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THE AGENCY MANAGEMENT PROCESS by Jack Fries Today, more than ever before, the independent agent needs to reduce expenses and increase income. In this document, Jack Fries expl...
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THE BALANCE SHEET DOES MATTER! by Chris...
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THE BALANCE SHEET DOES MATTER! by Chris Burand Chris Burand explains why a balance sheet definitely matters in an agency sale. The degree to which it matters depends on the quality of t...
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THE BENEFITS OF FORMING YOUR OWN PREMIUM FINANCE COMPANY by Chris Farfaras Creating an in-house finance company allows ag...
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Sustainable earnings are the 'bottom line' of agency value. It's important for agency owners to...
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THE ESOP AS A VEHICLE FOR SELLING AN INTEREST IN AN INSURANCE AGENCY by Francis Willmarth In the early 1960s, Mortimer Adler and Louis Kelso published the Capitalist Manifesto, a...
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THE FOUR FACES OF PROFITABILITY: PART I by Diane Herbert and Pamela Millard Even if you see a healthy profit when you look at the bottom line, you might want to consider your profitability...
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THE FOUR FACES OF PROFITABILITY: PART II by Diane Herbert and Pamela Millard The first part of this article focused on two faces of agency profitability: Pretax profit and Cash Flow from ...
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THE HARDENING MARKET: PROBLEM OR OPPORTUNITY? by Jack Burke I never sold an insurance policy in my life, unless you include Credit Life insurance and Automotive Extended Care c...
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THE IMPACT OF CLUSTERS ON AGENCY VALUE by Chris Burand In this document, Chris Burand addresses the question of how an agencys value is affected when it doesnt own...