Key Considerations in Agency Acquisition & Perpetuation
Total Credits: 3 including 3 CE Credit
- Average Rating:
- 4.8
- Category:
- Professional Development | Professional Development - Agency Management
- Faculty:
- David Tralka
- Duration:
- 3 Hours
- License:
- Access for 30 day(s) after program date.
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Audience: Agent and Customer Service Training
Description
Does Your Agency Have a Perpetuation Plan? Don’t Know How to Start? Register now for the Agency Perpetuation & Valuation webcast where you will learn:
- · Current Mergers & Acquisitions Market
- · How to Value Your Agency
- · How to enhance the value of your agency
- · How to Access Capital in the Market
Course Materials
| Course Slides (2.17 MB) | Available after Purchase | ||
| PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase |
Faculty
David Tralka Related seminars and products: 1
CEO
InsurBanc
InsurBanc, a division of Connecticut Community Bank, N.A. ®
David W. Tralka has more than 30 years of experience in banking and financial services. As President and Chief Executive Officer, Mr. Tralka is responsible for keeping the bank focused on being an innovative provider of financial products and services for the independent agency community.
Mr. Tralka brings a wealth of experience and leadership to the helm of InsurBanc. He is a well-known speaker on the topics of agency mergers and acquisitions, agency perpetuation, and financing and has presented on these topics at numerous venues nationwide.
As a seasoned banker, Mr. Tralka’s career is distinguished by an extensive tenure at Merrill Lynch where he served in a number of senior management positions including President of Merrill Lynch Bank and Trust in Princeton, NJ, and Chairman of Merrill Lynch Community Development Company.
Mr. Tralka holds an MBA from Northwestern University and a BA in economics from Cornell University.
Dates
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Wed, Jun 24, 2020 - 10:00a to 01:00p CDT
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Wed, Jul 22, 2020 - 10:00a to 01:00p CDT
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Wed, Aug 26, 2020 - 10:00a to 01:00p CDT
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Wed, Sep 23, 2020 - 10:00a to 01:00p CDT
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Wed, Oct 28, 2020 - 10:00a to 01:00p CDT
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Wed, Nov 25, 2020 - 10:00a to 01:00p CST
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Wed, Dec 23, 2020 - 10:00a to 01:00p CST
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State Specific Details
State Approval Information DetailsLA - This course is approved for 3 hrs CE - Course#30319
TN - This course is approved for 3 hrs CE - Course# 30521
GA - This course is approved for 3 hrs CE - Course# 58766
Reviews
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Overall: 4.8
Total Reviews: 11
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