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eNews & Views 

August 2007   

In This Issue:

How Prepared are You for Perpetuation?

Sample Buy-Sell Agreements

Change Your Password

eNews & Views Archive

MarshBerry Services

On-Line Services

Consulting Services

Mergers & Acquisitions

APPEX

The MarshBerry Letter

Carrier Partners

Agencies representing these carriers receive a special rate on a subscription to MarshBerry.com.




Other Partners


IIAB of New York

IIA of Nebraska

IIA of Ohio

IA&B of PA, MD & DE

Iroquois Group

Omnia Profile

PIA of Minnesota

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How Prepared are You for Perpetuation?

Take this short, yet informative, questionnaire - Perpetuation Preparedness - to see if you are properly prepared for internal perpetuation.

This is a very useful tool for those who are just beginning to think about perpetuation or for those who already have a plan in place. The questionnaire has five interactive steps including questions about your agency, potential candidates, your current plan and funding. Your responses are used to produce a score on a scale of 1 to 10 and your score is compared to all agencies that have completed the questionnaire. You will also receive a plan of action that can help you improve your perpetuation strategy. All of these results are provided immediately while online.

How Prepared is Your Agency for Internal Perpetuation

Tips & Tricks!

Change Your Password

A new feature is now available that allows a subscriber to change their password.

Once you login, there is a "Change Password" link that appears on the right-side of the bar where it says "Welcome to the MarshBerry Website" (the bar right below the MarshBerry logo). Click on the link and follow the instructions to change your password.

Go to MarshBerry.com

   

Did You Know

Sample Buy-Sell Agreements

Periodically agents ask if we have a sample agreement we can share to address a buy-sell arrangement - internal or external. After combing through a myriad of files, we found sample agreements that address the most pertinent areas.

Before using any form or agreement made available to you, review the agreement to make sure it is applicable to your situation and covers the points you want addressed. In addition, an attorney should review the agreement to make sure it abides by your local and state laws.

View Sample Buy-Sell Agreement

View Sample Contingency Buy-Sell Agreement

 

Discussion Group Topics
from July 2007
  • Tow Truck Market
  • HO - 6 Edmonton, Alberta, Canada
  • Homeowners in Eureka, Montana
  • CE Expense
  • Ambulance Service Co/All Lines
  • Small Agency Valuation
   

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