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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...
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THE KEEP/SELL DECISION by Brian Burke Agency owners who are faced with the decision of keeping or selling their agencies can't really explore one of these routes without investi...
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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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AGENCY PERPETUATION: AGENTS MUST GO BACK TO THE DRAWING BOARD by Brian Burke I would venture to say that 80% of the agencies represented by the readers of this column could reall...
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BUILDING YOUR CAPITAL by Brian Burke Everything seemed to get better around here when we stopped worrying so much about taxes, Agency CEO Are you trying to build a...
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CONSULTANTS: ARE THEY USEFUL? by Chris Burand Consultants, when properly used, can be a great benefit to your agency. As a resource with varied agency experiences, as ...
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PERPETUATION: ITS NOT JUST A MONEY THING by Chris Burand When agency owners think of perpetuation planning, they often think only of the financial aspect: Selling their agencies. I...
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CERTIFICATES OF INSURANCE, BINDERS AND EVIDENCES OF INSURANCE: WHATS THE DIFFERENCE? by Chris Burand I visit many agencies and interview hundreds of customer service representative...
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WHAT DOES AN AGENCY OWE ITS PRODUCERS? by Chris Burand This is the softest market the P/C industry has ever experienced. To thrive, agencies must eliminate waste, work harder, and work sm...
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THIS IS A SLOPPY INDUSTRY WHICH CREATES GREAT OPPORTUNITIES! by Chris Burand Property/Casualty, and even Benefits, insurance, as practiced, is often sloppy. In many cases, quality...