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plan
Articles tagged with plan
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PERPETUATION IN FAMILY-OWNED AGENCIES: PROBLEMS AND OPPORTUNITIES By Paige Proctor Perpetuation through family members is one of the most common forms of extending an agency into...
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PERPETUATION PLANNING: PLANTING PEOPLE by Al Diamond Make human assets the most important resources in perpetuating your agency. A Chinese prove...
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PERSONAL PLANNING FOR SUCCESS by Mary Beth Bolen Here's a short quiz. Answer True or False: 1. Success is only for the educated or favored; it is discriminatory. 2. Success doesn't...
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Do you own any antiques, fine arts, collections or other special value items such as tamps or Coins?
Do you own any jewelry or furs valued at over $1000 which are not specifically insured?
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PERSONAL UMBRELLA LIABILITY Dear (Customer Name), $1,000,000 INSURANCE COVERAGE? The times we live in have brought about significant changes in the insurance needs of...
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A sample merger agreement between two insurance agencies.
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Check out this creative approach to the merger process.
Planning is like making a jigsaw puzzle. You have to look carefully at the picture you want to create, spread out and sort the pieces, make the border, and finally fill in the blanks.
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Use these guidelines to supplement the IMMS.com Inside Track Webinar “Create a Learning Organization and Continually Improve Your Business.”
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PLANNING: A SURVIVAL TOOL As agency manager, every task you undertake on a daily basis should be one step nearer the completion of an overall agency plan. '...
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Dear (Customer Name): How many plumbing, heating, and air conditioning contractors have the knowledge to also be insurance agent...