Skip Ribbon Commands
Skip to main content
None

Use Your Agency's Liquidity

InsurBanc's CEO & President David Tralka’s is featured in Rough Notes discussing the best way to use your liquidity to benefit your agency.  The article discusses how extra cash can be put to good use by investing in your agency, creating even more value and generating future returns when you decide to sell.

Tralka also looks at when it’s best to use the funds you have on hand versus seeking financing.  Agency perpetuation and mergers and acquisitions are perhaps the greatest reasons why an agency might decide to borrow.

Read the Rough Notes Article

InsurBanc is a financial institution focused on the specific needs of independent insurance agents.  Learn more about InsurBanc.