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‘Ethics Is What You Do When No One’s Looking’

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Ethical behavior and practices are crucial no matter what business you’re in. This document by Dick Weber discusses the ethical issues you might face and offers guidelines for maintaining ethical conduct.

For as long as I can remember, the Society of Financial Service Professionals (formerly The American Society of CLU & ChFC) has celebrated March as Ethics Awareness Month. And although ethics is an important part of the mission statement of the Society, ethics awareness is not the sole provence or responsibility of CLUs. Ethics awareness and action is something we all need to integrate into our lives.

‘Stop The World; I Want To Get Off!’

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lsquo;STOP THE WORLD; I WANT TO GET OFF! By Richard Weber For 12 years and 150 articles, Richard Weber wrote a monthly series on 'Due Care' for Life Insurance Selling maga...

20 Tips For Prospective Agency Buyers

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Before you buy an agency, check out these tips. If you're planning to purchase an agency, these guidelines are essential...

A Classic Classification Campaign For Csrs

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Suppose a local bedroom community just finished an Insurance Services Office (ISO) public protection classification inspection and was...

Accounting Vs. The Front Office

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ACCOUNTING VS. THE FRONT OFFICE by Gail Franzen Is there friction in your office between your accounting department and your service staff? Gail Franzen advises you to tackle ...

Agency Employment Agreement

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AGENCY EMPLOYMENT AGREEMENT THIS AGREEMENT made this day of , 20 by and between [AGENCY PRINCIPAL NAME] d/b/a [NAME OF INSURANCE AGENCY], having a principal place of business at [BUSINESS ADDRE...

Agency Financial Planning: Today And Tomorrow

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AGENCY FINANCIAL PLANNING: TODAY AND TOMORROW by Carol Hammes There can be little doubt that changes are in the wind in the Commercial Property/Casualty marketplace. Some industry observers have...

Agency Litigation Support Primer

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AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...

Agents Can Negotiate Contracts

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AGENTS CAN NEGOTIATE CONTRACTS by Chris Burand When it comes to re-negotiating company contracts, if you dont ask you dont get! Suppose you own an agen...

Alternative Risk Financing: Size Doesn’T Matter

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ALTERNATIVE RISK FINANCING: SIZE DOESNT MATTER Most medium-sized and smaller companies protect themselves against their property and liability exposures by purchasing Commercial insuranc...

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