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Agency Principals: Don’t Put Off Perpetuation Planning!

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CompleteMarkets Editor, Sharon Cunningham 4/30/2013 12:00:00 AM
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...
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Developing A Marketing Plan In A Distressed Agency

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CompleteMarkets Editor, Ken Buehler 4/30/2013 12:00:00 AM
DEVELOPING A MARKETING PLAN (IN A DISTRESSED AGENCY) by Ken Buehler It is an uphill battle for a distressed agency to get back on track and sustain any level of growth if it f...
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Financial-Statement Analysis

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CompleteMarkets Editor, John Jaques 4/30/2013 10:41:34 PM
FINANCIAL-STATEMENT ANALYSIS by John Jaques This article provides an overview for evaluating the financial strengths and weaknesses of an independent insurance agency. The material provid...
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Ownership, Perpetuation, And Management

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CompleteMarkets Editor, John Jaques 4/30/2013 10:41:34 PM
OWNERSHIP, PERPETUATION, AND MANAGEMENT by John Jaques The succession of ownership and management for your organization for the mid and long term is as important to your firm as ...
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Profile Checksheet Of Agency Heading Toward Bankruptcy

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CompleteMarkets Editor, Chris Burand 4/30/2013 12:00:00 AM
PROFILE CHECKSHEET OFAGENCY HEADING TOWARD BANKRUPTCY by Chris Burand How healthy is your agency? This checksheet and financial analysis criteria can give you the answer. Use thes...
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Salvaging Your Investment After The Earthquake

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CompleteMarkets Editor, John Barclay 4/30/2013 12:00:00 AM
SALVAGING YOUR INVESTMENT AFTER THE EARTHQUAKE by John Barclay, Esq. The Northridge earthquake has resulted in billions of dollars of property damage. Insurance, private assistance, and public assis...
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