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Partnering With Carriers

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AlDiamond1
PARTNERING WITH CARRIERS by Al Diamond Trust between you and your carriers must be a two-way street. Agencies have given carriers as many reasons to distrust their commitments ...

PENNY WISE AND DOLLAR FOOLISH: MEASURES TO INCREASE BACKROOM EFFICIENCY by Dana Falardeau The independent agency today is performing just about all the tasks that the carriers used to h...

Perpetuation For Family Agencies

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CMEditor
PERPETUATION FOR FAMILY AGENCIES by Brian Burke Gifting agency stock can be part of an estate-planning strategy. It can also be an attractive part of the perpetuation of a family...

Perpetuation Or Succession?

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AlDiamond1
PERPETUATION OR SUCCESSION? by Al Diamond Planning for succession can be highly rewarding if you have the right people behind you. It can be downright dangerous if you dont. Al Diamond...

Perpetuation Planning: Why? How?

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AlDiamond1
PERPETUATION PLANNING: WHY? HOW? by Al Diamond Make perpetuation planning a normal part of managing your agency. Perpetuation planning. What a morbid thought! It means youre going...

Perpetuation: Is Your Agency Prepared?

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CMEditor
PERPETUATION: IS YOUR AGENCY PREPARED? by Grace Bauer ...

Perpetuation: It’s Not Just A Money Thing

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PERPETUATION: ITS NOT JUST A MONEY THING by Chris Burand When agency owners think of perpetuation planning, they often think only of the financial aspect: Selling their agencies. I...

Personal Lines Profit: There's More Than One Way To Do It

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CMEditor
It seems that everyone has a strong opinion on profit potential in personal lines. The larger agencies with most of...

Personal Planning: Distinguishing Reality From Interpretation

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CMEditor
Two major problems for insurance sales professionals are the limitations of their own mind-set and the lack of definition.

Phoney Money: Keep Phone Costs Down

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CMEditor
Have you ever heard the line, "talk is cheap"? Many insurance carriers, agencies, wholesalers, and vendors are finding ways to cut costs. In this document, Jeff Neilson helps you determine whether your organization is paying too much for telecom services.

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