This content has not been rated yet.
PERSONAL PLANNING FOR SUCCESS by Mary Beth Bolen Here's a short quiz. Answer True or False: 1. Success is only for the educated or favored; it is discriminatory. 2. Success doesn't...
This content has not been rated yet.
Do you own any antiques, fine arts, collections or other special value items such as tamps or Coins?
Do you own any jewelry or furs valued at over $1000 which are not specifically insured?
This content has not been rated yet.
PERSONALITY TYPES: THE HIGH-S PROFILE by Steve Anderson The high-steadiness (high-S) person is generally amiable, easy-going, and relaxed. Steady people may be perceived as low-key, undem...
This content has not been rated yet.
Successfully obtaining telephone appointments or expiration dates requires a new response to the worn out responses of yesterday.
Most people resent telephone interruptions and are prepared to do serious battle.
This content has not been rated yet.
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.
This content has not been rated yet.
You've made the decision to form a captive premium finance company. You've also chosen to run your operation either by outsourcing to a third-party vendor or using software to run the operation in house. Chances are that your lending arrangement and state licensing are also in place. You're now ready to get started and you want to book your first loan. Before you open your doors for business, take a moment to consider some important factors in this new frontier of insurance premium financing.
This content has not been rated yet.
A sample merger agreement between two insurance agencies.
This content has not been rated yet.
Check out this creative approach to the merger process.
Planning is like making a jigsaw puzzle. You have to look carefully at the picture you want to create, spread out and sort the pieces, make the border, and finally fill in the blanks.
This content has not been rated yet.
Electronic document storage is an issue that every agency should address as part of their management process. Steve Anderson offers some ideas to help you stay ahead of the storage curve.
This content has not been rated yet.
During recent months, I've been asked to do a number of workshops on team building. These principles cover the basics.