Stop! Before adding someone to your agency/company for a registration, please email to ensure the individual is set up correctly in our system to receive accurate pricing and prevent duplicate records. Otherwise, the system will default to the higher, non-member rates for anyone manually added to your agency/company listing. If you are an agent member of IIANC or work for a PARTNER company, please verify that the system is giving you member pricing before you complete your registration. 

Agency Financial Analysis and Compensation

Agency Financial Analysis and Compensation

This course taught by Jon Persky, CPA, CIC, PHR, with Optimum Performance Solutions 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

 Members – $69,  Non-members $169

CE - 5 hours GEN

Class time:  9:00am - 3:00pm





9/24/2020 9:00 AM - 3:00 PM
Hilton Garden Inn 7831 Gateway Lane Concord, NC 28027

Online Registration Instructions:
Click here to view instructions for how to register online.

IIANC Cancellation Policies & Event Disclaimers:
Click here to view cancellation policies and disclaimers for IIANC classes and events.


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