#Japan #Tokyo #Funai Soken #Insurance Agents #M&A Strategy

M&A Strategy Seminar for Insurance Agents

Overview

Funai Soken Agata FAS is hosting an online seminar aimed at small to mid-sized insurance agency owners in Japan, scheduled for September 8, September 16, and October 1, 2026. The seminar, titled "Surviving the Major Changes in Agency Points: Strategic M&A Solutions for Small Insurance Agencies," seeks to tackle pressing challenges faced by agency owners, particularly changes to commission point systems, compliance burdens, and succession planning.

The seminar will feature notable speakers: Hisayuki Iwabé, Manager of the Insurance Unit, Funai Soken Co., Ltd.; Masanori Fujimiya, Chief Consultant of Funai Soken Agata FAS; and Hirotaka Nakano, Executive Officer at Funai Soken Agata FAS. The event will cover the latest industry trends, transfer schemes, and a summary of essential topics, all tailored specifically for insurance agents navigating this evolving landscape. Participants can attend for free and are also invited to sign up for complimentary individual consultations if desired.

Key Points of the Seminar

This seminar is tailored for agency owners grappling with evolving commission structures and succession issues. With increasing regulatory burdens and declining commission points, agency owners need effective strategies to remain competitive. The seminar aims to provide valuable insights on several critical points:

• - Maintaining commission rankings and understanding group join options.
• - Evaluating transfer market conditions and tax implications during sales.
• - Tailored practical advice suited to unique challenges faced by small to mid-sized agencies.

Seminar Schedule

The seminars are set as follows:

• - September 8 (Tuesday) from 15:00 to 16:00
• - September 16 (Wednesday) from 15:00 to 16:00
• - October 1 (Thursday) from 15:00 to 16:00

All sessions will be conducted online and are free of charge, with individual consultations available for those who sign up.

Target Audience

This seminar is specifically designed for:

• - Owners feeling overwhelmed by compliance and structural challenges.
• - Agency leaders grappling with decreasing commission points and related crises.
• - Those considering a sale due to lack of a successor, especially to larger agencies.
• - Individuals unsure about M&A fee structures and market conditions.
• - Owners looking to minimize tax liabilities upon selling.

Registration and Additional Information

Registration deadlines are set for four days prior to each session, and interested parties can secure their spot through the following URL: M&A Strategy Seminar Registration.

Learning Outcomes

Attendees can expect to delve into three main sections:
1. 2026 Industry Trends and Response Strategies: Analysis of upcoming changes affecting agency operations, including quality assessment shifts and compliance mandates.
2. Transfer Schemes for Insurance Agencies: Insights on maintaining commission structures during transfers, group joins, and considerations for tax in M&A activities.
3. Final Guidance Session: A comprehensive recap of the seminar content alongside an invitation to participate in free individual consultations for tailored advice on M&A preparations.

Meet the Speakers

The seminar will feature:

• - Hisayuki Iwabé: Manager at Funai Soken Co., Ltd. Insurance Unit.
• - Masanori Fujimiya: Chief Consultant at Funai Soken Agata FAS.
• - Hirotaka Nakano: Executive Officer at Funai Soken Agata FAS.

About Funai Soken Agata FAS

Funai Soken Agata FAS operates as a comprehensive financial advisory service firm formed through a partnership between Funai Soken Group, one of Japan's largest consulting firms, and Agata Global Management Group, a professional collective specializing in financial and tax advisory services.

• - Location: 2-2-1 Yaesu, Chuo-ku, Tokyo Midtown Yaesu, 35th Floor.
• - CEO: Takuji Mitsuda.
• - Services: M&A advisory, business succession advisory, due diligence, and more.

For further inquiries, reach out via phone at 0120-901-080 or email Funai Soken Agata FAS public relations: [email protected].