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Articles tagged with stock


Plan of Merger

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A sample merger agreement between two insurance agencies.

R.I.P: Retire In Place

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R.I.P: RETIRE IN PLACE by Al Diamond Dont let a Retire in Place owner or employee sabotage agency perpetuation. Much of our work at Agency Consulting Group, I...

Sample Cluster Agreement

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SAMPLE CLUSTER AGREEMENT This template, developed by a leading attorney, covers all the bases. AGREEMENT made and entered into this ___ day of ____________, 19__,...

Selecting The Right Life Producer

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SELECTING THE RIGHT LIFE PRODUCER Dear Dave, As president and sole stock- holder of a $3 million P/C agency, I have decided to set up a Life/Benefits department, probably as a sep...

Selling Your Agency: Asset Vs Stock Sale

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SELLING YOUR AGENCY: ASSET vs STOCK SALE by Gary Jacobson, JD, and Larry Morrison, CMA, CLU, ChFC Which type of sale is right for your agency? INTRODUCTION: Most ag...

Shareholders Agreement

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SHAREHOLDERS AGREEMENT BATES INSURANCE, INC. Parties THIS SHAREHOLDERS AGREEMENT (the 'Agreement') is entered into effective the date set forth on th...

Should Your Agency Be An 'S' Or A 'C' Corporation?

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SHOULD YOUR AGENCY BE AN 'S' OR A 'C' CORPORATION? by Gary Jacobson and Larry Morrison There are several options for setting up an agency, including sole proprietorships, pa...

Specimen Cluster Agreement

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SPECIMEN CLUSTER AGREEMENT Prepared By: DAVID A. BAKST, ESQUIRE MORRISON, MAHONEY & MILLER AGREEMENT made and entered into this ___ day of ____________, 19__, by and among the followi...

Stock Purchase Agreement I

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STOCK PURCHASE AGREEMENT I AXIS/BATES THIS STOCK PURCHASE AGREEMENT ('Agreement') is entered into effective the date set forth on the signature page below, by a...

System Utilization: Your Return On Investment

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SYSTEM UTILIZATION WHAT'S YOUR RETURN ONINVESTMENT? by Tripp Leach Are you getting your money's worth? Yes, you know you're getting value from your Agency Management System (AMS)...

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