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Articles tagged with caveat

E&O Caveat No. 1: Never Assume!

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CompleteMarkets Editor, Bill Wilson 5/24/2013 12:00:00 AM
E&O CAVEAT NO. 1: NEVER ASSUME! by Bill Wilson One of the most common sources of E&O claims involves failure to communicate. In this article, Bill Wilson examines a serious breakdown in...
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Life Insurance For P/C Customers

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CompleteMarkets Editor 4/30/2013 10:40:04 PM
LIFE INSURANCE FOR P/C CUSTOMERS One agent had this question: 'One of our P/C insureds is carrying a $1 million Life policy, and he is paying about $50,000 a year in premium. Unfortunately, we didn'...
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Mergers: What To Consider

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CompleteMarkets Editor, Charles Watson 5/20/2013 12:00:00 AM
MERGERS: WHAT TO CONSIDER by Charles S. Watson, CPCU, CLU Last fall when we wrote the article about strategies for the '90s, we predicted that there would be an increase in merger activity al...
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The Bottom Line On Agency Value

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CompleteMarkets Editor, Bob Hilzenrath 9/4/2014 12:00:00 AM
Sustainable earnings are the 'bottom line' of agency value. It's important for agency owners to...
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