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Financial/Accounting

Risk Management: A Value-Added Tool

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RISK MANAGEMENT: A VALUE-ADDED TOOL by R. Thomas Jr. Theres no better way than offering risk management services for your agency to survive and grow. THE PROBLEM: ...

Salvaging Your Investment After The Earthquake

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SALVAGING YOUR INVESTMENT AFTER THE EARTHQUAKE by John Barclay, Esq. The Northridge earthquake has resulted in billions of dollars of property damage. Insurance, private assistance, and public assis...

Selling Insight: Growing Pains

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SELLING INSIGHT: GROWING PAINS by Sharon Cunningham The number of large agencies is increasing, making changes in management practices more important than ever. In this document, Sharon...

Seven Really Big Ones: Tax Secrets The Irs Doesn't Want You To Know

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SEVEN REALLY BIG ONES: TAX SECRETS THE IRS DOESN'T WANT YOU TO KNOW ABOUT AGENCY PERPETUATION by Gary Jacobson and Larry Morrison These secrets are the really big ones. Much bigger...

Sharks Wanted: Hiring Great Salespeople

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SHARKS WANTED: HIRING GREAT SALESPEOPLE by Chris Burand Find the best sharks and train them to be even more effective predators. We dont want the people who ...

Should Your Agency Be An 'S' Or A 'C' Corporation?

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SHOULD YOUR AGENCY BE AN 'S' OR A 'C' CORPORATION? by Gary Jacobson and Larry Morrison There are several options for setting up an agency, including sole proprietorships, pa...

Single-Premium Whole Life Insurance: Module V-C

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SINGLE-PREMIUM WHOLE LIFE INSURANCE: MODULE V-C OVERVIEW Single-Premium Whole Life insurance came into its own following the 1986 tax reform law. A number of inve...

Sixteen Ways To Survive A Recession And Build Your Sales

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SIXTEEN WAYS TO SURVIVE A RECESSION AND BUILD YOUR SALES by Patricia Berry Managers who approach tough economic times with a get-down-to-the-essentials attitude come out of a r...

Specimen Cluster Agreement

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SPECIMEN CLUSTER AGREEMENT Prepared By: DAVID A. BAKST, ESQUIRE MORRISON, MAHONEY & MILLER AGREEMENT made and entered into this ___ day of ____________, 19__, by and among the followi...

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