Similar Posts
Jun, 2010 – Case for Selling in 2010
june2010caseforselling
Dec, 2007 – 10 Steps to an Internal Perpetuation Plan
10stepperpetuationplan
Aug, 2002 – Quit Taking Perpetuation Planning Lightly!
Quit Taking Perpetuation Planning Lightly! By Jim Bethea We live in a world of procrastinators. We all remember last minute test cramming, last minute trip packing, and last minute sales budget preparations. It is just the reality of the situation, not many of us plan well in advance. But when it comes to your retirement,…
Jul, 2009 – Enhancing the Value of your Agency
The below article was published in the July, 2009 Rough Notes Magazine ENHANCING THE VALUE OF YOUR AGENCY By Robin Frost, ACA Nearly all of us have seen a painful deterioration in the value of our investments and retirement savings over the last year or so. Perhaps this has made you think about what you…
Dec, 2007 – Get Serious About Your Perpetuation Plan
THE BELOW ARTICLE WAS PUBLISHED IN THE DECEMBER, 2007 ISSUE OF ROUGH NOTES MAGAZINE. IT IS POSTED WITH PERMISSION OF THE ROUGH NOTES COMPANY. AGENCY FINANCIAL MANAGEMENT GET SERIOUS ABOUT YOUR PERPETUATION PLAN Unrealistic expectations can doom internal perpetuation plan By Kevin P. Donoghue, CFA, CPA The 75 million Americans who are part of the…