This content has not been rated yet.
STAFFING & PRODUCTIVITY: HOW DO YOU MEASURE UP? by Judith Newman Is your agency overstaffed - or understaffed? How would you describe your agencys performance: Hi...
This content has not been rated yet.
AGREEMENT made this ____ day of __________, 19__, by and among PURCHASER INSURANCE AGENCY, INC., a Massachusetts corporation having a principal place of business in Boston, Massachusetts, hereinafter referred to as the "Buyer," ROGER A. ABLE of Lexington, Massachusetts, hereinafter referred to individually as "Able," and JOHN B. BAKER of Newton, Massachusetts, hereinafter referred to individually as "Baker"; both Able and Baker being referred to hereinafter jointly as the "Sellers."
This content has not been rated yet.
SUGGESTED SCHEDULE FOR RETENTION OF BUSINESS RECORDS KEY: 'P' means that the records should be retained permanently. Figures represent the number of years for retaining records. 'AT' means ...
This content has not been rated yet.
TAX BENEFITS FOR S CORPORATIONS by Al Diamond Many insurance agencies have chartered themselves as sub-chapter S corporations over the years. The 'S Corp' was created so that companies co...
This content has not been rated yet.
TAX IMPLICATIONS OF BUYING AND SELLING AGENCIES by Jon Persky One of your friendly competitors mentions that he received two times revenues when he sold his agency recently. However, did ...
This content has not been rated yet.
TECHNOLOGY AND THE AGENCY: A PRIMER by Ken Buehler Recently I met with an agency that had a state-of-the-art computer system. The system did everything, and then some! ACORD certificates, bind...
This content has not been rated yet.
TECHNOLOGY GIVES MANAGERS ACCURATE AND ACCESSIBLE INFORMATION by Jack Fries How does your profitability compare with that of other agencies in your area? What about your salary structure?...
This content has not been rated yet.
TEN QUESTIONS SENIORS SHOULD ASK BEFORE BUYING AN ANNUITY by Jim Summers Senior Americans considering the purchase of an annuity to help save for or provide income during retirement shou...
This content has not been rated yet.
TEN REASONS WHY AGENTS NEED A STRATEGIC ADVISORY BOARD by Andrew Barile Privately owned retail agents, wholesalers, and MGAs can benefit by creating a Strategic Advisory Board of executi...
This content has not been rated yet.
TEN WAYS TO MAXIMIZE THE RETURN ON YOUR TECHNOLOGY INVESTMENT by Jack Fries All too often, installing technology-based tools doesnt produce either the promised payback or the ...