Series Summary

Agency Education’s partnership with Reagan Consulting provides sessions on current trends in M&A, valuation, agency management strategy, and other hot topics for agent and broker leadership.

Program Dates & Registration

Available Recordings

Recordings of past events.

State of Broker M&A Activity 2023-2024

Recorded May 02, 2024

The Evolving Insurance Environment: 2023 Analysis and Predictions for 2024

Recorded December 14, 2023

How to Prepare for Internal Perpetuation: A Top Strategy for Value Creation

Recorded August 8, 2023

Agency Valuation Trends in 2023

Recorded May 9, 2023

State of Broker M&A Activity 2022-2023

Recorded Feb. 23, 2023

The Decision to Remain Independent in the Current Market

Recorded November 16, 2022

State of Broker M&A Activity 2021-2022

Recorded Feb. 17, 2022

All Things M&A: Current Market, Valuations, Buyer Types, Benefits and Pitfalls

Recorded Dec. 2, 2021

InsurTech and Making the Most of New Technologies

Recorded Nov. 2, 2021

Perpetuation in the Age of Scale

Recorded June 29, 2021

State of Broker M&A Activity 2020-2021

Recorded February 18, 2021

Agency Performance Metrics – Digging Deeper

Recorded December 10, 2020

Acquisition Strategies and Valuing Individual Books of Business

Recorded May 19, 2020

State of Broker M&A Activity 2019-2020

Recorded Mar. 5, 2020

Raising Capital to Fuel Growth and Perpetuation

Recorded Nov. 12, 2019

You Manage What You Measure

Recorded Aug. 6, 2019

The Increasing Importance of Specialization

Recorded May 9, 2019

State of Broker M&A Activity 2018-2019

Recorded Mar. 5, 2019

Avoiding the Train Wreck: Producer Recruiting and Development

Recorded Dec. 6, 2018

Internal Perpetuation 101

Recorded Sept. 13, 2018

The Lowdown on InsureTech

Recorded May 24, 2018

State of Broker M&A Activity 2017-2018

Recorded Jan. 30, 2018

Reagan Consulting Webinar Series

Current trends in M&A, valuation, agency management & more


Chubb appointed agents and brokers, including agency leadership and principals.


One hour


Webinars are offered free of charge to Chubb agents and brokers and their select clients.

Continuing Education Credit

Please note that webinars are NOT approved for CE credits.


Registration for live participation is required. To register for the webinars, click on any available upcoming program. Participants will receive an e-mail confirmation with the webinar access information, including the URL link and dial-in information.


Recordings of past events are available in the webinar archive.

Information Request

Program Information Request