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A New Look At Insurance Agency Valuation

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CompleteMarkets Editor, Carol Hammes 4/30/2013 10:36:15 PM

A NEW LOOK AT INSURANCE AGENCY VALUATION by Carol Hammes Its becoming increasingly important for agents to recognize that having a complete, professionally prepared appraisal won&...

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Agency-Company Relations: Stand By Me

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CompleteMarkets Editor, Brenda French 4/30/2013 12:00:00 AM

AGENCY-COMPANY RELATIONS: STAND BY ME by Brenda French What do your companies want and how can you give it to them? In working with your companies, the first quest...

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Agent's Checklist: Protecting Your Accounts Against Piracy

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CompleteMarkets Editor, David Daar 4/30/2013 12:00:00 AM

AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place...

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Are You A Deadbeat Shareholder?

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CompleteMarkets Editor, Kevin Stipe 4/30/2013 12:00:00 AM

If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate.

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Beware The Outdated Shareholders Agreement

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CompleteMarkets Editor, Kevin Stipe, Angela Bemiss 4/30/2013 12:00:00 AM

BEWARE THE OUTDATED SHAREHOLDERS AGREEMENT by Angela Bemiss and Kevin Stipe Published statistics suggest that the damage and personal injury caused by home fires is signifi...

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Captives And The Middle Market

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CompleteMarkets Editor, Al Rhodes 3/18/2014 12:00:00 AM

A soft insurance market is often used as an excuse for ignoring certain issues. Why bother figuring out whether to retain risk or transfer it to...

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Communicating In A Crisis

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CompleteMarkets Editor, Janine Reid 4/30/2013 10:44:59 PM

COMMUNICATING IN A CRISIS by Janine Reid Protecting your company's reputation and credibility during a crisis is a responsibility that you need to address from the get go. ...

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Hints From Hales: What Is In A Business Plan?

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CompleteMarkets Editor 12/24/2013 12:00:00 AM

Question: The loan officer asked me for a business plan. What should it include? Answer: The lender uses your...

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How To Buy, Sell, Merge Or Perpetuate Part Vii

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CompleteMarkets Editor, Larry Morrison 4/30/2013 10:43:12 PM

HOW TO BUY, SELL, MERGE OR PERPETUATE PART VII A Comprehensive Look at the Best Ways to Handle One of the Most Significant Financial Events in the Life of Your Agency by Larry Morrison an...

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