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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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TRANSITION FROM THE P/C TO THE LIFE SALE: MODULE IV-C In the P/C agency, you will often find yourself with the opportunity to approach both the P/C and the Life sale at the same time wit...
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TRANSPORTATION Dear (Customer Name): ARE YOU RESPONSIBLE FOR AN ACT OF GOD? When your merchandise is shipped, the transporter's contract probably stipulates that you are. An 'Act of God...
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Why Do You Need to Buy Travel Insurance
Most people are confused about buying travel insurance. They hesitate and consider if it is worth the money and often opt for insurance-free travel. However, the following are the top 5 reasons why you need to consider buying extended term insurance instead of going on your vacation uninsured.
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An agency valuation I completed recently came in considerably lower than the agency owners expected. The reason? Their balance sheet was very poor and they were materially out of trust: Meaning that their ratio of Accounts Receivable + Cash to Accounts Payable was less than 1. The agency principals were quite upset that I would decrease their value for this reason. They retorted, “We always pay our companies on time, our companies have never been hurt by this, our customers have never been hurt by this, and our CPA has never found fault with this practice. You're the only one who thinks it matters!”
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TRUST YOUR EMPLOYEES AND INCREASE REVENUE! by Grace Bauer Are you still trying to find more time to sell? Every agency principal asks the same question: 'When am I going to have more time ...
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TRUST: ITS THE BOTTOM LINE by Chris Burand Do your customers trust you - and, if so, what for? Wal-Mart is known for low prices. A very young boy was heard ...
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TURN lsquo;REDS INTO GOLD: FIND CREATIVE PROFESSIONALS by Michael Lovas The woman on the right derives great joy from her mental and physical activities. Shes a ...
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TURN YESTERDAY'S GIVEAWAY INTO TODAY'S PROMOTIONAL POWER SEVEN WAYS TO GET THAT EXTRA EDGE by Ellen Daly Industry spends an estimated billions of dollars every year on promotional products ...
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TURN YOUR CLIENTS INTO WORD-OF-MOUTH MACHINES by Bill Cates I just conducted a special referral boot camp for a group of about 50 highly successful financial advisors. (I mean highly succ...
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TWELVE GOOD EXCUSES FOR SENDING A NEWS RELEASE by George Nordhaus 1) Your agency has a birthday-an anniversary of its founding. 2) Someone new is hired, or you promote s...