Family business: Third generation joins insurance brokerage

In 1985, Margaret J. Grassi quit her corporate job in Boston to open her own insurance brokerage firm in Wareham.

In 1989, her daughter, Deb, joined. 

And now, Deb’s son Matt is part of the team — the third generation to be a part of the company.

Margaret said that she never imagined her company would become a family business when she struck out on her own. She faced some resistance from the corporate job she was quitting.

“The big boss came down from New York and said I couldn’t afford to quit,” Margaret recalled. “I was determined I was going to make it.”

She was one of two women who owned their own brokerages in the area at the time, Deb said. Insurance brokers work to help clients help the right insurance plan, and work with a variety of insurance carriers. Brokers also advocate for clients when they need

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business development plan slideshare

When it comes to improving the running of your business or building up a solid business from the ground up hiring a firm of business development consultants are a great way of increasing your profits and developing a solid business plan. Marketers have to work their way through to please social media algorithms and create content or posts of their wanting or liking. Market Efficiency − The increased consumption, the changes in demand, and a greater amount of products result in an efficient market. Your strategic planning process cannot be separated from your annual budget process. In the vast majority of companies, if it’s not in the budget, it doesn’t exist. That’s why you have to have … Read the rest