Article Library

Deferred Compensation Example

This content has not been rated yet.

CompleteMarkets Editor, Larry Morrison 4/30/2013

DEFERRED COMPENSATION EXAMPLE by Larry Morrison and Gary Jacobson This is an example of the key financial features in a deferred compensation plan for top producers at a s...

All Articles by CompleteMarkets Editor

Comments (0)

Limited Liability Companies: What You Need To Know

This content has not been rated yet.

CompleteMarkets Editor, Larry Morrison 4/30/2013

LIMITED LIABILITY COMPANIES: WHAT YOU NEED TO KNOW by Gary Jacobson and Larry Morrison Limited liability companies (LLCs) have been called the greatest innovation in business ownership in ...

All Articles by CompleteMarkets Editor

Comments (0)

Should Your Agency Be An 'S' Or A 'C' Corporation?

This content has not been rated yet.

CompleteMarkets Editor, Larry Morrison 4/30/2013

SHOULD YOUR AGENCY BE AN 'S' OR A 'C' CORPORATION? by Gary Jacobson and Larry Morrison There are several options for setting up an agency, including sole proprietorships, pa...

All Articles by CompleteMarkets Editor

Comments (0)

Seven Really Big Ones: Tax Secrets The Irs Doesn't Want You To Know

This content has not been rated yet.

CompleteMarkets Editor, Larry Morrison 4/30/2013

SEVEN REALLY BIG ONES: TAX SECRETS THE IRS DOESN'T WANT YOU TO KNOW ABOUT AGENCY PERPETUATION by Gary Jacobson and Larry Morrison These secrets are the really big ones. Much bigger...

All Articles by CompleteMarkets Editor

Comments (0)

Agency Valuation: What You Need To Know

This content has not been rated yet.

CompleteMarkets Editor, Larry Morrison 4/30/2013

AGENCY VALUATION: WHAT YOU NEED TO KNOW by Larry Morrison Before putting a value on your agency, read this article. INTRODUCTION Every agency owner must learn certain basics abou...

All Articles by CompleteMarkets Editor

Comments (0)

Mergers: The Six Key Issues

This content has not been rated yet.

CompleteMarkets Editor, Larry Morrison 4/30/2013

MERGERS: THE SIX KEY ISSUES by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD Before considering an agency merger, read this article. INTRODUCTION The pressure to ...

All Articles by CompleteMarkets Editor

Comments (0)

Selling Your Agency: 'C' Corporations

This content has not been rated yet.

CompleteMarkets Editor, Larry Morrison 4/30/2013

SELLING YOUR AGENCY: 'C' CORPORATIONS by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD How to slash the tax bill from selling your agency. INTRODUCTION In our...

All Articles by CompleteMarkets Editor

Comments (0)

Selling Your Agency: Asset Vs Stock Sale

This content has not been rated yet.

CompleteMarkets Editor, Larry Morrison 4/30/2013

SELLING YOUR AGENCY: ASSET vs STOCK SALE by Gary Jacobson, JD, and Larry Morrison, CMA, CLU, ChFC Which type of sale is right for your agency? INTRODUCTION: Most ag...

All Articles by CompleteMarkets Editor

Comments (0)

Transactional Filing: Taking The Plunge

This content has not been rated yet.

CompleteMarkets Editor, Rick Morgan 4/30/2013

TRANSACTIONAL FILING: TAKING THE PLUNGE by Rick Morgan For many agencies, automation has meant simply adding new methods and procedures while retaining traditional ways of operating. Effect...

All Articles by CompleteMarkets Editor

Comments (0)

The Top 10 Mistakes Employees Make With Customers

This content has not been rated yet.

CompleteMarkets Editor, Rebecca Morgan 4/30/2013

THE TOP 10 MISTAKES EMPLOYEES MAKE WITH CUSTOMERS by Rebecca Morgan In 20 years of conducting customer service training, Rebecca Mo...

All Articles by CompleteMarkets Editor

Comments (0)

Immerse yourself in our stacks. Take some time and browse through our library. We have *thousands of articles, checklists, tip sheets, sales letters, and more!*
Communications	Marketing
Customer Service	Planning
Finance/Accounting	Risk Management
Human Resources	Selling
Legal and E&O	Technology
Life/Financial Services	Glossaries
Management	Resources & Links

IMMS Library