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basis
Articles tagged with basis
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10 RULES FOR FAMILY-RUN BUSINESSES by Catherine Oak Family businesses can be a blessing or a disaster. The root of a well-run family business depends on treating it like a business, not a...
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10 WAYS TO AVOID LOSING THE SALE Many publications are in the business of telling you how to succeed at selling. Guidelines, strategies, and techniques exist in abundance. However, there isn't ...
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A SUBCONTRACTOR'S GUIDE TO STOPPING SUBSTANCE ABUSE American Subcontractor's Association Subcontractors must recognize their part of the overall workplace substance abuse problem and commit leader...
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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...
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ACCOUNTS RECEIVABLE Dear (Customer Name): Can you imagine sending the following letter to all your customers? 'Dear Customer: Last weekend an explosion destroyed all our accounts receivable recor...
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ACHIEVING SUCCESS BY DEFINING SERVICE Sometimes defining a problem goes halfway toward solving it. When warring factions spend months to determine the shape of the table for peace talks, for in...
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ADJUSTERS SAY THE DARNEDEST THINGS by Bill Wilson Its inexcusable when a claim is denied for no other reason than 'Its not covered.' The insured is owed a reason for a clai...
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Confusion over agency bill vs. direct bill options has caused an E&O claim or two. Curtis Pearsall illustrates the consequences of this confusion with an example.
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AGENCY/BROKER PROFILE FORM Name __________________________________________________________________________ Mail address ___________________________________________________________...
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BOTTOM-UP PLANNING by Ted Silver When an agency understands what individual agency employees want to accomplish from a production standpoint in terms of new and renewal business as ...