Raley, Watts & O'Neill
Contact Us
contact_phone Click to call
Raley, Watts & O'Neill
Contact Us
contact_phone Click to call

Member Content

Member Content - Content Package

Benefits & Financial Services

Back

Insurance Agent’s Guide to Covid-19

This content has not been rated yet.

CMEditor
For most of the world, remote work is new and difficult; an understanding that everyone is having to come to terms with. This includes insurance agents- which is why we assume you are here. In this article, we will review the many ways that the insurance market is being affected by the coronavirus pandemic of 2020.

Records Management For Disaster Planning

1 Verified Reviews - 5 of 5.0

CMEditor
Proper records management is one of the most crucial elements of disaster planning. The ability of an organization...

Trust Accounts: Do they really matter?

This content has not been rated yet.

CMEditor
An agency valuation I completed recently came in considerably lower than the agency owners expected. The reason? Their balance sheet was very poor and they were materially out of trust: Meaning that their ratio of Accounts Receivable + Cash to Accounts Payable was less than 1. The agency principals were quite upset that I would decrease their value for this reason. They retorted, “We always pay our companies on time, our companies have never been hurt by this, our customers have never been hurt by this, and our CPA has never found fault with this practice. You're the only one who thinks it matters!”

Types of insurance every company needs

This content has not been rated yet.

CynthiaMadison2
If you are an entrepreneur, then you know that from the day you started your company you exposed yourself to certain risks.

    • 1
    • 2