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Agency Principals: Don’t Put Off Perpetuation Planning!

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AGENCY PRINCIPALS: DONT PUT OFF PERPETUATION PLANNING! by Sharon Cunningham One of the most critical issues facing the Independent Agency System is the need to transfer s...

BANKS AND P/C AGENCIES REALITY CHECK PART IV: BUYER, BEWARE! by Chris Burand Do bank stockholders benefit from acquisitions of P/C agencies? The answer? Yes, if there...

Agency Automation: E&O Friend Or Foe? — Part 6

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AGENCY AUTOMATION: FRIEND OR FOE PART 6 by Curt Pearsall In this last of this six-part series focusing on automation, Curt Pearsall examines the issues involved in protecting yourself...

Producer Compensation And The Impact Of Vesting And Ownership

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PRODUCER COMPENSATION AND THE IMPACT OF VESTING AND OWNERSHIP by Carol Hammes There are probably no two hotter topics for insurance agency principals than producer compensation and ag...

Commercial Lines Insurance Checklist

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COMMERCIAL LINES INSURANCE CHECKLIST by Jack Fries Use this checklist by Jack Fries to see which Commercial Lines coverages your clients have, those that they need, and those that you write. ...

‘Power Shift’ – Niche Marketing In Today’S World

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lsquo;POWER SHIFT - NICHE MARKETING IN TODAYS WORLD by Mike Manes This article by Mike Manes is the setup for an argument on niche marketing. Manes relies on a...

Sample Electronic Communication Policy

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SAMPLE ELECTRONIC COMMUNICATION POLICY by Steve Anderson Every firm with a computer network, Internet access, or e-mail should have a policy for using them. Without one, you ris...

Ten Rules Of E-Business

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TEN RULES OF E-BUSINESS by Patricia Berry Proven ways to target your end user without face-to-face contact. Relationships matter.The most important e-business soluti...

A Healthy Market? Perception Is Reality

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A HEALTHY MARKET? PERCEPTION IS REALITY by Chris Burand A recent study by Zurich U.S. revealed what I believe could cause big problems for agents and brokers in the near future. The probl...

Replacing An Old Policy With A New One — Part 1

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REPLACING AN OLD POLICY WITH A NEW ONE PART 1 by Richard Weber The Society of Financial Service Professionals Life Insurance Illustration Questionnaire has made a big diffe...

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