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Get The Right Valuation In A Buy-Sell Transaction

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CompleteMarkets Editor, Chris Burand 4/30/2013 12:00:00 AM

GET THE RIGHT VALUATION IN A BUY-SELL TRANSACTION by Chris Burand Valuing an agency can be a highly complex process. Who will read the valuation report? Unl...

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Personal Planning: Distinguishing Reality From Interpretation

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CompleteMarkets Editor, Tom Markley 6/2/2014 12:00:00 AM

Two major problems for insurance sales professionals are the limitations of their own mind-set and the lack of definition.

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Sample Broker-Of-Record Letter

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CompleteMarkets Editor 4/30/2013 10:38:09 PM

SAMPLE BROKER-OF-RECORD LETTER DATE: RE: Insurance Policies Listed by Policy #, Insurance Company, Effective Dates, and Type of Insurance To whom it might concern: As of th...

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Stewardship Reports — An Antidote To Market Insanity: Part II

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CompleteMarkets Editor, C.R. Ekern 4/30/2013 12:00:00 AM

STEWARDSHIP REPORTS AN ANTIDOTE TO MARKET INSANITY: PART II by Rob Ekern In the second of his two-part series, Rob Ekern tells you how to get maximum mileage out of the Ste...

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Get The Right Valuation In A Buy-Sell Transaction

Personal Planning: Distinguishing Reality From Interpretation

Sample Broker-Of-Record Letter

Stewardship Reports — An Antidote To Market Insanity: Part II