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E&O Insights: Don’t Forget About E&O When Buying or Selling an Agency

This is an excerpt from an Insurance Journal article that I authored in the March 25, 2013 edition. “While the industry seemed to see a spike in mergers and acquisitions activity in 2012 due to some...

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Looking to buy or sell an agency? Are you factoring in the E&O issues?

It seems that every day, insurance news providers are reporting on insurance acquisitions. There are many issues involved for these agencies and others in the acquisition mode but one issue that does...

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E&O Insights: Do You Have Clients That Will Be Buying or Selling?

This is an excerpt from an Insurance Journal article that I authored in the March 23, 2015 edition. “While most agents are aware that mergers and acquisitions are hot topics in the world of insurance...

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Mergers and Acquisitions – a potential E&O exposure?

I recently read a National Underwriter article dealing with Mergers and Acquisitions. The primary focus of the story dealt with the record year for M&A activity of insurance agencies. In fact, the...

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