The Insurance Dream Podcast

EP21: Selling your Insurance Agency? Here’s what you need to know about purchase price allocation

Abe Boling talks with insurance industry expert Jon Persky of Optimum Performance Solutions INC regarding how to set your Agency Sale up to minimize your tax liability.

EP20: How to hire great Insurance Agents in the most challenging labor market ever

Abe Boling talks with Alex Shattuck, Agency Owner & Author of the book "Complacency Kills: Decrease Hours & Increase Profits by Applying a Marine's Lesson from War to Your Business", about his recruiting expertise and practical steps Agency Owners can take to beat the tight labor market and grow their Insurance Agencies.

EP19: Agency Owners who want their kids to buy their Agency MUST LISTEN TO THIS - M&A Series Part 5

Abe Boling talks with Jon Persky, an M&A industry expert, to discuss perpetuation plan options for Agency Owners. If you are planning on selling your Agency to a staff member or family member, this is a MUST WATCH.

EP 18: Conference Series Part 3: Agency Collective & Insurtech Insights Americas Conferences in May - DOUBLE EPISODE

Abe Boling talks conferences with Kenny Urbania of The Agency Collective about their upcoming conference May 18-20 in Orlando Florida, and Bradley Collins with Insurtech Insights America, May 25-26 in New York.

EP17: Merger & Acquisition Series Part Four: Interview with Shelby Cowley of Acrisure

Abe Boling talks with Shelby Cowley, Director of Mergers & Acquisitions at Acrisure, the nation's largest acquirer of Insurance Agencies, to talk about their acquisition process.  

EP16 M&A Series Part Three: Jon Jamieson with Agile Cap: For Sellers of Insurance Agencies

Abe Boling sits down with Jon Jamieson, former Insurance Agency Owner, to talk about his acquisition success story and about the roll he plays helping sellers of Insurance Agencies through the M&A process with Agile Cap.

EP15: Conference Series Part 2: Insuretech Connect Vegas

Abe Boling of The Insurance Dream Podcast sits down with Bill Harris, VP & Founding Member of Insuretech Connect, to talk about all of the exciting things that are in store for Agents this year at ITC Vegas.

EP14: M&A Series part two: For Agency Owners looking to grow their Agency through Mergers & Acquisitions

Abe Boling of The Insurance Dream sits down with Peter Friedman of Agile Cap to talk about how Agency Owners looking to grow their Agencies through the Merger & Acquisition space an do so in today's challenging market.

EP13: Conference Series Part 1 : Vertafore Accelerate Conference Interview - Denver, CO March 28-31

Abe Boling sits down with Kayla Greenwalt, Vertafore's Vice President of Marketing, to talk about the Accelerate Conference, being held in Denver Colorado from March 28-31. Sign up to register here: https://www.mcisemi.com/netvu2022/

EP12: Insurance Merger & Acquisition Series: For Agency Owners thinking about selling, Part One

Abe Boling of The Insurance Dream sits down with Tom Arcieri of Authentic Advisors and talks about the current Insurance M&A market, how much Agency Owners can expect to sell their Agencies for, who is buying, and how to navigate the Agency Sale Process.