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    Scott Tietz, CLU

    Area Chairman of Partners Advantage


    Recent Posts

    What is the End Game of Your Financial Services Agency?

    Posted by Scott Tietz, CLU on Wed, Mar 20, 2019 @ 12:00 PM

    There is no right or wrong way to build a financial services agency or marketing company. The direction an owner initially begins with may not be the direction he or she finally ends up with. However, all owners need to think about where their company is headed. 

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    Is It Time to Merge or Sell Your Financial Services Agency?

    Posted by Scott Tietz, CLU on Wed, Feb 06, 2019 @ 12:00 PM

    Every agency’s growth plan should include possible purchases and mergers. Agencies can create synergies, get talent, and create an instant distribution channel far more quickly through a purchase or merger than by doing it organically. Succession plans can be created by merging companies and having partners.

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    Tags: business management

    Arthur J. Gallagher & Co. Acquires Partners Advantage Insurance Services, LLC and AMZ Financial Insurance Services, LLC

    Posted by Scott Tietz, CLU on Wed, Jan 30, 2019 @ 12:00 PM

    ROLLING MEADOWS, Ill., Jan. 28, 2019 /PRNewswire/ — Arthur J. Gallagher & Co. today announced the acquisition of Urbandale, Iowa-based Partners Advantage Insurance Services, LLC and AMZ Financial Insurance Services, LLC, wholly owned subsidiaries of Inversion Holding Company LLC. Terms of the transaction were not disclosed.

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    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.