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Agency Principals: Don’t Put Off Perpetuation Planning!

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AGENCY PRINCIPALS: DONT PUT OFF PERPETUATION PLANNING! by Sharon Cunningham One of the most critical issues facing the Independent Agency System is the need to transfer s...

Annuities: Module V-G

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ANNUITIES: MODULE V-G THE PRODUCT Annuities have been called 'upside-down Life insurance,' a phrase that refers to the fact that annuities are designed to pay out w...

Covenants Not To Compete

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COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreeme...

Covenants Not To Compete

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COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreem...

Inventing my first Program

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How a Program was started and how you can start sharing in the success by selling Cyber Insurance Bundled with Data Security Services

Life Settlements: Think Outside The Box

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Your clients rely on you as their trusted adviser for innovative insurance and financial planning options. Due to recently enacted laws, financial professionals have the opportunity to add a new product to their client services: Life Settlements. Jolene Fullerton explains how this powerful resource can allow you to help your clients maximize the full potential of their Life insurance policies.

MAKE A SMARTER DEAL: BASE AGENCY VALUE ON PROFITABILITY, NOT A MULTIPLE OF COMMISSIONS! by Roger E. Thomas What multiple does an agency sell for these days? 1.25 times commission? 1...

Producer Contract Employment Agreement

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PRODUCER CONTRACT EMPLOYMENT AGREEMENT Between A ______Corporation, And _____________ as Employee THIS AGREEMENT, entered into thi...

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