Agency Financial Analysis & Compensation

Description

Agency Financial Analysis & Compensation

ATTENTION: THIS COURSE IS BY INVITATION ONLY FOR AGENCY PRINCIPALS AND UPPER LEVEL MANAGEMENT. REGISTRATION IS LIMITED TO 35 ATTENDEES.

This course will benefit agency management by addressing financial issues in insurance agencies such as:

• Common Financial Mistakes
• Legal Entity Implications
• Agency Financial and Productivity Review
• Revenue and Expense Analysis
• Agency Profitability
• Balance Sheet Ratio Analysis
• Agency Productivity
• Agency Compensation
• and much, much more!

This course qualifies for 5 hours of general producer continuing education credit.

Instructor Bio

This course is taught by Jon Persky of Optimum Performance Solutions in Tampa, Florida. Mr. Persky holds an MBA in Finance from the University of Pittsburgh, is a Certified Public Accountant, a Certified Insurance Counselor, and a Professional in Human Resources. As a national faculty member of the Society of Certified Insurance Counselors for over 20 years, Jon is the Society’s exclusive lecturer on perpetuations, mergers & acquisitions, and agency valuations.