Choosing an Agency Name | CDD
Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge. Today, ILSA’s Annual Returns & Corporate Tax Filings Manager, Sabrina Slater, shares her dos and don’ts for choosing a corporate name. Her secret for success: Come up with several name choices that meet the naming criteria for all the states where you’ll be doing business. Your first choice might already be in use!
And if you only learn one thing from this podcast, let it be this: Be sure your corporate name accurately reflects what you do – whether you’re an agency, broker, carrier, etc.