Career Wise

Jacobson, Gregory P.
July 2010
Best's Review;Jul2010, Vol. 111 Issue 3, p13
Trade Publication
The article provides an answer to a question of what should insurance companies consider in developing a succession plan.


Related Articles

  • Career Wise. Moran, Tom; Greene, Rick // Best's Review;Nov2009, Vol. 110 Issue 7, p16 

    The article provides an answer to a question regarding the management by insurance companies of risks associated with succession planning.

  • WHAT'S [YOUR] SUCCESSION PLAN? MOYNIHAN, SHAWN; TOOPS, LAURA MAZZUCA; HILLEBRAND, MELISSA // Property & Casualty 360;Feb2014, Vol. 118 Issue 2, p24 

    The article offers information on succession plans and perpetuation for aging agents of insurance companies. Topics include the need for the U.S. insurance industry to increase its efforts for recruitment and nurturing young talent, the value of succession plans in the continued existence of...

  • Insurance Revisited. Diamond, Mike // Reeves Journal: Plumbing, Heating, Cooling;Apr2007, Vol. 87 Issue 4, p10 

    The article offers tips on dealing with insurance companies. The author cites that it is prudent to make a succession plan which can help one plan how he will pass on a family business when he decide to retire. He asserts that one should not immediately engage in dealing with an insurance...

  • Leaving a Legacy. Panko, Ron // Best's Review;Sep2005, Vol. 106 Issue 5, p69 

    Discusses the importance of succession planning for independent insurance agencies in the U.S. Consolidation trend in the independent insurance sector; Factors to consider in succession planning.

  • Consultants: Owners Give Little Thought to Agency Perpetuation.  // Best's Review;Sep2005, Vol. 106 Issue 5, p72 

    Presents the opinion of insurance experts Tim Cunningham and Al Diamond on succession planning for independent insurance agencies. Need to view perpetuation or succession planning as a process; Average age of owners of independent insurance agencies.

  • Forget the Old Ways. Heapps, Brian // Advisor Today;Feb2010, Vol. 105 Issue 2, p56 

    The article discusses the stages of succession planning that allow for retention and stability of assets and clients in the insurance industry in the U.S. First stage is to know the value of the business that should be done periodically to ensure it is implemented as a planning tool. The second...

  • Building a Life Insurance Practice That Can Be Sold. Schulte, Gary R. // Journal of Financial Service Professionals;May99, Vol. 53 Issue 3, p38 

    As the most productive group of agents in the life insurance industry's history helps their fellow baby boomers with retirement and business continuation planning, they find themselves faced with their own succession planning challenges. Long a topic of agent study groups, the industry has not...

  • Career Wise. Moran, Tom // Best's Review;Jul2008, Vol. 109 Issue 3, p18 

    The article discusses the talent management and leadership potentials needed for a successful management in insurance companies. Excellent financial institutions invariably direct succession planning issues and demonstrate talent management programs to uphold the best individuals and prospects...

  • Insurance Producers. Vietri, Michael J. // National Underwriter / Life & Health Financial Services;10/29/2007, Vol. 111 Issue 40, p13 

    The article enumerates various considerations in the formulation of insurance producers succession model plan. It was stated that effective succession of producers requires long-term support and commitment from the producer, the possible successor and the firm management. Likewise, three target...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics