Exclusivefocus Spring 2013 - National Association of Professional ...
Exclusivefocus Spring 2013 - National Association of Professional ... Exclusivefocus Spring 2013 - National Association of Professional ...
letters to NAPAA Continued from page 10. tactic by Allstate And what about production credit, where it is close to triple for annuities – Allstate annuity, of course – vs. mutual funds In my opinion, customers, regulatory bodies, and media outlets should all be made aware of these unsavory practices at Allstate. They should also be aware of the company’s recent history of firing agents who don’t make their quotas. Either way the agents are screwed. Either they resort to unethical sales practices, for which they could be punished, or they do the right thing by the customer and jeopardize their jobs. I hope that most will choose the righteous path and pick door number 2. I enjoy your magazine so much. Hope things are settling down at Allstate for the agents. At American Family, we are losing them not only because they’re being terminated, but because they are resigning out of fear of being fired. It’s so sad. Harriet Stahl Business Manager National Association of American Family Agents I have finally had time to read some of your magazines from beginning to end. They are full of information and there is a nice variety of articles. Thanks for all the work you guys put into them. By the way, I recently filed a claim through NAPAA for reimbursement of my E&O deductible. The turnaround time was fantastic! I was surprised how fast and easy it was. If nonmembers were aware of this benefit, I’m sure they would reconsider their reasons for not joining NAPAA. Also, I’ll soon be filing for my CE subsidy reimburse- ment. These benefits alone pay for my NAPAA membership. I am a member of NAPAA and am interested in selling my agency. I have been in business for eight months under the new agent contract. I tried to buy an agency but it fell through, so Allstate ceded it to me and now I’m getting 3.5% renewal commission. Unfortunately, that just isn’t cutting it. I am managing a $2.4 million book with two full time staff and I’ve decided to sell it. I have been reading the information about selling a book on the website and now I am just looking for some more direct information on the process and how to start. Any help would be greatly appreciated. Editor’s response: Thanks for writing. We would be delighted to assist you! I know you understand that you have no economic interest in the ceded book, but we can help guide you through the sale process of your own book. Feel free to contact us by phone at 877-627-2248. Letters and articles submitted to NAPAA may be edited for clarity, space, grammar, syntax and suitability. Names of agent contributors will only be published with writer’s permission. Letters and other submissions can be e-mailed to Exclusivefocus@napaaUSA.org or mailed to: NAPAA, P.O. Box 7666, Gulfport, MS 39506 I want to thank you both for all that you do for the Allstate agents. You’ve kept those of us in the trenches informed of what is on the company’s horizon and shared the struggles and trials that other agents face in their relationship with Allstate. Trust me, that has helped me a ton. As I’ve gone through the ups and downs of being an Allstate Exclusive Agent, it’s always been a blessing to me to know that I ain’t alone! Nancy and Jim, I want to thank the two of you from the bottom of my heart and I wish you both well as you continue on in your work. I will continue to “talk up” NAPAA to my fellow Allstate brothers and sisters, as I really believe those that never joined NAPAA have really lost out on all the benefits and knowledge your organization provides. God bless you both! 52 — Exclusivefocus Spring 2013
the NAPAA market place Agencies for Sale Agencies for Sale Agencies for Sale Agencies for Sale Arizona Tucson Harold Broc Broccoletti A070725@allstate.com 520-744-3994 Asking Price: $375,000 PIF: 1,518 Premium: $1,515,114 May qualify for New Outside Buyer Incentive Program - enhanced commissions, education bonus. Prime area, only 2 other agencies nearby. Same location 10 years, low rent. Colorado Canon City Bob Rundell bobrundell@allstate.com 719-275-5762 Asking Price: TBD PIF: 3,000 Premium: $3,000,000 Retirement community, only Allstate in area. Owner retiring. Florida Cape Coral Peter Look PeterLook@allstate.com 239-699-2401 Asking Price: $3,600,000 PIF: 12,000 Premium: $14,000,000 Number of Staff: 7 Experienced, high credit score, clean record, able to get financing, must have $600k liquid cash. Willing to hold second. Two of the best locations in fast growing cities. One of biggest and best agency systems in country. Saint Cloud Marilyn Cochran MaJaPa10@AOL.com 407-922-9471 Asking Price: $450,000 PIF & Premium: Please call Serious inquires, info upon request Haines City Carol Eddy CarolEddy@allstate.com 863-860-9555 Asking Price: $600,000 PIF: 1,740 Premium: $2,400,000 Option to purchase/ lease building (location since 1995) Miami Arnoldo Arguello ArguelloArnoldo@gmail.com 786-499-3415 Asking Price: Please call PIF: 3,000 Premium: $4,000,000 Number of Staff: 3 Ideal agency! Great retention, profitable book. Kissimmee Dale Revels dalerevels@gmail.com 407-924-5336 Asking Price: Please call PIF & Premium: Call for details Paperless office. Hall of Fame Life Specialist. Georgia Leesburg Private GaAgency4Sale@gmail.com 229-376-8655 Asking Price: $230,000 PIF: 866 Premium: $1,000,000 Great opportunity for Incentive Program, enhanced commissions, education bonus Several locations Georgia mel@sammconsulting.com 678-223-7397 Asking Price: Negotiable PIF & Premium: call for details Seller Rep, several locations Tyrone Brad Gohsman gohs31392@msn.com 770-487-1112 Asking Price: $475,000 PIF: 1,850 Premium: $1,450,704 25 year agency, near Atlanta. good retention and LR. Indiana New Castle Janet Begley jbegley1127@att.net 765-623-6432 Asking Price: $325,000 PIF: 1,305 Premium: $1,320,918 LR 51, Retention 82.2. 25 yr agency Maryland Several locations Ed Hogg (Rep) ehogg9@gmail.com 703-862-8168 Asking Price: Negotiable PIF: Premium: Call for info Seller Rep, several locations. New York Bronx Daniel Bosque danielbosque@allstate.com 917-834-2326 Asking Price: $1,500,000 PIF: 4,740 Premium: $6,000,000 Includes assigned risk auto, brokered business and 26 yr location on Broadway. Brooklyn Barbara Shamah Leeds barbararose583@aol.com 917-301-2477 Asking Price: Negotiable PIF: 1,758 Premium: $4,600,000 Best location in Brooklyn. LR 47, retention 89.7. 30 yrs, I want to retire! Pennsylvania Pittsburgh Lawrence Ross Agency LarryRoss67@gmail.com No Calls, Please email Asking Price: Negotiable PIF: 2,636 Premium: $2,522,201 Retention 91, LR 45.27. 23 years, located in professional area. Premium does not include brokered business (American Modern, NEA, Butwin, Flood). Texas Grapevine Benny Robinson BennyRobinson@allstate.com 817-421-7495 Asking Price: $360,000 PIF: 1,107 Premium: $1,400,000 Qualifies for enhanced commissions. Denton Steve Sullivan steve@thesullivanagency.com 940-566-2234 Asking Price: $400,000 PIF: 1,156 Premium: $1,600,000 Good location, signage, low overhead. Growing area. Austin Blake Simpson BlakeSimpson@allstate.com 512-923-3004 after 5:30pm only Asking Price: $450,000 PIF: 1,400 Premium: $1,800,000 Retention +90, LR 55. Low expenses. May be able to qualify for new enhanced commissions. Utah Taylorsville (West Valley City) Neil Whicker NeilW@allstate.com 801-968-6852 Asking Price: $240,000 PIF: 1,175 Premium: $1,200,000 LR 37.9, Retention 89.7. 35 year agent retiring. Business qualifies for new enhanced commission program. Virginia Roanoke Betty Kosko BettyKosko@allstate.com 540-362-4806 Asking Price: $225,000 PIF: 1,316 Premium: $1,096,927 Great location. Qualifies for enhanced commissions. Springfield Larry A Bronstone lbronstone@gmail.com 703-967-8287 Asking Price: $725,000 PIF: 2,286 Premium: $2,939,736 SOLD! Several locations VA and MD Ed Hogg (Rep) ehogg9@gmail.com 703-862-8168 Asking Price: Negotiable PIF & Premium: Call for details Seller Rep, several locations Spring 2013 Exclusivefocus — 53
- Page 1 and 2: Direct Mail Reinvented Agent Pensio
- Page 3 and 4: L APPROVAL We’re lending to Allst
- Page 5 and 6: Grow your business. Hear what our a
- Page 7 and 8: “Is your agency planted in good s
- Page 9 and 10: INDEPENDENCE IS A CHOICE • Put Yo
- Page 11 and 12: Spring 2013 Exclusivefocus — 11
- Page 13 and 14: a compelling speech about staying p
- Page 15 and 16: fice in order to attend company mee
- Page 17 and 18: will be increased if there are more
- Page 19 and 20: Spring 2013 Exclusivefocus — 19
- Page 21 and 22: away that it would not violate the
- Page 23 and 24: This Is For 25 Fast Acting, Lucky A
- Page 25 and 26: The Ki ndness Revol uti on Welcome
- Page 27 and 28: uying and selling Seller Transparen
- Page 29 and 30: Financing exclusively for insurance
- Page 31 and 32: Break the Shackles... Get EXCITED A
- Page 33 and 34: to maintain the tax deferred status
- Page 35 and 36: challenge is to identify homeowners
- Page 37 and 38: feature The Saboteurs By Dave Thorp
- Page 39 and 40: sales and marketing Should Your Age
- Page 41 and 42: Spring 2013 Exclusivefocus — 41
- Page 43 and 44: complicated concepts through the fi
- Page 45 and 46: ful, would have been less problemat
- Page 47 and 48: DirectWriter magazine, the forerunn
- Page 49 and 50: READY. AIM. SUCCEED. Right on targe
- Page 51: Confidential NAPAA Membership Appli
- Page 55: Insurance Professionals: IS IT TIME
the NAPAA market place<br />
Agencies for Sale Agencies for Sale Agencies for Sale Agencies for Sale<br />
Arizona<br />
Tucson<br />
Harold Broc Broccoletti<br />
A070725@allstate.com<br />
520-744-3994<br />
Asking Price: $375,000<br />
PIF: 1,518 Premium: $1,515,114<br />
May qualify for New Outside<br />
Buyer Incentive Program - enhanced<br />
commissions, education<br />
bonus. Prime area, only 2<br />
other agencies nearby. Same<br />
location 10 years, low rent.<br />
Colorado<br />
Canon City<br />
Bob Rundell<br />
bobrundell@allstate.com<br />
719-275-5762<br />
Asking Price: TBD<br />
PIF: 3,000 Premium: $3,000,000<br />
Retirement community, only<br />
Allstate in area. Owner retiring.<br />
Florida<br />
Cape Coral<br />
Peter Look<br />
PeterLook@allstate.com<br />
239-699-2401<br />
Asking Price: $3,600,000<br />
PIF: 12,000 Premium:<br />
$14,000,000<br />
Number <strong>of</strong> Staff: 7<br />
Experienced, high credit<br />
score, clean record, able<br />
to get financing, must have<br />
$600k liquid cash. Willing to<br />
hold second. Two <strong>of</strong> the best<br />
locations in fast growing cities.<br />
One <strong>of</strong> biggest and best<br />
agency systems in country.<br />
Saint Cloud<br />
Marilyn Cochran<br />
MaJaPa10@AOL.com<br />
407-922-9471<br />
Asking Price: $450,000<br />
PIF & Premium: Please call<br />
Serious inquires, info upon<br />
request<br />
Haines City<br />
Carol Eddy<br />
CarolEddy@allstate.com<br />
863-860-9555<br />
Asking Price: $600,000<br />
PIF: 1,740 Premium: $2,400,000<br />
Option to purchase/ lease<br />
building (location since 1995)<br />
Miami<br />
Arnoldo Arguello<br />
ArguelloArnoldo@gmail.com<br />
786-499-3415<br />
Asking Price: Please call<br />
PIF: 3,000 Premium: $4,000,000<br />
Number <strong>of</strong> Staff: 3<br />
Ideal agency! Great retention,<br />
pr<strong>of</strong>itable book.<br />
Kissimmee<br />
Dale Revels<br />
dalerevels@gmail.com<br />
407-924-5336<br />
Asking Price: Please call<br />
PIF & Premium: Call for details<br />
Paperless <strong>of</strong>fice. Hall <strong>of</strong> Fame<br />
Life Specialist.<br />
Georgia<br />
Leesburg<br />
Private<br />
GaAgency4Sale@gmail.com<br />
229-376-8655<br />
Asking Price: $230,000<br />
PIF: 866 Premium: $1,000,000<br />
Great opportunity for Incentive<br />
Program, enhanced commissions,<br />
education bonus<br />
Several locations Georgia<br />
mel@sammconsulting.com<br />
678-223-7397<br />
Asking Price: Negotiable<br />
PIF & Premium: call for details<br />
Seller Rep, several locations<br />
Tyrone<br />
Brad Gohsman<br />
gohs31392@msn.com<br />
770-487-1112<br />
Asking Price: $475,000<br />
PIF: 1,850 Premium: $1,450,704<br />
25 year agency, near Atlanta.<br />
good retention and LR.<br />
Indiana<br />
New Castle<br />
Janet Begley<br />
jbegley1127@att.net<br />
765-623-6432<br />
Asking Price: $325,000<br />
PIF: 1,305 Premium: $1,320,918<br />
LR 51, Retention 82.2. 25 yr<br />
agency<br />
Maryland<br />
Several locations<br />
Ed Hogg (Rep)<br />
ehogg9@gmail.com<br />
703-862-8168<br />
Asking Price: Negotiable<br />
PIF: Premium: Call for info<br />
Seller Rep, several locations.<br />
New York<br />
Bronx<br />
Daniel Bosque<br />
danielbosque@allstate.com<br />
917-834-2326<br />
Asking Price: $1,500,000<br />
PIF: 4,740 Premium: $6,000,000<br />
Includes assigned risk auto,<br />
brokered business and 26 yr<br />
location on Broadway.<br />
Brooklyn<br />
Barbara Shamah Leeds<br />
barbararose583@aol.com<br />
917-301-2477<br />
Asking Price: Negotiable<br />
PIF: 1,758 Premium: $4,600,000<br />
Best location in Brooklyn. LR<br />
47, retention 89.7. 30 yrs, I want<br />
to retire!<br />
Pennsylvania<br />
Pittsburgh<br />
Lawrence Ross Agency<br />
LarryRoss67@gmail.com<br />
No Calls, Please email<br />
Asking Price: Negotiable<br />
PIF: 2,636 Premium: $2,522,201<br />
Retention 91, LR 45.27. 23<br />
years, located in pr<strong>of</strong>essional<br />
area. Premium does<br />
not include brokered business<br />
(American Modern, NEA,<br />
Butwin, Flood).<br />
Texas<br />
Grapevine<br />
Benny Robinson<br />
BennyRobinson@allstate.com<br />
817-421-7495<br />
Asking Price: $360,000<br />
PIF: 1,107 Premium: $1,400,000<br />
Qualifies for enhanced commissions.<br />
Denton<br />
Steve Sullivan<br />
steve@thesullivanagency.com<br />
940-566-2234<br />
Asking Price: $400,000<br />
PIF: 1,156 Premium: $1,600,000<br />
Good location, signage, low<br />
overhead. Growing area.<br />
Austin<br />
Blake Simpson<br />
BlakeSimpson@allstate.com<br />
512-923-3004 after 5:30pm only<br />
Asking Price: $450,000<br />
PIF: 1,400 Premium: $1,800,000<br />
Retention +90, LR 55. Low expenses.<br />
May be able to qualify<br />
for new enhanced commissions.<br />
Utah<br />
Taylorsville<br />
(West Valley City)<br />
Neil Whicker<br />
NeilW@allstate.com<br />
801-968-6852<br />
Asking Price: $240,000<br />
PIF: 1,175 Premium: $1,200,000<br />
LR 37.9, Retention 89.7. 35<br />
year agent retiring. Business<br />
qualifies for new enhanced<br />
commission program.<br />
Virginia<br />
Roanoke<br />
Betty Kosko<br />
BettyKosko@allstate.com<br />
540-362-4806<br />
Asking Price: $225,000<br />
PIF: 1,316 Premium: $1,096,927<br />
Great location. Qualifies for<br />
enhanced commissions.<br />
<strong>Spring</strong>field<br />
Larry A Bronstone<br />
lbronstone@gmail.com<br />
703-967-8287<br />
Asking Price: $725,000<br />
PIF: 2,286 Premium: $2,939,736<br />
SOLD!<br />
Several locations<br />
VA and MD<br />
Ed Hogg (Rep)<br />
ehogg9@gmail.com<br />
703-862-8168<br />
Asking Price: Negotiable<br />
PIF & Premium: Call for details<br />
Seller Rep, several locations<br />
<strong>Spring</strong> <strong>2013</strong> <strong>Exclusivefocus</strong> — 53
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