ABC COMPANY MANAGERS FAMILY RISK ANALYSIS Dear NAME: Our commitment to you doesnt end with protecting your business assets. Your managers are essential to your business. To...

FRAUDBUSTERS: ASK A LICENSED PRIVATE INVESTIGATOR Part 3 Q: I'm currently working on a case that has several named defendants. Recently, I received a telephone call from an investigator who h...

BUSINESS LIFE INSURANCE THE MORE YOU HAVE, THE MORE YOU STAND TO LOSE Dear (Customer Name): THE PROBLEM ... ... The more successful your business, the more you or your family...

CSR JOB TITLES by the IIABA Virtual Faculty For eons (it seems), the persons who directly serviced clients in the agency have been referred to as Customer Service Representatives (...

CSRS: WHATS IN A NAME? by Jack Burke After considering this topic for years, Ive finally screwed up the courage to put it into words. The specific name that I&...

FROM BUSINESS INSURANCE TO FAMILY INSURANCE by Preston Diamond Every Commercial account represents an opportunity to cross-sell Personal Lines to key employees. To help you get your sha...

Most people do not look forward to planning the distribution of assets upon their death. However, it is a task that all of us must face. And, that’s where trusts enter the estate-planning arena. A trust is simply an arrangement whereby one person holds legal title to an asset and manages it for the benefit of another. In one form or another, it may be used in personal financial planning.

Dear (Customer Name), CUSTOMER SALUTATION GOES HERE THANK YOU! We appreciate your placing your HOMEOWNERS INSURANCE with (Company Name). We find that for convenience and service,...

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PUTTING THE RIGHT PEOPLE IN THE RIGHT PLACE: EXECUTE! by Chris Burand The cover of a recent issue of Fortune boasted a picture of a small army of spiffily dressed, famous CEOs under the tit...