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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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ESOPS WHERE IS YOUR COMPANY GOING? Dear (Customer Name): Do you have a perpetuation plan in place specifying what will happen to the company when you retire, or should something happen to...
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Looking to start a business? There's no denying that filling in demand with service and turning a single idea into an entire company can be fantastic, though it can also be a nerve-wracking experience for the unprepared. However, it does not help that most startups are run by inexperienced company owners who are somehow expected to compete with the best in their chosen industry.
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When you have bought a new home, it is easy to get excited and carried away when it comes to spending. But here are some tips to avoid getting into financial trouble as a new homeowner.
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ESTABLISH AN ORGANIZATIONAL STRUCTURE by Gary Holgate When analyzing the organizational structure of an independent insurance agency, you will find that there are four different general functions pe...
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ESTABLISH PROFESSIONAL IMAGE Dear (Customer Name): At (Your Agency Name), we have been providing quality service for more than ( ) years. We have more than ( ) customers in the area who have insuran...
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ESTABLISHING A MARKETING DEPARTMENT - AND WHO SHOULD RUN IT by Catherine Oak and Bill Schoeffler Agencies that establish an effective centralized marketing department as...
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ESTABLISHING A TELEMARKETING DEPARTMENT You need to make two more decisions once you have definitely decided to set up a telemarketing unit within your agency. The first is whether your ...
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ESTABLISHING AGENCY VALUE by Chris Burand Why nine out of ten agency acquisitions end up losing money. If youre considering buying, merg...
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ESTATE PLANNING Dear (Customer Name): Estate planning is the key to keeping things running. Unfortunately, many estates suffer from forced liquidation because not enough cash is available for taxes ...
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I recently had the pleasure of interviewing Linda Dobson, an estate-planning attorney from Los Angeles. She had this advice for financial services professionals who want to win referrals from estate-planning attorneys: