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perpetuation plan
Articles tagged with perpetuation plan
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1 Verified Reviews - 4 of 5.0
LETS TALK ABOUT AGENCY PROCEDURES AGAIN by Grace Bauer We all have similar agency management concerns. Grace Bauer reminds you why we develop procedures and why we need to keep ...
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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...
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ACQUIRING AN INSURANCE AGENCY by Carol Hammes The buying and merging of insurance agencies continues to be a hot trend. Traditional buyers, such as larger local agencies, regional f...
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ADJUSTING EXPECTATATIONS --- AND THE LAW OF SUPPLY AND DEMAND by Jon Persky Back in the 1960s and 1970s, it wasnt unusual to find people who worked for the same company for their entire...
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AGENCY GROWTH AND THE PERPETUATION DILEMMA by Carol Hammes Despite the incredible deepening of the commercial soft market, many independent agencies have continued to grow and have been qu...
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The changing marketplace is presenting several new pressures and challenges for the owners of independent agencies. The success...
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AGENCY PERPETUATION by Dr. E.J. Leverett, Jr., CLU, CPCU Agents and brokers need a clear picture of their objectives in order to successfully attain them. The objectives of an insur...
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AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...
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AGENCY PERPETUATION: AGENTS MUST GO BACK TO THE DRAWING BOARD by Brian Burke I would venture to say that 80% of the agencies represented by the readers of this column could reall...
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AGENCY PRINCIPALS: DONT PUT OFF PERPETUATION PLANNING! by Sharon Cunningham One of the most critical issues facing the Independent Agency System is the need to transfer s...