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NEW COURSE: Agency Financial Workshop
New classroom course for principals & supervisors coming to Columbia in November
A new classroom course on agency finance planning is coming to Columbia on Nov. 12, filed for 5 hrs. P&C or L&H credit in South Carolina. Lunch is included in the cost of this workshop taught by Jon Persky of Optimum Performance Solutions.
This course will address the financial issues in insurance agencies such as:
- Common Financial Mistakes
- Legal Entity Implications
- Agency Financial and Productivity Review
- Revenue and Expense Analysis
- Agency Profitability
- Balance Sheet Ratio Analysis
- Agency Productivity Analysis
- Developing a Budget
- Agency Compensation
- Administration, Producer and Staff Methods
- Retirement
This course is designed for Agency principals, managers and supervisors. It is NOT recommended for general agency staff, account managers or customer service representatives (CSRs).
| NEW COURSE:
AGENCY FINANCIAL PLANNING & COMPENSATION WORKSHOP Columbia, Nov. 12
filed for 5 hrs. P&C or L&H LUNCH IS INCLUDED
|
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