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Tax

BREAKING: What Insurance Agency Owners Need to Know About the Proposed 2025 Tax Bill

By Club Capital on May 27, 2025

Important Disclaimer: This legislation has NOT become law yet. The House has passed their version, but it still needs to go through the Senate and be signed by the President. Tax planning...

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Case Study CFO

From Flying Blind to Financial Clarity: How Club Capital Transformed This Insurance Agent's Business

By Club Capital on May 22, 2025

Running an insurance agency demands more than just selling policies. It requires smart financial management—something SF insurance agent Gregory Mehrhoff discovered was harder than expected...

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Financials

Emergency Fund Planning: Building Reserves for Unforeseen Circumstances or Economic Downturns

By Club Capital on May 15, 2025

Running an insurance agency is both rewarding and challenging. While you work hard to protect your clients from the unexpected, it’s just as important to safeguard your own business. One of...

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CFO

Why Insurance Agency Owners Must Know Their Business Numbers

By Club Capital on May 1, 2025

Running a successful insurance agency requires more than just selling policies — it requires running a business. And just like any business, knowing your numbers is the difference between...

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CFO

Debt Management: Smart Strategies for Growing Your Agency Without Drowning in Loans

By Club Capital on April 24, 2025

Starting or growing your insurance agency often means taking on debt. Whether it's a small business loan to get things rolling, a line of credit to expand your team, or financing to upgrade...

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CFO

Case Study: Financial Reporting and Analysis For Agency Longevity

By Club Capital on April 10, 2025

In the insurance industry, financial stability and profitability are key indicators of an agency's long-term success. Understanding financial reports—particularly income statements and...

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Case Study

Case Study: From Financial Chaos to Confident Decision-Making

By Club Capital on April 3, 2025

Running an insurance agency comes with a lot of moving parts — marketing, sales, customer service, operations… and of course, finances. For agency owner John Tunnell, the financial side of...

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Financials Case Study

Case Study: How Club Capital Transformed Financial Clarity & Growth for an Insurance Agency

By Club Capital on March 19, 2025

Casey and Seyda, owners of a growing insurance agency, faced significant challenges in financial visibility, strategic decision-making, and long-term planning. Like many insurance agency...

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Tax

Tax Planning and Compliance for Insurance Agencies: Maximize Deductions While Staying Compliant

By Club Capital on March 13, 2025

Tax season can be a stressful time for insurance agencies, but with the right approach, it doesn’t have to be. Staying compliant with state and federal tax laws while maximizing deductions...

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