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YOUR AGENCY IN 2020 by Al Diamond Youll face a variety of challenges in planning for today - and the next decade. THE PAST ...
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DISSOLVING SHAREHOLDER RELATIONSHIPS by Paul Di Stefano, CPA Issues involving the breakup of partners or shareholders can be more complex than one might consider at first blush. A break...
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AGENCY LITIGATION SUPPORT PRIMER by Paul DiStefano At one time or another, many agents become involved in litigation surrounding the agency or its principals and will require the professio...
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OUTSOURCED CLAIMS MANAGEMENT ONE WAY FOR AGENCIES AND CARRIERS TO REDUCE COSTS AND IMPROVE SERVICE by Paul Di Stefano and G. Edward Kalbaugh Within most agencies and insurance companies, cla...
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AGENCY EQUITY: LEVERAGING YOUR INTANGIBLE ASSETS by Paul Di Stefano and G. Edward Kalbaugh Deploy equity by using it as collateral or releasing it in return for something else of value....
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HELP PUT AN END TO WORKERS COMP MALINGERING: A GUIDE FOR BUSINESS MANAGERS WHO FACE A WORKERS COMP CLAIM by David DePaolo To malinger is to pretend to be ill or otherwise incapacitated ...
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RECENT CASES CLARIFY EMPLOYER LIABILITIES by David DePaolo Several recent cases issued from the appellate courts and the California Supreme Court are of interest to employers providing their W...
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PROFESSIONAL SERVICES MARKETING; A STRATEGY FOR PROVIDING CLIENT SATISFACTION by David DePaolo, JD, MBA An Overview Most professional services are highly personal in the nature of...
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RECEIVABLES REDUCTION by David John DePaolo COST OF RECEIVABLES Failure to keep control of current accounts receivable can have disastrous effects on the cash flow of a bu...
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BANKS AND INSURANCE: DO YOUR DUE DILIGENCE by Fred Dent The power of the Internet as n information resourc...