FI showroom red and grey logo
MenuMENU
SearchSEARCH
Enter keywords to search across all content
Newsby StaffOctober 30, 2025

Protective to Acquire Portfolio

Major industry deal billed as enhancing auto dealer wealth and F&I solutions

Read More →
Videosby StaffJuly 24, 2024

Dealers' Choice Awards Spotlight: Portfolio

Meet with Ryan Hanlon, Chief Sales Officer at Portfolio – recognized for its 2023 DCA wins in the 'Appearance Protection' and 'Reinsurance and Participation' categories.

Read More →
Newsby StaffAugust 16, 2023

Portfolio Names New CEO as Predecessor Moves to Board

Jeremy Lux succeeds Brent Griggs, who's now chairman of the company’s board of directors.

Read More →
Ad Loading...
Newsby StaffSeptember 29, 2021

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.

Read More →
ArticlesMarch 1, 2021

Reinsurance: The Ultimate Key Manager Retention Tool

Reinsurance company ownership for key managers is one solution that benefits the entire dealership and reduces turnover. Get the why, when, and how from an expert.

Read More →
Newsby StaffJanuary 20, 2021

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.

Read More →
Ad Loading...
Newsby StaffDecember 30, 2020

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. 

Read More →
NewsDecember 2, 2020

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. 

Read More →
ArticlesOctober 6, 2020

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.

Read More →
Ad Loading...
Articlesby StaffOctober 5, 2020

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.

Read More →