CompleteMarkets Editor

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Financial Services - Iras

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FINANCIAL SERVICES - IRAS Dear (Customer Name): Individual Retirement Accounts (IRAs) have always been a good investment - even with the tax changes. Income earned on an IRA remains tax-free, and th...

Financial Services Cross-Selling: More Relevant Than Ever

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FINANCIAL SERVICES CROSS-SELLING: MORE RELEVANT THAN EVER by Eric Moberg Tap into the goldmine of selling financial services to your P/C clients before your competitors beat you...

Financial Statements As A Management Tool

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FINANCIAL STATEMENTS AS A MANAGEMENT TOOL by Douglas Moat Like most businesspersons, insurance agency owners and managers want to know how well they are doing and how much their business is wo...

Financial Statements/Assets: You Can't Get There

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Financial Statements/Assets: lsquo;You Can't Get There from Here!' by Mike Manes We've all enjoyed this scene: A local hayseed bec...

Financial-Statement Analysis

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FINANCIAL-STATEMENT ANALYSIS by John Jaques This article provides an overview for evaluating the financial strengths and weaknesses of an independent insurance agency. The material provid...

Find A Challenge And Improve Morale Today

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FIND A CHALLENGE AND IMPROVE MORALE TODAY by Grace Bauer With agencies trying to keep up with renewals, remarketing everything, and j...

Find Out What’s Really Going On Inside Your Agency

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FIND OUT WHATS REALLY GOING ON INSIDE YOUR AGENCY by Grace Bauer Grace Bauer explains how a comprehensive review and revamping of procedures will pay dividends in terms of boosting ef...

Find Out Why Your Customers Leave

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FIND OUT WHY YOUR CUSTOMERS LEAVE by Jack Fries It costs about five times more to obtain a new customer than to retain an existing one. Though companies spend thousands of dollars to cr...

Find Prospects By Using The Internet

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FIND PROSPECTS BY USING THE INTERNET by Steve Anderson Put the Internet to work garnering new business for your agency. New business is the lifeblood of any agency. Although its...

Find Prospects By Using The Internet

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FIND PROSPECTS BY USING THE INTERNET by Steve Anderson New business is the lifeblood of any agency. Although its important to retain existing client...

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