Growth Potential McKenna Agency's mid-market scale and service focus on insurance, retirement planning, and business services signal opportunities to upsell across Nationwide offerings such as group benefits, retirement programs, and commercial insurance to SMB clients, while leveraging Nationwide's national brand for cross-border capabilities.

Tech Enabled A tech-forward stack including analytics, feature management, AI and governance tools suggests appetite for data-driven workflows and AI-enabled client experiences; sales opportunities include IT modernization, cybersecurity enhancements, and AI governance services aligned with current tools.

Compliance Focus Investment in governance and risk platforms indicates a priority on regulatory compliance, creating demand for expanded risk assessments, cyber insurance, privacy controls, and regulatory change management services for internal ops and client protections.

Growth Talent Strategic talent acquisition initiatives point to ongoing growth; opportunity to offer HR tech, recruitment process optimization, training resources for advisors, and vendor management solutions to support scaling.

Local to Global Local Charleston presence with access to Nationwide's network provides opportunities for bundled solutions, marketing support, and cross-state or multi-region client services that can be expanded with national capabilities.