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Portfolio

Portfolio Wins Diamond, Platinum in 2021 DCAs

Dealers ranked Portfolio No. 1 for Service Contract Reinsurance and No. 2 for Appearance Protection Products (Chemical) in the 2021 Dealers’ Choice Awards.

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5 Things Agents Need to Know About Reinsurance

Agents need not be reinsurance experts to properly advise their dealers, but failing to grasp the concept or partner with the right provider could put your hard-earned relationships at risk.

Price Joins Portfolio Board of Directors

National Automotive Experts and NWAN founder Kelly Price has been appointed executive vice president of strategic ventures at Portfolio and joined the company’s board of directors.

Explore the Realm of Reinsurance at AE Experience

The panel will address the reinsurance landscape in 2021; how to utilize reinsurance as a valuable tool; some of the leading considerations when selecting the right structure for your business; and so much more.

Neuenschwander Succeeds Haugen as Portfolio CSO

David Neuenschwander has been named chief sales officer of Portfolio, succeeding Dan Haugen, who has retired after 15 years with the company.

Portfolio Earns 4th Straight OC Top Workplaces Ranking

Portfolio has made The OC Register’s list of the Top Workplaces in Orange County, Calif., for the fourth consecutive year.

You Can’t Have a Succession Plan Without Reinsurance

Most dealers understand the importance of a succession plan. Too few realize the critical role pre-tax dollars can play in making your vision for the future a reality.

So You Want to Be an Agent

Is there life after being an F&I manager? The answer is yes. But the work of an independent agent and trainer isn’t for everyone. A reinsurance expert and former dealer lists five prerequisites for what could be a highly rewarding career change.

Portfolio Launches ‘Game-Changer’ Spiff Program

Portfolio has launched Portfolio Accelerate, a new web- and card-based spiff program for top-performing F&I professionals.

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The Perfect Complement: Inside the Portfolio/NAE Acquisition

In late June, Portfolio officially acquired National Automotive Experts and NWAN. The companies’ executives spoke to P&A about what led them to join forces, the changing world of F&I and why this match was the right move for both companies, their agents and dealers.

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