IA Valuations 2024 Webinar Package

IA Valuations 2024 Webinar Package

Don't miss out on OIA's IA Valuation Series. With one click, you register for all of them. The best part? If you miss out, the replay will automatically be put in your dashboard to watch! To register, you'll have to log in. Don't know your log in information? Email learning@ohioinsuranceagents.com.

Here is the line up:

Risk Factors in Your Agency Operations and Valuation
February 21, 2024 – 12:00 PM EST

2024 Independent Agency M&A Trends and Predictions
May 15, 2024

Agency Operations: The Essential Steps to Internal Perpetuation
June 12, 2024

Minimizing the Risks of an Agency Acquisition - How to perform proper Due Diligence
August 28, 2024

Is Now the Right Time? What to consider when planning to transition your agency ownership and leadership
October 30, 2024

  • Private Equity in the Independent Agency System
    Contains 2 Component(s) Includes a Live Web Event on 09/25/2024 at 12:00 PM (EDT)

    1 Hour l CE: 1 l September 25 l 12:00 PM EST

    In recent years, mergers and acquisitions have been on the rise, highlighting the increasing significance of private equity firms within the independent insurance sector. It's crucial for agents to grasp the pivotal role these firms play in shaping the landscape of the industry.  

    Jeff Smith

    Chief Executive Officer

    Ohio Insurance Agents Association

    Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.

  • Is Now the Right Time? What to consider when planning to transition your agency ownership and leadership - October Webinar
    Contains 2 Component(s)

    1 Hours l CE: 1 l October 30 l 12:00 PM EST

    Please join us for this Webinar Wednesday to learn more about what agent owners will understand and what to consider as they ponder transitioning their clients and agency to new ownership. Agent's will discover how to prepare and move forward.

    They will learn about the key steps to planning and preparing for a smooth transition of their agency operations, clients and carrier partners. 

    Please note that if you are outside of Ohio, this course does not provide CE credit.

    Jeff Smith

    Chief Executive Officer

    Ohio Insurance Agents Association

    Chief Executive Officer for Ohio Insurance Agents Association (OIA), a statewide association that is the leading advocate for insurance consumers, independent agents, IA carriers and a competitive insurance marketplace. OIA represents 1,400 independent insurance agencies and 12,000 insurance agents who are responsible for fulfilling 82 percent of the commercial insurance and 44 percent of the personal insurance and risk management needs of Ohio's businesses and citizens.