Brian Refici

Jan 14, 2025 | marshberry.com | Brian Refici

Donald Trump’s reelection, combined with the upcoming Republican control of Congress, may have eased some concerns that parts of the Tax Cuts and Jobs Act (TCJA) will be allowed to expire at the end of 2025. The two most relevant tax cuts to independent agents and brokers are the Qualified Business Income (QBI) deduction and the Estate and Gift tax exclusion amount. In both cases, independent business owners have benefited, either directly or indirectly since this bill was introduced.

Oct 3, 2024 | marshberry.com | Sara Dahlen |Brian Refici

Technology can do a lot of things, but fixing broken processes or replacing certain human expertise are still a very long way away. Before you integrate the latest system or add AI, figure out where digital solutions will have the greatest impact in helping you achieve your goals. It’s one of the hottest topics in today’s corporate world – how do businesses use innovative technology to grow and improve? At the core of this discussion is AI and automation.

Apr 1, 2024 | leadersedge.com | Phil Trem |Brian Refici |Zach West

Despite that decline, investment in insurance technology isn’t evaporating; substantial deals have taken place. This pattern signals a shift to focusing on the financial bottom line rather than business growth. Some providers have even indicated their strategic focus on profitability over growth through 2024. However, the increase in tech startups looking for a buyer creates opportunities to invest in digital solutions without a hefty price tag.

Oct 30, 2023 | marshberry.com | Sara Dahlen |Brian Refici

As insurance carriers, distributors, investors, and insurtech firms prepare to travel to Las Vegas for the annual Insurtech Connect Vegas conference (ITC Vegas), starting on 10/31/23 – quarterly performance results are being disclosed through earnings calls and investor presentations. With a lot of various news being released, a few themes have emerged that will more than likely be a large part of the ongoing conversations in Vegas this week.