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articles
The following are articles written by Jon Persky and Becky Lathrop that were originally published in Resources Magazine by The National Alliance for Insurance Education & Research.
Agency Value and Perpetuation
A Taxing Situation (2013)
Adjusting Expectations
(Agency Value)
Agency Succession Planning
C Corporation vs. S Status
Everything's Relative
How Much Ends Up in Your Pocket?
(2011 - 2013 Tax Implications)
Perpetuation, Death and Life Insurance
(Cross Purchase vs. Stock Redemption)
Tax Implications of Buying and Selling Agencies
Human Resources
Hiring the Right Person
(Survey Results - Part 1)
Human Resource Laws and Your Agency
Human Resources Questions & Answers
Performance Evaluations and the Termination Process
The Paper Chase
You’re Fired!....Or Are You?
Productivity, Planning & Profitability
Essential Guide to increasing the Size and Profitability of Your Agency
Everybody’s Gone Surfin’
(Productivity)
Paths to Underwriting Profitability
The Definition of Insanity
(Business Planning)
Working Harder and Earning Less?
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