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... the first quest.. All Articles by CompleteMarkets Editor Comments (0 ) Agent's Checklist: Protecting Your Accounts Against Piracy 1 Verified Reviews - 5 of 5.0 1 2 3 4 5 CompleteMarkets Editor , David Daar 4/30/2013 12:00:00 AM AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place.. All Articles by CompleteMarkets Editor Comments (0 ) Are You A Deadbeat Shareholder? This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate. All Articles by CompleteMarkets Editor Comments (0 ) Beware The Outdated Shareholders Agreement This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe , Angela Bemiss 4/30/2013 12:00:00 AM BEWARE THE OUTDATED SHAREHOLDERS AGREEMENT by Angela Bemiss and Kevin Stipe Published statistics suggest that the damage and personal injury caused by home fires is signifi.. All Articles by CompleteMarkets Editor Comments (0 ) Captives And The Middle Market This content has not been rated yet. CompleteMarkets Editor , Al Rhodes 3/18/2014 12:00:00 AM A soft insurance market is often used as an excuse ...

... 2013 12:00:00 AM The cost of professional services continues to escalate, with partners in top CPA firms billing hourly rates of $400 or more, and partners in top law firms billing at rates even higher. Could a CPA or a lawyer really be worth that kind of money? How about an insurance agent? Kevin Stipe helps you to determine your effective hourly rate and its potential influence on your daily activities. All Articles by CompleteMarkets Editor Comments (0 ) Are You A Deadbeat Shareholder? This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate. All Articles by CompleteMarkets Editor Comments (0 ) Avoid The Empathy Trap This content has not been rated yet. CompleteMarkets Editor , Chris Burand 4/30/2013 12:00:00 AM AVOID THE EMPATHY TRAP by Chris Burand The ability to empathize is admirable. It requires listening, understanding, .. All Articles by CompleteMarkets Editor Comments (0 ) Best Partnership This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:37:32 PM BEST PARTNERSHIP Dear (Customer Name): When a business partner suffers a fatal accident, it's a devastating time for all those concerned ...

... Categories Popular Recent All tax Articles tagged with tax Back A Tax Bonanza: S Corporations And Esops This content has not been rated yet. CompleteMarkets Editor , Robert Nein 4/30/2013 10:43:12 PM A TAX BONANZA: S CORPORATIONS AND ESOPs by Robert Nein The 1997 Tax Relief Act has made possible the best of all worlds for insurance agencies. One could not hope for a better opportunity. There ha.. All Articles by CompleteMarkets Editor Comments (0 ) Are You A Deadbeat Shareholder? This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate. All Articles by CompleteMarkets Editor Comments (0 ) Confidential Annual Review This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:38:40 PM CONFIDENTIAL ANNUAL REVIEW As a valued customer of XYZ Agency, we would like to take this opportunity to thank you for your confidence in allowing us to service your insurance needs. To .. All Articles by CompleteMarkets Editor Comments (0 ) Legal Outline For California Agencies - Chapter 1 This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:39:41 PM LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER ONE FORM ...

... agency doesnt get voted off the island. Mor.. All Articles by CompleteMarkets Editor Comments (0 ) And Karnack Says … This content has not been rated yet. CompleteMarkets Editor , Pamela Millard 4/30/2013 10:42:47 PM lsquo;AND KARNACK SAYS hellip; by Diane Herbert and Pamela Millard Take a close look at your capacity and take the steps needed to position your agency for the wild ride ahea.. All Articles by CompleteMarkets Editor Comments (0 ) Are You A Deadbeat Shareholder? This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate. All Articles by CompleteMarkets Editor Comments (0 ) Are Your CSR's Selling More Yet? This content has not been rated yet. CompleteMarkets Editor , Grace Bauer 4/30/2013 12:00:00 AM ARE YOUR CSRsSELLING MORE YET? by Grace Bauer Are you maximizing your agencys ability to touch your clients? In this article Grace Bauer offers guidelines t.. All Articles by CompleteMarkets Editor Comments (0 ) 1 2 3 4 5 x No Thanks Loading.. Loading.. x No Thanks Loading.. ...

... top producers, their agency's market share would balloon. All Articles by CompleteMarkets Editor Comments (0 ) Anniversary Letter This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:38:40 PM ANNIVERSARY LETTER Dear (Customer Name), CONGRATULATIONS ON YOUR FIRST ANNIVERSARY IN YOUR NEW HOME! As a new homeowner, I bet you've had your hands full this past year. Moving, organizing, deco.. All Articles by CompleteMarkets Editor Comments (0 ) Are You A Deadbeat Shareholder? This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate. All Articles by CompleteMarkets Editor Comments (0 ) Choosing The Right Advertising Agency This content has not been rated yet. CompleteMarkets Editor , John Graham 4/30/2013 12:00:00 AM There may come a time when your agency's communications needs exceed the capabilities of in-house personnel. You want to concentrate on producing new business, developing products, and servicing clients. Who has the time and expertise to create newspaper or radio advertising-or perform the myriad public relations functions necessary to keep your agency in the public eye? All Articles by CompleteMarkets Editor Comments (0 ) 1 2 3 x No Thanks Loading.. ...

... Loading.. About 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 many agency principals Articles tagged with many agency principals Back Are You A Deadbeat Shareholder? This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate. All Articles by CompleteMarkets Editor Comments (0 ) Considerations For Hiring A Producer This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM Here's a quick investment quiz: Which of the following investments will provide the best financial return over the next five years? A.Microsoft stock B.Coca-Cola stock C.Citigroup stock D.A newly hired Property & Casualty producer The answer is D. No kidding. All Articles by CompleteMarkets Editor Comments (0 ) Managing Personal Lines This content has not been rated yet. CompleteMarkets Editor , Carol Hammes 4/30/2013 10:36: ...

... ever. Revenue and profit growth are strong and outside investors — especially banks — continue to show strong interest in the business. Even the bust of the new economy' has helped by leveling the playing field in the battle for talent, providing agency owners with a once-in-a-generation opportunity to recruit new blood into the insurance industry. If you already own, or are considering owning, an interest in an insurance agency, here are two points to consider: During the next decade, the return potential of stock in a private business might well exceed that of the S&P 500. Analysts are cautioning the current generation of investors that historically there have been long periods in which stocks moved sideways. For example, in early 1966 the Dow Jones Industrial Average hit the 1,000 level, then retreated. It bobbed up and down for years, and didn't cross the 1,000 level for good until 17 years later, in 1983! If history were to repeat itself, even a slow growth agency during the next 10 years might appreciate faster than the overall stock market. Stock in a privately held business offers tax advantages that are better than those of a qualified retirement plan, such as a 401(k ) . Does this sound too good to be true? Consider that when an individual sets money aside in a 401(k ), the contribution is tax deductible and any dividends or capital gains within the plan grow on a tax-deferred basis until they're withdrawn and taxed as ordinary income. The tax-deduction on contributions, combined with the tax-deferral on money in the plan, have ...

... insurance organizations marketing meeting began, the president stated, We need more sales. This might see.. All Articles by John Graham Comments (0 ) Advice On Developing A Producer Recruitment Program This content has not been rated yet. CompleteMarkets Editor , Peggy Mika 4/30/2013 10:42:47 PM ADVICE ON DEVELOPING A PRODUCER RECRUITMENT PROGRAM What advice would you offer an independent agency on a step-by-step basis, for deve.. All Articles by CompleteMarkets Editor Comments (0 ) Are You A Deadbeat Shareholder? This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate. All Articles by CompleteMarkets Editor Comments (0 ) Ask Questions Before Taking Your Next Sales Job This content has not been rated yet. John Graham 12/16/2014 12:00:00 AM If you're in sales, you know the feeling. It's the middle of the night about two weeks after starting a new job. You were enthusiastic and could hardly wait to get going. Now, your head is full of doubts. You try to shove them aside, but they don't go away. "Everything is new," you tell yourself. "I just need to give it a little more ...

... All Articles by CompleteMarkets Editor Comments (0 ) Agents: Company Markets Aren't Always Going To Come To You! 1 Verified Reviews - 5 of 5.0 1 2 3 4 5 Andrew Barile , CompleteMarkets Editor 4/30/2013 12:00:00 AM AGENTS: COMPANY MARKETS AREN'T ALWAYS GOING TO COME TO YOU! by Andrew Barile One of the most important responsibilities of agents to themselves and their agencies is to maintain posit.. All Articles by Andrew Barile Comments (0 ) Are You A Deadbeat Shareholder? This content has not been rated yet. CompleteMarkets Editor , Kevin Stipe 4/30/2013 12:00:00 AM If you're a principal in a privately held insurance agency, establish a value creation quota for each shareholder. Here's how: A month before your next planning retreat, provide each shareholders with a statement showing the value of his or her share of the agency's stock. If you don't have an appraisal, simply use your best estimate. All Articles by CompleteMarkets Editor Comments (0 ) Are You Running In Place — Or Running The Race? This content has not been rated yet. Al Diamond , CompleteMarkets Editor 4/30/2013 12:00:00 AM ARE YOU RUNNING IN PLACE OR RUNNING THE RACE? by Al Diamond In this document, Al Diamond identifies the four phases of agent activity that define the effectiveness of.. All Articles by Al Diamond Comments (0 ) Business Continuity Planning 1 Verified Reviews - 5 of 5.0 1 2 3 4 5 CompleteMarkets Editor 4/30/2013 12:00:00 AM Each year potential ...

... ever. Revenue and profit growth are strong and outside investors — especially banks — continue to show strong interest in the business. Even the bust of the new economy' has helped by leveling the playing field in the battle for talent, providing agency owners with a once-in-a-generation opportunity to recruit new blood into the insurance industry. If you already own, or are considering owning, an interest in an insurance agency, here are two points to consider: During the next decade, the return potential of stock in a private business might well exceed that of the S&P 500. Analysts are cautioning the current generation of investors that historically there have been long periods in which stocks moved sideways. For example, in early 1966 the Dow Jones Industrial Average hit the 1,000 level, then retreated. It bobbed up and down for years, and didn't cross the 1,000 level for good until 17 years later, in 1983! If history were to repeat itself, even a slow growth agency during the next 10 years might appreciate faster than the overall stock market. Stock in a privately held business offers tax advantages that are better than those of a qualified retirement plan, such as a 401(k ) . Does this sound too good to be true? Consider that when an individual sets money aside in a 401(k ), the contribution is tax deductible and any dividends or capital gains within the plan grow on a tax-deferred basis until they're withdrawn and taxed as ordinary income. The tax-deduction on contributions, combined with the tax-deferral on money in the plan, have ...