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insurance policies
Articles tagged with insurance policies
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DEVELOPING BROKER SERVICES AGREEMENTS by Gary Griffin This document by Gary Griffin illustrates the detail with which you can draft a broker service agreement and paves the way for you ...
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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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EQUITABLE ESTOPPEL AND INSURANCE PREMIUM PAYMENTS by Christopher Kenney Like the rest of us, insurers can't have it both ways. This generalization is particularly true with regard to an insurer...
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FAMILY RISK QUESTIONNAIRE We recommend a yearly review of all your insurance policies. This questionnaire makes that review quick and efficient. Please take a moment to answer the questions and retur...
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GENERAL CUSTOMER QUESTIONNAIRE Art Dannecker of the Westfield Companies developed this customer questionnaire for use by Westfield agencies: CUSTOMER QUESTIONNAIRE 1. From a personal ...
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HOME BASED WORKER CHECKLIST The advent of computers, network software, electronic mail, modems and faxes has boosted the popularity of telecommuting or home based working and remote worksites. In ad...
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HOW A CONSULTATIVE BROKER PRODUCES YEAR-END REVENUE by Rob Ekern Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, T...
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INSURANCE POLICIES DEMAND CAREFUL REVIEW! Because insurance policies are legal documents, some agents and brokers mistakenly assume that they have been subject to meticulous examination by the insure...
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LIFE INSURANCE PROSPECTING TRAVEL BUSINESS The love of travel shared by many people can bring lots of insurance business. Here is a simple, two-step process that can be used as an effective pros...
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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.