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plan
Articles tagged with plan
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AGENCY PRINCIPALS: DONT PUT OFF PERPETUATION PLANNING! by Sharon Cunningham One of the most critical issues facing the Independent Agency System is the need to transfer s...
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AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place...
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ANALYZING EMPLOYEE BENEFIT LEVELS by John Jaques Many agency managers spend a great deal of time reviewing and setting staff and producer compensation levels, but often underst...
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ANNUAL STRATEGIC PLANNING by Al Diamond Implementing plans within an agency is certainly not unheard of and often works as well as the planning and organizational skills of the agency...
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ANNUITY PLAN Dear (Customer Name): Picture this: a warm climate . . . long breakfasts in the mornings . . . golf all afternoon . . . vacationing with the children . . . and no more 8-to-6 rat race! ...
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ARE YOU PREPARED FOR THE FUTURE? IT'S HERE! by Paul Bronow Consolidation within our industry is going much faster than we anticipated a few short years ago. The number of players is shrinki...
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ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It wo...
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ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...
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Those who own a business hold their peers in high regard. You might dislike someone personally, but give them a thumbs-up when it comes to running a company. Those who survived the recession deserve a special commendation. Only the native outsider thinks otherwise.
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Offering business continuity planning services benefits you and your clients alike.
In theory, business continuity planning is a slow process. Ask a question and wait for the answer, ask the next question and wait again.