How to earn the confidence and commitment of your employees, customers, and stakeholders in today’s changing world.

We’ve all heard this joke: A local “hayseed” tries giving directions to a tourist, becomes frustrated, and ends the inquiry by saying simply, “You can’t get there from here.” The humor of this scene lies in its absurdity.

AVOID THESE COMMON ACCOUNTING MISTAKES by Chris Burand Some agents make a conscious decision to pay more in taxes in order to bu...

COLLECTION LETTER - THREATENING LEGAL ACTION Dear (Customer Name), RE: BALANCE DUE It is urgent that this unpaid balance be paid by ( ) to close this account. We have verified this balance and ...

COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...

Financial Statements/Assets: lsquo;You Can't Get There from Here!' by Mike Manes We've all enjoyed this scene: A local hayseed bec...

There’s no time better than the beginning of the year to set some fiscal goals and create a plan for improving your financial situation. You are probably ready for a brand new beginning and the thought of sticking to a budget after the holiday spending spree might sound a little more appealing than it would at any other time of year. Here is a step-by-step guide to create some annual goals as well as a financial plan that will help usher in a whole new financial foundation for you and your family.

IS THIS STILL YOUR FATHER'S AGENCY? by Pegi Flahault To paraphrase an automobile advertising slogan: Is this still your father's agency? Are you trying to run the agency the same way it was ru...

MANAGING SAFETY FOR AN AGING WORKFORCE Nearly one of four people aged 64 to 75 remain in the workforce and the number will skyrocket as the Baby Boomers reach retirement age, but want t...

MAXIMIZING OWNERSHIP RETURN by Carol Hammes During the past several years, a relatively conservative investor could have achieved an annual investment return of 25% or more in the stock market t...

MORTGAGE REDEMPTION Dear (Customer Name): We have been reviewing your records to be sure that you are adequately protected in all areas. We see that you have a mortgage on your home that will run ( ...