Year End Considerations and Solid Surety Programs

While a company’s year-end considerations are not a new blog topic for Goldleaf Surety (Surety Bonds & End of the Year Considerations-Part 1; Surety Bonds & End of the Year Considerations-Part 2; Surety-Oriented Considerations at Year-End; and Surety Program and Year End Considerations), it is a topic worth visiting this time of year.  How a company deals with its year-end planning can have a significant impact on its bonding program moving forward. For this reason, we feel it is … [Read more...]

Goldleaf Surety to Attend IIAW Annual Trade Show

Goldleaf Surety's Regional Sales Manager Kevin L. Kohlbeck will be attending  the 2017 IIAW Annual Convention and Trade Show.  This year's convention is being held at the Madison Marriott West in Middleton. The IIAW promises this will not be your father's trade show but rather a trade show revolution.  So we invite you to immerse yourself in the IIAW's Convention Showcase experience and be a part of the trade show revolution. Please plan to visit our booth at the Trade Show on Wednesday, … [Read more...]

Surety Program and Year End Considerations

It's that time of year  again to address how your company's year-end planning issues can affect your company's bonding program - both capacity as well as terms and conditions. The "quality" of year-end statements is a topic often discussed by Goldleaf Surety's Account Specialists with our clients.  In our December 3, 2014, blog post Surety Bonds and Year End Consideration we discussed the "quality" of a company's year-end financial statements and how these can affect a company's surety  … [Read more...]

Goldleaf Update On Surety Marketplace

Currently,  the surety industry has a lot of excess capital.  This translates into surety companies being fairly aggressive for good, solid contractors.  Surety companies are willing to look at expanding the capacity of contractors and providing better terms to good accounts. As a result of the soft surety market mentioned above,  Goldleaf Surety recommends that good, solid construction companies have a surety checkup periodically to ensure that they are getting the best possible surety … [Read more...]

Goldleaf Surety to Attend Minnesota PIA Education Day

Goldleaf Surety's New Business Intake Manager Lori Olson will be attending  the 2016 Minnesota Professional Independent Agents Education Day.  This year's event is being held at the Canterbury Park Expo Center in Shakopee. We would like to invite you to visit our booth at the Trade Show on Thursday, September 8th.  Stop by to discuss how our experienced staff can assist you and your agency with all of your bonding needs from performance bonds to almost every other type of surety and fidelity … [Read more...]

Goldleaf Surety Attends PIA of Wisconsin Trade Show

Goldleaf Surety's Regional Sales Manager Kevin Kohlbeck attended the 2016 Professional Insurance Agents of Wisconsin Annual Convention and Trade Show.  This year's convention was held at the Radisson Hotel & Conference Center in Green Bay. Goldleaf Surety was one of over 60 participants at this year's trade show which was held on August 4th from 12:30 to 3:00 p.m.   It was a pleasure to see familiar faces as well as to meet many new agents from all over Wisconsin.   It was the perfect … [Read more...]

Goldleaf’s President Participates in MSA Succession Planning Panel

Goldleaf Surety's President Jack Anderson will be part of the Succession Planning Panel hosted by the Minnesota Subcontractors Association (MSA) on Wednesday, May 11th.  The program is being held at the Radisson Hotel in Roseville, Minnesota. The panel, composed of Jack Anderson;  Tom Hubler  owner of Hubler for Business Families; David Levi, Senior Managing Director of CBIZ MHM, LLC; and Dave Senger, business law counselor and estate planning legal advisor with  Moss & Bennett will … [Read more...]

Bonding Capacity and Financial Statements

Goldleaf Surety Services has always stressed to its clients the importance of year-end financial considerations.  Beyond a history of consistent profitability and positive cash flows, surety companies focus a lot of their attention on equity and working capital to determine what level of surety support they are willing to extend.  That is why Goldleaf Surety Services stresses to all of our clients the importance of a regular financial statement review as an important issue in maintaining or … [Read more...]

Meet Goldleaf Surety’s Newest Team Member

We would like to introduce you to Kevin L. Kohlbeck, Goldleaf Surety's new Regional Sales Manager.  Kevin is a lifelong resident of Wisconsin and currently lives in Green Bay with his wife and daughter. Kevin has joined Goldleaf Surety in the capacity of Regional Sales Manager. Kevin's past work experience has fostered many strong and lasting relationships with contractors and agents within the state of Wisconsin. When Kevin decided to leave the insurance industry after 25 years, Goldleaf … [Read more...]

Surety-Oriented Considerations at Year-End

With tax season upon us, many companies are dealing with their year-end planning issues.  And how a company deals with these issues can have an impact on their surety support for the upcoming year. In my December 2013 blog posts Surety Bonds & End of Year Considerations - Part 1 and Surety Bonds & End of Year Considerations - Part 2, we discussed in detail several year-end considerations that are vital to a company's future surety support.  Good advice from an attorney, banker or tax … [Read more...]