transition

Articles tagged with transition


Getting Down To Business With Referral Prospects

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GETTING DOWN TO BUSINESS WITH REFERRAL PROSPECTS by Bill Cates During a referral seminar last week, a participant came up to me at the break with a question. He told me that our Referral...

Glass Ceilings In The Insurance Agency Business

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GLASS CEILINGS IN THE INSURANCE AGENCY BUSINESS by Al Diamond Learn what to expect, and how to grow, as you approach milestones in premium volume. Much of management consultant work i...

How To Buy, Sell, Merge Or Perpetuate An Agency

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HOW TO BUY, SELL, MERGE OR PERPETUATE AN AGENCY by Larry Morrison and Gary Jacobson A Comprehensive Look at the Best Ways to Handle the Biggest Events in the Life of Your Agency ...

How To Pass The Reins

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HOW TO PASS THE REINS by Sharon Cunningham Ron Hort...

Perpetuation Perplexities

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PERPETUATION PERPLEXITIES by Roy Phillips 'An important element often overlooked in agency evaluation is the potential to retain existing agency business.' As b...

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...

The Dominant-Needs Sale: Module Iv-B

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THE DOMINANT-NEEDS SALE: MODULE IV-B This 'Sales and Marketing' module has from the beginning stressed using the two-call sale (with a qualifying interview, a between-interview period,...

The Mixed-Perpetuation Sandwich: Inserting A Non-Family Layer

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THE MIXED-PERPETUATION SANDWICH: INSERTING A NON-FAMILY LAYER by Brian Burke Discussions about the perpetuation of family-owned agencies often assume that the offspring always bu...

Transition From The P/C To The Life Sale: Module Iv-C

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TRANSITION FROM THE P/C TO THE LIFE SALE: MODULE IV-C In the P/C agency, you will often find yourself with the opportunity to approach both the P/C and the Life sale at the same time wit...

What To Do When An Owner Retires

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WHAT TO DO WHEN AN OWNER RETIRES by Al Diamond Retirement should never be a spur-of-the-moment decision, even if the temptation is frequent when carriers, customers, or em...

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