Virginia Association of Health Underwriters

CVAHU General Membership Meeting

  • 03/19/2009
  • 11:30 AM - 12:59 PM
  • The Westwood Club, 6200 West Club Lane, Richmond 23226


  • Non-member or guest cost
  • Member cost of luncheon

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CVAHU General Membership Meeting

Thursday, March 19, 2009

Post Election 2008:  The Coming Challenges and Opportunities








The M&A Market and Valuing Your Agency


Are you an owner of a small or large insurance agency? …or do you own your book of business?  This presentation is geared toward owners of independent health insurance agencies, as well as financial planners, independent life agents and P&C agents with health or employees benefits business.  Whether you are thinking of selling your health insurance business in the short-term, “someday”, or just trying to build the most valuable business you can, this presentation will provide a better picture of the current M&A market as well as the valuation methods used by purchasers.


Brett Rosen serves Digital Insurance as Senior Vice President, Sales. Brett will be joining us to discuss his passion for helping employee benefits agencies strengthen their business by identifying opportunities for improving the efficacy and the efficiency of their sales and service teams.  He enjoys speaking to industry groups on a range of topics including The Current M&A Market, Valuing Your Agency, Best Practices for Evaluating and Implementing Outsourcing Arrangements and Effectively Serving Small Employers.



The meeting will be held from 11:30-1:00 PM.  Please RSVP as space is limited. We highly encourage both members and non-members to register and pay on-line to ensure that everyone will be accounted for a lunch.  


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