Agents Share Succession Strategies
By Staff WriterThere are practitioners who advise their clients on building an appropriate succession plan, but who find developing one themselves to be "a very difficult ...
February 09, 2003
Advisors On Business Succession"Successful businesses fail for two predominate reasons: one is failure to do the proper estate planning, the second is failure to properly handle management succession."--Herbert ...
February 09, 2003
Bank Life Insurance Sales Programs Often Lack Clear Strategy: StudyByBanks sales of life insurance are often lackluster because their programs lack a clear strategy and a commitment from the top, concludes a new study ...
February 09, 2003
Readers Call Bobo Columns On Target Or Off The MarkReaders Call Bobo Columns: On Target Or Off The MarkTo the Editor: Jack Bobo has, at times, annoyed me with his opinions and mystified me ...
February 09, 2003
Integrating Business And Estate PlanningMost advisors agree that since a business is typically a large portion of a business owners estate, the business plan and the estate plan must ...
February 09, 2003
A Charitable Business Succession Plan Can Yield Many BenefitsA Charitable Business Succession Plan Can Yield Many BenefitsBy Richard C. MartinMany closely held business owners are prominent civic leaders who are actively involved in ...
February 09, 2003
Norwood Introduces Legislation For Patients' Bill Of RightsNorwood Introduces Legislation For Patients Bill Of RightsByWashington Rep. Charlie Norwood, R-Ga., has introduced "patients bill of rights" legislation, which, he says, has bipartisan support.The ...
February 09, 2003
Strategies And Tactics Of Ownership SuccessionStrategies And Tactics Of Ownership SuccessionByRoger Lockwood had two careers; his first was as a professional baseball player in the 1960s. After retiring from baseball, ...