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ESTABLISHING AGENCY VALUE by Chris Burand Why nine out of ten agency acquisitions end up losing money. If youre considering buying, merg...
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I recently had the pleasure of interviewing Linda Dobson, an estate-planning attorney from Los Angeles. She had this advice for financial services professionals who want to win referrals from estate-planning attorneys:
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ETHICS AND E&O by Ken Buehler At first glance, it appears certain that ethics violations made by plaintiff's attorneys against agencies have been alleged. These allegations usually include un...
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On June 22, 1984, the Occupational Safety and Health Administration (OSHA) issued a standard which set a limit on worker exposure to ethylene oxide (EtO) averaged over an either hour day to protect about 68,000 workers exposed to the substance. The standard was amended April 6, 1988, to further reduce the health risk associated with EtO by requiring control of short-term exposure to EtO as well. Workers primarily employed by hospitals and medical products manufacturers will benefit most from the 1988 amendment.
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EVALUATE PROSPECTIVE BUYERS FOR YOUR AGENCY by Patricia Berry Before selling your agency, get answers to these questions. Many agency acquisitions are based on retention because b...
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E-commerce is influencing the insurance industry in subtle ways. Instead of being a dramatic paradigm shift, it seems to...
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EVALUATING BANK OPPORTUNITIES by Carol Hammes Faced with shrinking profit margins from their traditional products and services, financial institutions have been searching for ways...
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EVERYONE WANTS A WINNER by Tom Barrett As sales and marketing professionals continue conversations about increasing productivity, decreasing expenses, and boosting sales, the same c...
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EVERYTHING OLD IS NEW AGAIN by Virginia Bates According to a study by Conning & Co., small agencies have experienced flat growth over the past five years, with owner compensati...
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EXTERNAL GROWTH WITH SUCCESSFUL ACQUISITIONS by Carol Hammes Be prepared to do an acquisition before the opportunity presents itself. INTRODUCTION Most agencies will have the opportu...