https://completemarkets.com/Article/article-post/2786/Why-Errors-and-Omissions-Insurance-Is-Critical-for-Service-Based-Businesses/
...d a financial advisor provides investment recommendations that lead to a clie...le to move forward with peace of mind and grow in the knowledge that, even if...
https://completemarkets.com/Article/article-post/2009/SELLING-YOUR-AGENCY-ASSET-vs-STOCK-SALE/
...deductible only against “investment” income. In ...ary E. Jacobson, JD can be reached at Vander Wel, Jacobson, & Bishop ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1056/AGENCY-OWNERSHIP-CHANGES-CALL-FOR-EXTRA-CUSTOMER-TLC/
... . You can contact Huling at Selling Strategies, Inc., P.O. Box 200, Terrell, NC 28682, (888) 309-8802 (toll free), fax (888) 309-7355, e-mail [email protected] , or Web site www.sellingstrategies.com . Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - Save yourself a whole lot of time & money when you use our directory ... that you don't want to lose, set up a suspense date to resolicit it. Not doing anything after losing a valued piece of business is just bad business. Many agencies are in a state of transition today through mergers and acquisitions. Get the most from your investment by creating a strategy to service, retain, and grow this customer base. People want to trust their insurance agent. We need to give them a reason to do so. Emily Huling, CIC, CMC, helps the insurance industry achieve excellence in customer ... about the service (or rather lack of it) that they've received from new independent agent affiliations. Both circumstances involve agencies that were sold. STORY #1 When Jan and Bob moved their family to Charlotte, they did what many people do to find good professional advisors. They asked neighbors, coworkers, and friends for referrals. Following the recommendation of a friend, they found an agent and were satisfied with that choice for 12 years. Their multi-line Personal insurance package includes Auto, Home, Umbrella, and Boat policies. ...
https://completemarkets.com/Article/article-post/1056/AGENCY-OWNERSHIP-CHANGES-CALL-FOR-EXTRA-CUSTOMER-TLC/
...sitions. Get the most from your investment by creating a strategy to service, retain, and grow this customer base. People want t...excellence in customer service, sales, and leadership. Her new book, Selling f...
https://completemarkets.com/Article/article-post/2015/LIMITED-LIABILITY-COMPANIES-WHAT-YOU-NEED-TO-KNOW/
... LLCs to compartmentalize their investment portfolio in case of catastrophic l...ary E. Jacobson, JD can be reached at Vander Wel, Jacobson, Bishop & Magnusson...
https://completemarkets.com/Article/article-post/1603/Producer-Agreement/
... related services rendered. All investment income and so- called late charges ...13. Notices. All notices, requests, demands and other communication required hereunder shall be in writing and shall be deemed to have been duly given and effective (a) on the date delivered if delivered in hand to the Producer or to the President...