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Agency Development: Big Spenders Vs. Investors

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AlDiamond1
AGENCY DEVELOPMENT: BIG SPENDERS VS. INVESTORS by Al Diamond Agents come in distinct varieties when it comes to spending money on agency development. Some agents are penny-pinchers, preferring ...

Agency Equity: Leveraging Your Intangible Assets

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AGENCY EQUITY: LEVERAGING YOUR INTANGIBLE ASSETS by Paul Di Stefano and G. Edward Kalbaugh Deploy equity by using it as collateral or releasing it in return for something else of value....

Agency Financial Management 101

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AGENCY FINANCIAL MANAGEMENT 101 by Bill Schoeffler and Catherine Oak Because most agency owners are former producers, they seldom have financial management expertise. This article focuses ...

AGENCY FINANCIAL MANAGEMENT: CONTROL EXPENSES AND BUILD YOUR BOTTOM LINE by Sharon Cunningham Proven ways to increase potential earnings and investment value of your business. You might...

Agency Financial Planning: Today And Tomorrow

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AGENCY FINANCIAL PLANNING: TODAY AND TOMORROW by Carol Hammes There can be little doubt that changes are in the wind in the Commercial Property/Casualty marketplace. Some industry observers have...

Agency Litigation Support Primer

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AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...

Agency Perpetuation

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AGENCY PERPETUATION by Dr. E.J. Leverett, Jr., CLU, CPCU Agents and brokers need a clear picture of their objectives in order to successfully attain them. The objectives of an insur...

Agency Perpetuation: Agents Must Go Back To The Drawing Board

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AGENCY PERPETUATION: AGENTS MUST GO BACK TO THE DRAWING BOARD by Brian Burke I would venture to say that 80% of the agencies represented by the readers of this column could reall...

Agency Principals: Don’t Put Off Perpetuation Planning!

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AGENCY PRINCIPALS: DONT PUT OFF PERPETUATION PLANNING! by Sharon Cunningham One of the most critical issues facing the Independent Agency System is the need to transfer s...

Agency Profitability Audits Lead To Greater Success

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The Agency Profitability Audit consists of five stages:
• Analyze the Available Data
• Understand the Agency’s Objectives
• Determine the Agency’s Assets and Course of Action
• Inform All Personnel and Companies of the Course of Action
• Transact the Procedures and Practices Needed To Attain the Established Objectives

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