AGENCY PRINCIPALS: DONT PUT OFF PERPETUATION PLANNING! by Sharon Cunningham One of the most critical issues facing the Independent Agency System is the need to transfer s...

HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY: INTRODUCTION, PART II by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle One of the Most Significant Finan...

REPLACING AN OLD POLICY WITH A NEW ONE PART 2 by Richard Weber The Board of Directors of the American Society of CLU & ChFC has just approved a new educational product, the Rep...