ASPECTS OF PERPETUATION MANAGEMENT by Catherine Oak and Bill Schoeffler Most agency owners do not have a structured plan to perpetuate their lifetime's work-the firm. It wo...

ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...

How could this sentence have gotten anyone into trouble? 'We are delighted you'll be joining our team. We are confident this will be the beginning of a long and profitable relationship.'

BOTTOM-LINE APPROACH Dear (Customer Name): PUT OUR 'BOTTOM-LINE APPROACH' TO WORK FOR YOU! If you do, you'll have the most accurate, scientific, and comprehensive m...

Offering business continuity planning services benefits you and your clients alike.
In theory, business continuity planning is a slow process. Ask a question and wait for the answer, ask the next question and wait again.

BUSINESS LIFE INSURANCE THE MORE YOU HAVE, THE MORE YOU STAND TO LOSE Dear (Customer Name): THE PROBLEM ... ... The more successful your business, the more you or your family...

CHANGING ENVIRONMENT MAKES HIGH VALUED AGENCIES EASIER TO RECOGNIZE by Robert Smith Stories are starting to circulate around agency/brokerage meetings, 'Did you hear what the ABC or XYZ Age...

There may come a time when your agency's communications needs exceed the capabilities of in-house personnel. You want to concentrate on producing new business, developing products, and servicing clients. Who has the time and expertise to create newspaper or radio advertising-or perform the myriad public relations functions necessary to keep your agency in the public eye?

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. ...

COMMUNICATING THE GRAND VISION by Jack Burke Today, a good friend gave me a phone call that reinforced the importance of communication within an organization. To understand this s...