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Agency Financial Planning and Compensation Workshop

Coming this November to Columbia

LUNCH IS INCLUDED. This course will address the 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 Analysis
  • Developing a Budget
  • Agency Compensation
  • Administration, Producer and Staff Methods
  • Retirement

Please note:  This course is designed for Agency principals, managers and supervisors. It is NOT recommended for general agency staff, account managers or customer service representatives (CSRs).

Workshop led by:   Jon Persky, CPA, CIC, PHR

Jon is the President of Optimum Performance Solutions, LLC, a company that  provides management consulting services on a nationwide basis to insurance agencies and carriers.  The firm specializes in the areas of mergers and acquisitions, agency valuation, sales and marketing, compensation planning, perpetuation planning, and workflow analysis.

Clients range from small mom & pop type agencies to regional banks to divisions of Fortune 100 companies.  Jon and his company are also endorsed by several state insurance associations including IIABSC.  Jon is also the author of several books on agency operations and management.

Nov. 12
filed for 5 hrs. P&C or L&H credit in SC

only time offered in 2019!