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INVEST ESOP DIVIDENDS INTO A 401(k) An Employee Stock Ownership Plan (ESOP) allows workers to invest a percentage of income into their company. Most stocks produce quarterly dividends in t...
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TRACKING STAFF PERFORMANCE Insurance agents have always benefited by tracking performance. Tracking the number of leads generated in a month, sales calls made in a week, and new policies written in a...
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PROCEDURES IN AN AGENCY Agency management requires planning, organizing, directing, controlling, and monitoring results. These procedures material will help, assisting you in training new staff, moni...
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EMPLOYEE EVALUATION INTRODUCTION While the job description is the basis of the employee evaluation, the evaluation also affects the job description, helping to keep it flexible an...
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EMPLOYEE BENEFITS: THREE CAPITOL REFORMS Washington, DC is bustling with worker and health-care reforms. Employee benefits administrators need to explain to workers how the new legislati...
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COBRA EXTENDS HEALTH BENEFITS The Consolidated Omnibus Budget Reconciliation Act is better known as COBRA. Its acronym sounds venomous, but COBRA is the antidote for people who have just...
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STAY FOCUSED ON SALES AND THE CLIENT The Dartnell Corporation, Chicago, IL, points out that the day-to-day activities of sales can easily distract producers from selling. Phone calls, meetings, paper...
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SMALL THINGS THAT MAKE CUSTOMERS FEEL GOOD Writing in Business Marketing, Kenneth Tupper, president, Revelle International, Miami, provides succinct tips about how to show customers you care about th...
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WHEN CAN YOU BREAK EVEN? Some producers spend time worrying about the prices they charge without ever learning the prices they have to charge to break even. Their own business records, plus a li...
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SERVICE TIPS Rusty Claton of Whillis-Harding Insurance in Kewlona, BC, has a poster in her office that reads: 'You don't have to be a millionaire to be sued like one.' It is effective ...