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plans
Articles tagged with plans
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lsquo;CHANGE OR DIE! THE CULTURE OF YOUR ORGANIZATION by Mike Manes Should you attempt to change the culture of your organization? Mike Manes recommends that you restruct...
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AGENCY BROCHURE ENCLOSED Dear (Customer Name): Thank you for letting us take the opportunity to review your insurance program. Before we meet, I thought I would share a little of our firm's backgro...
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ANNUAL STRATEGIC PLANNING by Al Diamond Implementing plans within an agency is certainly not unheard of and often works as well as the planning and organizational skills of the agency...
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DEVELOPING A BUSINESS CONTINUATION PLAN by Douglas Henderson Offer your expertise to help keep your clients in business when disaster strikes. More and more companies are thi...
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DISASTER PLANNING by Bill Grieb Disasters and emergencies can involve a single worker (for example, a heart attack on the job), several workers, or a complete plant or site. Disasters or emergencies...
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EMPLOYEE BENEFITS: THREE CAPITOL REFORMS Washington, DC is bustling with worker and health-care reforms. Employee benefits administrators need to explain to workers how the new legislati...
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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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FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...
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FINANCIAL SERVICES - 401(K) Dear (Customer Name): Does your company have a retirement plan for its employees? Do the employees feel it's an adequate plan? If you answered 'no' to either question...
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FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...