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Articles tagged with value


Selling Your Agency: 'C' Corporations

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SELLING YOUR AGENCY: 'C' CORPORATIONS by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD How to slash the tax bill from selling your agency. INTRODUCTION In our...

Seven Big Strategies To Make Your Business Great

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SEVEN BIG STRATEGIES TO MAKE YOUR BUSINESS GREAT by Pamela Millard If you built business around these seven key strategies, even an economic downturn wont mean the end of business ...

Seven Really Big Ones: Tax Secrets The Irs Doesn't Want You To Know

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SEVEN REALLY BIG ONES: TAX SECRETS THE IRS DOESN'T WANT YOU TO KNOW ABOUT AGENCY PERPETUATION by Gary Jacobson and Larry Morrison These secrets are the really big ones. Much bigger...

Shareholders Agreement

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SHAREHOLDERS AGREEMENT BATES INSURANCE, INC. Parties THIS SHAREHOLDERS AGREEMENT (the 'Agreement') is entered into effective the date set forth on th...

Should CSR's Sell?

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SHOULD CSRs SELL? by Joanna Brandi Although most customer service reps don't like to sell, they love to help and to be useful. If you ask them if they would feel good if...

Six Guidelines To A Successful Web Site

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To serve your clients more effectively, grow your business, and match your competitors, you need the most effective website. Whether you’re planning a new site, reviewing an existing one, or developing an Internet-based marketing strategy, I’d recommend these guidelines:

Six Ways To Tap Into The Lifetime Value Of Your Clients

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SIX WAYS TO TAP INTO THE LIFETIME VALUE OF YOUR CLIENTS by Bill Cates Let me begin with a reminder: The lifetime value of your clients isn't just the business they can do with you over a...

Skill Sets For A Successful Risk Management Career

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SKILL SETS FOR A SUCCESSFUL RISK MANAGEMENT CAREER by Ben Schull What does it take to have a long and successful risk management career? Pamela Rogers, director of risk management for Sears, Roe...

Social Networking: What’S Next?

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SOCIAL NETWORKING: WHATS NEXT? by Maribeth Kusmeski Youve spent the time and effort to develop your social media sites --now what? The premise of social media is t...

Stand Tall With Stewardship Reports

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STAND TALL WITH STEWARDSHIP REPORTS by Rob Ekern Don'tbe left dangling on the hook of price and commodity. Stewardship is one of the most important techniques that agents and br...

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