agency assets

Articles tagged with agency assets


A Tax Bonanza: S Corporations And Esops

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A TAX BONANZA: S CORPORATIONS AND ESOPs by Robert Nein The 1997 Tax Relief Act has made possible the best of all worlds for insurance agencies. One could not hope for a better opportunity. There ha...

Agency Profitability Audits Lead To Greater Success

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Almost two years ago, after 10 years of consulting, I accepted a temporary assignment of managing an independent agency that generated 85% of its income from Property/Casualty Lines and 15% from Life, Health, and financial services products.

The Top 10 Rules When Selling Your Agency

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THE TOP 10 RULES WHEN SELLING YOUR AGENCY by Charles Watson Following these 10 Commandments can save you time, money - and hassles. If you'...

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