FINANCIAL INSTITUTIONS - 'AN INVESTMENT IN INSURANCE' Dear (Customer Name): WOULD YOU OFFER ALL YOUR CUSTOMERS THE SAME INVESTMENT PLAN? Of course not - for your financial institution t...

GETTING A HANDLE ON YOUR AGENCY'S LIFE POTENTIAL One reason agencies shrug off their Life potentials is they have no idea how big that potential may be. In each agency, of course, the precise figure...

ETHICS CODE SAMPLE CODE OF ETHICS [Company Name] will conduct its business honestly and ethically where ever we operate in the world. [Company Name] will constantly improve the quality of its se...

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...