financial institutions

Articles tagged with financial institutions


Banks And Insurance: Do Your Due Diligence

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BANKS AND INSURANCE: DO YOUR DUE DILIGENCE by Fred Dent The power of the Internet as n information resourc...

Banks And Insurance: What To Tell A Bank Prospect

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BANKS AND INSURANCE: WHAT TO TELL A BANK PROSPECT by Fred Dent It never hurts to be prepared, particularl...

Business Combinations: Surviving/Thriving With A Merger

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BUSINESS COMBINATIONS: SURVIVING/THRIVING WITH A MERGER by Carol Hammes These guidelines will help you meet the challenges of merging your agency. Most industr...

Combining Insurance And Financial Services: Reality Check

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COMBINING INSURANCE AND FINANCIAL SERVICES: REALITY CHECK by Carol Hammes After the Barnett decision in Florida and the subsequent passage of the Gramm-Leach-Bliley Financ...

Communicating In A Crisis

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COMMUNICATING IN A CRISIS by Janine Reid Protecting your company's reputation and credibility during a crisis is a responsibility that you need to address from the get go. ...

E&O: 15 Issues And Recommendations

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E&O: 15 ISSUES AND RECOMMENDATIONS by Grace Bauer How can you protect your agency against E&O claims? In working with agencies throughout the United States during the past 11 years,...

Evaluating Bank Opportunities

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EVALUATING BANK OPPORTUNITIES by Carol Hammes Faced with shrinking profit margins from their traditional products and services, financial institutions have been searching for ways...

Financial Institutions - "An Investment In Insurance"

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FINANCIAL INSTITUTIONS - 'AN INVESTMENT IN INSURANCE' Dear (Customer Name): WOULD YOU OFFER ALL YOUR CUSTOMERS THE SAME INVESTMENT PLAN? Of course not - for your financial institution t...

Financial Institutions - "We Are Specialists"

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FINANCIAL INSTITUTIONS - 'WE ARE SPECIALISTS' Dear (Customer Name): IT'S JUST GOOD COMMON SENSE . . . to consult (Your Agency Name) when you're looking for Financial Institution insur...

How Important Is 'Paying For It Easier'?

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Over the years, there have been a host of surveys taken on consumer opinions about Personal Lines insurance. The major question is...

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