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Blueprint for Success: Crafting Your Ownership Journey


Total Credits: 3 including 3 CE Credit

Average Rating:
Not yet rated
Categories:
Agency Management
Faculty:
Sara Bradshaw Ray, CIC, CKC
Course Levels:
Intermediate
Duration:
3.5 Hrs - 3 hrs CE awarded
License:
Access for 90 day(s) after purchase.


Description

Dream of leading your own insurance agency? Whether you're a dedicated employee with aspirations of stepping up or a next-generation family member aiming to continue a legacy, this session is tailor-made for you. Explore the complexities and opportunities of agency ownership, including the strategic, legal, financial, and personnel facets. Discover the essential components of effective perpetuation planning and the nuances of agency valuation. Learn from seasoned professionals who offer insights into leadership transitions and the paths to successful ownership. Chart your course, learn from the best, and unlock the potential to transform your ambition into a flourishing agency legacy.
 

Basic Course Information

Learning Objectives

To:

  • Equip
  • Educate
  • Empower
...the next generation of agency owners through the insights of seasoned legal, funding, planning and leadership development professionals
Major Subjects
  • Legal
  • Funding
  • Planning
  • Leadership development professionals.

Course Materials

Faculty

Sara Bradshaw Ray, CIC, CKC's Profile

Sara Bradshaw Ray, CIC, CKC Related Seminars and Products

Sr. Vice President of Strategic Initiatives

Big I Oklahoma


Like many agency principals, wearing a variety of hats on a daily basis is not new to Sara. As a full time wife and mother of college-age twins, which she claims as her greatest accomplishment to date; Ms. Ray also has over 30 years in agency ownership and management. She is a licensed Property & Casualty, Life & Health independent agent and also maintains her Certified Insurance Counselor designation of tenured distinction. Her agency management experience is complimented by a background in company commercial underwriting which enables her to uniquely step into the shoes of her agency principal clients with empathetic eyes to help evaluate and manage their agency ownership challenges.

Not only does Ms. Ray bring a wealth of industry expertise, resources and knowledge to the table, her vast experience coupled with a keen sense of the dynamics of efficiency, and its impact on productivity uniquely suits her to meet a variety of operational, management, and marketing needs in agencies today.

The founder of SynerDynamics Group, Ms. Ray is also an executive coach and heads up the consulting firm which has come to be known as an “agency asset maximization resource” in the insurance industry today. Regardless of the economics or industry cycle, agencies today are looking to maximize the power of their dollar. A renowned speaker on the subject of agency efficiency, Ray advocates that capitalizing on the power of synergy result in maximized productivity adds strength to the agency dollar and ultimately a blacker bottom line.

With a lifelong passion for developing female leaders, Ms. Ray founded MyNetwork.ins which is a national mastermind group. Soon to be in its fifth season, MyNetwork provides leadership, management, personal and professional development, executive coaching, training and network facilitation both onsite in her home state of Oklahoma as well as on a virtual platform through the United States and Canada.

When not coaching female executives or helping agencies identify their organizational efficiency issues and tackling them head on, she’s an avid volunteer in her community, church and alumni affiliations, making her home in Stillwater, OK. While she’d love to be a better golfer, she’s happy with “good enough” when playing with friends and family. She’s always happy on a beautiful beach, a black diamond ski slope or even just a “mental vacation” in the tangled web of a good mystery novel. 


State Specific Details

State Approval Information Details OK - This course is approved in OK for 3 hours of credit - #6000158962

Basic Course Information

Designed For Anyone with a desire to one day own an agency

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