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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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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 PERPLEXITIES by Roy Phillips 'An important element often overlooked in agency evaluation is the potential to retain existing agency business.' As b...
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PERPETUATION: IS YOUR AGENCY PREPARED? by Grace Bauer ...
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PERPETUATION: ITS NOT JUST A MONEY THING by Chris Burand When agency owners think of perpetuation planning, they often think only of the financial aspect: Selling their agencies. I...
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PERSONAL HOMEOWNERS PROPOSAL by Jack Fries For: ...
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PERSONAL LINES DISABILITY Dear (Customer Name): Your car . . . your home . . . your personal possessions . . . all are insured. But have you insured that which makes all those things possible - your...
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It seems that everyone has a strong opinion on profit potential in personal lines. The larger agencies with most of...
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PERSONAL LINES RECORDS INCREASE REVENUE! by Grace Bauer People don't pay much attention to Personal Lines when it comes to account rounding, the yearly renewal review, and new busin...
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PERSONAL LINES REVIEW QUESTIONNAIRE DWELLING: Coverage Needs H...
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PERSONAL LINES UMBRELLA LIABILITY Dear (Customer Name): Do you want to pay now, or $1 million later? It's not so far-fetched. The average lawsuit could reach $1 million i...