purchase

Articles tagged with purchase


20 Tips For Prospective Agency Buyers

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

Agency Perpetuation

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CMEditor
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...

Agreement For Purchase And Sale

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CMEditor
AGREEMENT FOR PURCHASE AND SALE by Gary Jacobson All Assets (Includes Trade Name Transfer) Comments This form involves a straightforward sale of all assets ...

Banks, Agents, And Profits

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CMEditor
BANKS, AGENTS, AND PROFITS by Paige Proctor A recent survey by the IIAA and ABA (American Bankers Association) showed that 70% of bankers and 57% insurance agents think they can operate together and...

Beware Work-Based Emotional Traps!

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DonPhin
Career coaches and psychiatrists tell us that their clients suffer from a familiar set of traps when it comes to progressing in their careers. In this document, Don Phin explores some of the most common work-based traps.

Business Insurance Belongs In Your Disaster Plan

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CMEditor
The proper insurance is a crucial element of disaster planning. Adequate insurance will greatly reduce the financial cost...

Comprehensive General

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CMEditor
COMPREHENSIVE GENERAL Dear (Customer Name): HOW MUCH TIME DO YOU HAVE TO THINK ABOUT INSURANCE? Probably not a lot, because you have a business to run. When you deal with (Your Agency Nam...

Defeating Customer Loyalty

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JackBurke
DEFEATING CUSTOMER LOYALTY by Jack Burke Its not the big things that will cost you customers. Quite frequently, its the small things that drive people into the arms of you...

Disaster Insurance Planning

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CMEditor
In a small company, the death of the key executive can often trigger a complete business failure. A larger business can take basic precautions,...

Does Your Newborn Need Life Insurance?

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ErinCarlson
You've recently welcomed a baby into your family, and now you're ready to plan for your child's future. You already know that life insurance is a wise financial decision for you, but does your newborn need life insurance?

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