planning

Articles tagged with planning


The Business Development Plan - Part 1 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

The Management Puzzle: Some Assembly Required

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I think of management as a puzzle: Put the pieces together in the right order, and you have a beautiful picture ? jumble them, and you have a pile of pasteboard. In this document, Mike Manes offers guidelines that will help you assemble a masterpiece.

Three Perspectives On Perpetuation Mistakes

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THREE PERSPECTIVES ON PERPETUATION MISTAKES 'What is the most common mistake agency principals make during the perpetuation process-and how can they avoid it?' Douglas C. Moat,...

What’s Your Exit Strategy?

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WHATS YOUR EXIT STRATEGY? by Mitch Axelrod Will you work until the day you die? Have you set a retirement date? Do you even think about it? Some people like the adventure of...

Why Worry About Retirement?

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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...

Writing And Creating Your Agency's Business Plan

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WRITING AND CREATING YOUR AGENCY'S BUSINESS PLAN by Paige Proctor Use this proven, systematic approach to ...

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