Buying or Selling?
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)
Agency Succession Planning
C Corporation vs. S Status
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
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’
Paths to Underwriting Profitability
The Definition of Insanity
Working Harder and Earning Less?
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