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Articles tagged with value


A Tax Bonanza: S Corporations And Esops

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A TAX BONANZA: S CORPORATIONS AND ESOPs by Robert Nein The 1997 Tax Relief Act has made possible the best of all worlds for insurance agencies. One could not hope for a better opportunity. There ha...

Actuarial Checklist For The Insurance And Risk Management Professional

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ACTUARIAL CHECKLIST FOR THE INSURANCE AND RISK MANAGEMENT PROFESSIONAL by Al Rhodes The responsibilities of risk managers, risk management consultants, accountants, and brokers increase as insurance...

Adding Value To A Family Business

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ADDING VALUE TO A FAMILY BUSINESS by Pegi Flahault A long time ago, agencies thrived by simply writing enough policies, attending enough meetings, making enough contacts, and re...

Agency Acquisitions: Buyer Beware!

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AGENCY ACQUISITIONS: BUYER BEWARE! by Sharon Cunningham Dont overpay for an acquisition! When Quaker Oats purchased Snapple Beverage Company in 1994 for $1.4 billion, they...

Agency Equity: Leveraging Your Intangible Assets

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AGENCY EQUITY: LEVERAGING YOUR INTANGIBLE ASSETS by Paul Di Stefano and G. Edward Kalbaugh Deploy equity by using it as collateral or releasing it in return for something else of value....

AGENCY FINANCIAL MANAGEMENT: CONTROL EXPENSES AND BUILD YOUR BOTTOM LINE by Sharon Cunningham Proven ways to increase potential earnings and investment value of your business. You might...

Agency Management: Seven Big Strategies

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AGENCY MANAGEMENT: SEVEN BIG STRATEGIES by Pamela A. Millard and Diane M. Herbert Plan your agency around these seven key strategies, and the ups and downs of the market will be just an in...

Agency Management: Seven Big Strategies

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AGENCY MANAGEMENT: SEVEN BIG STRATEGIES by Pamela A. Millard and Diane M. Herbert If you build your agency around these seven key strategies by Pamela A. Millard and Diane M. Herbert, the up...

Agency Perpetuation

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AGENCY PERPETUATION by Dr. E.J. Leverett, Jr., CLU, CPCU Agents and brokers need a clear picture of their objectives in order to successfully attain them. The objectives of an insur...

Agency Perpetuation Planning Checkup

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AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...

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