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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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LEARNING PLANS FOR CSRs by Mary Beth Bolen Customer service is a dynamic, changing field. A stick-in-the-mud agency that clings to outdated practices often stays right where it started - in the ...
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LEARNING TO MANAGE E-MAIL by Steve Anderson Communicating with someone used to be easy. You could just pick up the phone and give them a call, or sit down and write a note. Fast forward a...
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LEGAL FEES: AN OUNCE OF PREVENTION by John Beringer Dont underestimate the value of a second opinion, particularly a legal one. In this document, John Beringer offers an example ...
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES TABLE OF CONTENTS INTRODUCTION CHAPTER ONE: FORM OF ORGANIZATION CHOICE OF A LEGAL FORM OF AGENCY OPERATION - PROPRIET...
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER ONE FORM OF ORGANIZATION CHOICE OF A LEGAL FORM OF AGENCY OPERATION - PROPRIETORSHIP, CLUSTER OF INDIVIDUALS, PARTNERSHIP, OR COR...
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER TWO CONTRACTS 2.1 Contracts every agency should consider. An insurance production agency is a creature of contracts. It...
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CHAPTER THREE STATUTORY DUTIES OF INSURANCE PRODUCERS 3.1 Regulation by Insurance Department and other governmental bodies....
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FOUR LITIGATION, LIABILITY INSURANCE, AND DISPUTE RESOLUTION 4.1 Risks posed by litigation. Litigation is a major threat t...
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FIVE TRANSFERRING AGENCY INTERESTS BY SALE, ETC. 5.1 Objectives of buyers and sellers of agencies. In the typical ...
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER SIX TRANSFERS TO THE NEXT GENERATION 6.1 Durable powers of attorney in case of disability. An agent is much more lik...