CompleteMarkets Editor

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Final Check: Protect Against Errors And Omissions

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FINAL CHECK: PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer Is only one employee accountable for each procedure in...

Financial Institutions - "An Investment In Insurance"

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FINANCIAL INSTITUTIONS - 'AN INVESTMENT IN INSURANCE' Dear (Customer Name): WOULD YOU OFFER ALL YOUR CUSTOMERS THE SAME INVESTMENT PLAN? Of course not - for your financial institution t...

Financial Institutions - "We Are Specialists"

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FINANCIAL INSTITUTIONS - 'WE ARE SPECIALISTS' Dear (Customer Name): IT'S JUST GOOD COMMON SENSE . . . to consult (Your Agency Name) when you're looking for Financial Institution insur...

Financial Insurance

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FINANCIAL INSURANCE Financial insurance (also known as Finite Risk insurance) is enjoying a revival in popularity as larger organizations search for ways to reduce their loss-payment timing risk and ...

Financial Management In An Uncertain Marketplace

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FINANCIAL MANAGEMENT IN AN UNCERTAIN MARKETPLACE by Carol Hammes It takes a lot of planning to attain higher growth rates and lower expense levels. The first step in the process is to evalua...

Financial Ratings Don't Tell All

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FINANCIAL RATINGS DON'T TELL ALL by Chris Burand In the past year, it hasn't been unusual to see reports of companies that have had their debt ratings lowered, although their ...

Financial Services

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FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...

Financial Services - 401(K)

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FINANCIAL SERVICES - 401(K) Dear (Customer Name): You have been a valued customer at (Your Agency Name) for ( ) years. But did you know that in addition to offering a number of insurance products...

Financial Services - 401(K)

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FINANCIAL SERVICES - 401(K) Dear (Customer Name): Does your company have a retirement plan for its employees? Do the employees feel it's an adequate plan? If you answered 'no' to either question...

Financial Services - Iras

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FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...

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