Episode #21: Budgeting Tips for Independent Agencies

In this holiday-themed episode of the Build Your Legacy: Insurance Edition podcast, Travis and Bill discuss a timely topic for independent insurance agencies: budgeting- with or without contingencies and profit sharing in mind. They explore considerations such as historical data, guarantees, and loss ratios, and offer practical advice while emphasizing the importance of planning ahead for growth. Whether you include contingencies and profit sharing in your budget or not, the key takeaway is clear: budgeting is essential for success. Tune in for actionable insights and a festive wrap-up as the hosts share their thoughts!