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Articles tagged with year
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How to determine if your agency or brokerage has a true sales culture
Even though you might be able to show extensive evidence that your agency is highly productive, profitable, or well capitalized, how do you measure your “sales culture?”
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Through the years I have seen Life policy applications and agents' reports with erroneous information. You probably have, too. I don't mean judgment calls with room for honest disagreement; I mean downright wrong information. One of the most common untruths may be the statement that a new policy will not replace an existing policy, when in fact it will. The agent may save the trouble of bothering with replacement forms, but he or she also may be buying a big problem.
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FORMALIZING THE PLAN A plan is only as good as its execution. It is essential that progress be monitored and adjusted and changes made when necessary. Which means that once you prepare the plan, you ...
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FRAMEWORK FOR AGENCY SUCCESS by Patty Vaughn Planning agency success is a learning experience. Sharing ideas, taking advantage of opportunities, and tapping untapped resources, with the help of ...
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FRAMEWORK FOR AGENCY SUCCESS by Patty Vaughn NEW BEGINNINGS I'm not quite sure why, but for me, fall is the time of year that signals new beginnings. Maybe it's because students are...
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GENERAL AGENCY ADVERTISING by John D. Farr WHAT WE HAVE IN COMMON If there's any one common thread among...
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GOOD NEWS ON TAXES! by Robert Nein Make no mistake. Taxes are one of the most vexing problems facing today's business owner. Of the many forms of taxation, estate taxes are considered the most...
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GROWTH-LOADED PRODUCER COMPENSATION by Al Diamond Use this plan to give your producers an incentive to target growth, while protecting the agency from financial losses. Ev...
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HIGHER EXPECTATIONS EQUAL GREATER PROFIT MARGINS by Carol Hammes Greater profit margins and elevated agency values are the direct result of higher levels of productivity attained by...
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Question: The loan officer asked me for a business plan. What should it include? Answer: The lender uses your...