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estate tax purposes

Articles tagged with estate tax purposes

Calculating Agency Value

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CompleteMarkets Editor, Roy Phillips 4/30/2013 10:44:36 PM
CALCULATING AGENCY VALUE by Roy Phillips When buying or selling an agency, be sure the price is right: base the value on projected pre-tax profit and an expert's opinion. ...
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Legal Outline For California Agencies - Chapter 5

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CompleteMarkets Editor 4/30/2013 10:39:41 PM
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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Life Insurance: An Agent’s Tutorial

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CompleteMarkets Editor, Richard Weber 5/20/2013 12:00:00 AM
LIFE INSURANCE: AN AGENTS TUTORIAL by Richard Weber Compared with Homeowners or Auto, clients tend to have different expectations when it comes to their Life insurance. Will you ...
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