In this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker's perspective, how agencies are positioning themselves for success, and what a couple of the different options are.

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This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused

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Show previously named Insurance Refocused