payments

Articles tagged with payments


A Perpetuation Planning Primer

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A PERPETUATION PLANNING PRIMER by Tom Doran No one expects the current frantic pace of merger and acquisition activity to last forever. When it does cool off, more agency own...

Annuities: Module V-G

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ANNUITIES: MODULE V-G THE PRODUCT Annuities have been called 'upside-down Life insurance,' a phrase that refers to the fact that annuities are designed to pay out w...

Are Csrs ‘Exempt’ Employees?

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ARE CSRS lsquo;EXEMPT EMPLOYEES? by Judi Newman and the IIABA Virtual Faculty Is the customer service representative (CSR) position in an insurance agency considered ...

Contingencies: What's All The Hullabaloo?

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CONTINGENCIES: WHAT'S ALL THE HULLABALOO? by Rob Ekern The contingencies controversy can give agents a competitive advantage. If I had a thousand dollars for every pound of pape...

Cover Letter With Homeowners - Direct Bill

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COVER LETTER WITH HOMEOWNERS - DIRECT BILL Dear (Customer Name), Enclosed is your renewal Homeowners policy with (Company Name). In order to keep the cost of Homeowners insurance down, (Company Name...

Deferred Compensation Example

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DEFERRED COMPENSATION EXAMPLE by Larry Morrison and Gary Jacobson This is an example of the key financial features in a deferred compensation plan for top producers at a s...

Equitable Estoppel And Insurance Premium Payments

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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...

Internal Perpetuation Planning

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INTERNAL PERPETUATION PLANNING by Carol Hammes One of the consequences of the prolonged period of competition in the Property/Casualty insurance marketplace is that a clear dicho...

Legal Outline For California Agencies - Chapter 2

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER TWO CONTRACTS 2.1 Contracts every agency should consider. An insurance production agency is a creature of contracts. It...

Legal Outline For California Agencies - Chapter 5

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FIVE TRANSFERRING AGENCY INTERESTS BY SALE, ETC. 5.1 Objectives of buyers and sellers of agencies. In the typical ...

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