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Key Considerations in Agency Acquisition & Perpetuation

Total Credits: 3 including 3 CE Credit

Average Rating:
Professional Development |  Professional Development - Agency Management
David Tralka, CEO
3 hrs
Access for 90 day(s) after purchase.


Does Your Agency Have a Perpetuation Plan?  Don’t Know How to Start?  Register now for the Agency Perpetuation & Valuation webcast where you will learn:

  • ·        Current Mergers & Acquisitions Market
  • ·        How to Value Your Agency
  • ·        How to enhance the value of your agency
  • ·        How to Access Capital in the Market

Course Materials


David Tralka, CEO Related seminars and products


InsurBanc, a division of Connecticut Community Bank, N.A. ®


David W. Tralka has more than 30 years of experience in banking and financial services.  As President and Chief Executive Officer, Mr. Tralka is responsible for keeping the bank focused on being an innovative provider of financial products and services for the independent agency community. 

Mr. Tralka brings a wealth of experience and leadership to the helm of InsurBanc. He is a well-known speaker on the topics of agency mergers and acquisitions, agency perpetuation, and financing and has presented on these topics at numerous venues nationwide.

As a seasoned banker, Mr. Tralka’s career is distinguished by an extensive tenure at Merrill Lynch where he served in a number of senior management positions including President of Merrill Lynch Bank and Trust in Princeton, NJ, and Chairman of Merrill Lynch Community Development Company. 

Mr. Tralka holds an MBA from Northwestern University and a BA in economics from Cornell University.

State Specific Details

State Approval Information Details

NC - This course is approved for 3 hrs CE - Course#213464



Overall:      4.7

Total Reviews: 18

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