Financial Security

Create generational wealth.

Financial security for your independent agency.

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Years of hard work and dedication are put into building your insurance agency. Once you decide to sell, you may need assistance to bring greater financial security as you seek to establish a perpetuation strategy. A partnership with KAI can bring that peace of mind.

Put the agency you’ve built in the right hands.

In many cases, your insurance agency is the asset capable of providing generational wealth. You want to make sure that when you finally monetize that asset, it is in good hands.

Backed by one of the strongest global financial partners, KAI will consult with you in the valuation and due diligence of your sale structure. We help you take some chips off the table by maximizing the value of that asset while ensuring you can stay engaged and continue to grow.

  Become a partner with KAI.

As a KAI partner, you’ll get the benefits of financial security, autonomy, exclusive agency resources, and more. Contact us to get started.

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Are you looking to take your independent agency to the next level? We’re here to help make that happen.

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