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conclusions
Articles tagged with conclusions
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lsquo;STOP THE WORLD; I WANT TO GET OFF! By Richard Weber For 12 years and 150 articles, Richard Weber wrote a monthly series on 'Due Care' for Life Insurance Selling maga...
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AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...
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ANALYZING CUSTOMER PROBLEMS by Mary Beth Bolen The best customers are your existing customers. Some agree with that statement and some don't. There are some customers you'd probably rather b...
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COMPUTERIZED RECORDS: NEW E&O CONCERNS? Over the last few years, the Independent Agency System has focused on the role of automation in the agency and marketplace. Emphasis has been placed on adaptin...
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E&O CLAIMS: THE DISCOVERY PROCESS by Ken Buehler There are three discrete stages of 'discovery' in an Errors and Omissions (E&O) claim. Discovery begins when the agency first becomes aware tha...
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'We were all raised by mothers who told us we had one chance to make a first impression,' Sen. Christopher Dodd of Connecticut once said. He added, 'And a first impression can last you awhile.' It’s all about first impressions making them and responding to them.
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PRODUCER COMPENSATION: REALITY CHECK by Chris Burand Before setting your producer compensation plan, read this article. Past articles in industry publications abou...
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THE CLIENT-FOCUSED PRACTICE ITS ALL ABOUT PEOPLE by Michael Lovas During months of extensive research into what makes an advisor succeed, were discovering several si...