retirement age

Articles tagged with retirement age


Commercial Lines Disability

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Dear (Customer Name): You've purchased Life insurance for key employees because you know it could mean financial disaster for your company if you were to lose someone...

Everyone Wants A Winner

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EVERYONE WANTS A WINNER by Tom Barrett As sales and marketing professionals continue conversations about increasing productivity, decreasing expenses, and boosting sales, the same c...

Financial Services - Iras

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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. ...

Managing Safety For An Aging Workforce

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MANAGING SAFETY FOR AN AGING WORKFORCE Nearly one of four people aged 64 to 75 remain in the workforce and the number will skyrocket as the Baby Boomers reach retirement age, but want t...

The Esop As A Vehicle For Selling An Interest In An Insurance Agency

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THE ESOP AS A VEHICLE FOR SELLING AN INTEREST IN AN INSURANCE AGENCY by Francis Willmarth In the early 1960s, Mortimer Adler and Louis Kelso published the Capitalist Manifesto, a...

Three Perspectives On Perpetuation Mistakes

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THREE PERSPECTIVES ON PERPETUATION MISTAKES 'What is the most common mistake agency principals make during the perpetuation process-and how can they avoid it?' Douglas C. Moat,...

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