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February 15th: Promotions, Appointments & Accolades This Week In Massachusetts

February 15, 2019 by Julia Ybarra Leave a Comment

Agency Checklists weekly article on the latest insurance hires, promotions and accolades

A weekly round-up of insurance hiring and company news in Massachusetts. This week features announcements from Risk Placement Services, Custom House Advisors, Liberty Mutual and the MAIA.

Filed Under: Latest Hires Tagged With: Agency Checklists, insurance news mass, MA Insurance NEw, ma insurance news, Mass. Insurance News

Latest Update: The State of The Commercial Auto Marketplace In Massachusetts

February 12, 2019 by Julia Ybarra Leave a Comment

Commercial Market Share Report as of November 2018

A bi-monthly look at the current state of the Commercial auto insurance marketplace in Massachusetts.

Filed Under: CAR News Tagged With: CAR news, Commercial Auto, ma insurance news, Mass. Insurance News

2018 Ends On A High Note With A Record Level Of Insurance Agency M&A Activity

February 5, 2019 by Julia Ybarra 3 Comments

MA Insurance News, Massachusetts insurance news, insurance agencies acquired in 2018, how many insurance agencies were sold in 2018

In a surprising turn-around, slower activity in Q2 gave way to an acceleration in M&A activity during Q3-2018 as detailed in our latest at quarterly activity both in Massachusetts and across the country.

Filed Under: MA Agency Acquisitions Tagged With: Insurance Agency Acquisitions in Mass in 2018, ma insurance news, Mass insurance agency purchase and sales 2018, Mass. Insurance News

Tom Brady’s Hero Is A Massachusetts Insurance Agent

February 3, 2019 by Julia Ybarra

Agency Checklists, MA Insurance News, Mass. Insurance News

Congratulations to the Patriots once again! – This is originally from 2017, but after yesterday’s historic win, we thought we would republish it today.

Filed Under: Mass Insurance News Tagged With: ma insurance news, Mass. Insurance News

IRS Confirms New 20% Pass-through Income Tax Deduction Can Be Used By Insurance Agency Owners & Shareholders

January 29, 2019 by Julia Ybarra

Good news for insurance agent owners and shareholders everywhere. The IRS has confirmed the 20% Pass-Through Income Tax Deduction applies to you.

Filed Under: Law Alerts Tagged With: categorizing my agency as a pass-through business, Filing my insurance agency income taxes, How can insurance agents take advantage of the new Pass-Through Tax Deduction, IRS 20% Pass Through Deduction, ma insurance news, Mass. Insurance News, Section 199A and insurance, Section 199A deduction and insurance

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    Chief Sales Officer

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Events Calendar

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Mon 18

President’s Day – Library Closed

February 18
Wed 20

AIC37, Managing Bodily Injury Claims with Michael Kelley, AIC

February 20 @ 4:30 PM - 6:30 PM
Mon 25

Exploring The Journey of Black and Latino Professionals in Insurance

February 25 @ 5:00 PM - 7:00 PM
Tue 26

Introduction to Underwriting with Marc Cleary, CPCU, ARM

February 26 @ 9:00 AM - 3:00 PM
Tue 26

Owner-Controlled Insurance Seminar

February 26 @ 1:00 PM - 4:00 PM

Article Comments & Updates

  • Mark Do producers have access to the database to see if a risk is ineligible? Feb 12, 5:03 PM
  • Mick McNabb The business model of acquiring agencies and then letting them run themselves the way they always have, seems to be a common one with the current community of PE acquirers. What I find interesting is that this decentralized model is not particularly sustainable long term... Feb 08, 3:20 PM
  • Michael B. Ryan, CPA I think the most important point in this article is determining what the best fit is for your agency. Every owner has different expectations as to how they would like to transition from their agency, identifying the right buyer is a very difficult. There are... Feb 05, 11:17 AM
  • Kevin Giovanucci For the past 3 years Acrisure has been at the top of the Acquisition List and as an Acrisure Partner Agency for the past three years I can understand why. They acquire great agencies and then continue to let them run those agencies the way... Feb 05, 10:11 AM

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