perpetuation

Articles tagged with perpetuation


Producer Recruitment: Facing The Challenge

This content has not been rated yet.

CMEditor
PRODUCER RECRUITMENT: FACING THE CHALLENGE by Mark Shlien Todays industry climate presents a challenge for most owners who want to see their agencies continue as independent entiti...

R.I.P: Retire In Place

This content has not been rated yet.

AlDiamond1
R.I.P: RETIRE IN PLACE by Al Diamond Dont let a Retire in Place owner or employee sabotage agency perpetuation. Much of our work at Agency Consulting Group, I...

Seven Really Big Ones: Tax Secrets The IRS Doesn't Want You To Know

This content has not been rated yet.

CMEditor
SEVEN REALLY BIG ONES: TAX SECRETS THE IRS DOESN'T WANT YOU TO KNOW ABOUT AGENCY PERPETUATION by Gary Jacobson and Larry Morrison These secrets are the really big ones. Much bigger...

The Agency Business Plan: Your Road Map To Success

This content has not been rated yet.

CMEditor
Although the reasons to plan are as endless as the individual needs of each agency, there are a number of common factors. Jack Fries reviews the importance of planning to your agency's success.

The Mixed-Perpetuation Sandwich: Inserting A Non-Family Layer

This content has not been rated yet.

CMEditor
THE MIXED-PERPETUATION SANDWICH: INSERTING A NON-FAMILY LAYER by Brian Burke Discussions about the perpetuation of family-owned agencies often assume that the offspring always bu...

The Top 10 Rules When Selling Your Agency

This content has not been rated yet.

CMEditor
THE TOP 10 RULES WHEN SELLING YOUR AGENCY by Charles Watson Following these 10 Commandments can save you time, money - and hassles. If you'...

Update On Agency Valuation

This content has not been rated yet.

CMEditor
UPDATE ON AGENCY VALUATION By Carol Hammes We have lost count of the number of telephone calls that we have received recently asking us what the going rate is for the sale of an insurance agency. ...

What Makes A Great Owner?

This content has not been rated yet.

CMEditor
WHAT MAKES A GREAT OWNER? by Catherine Oak If the role of an owner was treated like any other position in an agency, what would the job description look like and what are the key characteri...

Why Worry About Retirement?

This content has not been rated yet.

CMEditor
WHY WORRY ABOUT RETIREMENT? by Chris Burand My experience in working with insurance agency owners is that most have a difficult time planning their retir...

Working Toward The Perfect Life Operation

This content has not been rated yet.

CMEditor
WORKING TOWARD THE PERFECT LIFE OPERATION If you could design the perfect program for Life production in a P/C agency, what qualities would it have? See if this matches yours: 1) PROFIT-lots of it; ...

Search Articles/Libraries 
Select a Category
Choose a Content Package