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agency
Articles tagged with agency
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EXCESS-INTEREST WHOLE LIFE: MODULE V-A THE COVERAGE Excess-Interest Whole Life insurance is one of those products that few people know about-or know well. It's k...
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EXISTING CLIENTS Re: Homeowners Insurance Dear (Customer Name), Enclosed is your renewal policy effective (Date) written with (Company Name). As you are undoubtedly aware, construction costs are c...
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EXTERNAL GROWTH WITH SUCCESSFUL ACQUISITIONS by Carol Hammes Be prepared to do an acquisition before the opportunity presents itself. INTRODUCTION Most agencies will have the opportu...
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Despite concerns about life insurance company solvency and uncertainty over health-care reform, now is...
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FIFTY YEARS' EXPERIENCE IN HOMEOWNERS Dear (Customer Name), This may come as a surprise to you ... in the next few days, your banker might spend a substantial number of your hard-earned dollars (ve...
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FINAL CHECK: PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer Is only one employee accountable for each procedure in...
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FINANCIAL MANAGEMENT IN AN UNCERTAIN MARKETPLACE by Carol Hammes It takes a lot of planning to attain higher growth rates and lower expense levels. The first step in the process is to evalua...
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FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...
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FINANCIAL SERVICES CROSS-SELLING: MORE RELEVANT THAN EVER by Eric Moberg Tap into the goldmine of selling financial services to your P/C clients before your competitors beat you...
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FINANCIAL STATEMENTS AS A MANAGEMENT TOOL by Douglas Moat Like most businesspersons, insurance agency owners and managers want to know how well they are doing and how much their business is wo...