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Articles tagged with court


Avoid Trouble With Employment Offer Letters

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How could this sentence have gotten anyone into trouble? 'We are delighted you'll be joining our team. We are confident this will be the beginning of a long and profitable relationship.'

Compulsory Arbitration Clauses In Contracts With Insurance Producers

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COMPULSORY ARBITRATION CLAUSES IN CONTRACTS WITH INSURANCE PRODUCERS by Francis Willmarth Insurance producer contracts frequently have alternate dispute resolution clauses, which require certa...

Covenants Not To Compete

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COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreeme...

Covenants Not To Compete

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COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreem...

Cross Marketing And The Law

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The 'Jones Agency' (a fictitious name for a real agency) presented itself as a Multi-line P/C agency. 'Auto-Home-Life-Health-Business Insurance' were proclaimed on its...

Discrimination Protection For Trucking Employees

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INFORMATION DATE 19891003 DESCRIPTION USDOL Program Highlights, Discrimination Protection for Trucking Employees SUBJECT Discrimination protection for trucking employees U.S...

Divorce And Agency Value: Separating Goodwill

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DIVORCE AND AGENCY VALUE: SEPARATING GOODWILL by Roy Phillips In my agency valuation work with agents and their spouses in divorce cases over the past 15 years, the issue of profe...

Expert Witnesses: Raising The Bar

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The bar has been raised in order to qualify 'expert witnesses.' Rule 702 of the Federal Rules of Evidence** addresses the qualification of expert witnesses, as do procedural rules at the state level. This document by Roy Phillips and Thomas Veitch gives you the details.

Follow The Rules When Completing Life Insurance Applications

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Through the years I have seen Life policy applications and agents' reports with erroneous information. You probably have, too. I don't mean judgment calls with room for honest disagreement; I mean downright wrong information. One of the most common untruths may be the statement that a new policy will not replace an existing policy, when in fact it will. The agent may save the trouble of bothering with replacement forms, but he or she also may be buying a big problem.

How To Buy, Sell, Merge Or Perpetuate Part Vii

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HOW TO BUY, SELL, MERGE OR PERPETUATE PART VII A Comprehensive Look at the Best Ways to Handle One of the Most Significant Financial Events in the Life of Your Agency by Larry Morrison an...

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