Insurance Agency Insights Podcast Artwork Image

Insurance Agency Insights

Peter Friedman

Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.
Episodes
Agency Best Practices: Culling Your BookMarch 12, 2022
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Acquisition and Due Diligence Mini-Series, Part 2: 4 Keys to a Successful Due Diligence ProcessApril 06, 2021
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Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition FinancingMarch 23, 2021
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Don't Forget Technology as Part of Your Agency Acquisition Due DiligenceNovember 11, 2020
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How Agency Financing Has Helped Agency Owners, Tales from the AgileCap ArchivesSeptember 24, 2020
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The Lending Landscape, part 2, with guest, Mike Wagar, SVP at Westfield BankAugust 03, 2020
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The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak BankJuly 30, 2020
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M & A Insights with guest, Sam PattersonJuly 01, 2020
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M & A: The What, Where, When, and How of Acquisitions.June 08, 2020
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How to work with a lender in times of troubleMay 08, 2020
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What could happen in the insurance agency world over the next several weeks, months, years?April 24, 2020
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