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Articles tagged with money


Single-Premium Whole Life Insurance: Module V-C

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SINGLE-PREMIUM WHOLE LIFE INSURANCE: MODULE V-C OVERVIEW Single-Premium Whole Life insurance came into its own following the 1986 tax reform law. A number of inve...

Soft Market - Discuss Cost

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SOFT MARKET - DISCUSS COST Dear (Customer Name): Thank you for the expiration date of your ( ) insurance. We can't promise your company will save money, but experience has shown that there are man...

Staffing & Productivity: How Do You Measure Up?

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STAFFING & PRODUCTIVITY: HOW DO YOU MEASURE UP? by Judith Newman Is your agency overstaffed - or understaffed? How would you describe your agencys performance: Hi...

System Utilization: Your Return On Investment

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SYSTEM UTILIZATION WHAT'S YOUR RETURN ONINVESTMENT? by Tripp Leach Are you getting your money's worth? Yes, you know you're getting value from your Agency Management System (AMS)...

Target Prospects

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TARGET PROSPECTS Dear (Customer Name): When was the last time you had your Homeowners insurance reviewed? Even if it was as recent as a year ago, your policy could be outdated. For example, have yo...

Tax Benefits For S Corporations

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TAX BENEFITS FOR S CORPORATIONS by Al Diamond Many insurance agencies have chartered themselves as sub-chapter S corporations over the years. The 'S Corp' was created so that companies co...

Tax Implications Of Buying And Selling Agencies

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TAX IMPLICATIONS OF BUYING AND SELLING AGENCIES by Jon Persky One of your friendly competitors mentions that he received two times revenues when he sold his agency recently. However, did ...

Telemarketing Can Build Business

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TELEMARKETING CAN BUILD BUSINESS by Randall Marc and Adam Seid Before beginning a telemarketing campaign, some internal research needs to be done. Everyone would like to believe th...

Ten Questions Seniors Should Ask Before Buying An Annuity

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TEN QUESTIONS SENIORS SHOULD ASK BEFORE BUYING AN ANNUITY by Jim Summers Senior Americans considering the purchase of an annuity to help save for or provide income during retirement shou...

Thank You For X-Date

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THANK YOU FOR X-DATE Dear (Customer Name): THANK YOU. . . for giving the information we requested in our call. As promised, I've enclosed for you a free ( ), which I'm sure you'...

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