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parties
Articles tagged with parties
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COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreem...
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DEMAND CAREFUL POLICY REVIEW Because insurance policies are legal documents, some risk managers might assume that theyve been subject to meticulous examination by the insurer and the bro...
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DISSOLVING SHAREHOLDER RELATIONSHIPS by Paul Di Stefano, CPA Issues involving the breakup of partners or shareholders can be more complex than one might consider at first blush. A break...
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DO YOU REALLY CARE ABOUT YOUR CUSTOMERS? by Emily Huling Well, of course you care about your customers! At least, you believe you do. How do you show it? If you're like most of the sales...
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copy;Copyright 1994 by Business Transition Network, Inc. and Gary E. Jacobson, J.D. All Rights Reserved Revised 10/11/94 [AGENCY NAME] / [EMPLOYEE NAME] EMPLOYMEN...
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FIDUCIARY CLAIMS BECOME PECUNIARY PAIN Some chief executive officers (CEOs) think that fiduciary liability is solely the responsibility of the financial managers who manage and invest the money...
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FRAUDBUSTERS: FIVE GOLDEN RULES FOR MINIMIZING LIABILITY IN EXPOSING FRAUD by G. Andrew Nagle Claim representatives and insurers face civil and criminal liability exposure for statements a...
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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY - PART V A Comprehensive Look at the Best Ways to Handle the Biggest Events in the Life of Your Agency by Larry Morrison and Gary...
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HOW TO STRENGTHEN AGENCY-COMPANY RELATIONSHIPS by Emily Huling Use this five-step approach to get and keep company relationships strong. Your eyes open with t...
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The sale of Life insurance to Personal Lines Property/Casualty customers has long been an issue with traditional independent insurance agents and brokers. There are very few agencies that haven’t tried, at one time or another, to develop a program to cross-sell Life, Health, or Disability to existing customers. Many agencies have even hired a “Life Person,” only to end up with a big expense and little income to show for the effort. This has only added to the frustration of the agency owners. So what’s the answer?