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closing the gap: insurance agency valuation & strategy

Helping agents accomplish their goals regardless where you are at in the agency life cycle. Phil Trem, Marshberry, joins Closing the Gap to discuss mergers & acquisitions, agency perpetuation and valuation.

No matter where your agency is at in your life cycle, this episode is a must listen!

We welcome your review of Closing the Gap on Apple Podcasts.

Learn more about Westfield's independent agency partners.

Here are some quick links to the show on all major platforms:  iTunes | SpotifyStitcher 

Want to hear a specific topic discussed on Closing the Gap?  Email us!