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In this episode, the hosts discuss the recent mergers and partnerships in the insurance industry. Jeff Roy announces the merger of Excalibur with McFarland Rowlands, Steve Earle reveals a partnership with Southampton Financial, and Adam Mitchell hints at a future partnership. The decision to sell or partner with another company is driven by factors such as size and scale, access to markets and underwriters, HR resources, and technology. Each CEO chose a partner that aligned with their specific needs and goals. The teams were informed about the transactions and were reassured about the future of the business.

The conversation explores the decision-making process and the impact of partnerships and acquisitions in the insurance industry. The participants discuss the importance of transparency and communication when making these decisions and the opportunities for growth and advancement that come with them. They also touch on the concept of independence and how it can be maintained even after entering into partnerships. The conversation concludes with a discussion on feedback and the potential reactions from others in the industry.

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