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life insurance
Articles tagged with life insurance
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BUSINESS EVALUATION - BUSINESS ESTATE PLANNING HOW DO YOU PROTECT THE REAL VALUE OF YOUR BUSINESS? Dear (Customer Name): When a business owner dies, there are big expenses involved...
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CHECKLIST OF SERVICES Dear (Customer Name): SHARPEN YOUR PENCIL AND CHECK OUT THE COMPETITION . . . and we bet you'll find that it pays to comparison-shop when you're...
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Dear (Customer Name): You've purchased Life insurance for key employees because you know it could mean financial disaster for your company if you were to lose someone...
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COMPENSATION: MODULE III-B INTRODUCTION Producers and CSRs must be compensated for Life production, but how? It seems there are as many ways to structure a compen...
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CONFIDENTIAL ANNUAL REVIEW As a valued customer of XYZ Agency, we would like to take this opportunity to thank you for your confidence in allowing us to service your insurance needs. To ...
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The 'Jones Agency' (a fictitious name for a real agency) presented itself as a Multi-line P/C agency. 'Auto-Home-Life-Health-Business Insurance' were proclaimed on its...
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As an independent agent, you enjoy a unique potential to cross-sell financial services to your clients. Here’s how to take advantage of this opportunity.
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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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You've recently welcomed a baby into your family, and now you're ready to plan for your child's future. You already know that life insurance is a wise financial decision for you, but does your newborn need life insurance?
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EXCESS-INTEREST WHOLE LIFE: MODULE V-A THE COVERAGE Excess-Interest Whole Life insurance is one of those products that few people know about-or know well. It's k...