Ep. 52: Agency M&A -- Things to Know Beyond Licensing
Spot On Insurance
English - March 20, 2018 05:00 - 14 minutes - 20.3 MB - ★★★★★ - 56 ratingsBusiness Education Self-Improvement corporatecompliance insurance insuranceregulation insuretech licensing spotoninsurancepodcast surpluslinestaxfilings Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Steve Lawrence is Vice President of Licensing at AssuredPartners, a company that focuses on building quality relationships with their clients and forging solid partnerships throughout the insurance industry. Steve has over sixteen years’ experience in all facets of licensing and regulatory compliance. His specialties include licensing, annual reports, and Secretary of State filings.
In this episode, Steve shares his background and current function at AssuredPartners. He discusses the differences and similarities between a merger and an acquisition as well as the various processes involved for each. He also explains how a company’s future would be affected following a merger or acquisition.
“When you know what you're doing, there's a big difference from the person that falls into trap after trap.” – Steve Lawrence
Today on Spot On Insurance:
His background and journey in the insurance industry. His responsibilities at AssuredPartners Inc. The difference between a merger and an acquisition. How he makes sure every component gets done. The processes involved in mergers. How do mergers affect future annual report filings? The role of timing in mergers and acquisitions.Key Takeaway:
It's best to ensure you have all the necessary documents filed when withdrawing an entity.Connect with Steve Lawrence
AssuredPartners Inc.This episode was brought to you by…
Spot On Insurance is brought to you by Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.
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