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transfer
Articles tagged with transfer
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A PERPETUATION PLANNING PRIMER by Tom Doran No one expects the current frantic pace of merger and acquisition activity to last forever. When it does cool off, more agency own...
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COMPREHENSIVE COVERAGE Dear (Customer Name): WHAT HAVE YOU GOT TO LOSE? Perhaps a lot, if you're relying on an insurance program that's outdated. There comes a time w...
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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER SIX TRANSFERS TO THE NEXT GENERATION 6.1 Durable powers of attorney in case of disability. An agent is much more lik...
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Fact Sheet No. OSHA 93-44 OSHA EMERGENCY HOT-LINE (800) 321-OSHA Free Hot Line for reporting LIFE-THREATENING WORKPLACE HAZARDS 24-Hour Emergency Service The Occ...
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PERPETUATION FOR FAMILY AGENCIES by Brian Burke Gifting agency stock can be part of an estate-planning strategy. It can also be an attractive part of the perpetuation of a family...
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PHONE COURTESY REVISITED by Preston Diamond Good service over the phone means putting common courtesy into common practic...
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EEOC STATEMENT AND POLICY PROHIBITING ILLEGAL DISCRIMINATION AND HARASSMENT [Company Name] is committed to the principals of Equal Employment Opportunity and is committed to making employment decisio...
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PROHIBITED ACTIVITIES (STANDARDS OF CONDUCT) [Company Name] wishes to create a work environment which promotes job satisfaction, respect, responsibility, and value for all of our employees, clients, ...
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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...
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TAX BENEFITS FOR S CORPORATIONS by Al Diamond Many insurance agencies have chartered themselves as sub-chapter S corporations over the years. The 'S Corp' was created so that companies co...