https://completemarkets.com/Article/article-post/978/OWNERSHIP-ISSUES-AND-COMPENSATION/
...ten bonus plan that is based on individual and agency performance. The people ... if circumstances change or if the individual proves to be the type of ownersh...
https://completemarkets.com/Article/article-post/340/Agency-Perpetuation-Agents-Must-Go-Back-To-The-Drawing-Board/
...it could be highly unstable for individual firms. Our system is becoming less ...o honest and realistic perpetuation planning. For those who remember the end o...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2225/AGENCY-PERPETUATION-PLANNING-CHECKUP/
... change in the course of a year, you should review your perpetuation plan. Start by asking yourself: What parts of my plan need attention? People: Have the players in your agency changed? Do you have any promising young staff to consider? Can the individual(s ) you've chosen to develop help your agency grow? Can the selected individual(s ) create and manage a profit? How long do you want to maintain control? Would you like to be involved until you retire? You might retire a year ... changed dramatically. Legislative changes now allow new players into the insurance agency business. This development increased the value of some agencies, but the value of others has declined. The new legal structures of some agencies have changed the value and consequences of selling them. New taxes are the most obvious changes that affect the agency perpetuation. Because so many things can change in the course of a year, you should review your perpetuation plan. Start by asking yourself: What parts of my plan need attention? People: Have the players ... Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library 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 Categories Popular Recent All Back Agency Perpetuation Planning Checkup 4/30/2013 10:44:59 PM by CompleteMarkets Editor , Paige Proctor ...
https://completemarkets.com/Article/article-post/2147/TAX-IMPLICATIONS-OF-BUYING-AND-SELLING-AGENCIES/
... for the $627,000. Assuming an individual state tax rate of 4%, Joe now owes an additional...on, agency, perpetuation, strategic planning, and marketing and retention serv...
https://completemarkets.com/Article/article-post/174/From-Estate-Tax-Trap-To-Tax-Victory/
From Estate Tax Trap To Tax Victory
You hear it all the time: 'Tax law is too complicated.' Well, it is. My job is usually to explain complex tax law in understandable language and to ...e premiums. This second-opinion estate tax plan eliminated the Q-Tip tax trap. Better yet, it eliminated the entire estate tax liability by transferring it to the...
https://completemarkets.com/Article/article-post/2225/AGENCY-PERPETUATION-PLANNING-CHECKUP/
...oung staff to consider? Can the individual(s) you've chosen to develop help your agency grow? Can the selected individual(s) create and manage a profit? How ...arding people, valuation, funding, and tax considerations, seriously consider ...
https://completemarkets.com/Article/article-post/2017/OWNERSHIP-OF-A-PRODUCERS-BOOK-A-BETTER-WAY/
...he cost is to improve the way it is taxed. If the agreement specifies actual '...oney set aside must be done with after-tax dollars. 'CONSTRUCTIVE RECEIPT,'...
https://completemarkets.com/Article/article-post/946/IS-EMPLOYEE-OWNERSHIP-RIGHT-FOR-YOUR-AGENCY-PART-I/
...roviding incentives that reward individual employees for their support of the...n some measurable aspect(s) of the individual’s performance as a produc...
https://completemarkets.com/Article/article-post/652/A-Perpetuation-Planning-Primer/
... corporation or partnership, to individuals, or to an Employee Stock Ownership...in addressing your own perpetuation planning would be to get a copy of the Bes...
https://completemarkets.com/Article/article-post/1529/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-INTRODUCTION/
...er S, whether to hold the stock individually or in a partnership, and whether ...wills or trusts that take advantage of tax saving opportunities in the death tax laws. Another device is to channel ...