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Agency Perpetuation Planning Checkup

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CompleteMarkets Editor, Paige Proctor 4/30/2013 10:44:59 PM

AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...

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Bottom-Up Planning

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CompleteMarkets Editor, Ted Silver 4/30/2013 10:45:45 PM

BOTTOM-UP PLANNING by Ted Silver When an agency understands what individual agency employees want to accomplish from a production standpoint in terms of new and renewal business as ...

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