money

Articles tagged with money


Selling The Charitable Policy

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SELLING THE CHARITABLE POLICY Want an easy, effective way to enable people to do what they want to do-help their favorite charities and the community? Agents also help themselves and the agency. Like...

Selling Your Agency: 'C' Corporations

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SELLING YOUR AGENCY: 'C' CORPORATIONS by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD How to slash the tax bill from selling your agency. INTRODUCTION In our...

Setting Up Renewal Appointment

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SETTING UP RENEWAL APPOINTMENT Dear (Customer Name): Believe it or not, an entire year has gone by, and it's time to review your ( ) insurance. Because you are an important me...

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...

Seven Tips For Killer Headlines!

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SEVEN TIPS FOR KILLER HEADLINES! by Patricia Berry As with good ad copy, all successful headlines use specific formulas. Patricia Berry shares seven top headline-writ...

Shark-Proof Your Accounts!

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SHARK-PROOF YOUR ACCOUNTS! by David Connolly Use this strategy to insulate newly written accounts against the comeback attack of the incumbent agent. Youve sold y...

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 You Consider Long-Term Care Insurance?

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ErinCarlson
Chances are, you are like the majority of individuals who have reached middle age. The primary concerns in your life are paying your monthly bills, making sure your children receive a good education, as well as the all-important goal of saving some money every month for retirement. At this point, it seems a long way off, but do not be deceived; it will be here sooner than you think. You might have heard about Long-Term Care insurance, but you probably dismissed it with questions such as “What is it?” or “Who needs it?”

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...

Show Your True Colors

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Close your eyes and visualize a red and white soup can. Then imagine a brown and white candy wrapper. Did you picture a Campbell's tomato soup can, then a Hershey's chocolate...

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