https://completemarkets.com/Article/article-post/227/Emerging-E-O-Loss-Exposures/
...rship transfers, and most estate planners don’t address Personal Lines insuran...amp;O exposure that the insurance professional should deal with in fact-findin...
https://completemarkets.com/Article/article-post/1426/RECRUITING-GOOD-LIFE-AGENTS/
...regional level; and among Estate Planners Council functions, financial planners' associations, or Health insurance u...rds. Serious Life agents, financial planners, and PPGAs ready for a mutual com...
https://completemarkets.com/Article/article-post/620/The-Facts-Of-Life-About-Personal-Lines-And-Having-A-Well-Trained-Staff/
...g number who are as competent, professional, and knowledgeable as any Personal... and to provide consistently high professional sales and telephone skills to a...
https://completemarkets.com/Article/article-post/2010/SELLING-YOUR-AGENCY-C-CORPORATIONS/
...on centers on “carry-over liability,” meaning that any lawsuits b... result of the uninsured portion of liability claims arising from the seller&#...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/227/Emerging-E-O-Loss-Exposures/
... and make sure their own insurance policies recognize both property and liability exposures. If investment or business property is involved, any Business insurance policies should be amended, too. The matter gets complicated because there are many types of trusts and ownership transfers, and most estate planners don't address Personal Lines insurance issues. So do Personal Lines agents have to know about trusts and property ownership transfers? This is where due diligence comes in. Due diligence in this kind of situation means advising all insureds to notify the agency if they make a ... &O Liability, Umbrella & Excess Liability, Employment Practices, home-based businesses, intellectual property exposures, and company solvency issues. Everyone at every agency should keep "due diligence" and "awareness" in mind while taking care of clients. Agents, like other professionals, must demonstrate their knowledge and skill. The technical and complex nature of insurance raises the standards they must meet. Breaching their duty in a way that injures a client could make the agency liable for the damages. Remember that "perception is reality." ... insurance agents need to be more diligent than ever in analyzing their Errors and Omissions risks and exposures. Some of the areas that open up agency E&O exposures are trusts, cyber risk, Non-Ownership Auto exposures (Personal and Business Auto), D&O Liability, Umbrella & Excess Liability, Employment Practices, home-based businesses, intellectual property exposures, and company solvency issues. Everyone at every agency should keep "due diligence" and "awareness" in mind while taking care of clients. Agents, like other professionals, ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2010/SELLING-YOUR-AGENCY-C-CORPORATIONS/
... 10,000 per year for 15 years. Oddly enough, most people don't get excited about deductions they can take 15 years from now. PLANNING ALTERNATIVES: HOW TO SAVE BIG BUCKS! There are a number of tools to improve an asset sale. An experienced planner can mix and match them to generate substantial savings. Non-compete agreement: If the seller were free to solicit all the clients in the book of business just sold, the sale would be worth much less. This essential protection for the buyer can be assigned a ... carriers, wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for your agency! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, blogs and ... searches you make. And much more! All Articles by CompleteMarkets Editor Monetization type: None Comments (0 ) There are no comments posted. x No Thanks Loading.. Loading.. x No Thanks Loading.. ...
https://completemarkets.com/Article/article-post/1658/WHOLE-LIFE-INSURANCE-MODULE-V-F/
... and much more. The professional planners in our office can tailor a policy to...t the expert services of planning professionals from [AGENCY NAME]. We offer f...