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Tax

The Hidden Profit Center: Why Strategic Tax Planning is Essential for Insurance Agency Owners

By Club Capital on July 10, 2025

Running a successful insurance agency requires more than just writing policies and managing client relationships. While you're focused on growing your book of business and serving...

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Financials CFO

Ready to Scale Your Insurance Agency? Let's Talk Numbers (The Fun Kind!)

By Club Capital on July 3, 2025

We know what you're thinking – "budgeting and forecasting" doesn't exactly scream "exciting Friday afternoon reading." But stick with us here, because we're about to show you how these...

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Financials

From Backward-Looking to Strategic Growth: One Insurance Agent’s Journey with Club Capital

By Club Capital on June 26, 2025

Overview Tyler, now in his third year as a Club Capital client, shares how partnering with Club Capital transformed his insurance agency from a retrospective business to a forward-thinking...

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CFO

The Numbers That Matter: KPIs Every Insurance Agency Should Track (And Why You Can't Afford to Ignore Them)

By Club Capital on June 19, 2025

Let's be honest – running an insurance agency means you're juggling a lot of balls. Between managing client relationships, staying compliant with regulations, and growing your business,...

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Tax

Staying Ahead: Essential Tax Preparation Tips for Insurance Agencies Entering Q3

By Club Capital on June 12, 2025

As we move into the third quarter, successful insurance agency owners are already thinking ahead to year-end tax planning. While Q4 might seem like the natural time to focus on taxes, smart...

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Financials

Don't Let Summer Cash Flow Catch You Off Guard: A Financial Health Check for Insurance Agents

By Club Capital on June 5, 2025

Summer is coming, and while your clients are planning beach vacations and family getaways, you might be facing a different kind of seasonal challenge: the dreaded summer cash flow dip. If...

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Tax

NEW 7.3.25 : What Insurance Agency Owners Need to Know About the Approved 2025 Tax Bill

By Club Capital on May 27, 2025

Important Disclaimer: This legislation HAS PASSED CONGRESS and is headed to the President's desk. President Trump is expected to sign the bill on July 4, 2025, making it law.

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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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