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Start With Continuity Planning

Before you can create a succession plan, you should have a continuity plan in place. It is a broader plan that accounts for everything that could interrupt the business.

October 2018 |  Read Article

Succession Planning Mistakes To Avoid

Here are four common succession planning mistakes and how to avoid them, from Anthony J. Martins, regional vice president for Securian.

October 2018 |  Read Article

Five Components Of A Good Succession Plan

Succession planning is easier to get off the ground if one starts with a plan for the plan, experts say.

October 2018 |  Read Article

IMOs Hope for Fair Shake From Fiduciary Rules

April 2018 |  Read Article

The History of the 401(k)

401k History

February 2018 |  Read Article

The FIVE Dimensions of a Cause

December 2017 |  Read Article

Agency Owners Turn to ESOPs

Employee Stock Ownership Plans (ESOPs) are a great way to cash out of your business and essentially turn it into a cooperative in the hands of valued longtime employees.

October 2017 |  Read Article

A Checklist for Succession Planning

Agency owners should think of succession planning as a five-year process to do right, said Chip Roame, managing director of Tiburon Strategic Advisors in Tiburon, Calif.

October 2017 |  Read Article

Affordable Care Act vs. American Health Care Act: What Would Change?

Affordable Care Act vs. American Health Care Act: What Would Change?

April 2017 |  Read Article

The Seven Elements of Improv

The Seven Elements of Improv

April 2017 |  Read Article

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