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Perpetuation Planning

7 Things to Consider in Perpetuation Planning

You know the facts: insurance agents as a group are aging; the median age of a principal at an insurance agency, according to McKinsey & Co., is in the late 50s. What’s more, fewer than half of these agents have a … read more

vet practice

How To Claim Your Vet Practice on Google

As a veterinarian, marketing your practice is critical to the overall financial success of your business. Having your practice’s website properly optimized for search engines such as Google will help you be easily found online. Claiming your practice through Google … read more


Exposing the Myths: SBA vs. Conventional Lending

The Small Business Association (SBA) offers lending programs that are often misunderstood as a cumbersome, last resort loan funding option. Much of this misperception is centered on borrower experiences with banks who do not specialize in SBA lending, are not … read more

small business

Breaux Talk: 3 Goals Your Small Business Can Achieve in 2016

  2016 is here, and with the New Year, many business owners take time to set goals for the coming year. I encourage you to take time this month to assess your funeral home’s revenue, cash flow and facilities. Decide … read more


How To Claim Your Self-Storage Facility On Google

As a self-storage facility owner, marketing your property is critical to the overall financial success of your business. Having your facility listed in local publications is important, but many potential clients will also search for self-storage properties online when making … read more


NAVC Tips for First Timers

Our team is excited for NAVC 2016. After several years of attending this great conference, we have put together our top tips for first-time attendees.   Remember There are Two Exhibit Hall Locations A unique aspect of NAVC is the … read more

Live Oak Bank

New Alliance Announced to Help Insurance Agencies Transition to Independence

Live Oak Bank, MarketSource and Strategic Insurance Software Announce Alliance to Help Insurance Agencies Transition to Independence WILMINGTON, NC – January 12, 2016 – Live Oak Bank (subsidiary of Live Oak Bancshares, Inc) (NASDAQ:LOB) is pleased to announce a partnership … read more

insurance agent financing

How Every Insurance Agent Should Start The New Year

As a new year begins, make it a priority to organize your corporate documents. It’s typically something on every agency owner’s to-do list, but quickly loses priority for more pressing business matters. As a lender, I can’t tell you the … read more

budgeting best practice

Budgeting Best Practices for Poultry Farmers

Poultry growers love talking about chicken, but let’s address the importance of managing your business expenses. You probably got into the poultry industry to provide for your family, make some money and retire someday. To be successful in your business, … read more


5 Must Read Books to Inspire Effective Leadership in 2016

Last year after completing the Keirsey Temperament Sorter, I could not help but laugh when it described me by saying my type “will read almost anything.” True to form I have been devouring books over the last few months. I … read more