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Articles tagged with money


Before purchasing a car, computer, copier, or equipment, businesses do the usual due diligence. They do research, make comparisons, and then decide on the most appropriate product with the best value. John Graham explains why research is required before making an extensive marketing investment.

Marketing To Carriers: A Win-Win-Win Scenario

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An effective marketing program will benefit you, your carriers, and your clients.

Unless you meet your customer’s needs, there’s no room for an insurer — let alone your agency. If the company doesn’t make money, the entire system falters.

Maximize Profits With Contingency Contracts

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MAXIMIZE PROFITS WITH CONTINGENCY CONTRACTS by Chris Burand Make sure that youre getting all you can out of your contingencies. According to the Academy of Producer Insu...

Maximizing Ownership Return

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MAXIMIZING OWNERSHIP RETURN by Carol Hammes During the past several years, a relatively conservative investor could have achieved an annual investment return of 25% or more in the stock market t...

Mediation As An E&O Claim Strategy: Pro And Con

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MEDIATION AS AN E&O CLAIM STRATEGY: PRO AND CON by Ken Buehler Mediation might or might not be an effective way of settling E&O claims. Most Errors and Omissions (E&O) cla...

Mergers: The Six Key Issues

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MERGERS: THE SIX KEY ISSUES by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD Before considering an agency merger, read this article. INTRODUCTION The pressure to ...

Motivation: Getting Off The Treadmill

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MOTIVATION: GETTING OFF THE TREADMILL by Al Diamond Three agencies we visited had problems so similar that we decided to see just how many agents have the same experience, and the sa...

Moving A Book Of Business

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MOVING A BOOK OF BUSINESS by Paige Proctor As insurance companies restructure, reposition, and reevaluate their effectiveness in the marketplace, change is inevit...

Moving A Book Of Business

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MOVING A BOOK OF BUSINESS by Paige Proctor As insurance companies restructure, reposition, and reevaluate their effectiveness in the marketplace, change is inevitable. Your agency will ...

Mutual Funds: Module V-I

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MUTUAL FUNDS: MODULE V-I OVERVIEW By now you've probably heard a great deal about mutual funds. So have many investment-minded members of the public. But, while ...

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