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Insurbanc video series

Financial issues important to agency management

Part III: When Does an agency perpetuation plan make sense?  InsurBanc's David Tralka discusses InsurBanc's advisory role and the factors that drive an agency succession plan, answering  a question many agency owners wonder, what to do with the investment they've built over the years. He discusses the factors behind creating an agency success plan and the options and challenges of perpetuation financing. 4:50

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Part II: What is the climate for the agency merger market?
InsurBanc's David Tralka shares his thoughts on where he sees the market going this year, including the factors behind a healthier agency merger market in 2014 and what that means for merger activity.  2:03

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Part I: What’s New at the "New" InsurBanc?
InsurBanc’s David Tralka sheds light on the bank’s recent activity and ownership, including the importance of InsurBanc’s new structure and how it positively affects increased access to capital available to agents and its continued commitment to the insurance industry.  8:48

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InsurBanc also offers consumer banking products such as home mortgages, certificates of deposit, free checking available to you and your employees.




Member FDIC, Equal Housing Lender, NMLS# 406399 ​
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