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Articles tagged with cash


Enhancing Agency Value: What The Marketing Manager Can Do

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ENHANCING AGENCY VALUE: WHAT THE MARKETING MANAGER CAN DO by John Jaques In daily dealings with agency principals and managers, carrier marketing personnel will do well to remembe...

Establishing Agency Value

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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...

Estate Planning

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ESTATE PLANNING Dear (Customer Name): Estate planning is the key to keeping things running. Unfortunately, many estates suffer from forced liquidation because not enough cash is available for taxes ...

Hard Market Strategies

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HARD MARKET STRATEGIES by G. Edward Kalbaugh During this hard market, some agencies have been forced to sell, merge, or reduce operations considerably. Other agencies are making the most ...

Homeowners/Renters/Condos

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HOMEOWNERS/RENTERS/CONDOS YES NO ...

How To Buy, Sell, Merge Or Perpetuate An Agency: Introduction – Part Iii

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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY: INTRODUCTION - PART III by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle the Biggest Eve...

How To Buy, Sell, Merge Or Perpetuate Part Vi

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HOW TO BUY, SELL, MERGE OR PERPETUATE PART VI A Comprehensive Look at the Best Ways to Handle the Biggest Events in the Life of Your Agency by Larry Morrison and Gary Jacobson Edito...

Internal Perpetuation Planning

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INTERNAL PERPETUATION PLANNING by Carol Hammes One of the consequences of the prolonged period of competition in the Property/Casualty insurance marketplace is that a clear dicho...

Invest Esop Dividends Into A 401(K)

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INVEST ESOP DIVIDENDS INTO A 401(k) An Employee Stock Ownership Plan (ESOP) allows workers to invest a percentage of income into their company. Most stocks produce quarterly dividends in t...

Legal Outline For California Agencies - Chapter 5

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FIVE TRANSFERRING AGENCY INTERESTS BY SALE, ETC. 5.1 Objectives of buyers and sellers of agencies. In the typical ...

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