https://completemarkets.com/Article/article-post/2574/Sample-Presentation-Package/
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ACCOUNT SERVICING TEAM
Account Executive: NAME
OFFICE PHONE
Account Assi...
https://completemarkets.com/Article/article-post/1442/JOB-DESCRIPTIONS/
...ONS A. MANAGEMENT B. ACCOUNT EXECUTIVES C. SALES CENTER D. CUSTOMER SERV...te leads/prospects to allow Account Executives to meet their production object...
https://completemarkets.com/Article/article-post/1778/AGREEMENT-FOR-PURCHASE-AND-SALE/
... of Accounts 3.1 B' Schedule of Personal Property 3.4 C' Schedule of Liabilities Assumed 3.7 D' Promissory Note 4.3.2 E' Financing Statement 4.4 F' Security Agreement 4.4 G' Security Escrowed Letter 4.7 H' Bill of Sale for Equipment 5.2 I' Bill of Sale for Accounts 5.2 J' Able's Non-Compete 8 1. Parties 1.1 This AGREEMENT FOR PURCHASE AND SALE (the Agreement') is executed as of the date set forth on the signature page hereto, by and between: ABLE INSURANCE AGENCY, INC. ( 'Seller'); DALTON AGENCIES, INC. ( 'Buyer'); ALAN ABLE ( 'Able'); and DON DALTON ( 'Dalton') . 2. Recitals 2.1 Status of Seller. Seller is a Washington corporation engaged in the insurance local ... of Contents Section/Paragraph 1. Parties 2. Recitals 2.1 Status of Seller 2.2 Status of Buyer 2.3 Status of Able 2.4 Status of Dalton 2.5 Purpose 2.6 Move 3. Purchase and Sale 3.1 Insurance Accounts 3.1.1 Valuation 3.1.2 Risk of Loss 3.2 All Goodwill of the Seller 3.3 Name Change 3.4 Personal Property 3.5 Commissions Receivable 3.5.1 Schools Exception 3.5.2 Repayment 3.6 Contingency Commissions 3.7 Assumption of Liabilities 4. Payment/Terms/Security 4.1 Purchase Price 4.2 Allocation 4.3 Terms 4.4 Security- Assets 4.5 Assignment, Replacement Property 4.6 Default 4.7 Security-Escrowed Letter 4.8 Cross-Default 5. Closing 5.1 Place and Time 5.2 Delivery of Documents and Consideration 5.3 Adjustments 6. Seller's Representations and Covenants 6.1 Representations and Warranties 6.2 Covenants 6.2.1 No Interruption in Business 6.2.2 Liabilities 6.2.3 Delivery of Receipts ...
https://completemarkets.com/Article/article-post/2645/Even-If-Its-Not-Raining-You-Need-an-Umbrella/
... on a busy street. A middle-aged executive comes into your place of business ...n injury that exceeds your standard liability limits.
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2111/Do-You-Take-Uninsured-Motorist-Coverage-For-Granted/
... /Underinsured Motorist coverage would be equal to that of Liability coverage unless he chose a lower option. His priorities were to maintain high Liability limits but to keep premium costs down. He reasoned that his employees were covered by Workers' Comp while operating the ambulance, so they wouldn't need the added protection of higher UM coverage. When renewal time came, the client selected the lesser UM coverage and executed the appropriate waivers as required by state law. The testimony of the client, together with an affidavit executed by the agent, persuaded the third-party plaintiff that the waiver was a knowing and intelligent waiver. The agent was dismissed by way of an agreed order with minimal defense costs. In this case, good documentation was key to a good defense. Don't take Uninsured Motorist coverage for granted. Do ... 1 cause of E&O claims was failure to obtain the proper coverage. Auto claims account for one in every four E&O claims-and more than half of these deal with Uninsured/Underinsured Motorist (UM) coverage. What can go wrong with Uninsured Motorist coverage? Take a closer look: Is it standard operating procedure in your agency to offer clients UM coverage equal to the limits of Liability? The price differential is only an extra $50 to $75 per vehicle and is well worth it. Some states are now requiring that limits for Bodily Injury/Property Damage (BI/PD) and Uninsured Motorist be the same. If you feel that you don't have to offer higher UM limits because an Umbrella is in place that will drop down in the event of a claim ...
https://completemarkets.com/Article/article-post/1736/MONITORING-THE-PLAN/
..._______ ___________ ___________ Executive Salaries ___________ ___________...
https://completemarkets.com/Article/article-post/1543/FIDUCIARY-CLAIMS-BECOME-PECUNIARY-PAIN/
...ECOME PECUNIARY PAIN Some chief executive officers (CEOs) think that fiduciary liability is solely the responsibility of the...s. Call us for details on Fiduciary Liability insurance.
https://completemarkets.com/Article/article-post/2111/Do-You-Take-Uninsured-Motorist-Coverage-For-Granted/
... coverage equal to the limits of Liability? The price differential is only an ...is priorities were to maintain high Liability limits but to keep premium costs...
https://completemarkets.com/Article/article-post/1629/MANAGING-RISK-A-GUIDE-FOR-YOUR-BUSINESS-CLIENT-PART-1-OF-4/
..., whether a city manager, county executive, district manager, mayor, governor,...ger. Claims Adjusting. Because liability claims involve the public and Wo...
https://completemarkets.com/Article/article-post/2437/%E2%80%98Stop-The-World-I-Want-To-Get-Off-%E2%80%99/
...stry, including the notoriety of Executive Life and the problems of traditiona... of Life and annuity policyholders. Executive Life was the largest insurance c...