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death
Articles tagged with death
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1 Verified Reviews - 5 of 5.0
In a small company, the death of the key executive can often trigger a complete business failure. A larger business can take basic precautions,...
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FOCUSING ON CLIENT OR PROSPECT NEEDS by Mary Beth Bolen There's a lot of talk about niche marketing or target marketing today. Many speakers feel that it's imperative to find a certain niche i...
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GENERAL SOLICITATION - NEW LIFE COVERAGES AVAILABLE Dear (Customer Name): Eighty percent of all assets people leave at death consist of Life insurance proceeds. Have you checked lately to ensure tha...
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We've all read about excellence, heard about excellence, talked about excellence, and quite frankly may be sick to death of excellence because the parameters...
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GOOD NEWS ON TAXES! by Robert Nein Make no mistake. Taxes are one of the most vexing problems facing today's business owner. Of the many forms of taxation, estate taxes are considered the most...
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Most people do not look forward to planning the distribution of assets upon their death. However, it is a task that all of us must face. And, that’s where trusts enter the estate-planning arena. A trust is simply an arrangement whereby one person holds legal title to an asset and manages it for the benefit of another. In one form or another, it may be used in personal financial 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...
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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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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER SIX TRANSFERS TO THE NEXT GENERATION 6.1 Durable powers of attorney in case of disability. An agent is much more lik...
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Your clients rely on you as their trusted adviser for innovative insurance and financial planning options. Due to recently enacted laws, financial professionals have the opportunity to add a new product to their client services: Life Settlements. Jolene Fullerton explains how this powerful resource can allow you to help your clients maximize the full potential of their Life insurance policies.