage refers to Merrill Lynch Research and has some recommendations. If you have not spoken to your CPA or Tax Attorney, let me break down some of what is inside Biden’s proposal to hike taxes. Regarding the Capital Gains Tax, the administration will propose raising the federal long-term capital gains…
Now, we are once again in the midst of a record-breaking year for M&A. Investors completed nearly 44,000 deals during the first nine months of 2021, a new all-time high, according to preliminary data from Refinitiv. Those deals had a combined value of some $4.3 trillion, breaking the 14-year-old record that was set way back…
…How the Human Element is Vital in Agency Acquisitions Usually, when people ask an agent or agency principal “what business are you in,” they answer, “I’m in the insurance business!” That’s only superficially correct. The real answer, I learned along the way is this: We’re in the people business! All of us! I strongly believe…