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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...