Affiliations and Terminations | CDD
Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge. Today, Joyce King, Quality Assurance Administrator for Insurance Licensing Services of America, Inc. (ILSA) shares her dos and don’ts for affiliations and terminations. Her secret for success: Keep your affiliations up to date. When an agent joins your team or …
State Processing Times | CDD
Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge. Insurance Licensing Services of America’s, Joyce King, shares her dos and don’ts for accommodating state processing times. Her secret for success: Be proactive, especially when applying in the “Big States” (California, Texas, New York, and Florida) or states like Massachusetts …
DBAs – Corporate and Individual | CDD
Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge. Today, Joyce King, the Quality Assurance Administrator for ILSA, shares her dos and don’ts for Doing Business As names or DBAs. Her secret for success: Be sure that the name you want to use is available everywhere you want to …
Name Changes – Individual & Corporate | CDD
ILSA’s Quality Assurance Administrator, Joyce King, shares her dos and don’ts for individual and corporate name changes and her secret for success.
Ep. 55: Agency for Sale: Prep Before You Bail
Joyce King provides wisdom regarding mergers and acquisitions, the documents the agent needs to prepare, as well as the entities the agent needs to pay attention to when it comes to compliance.
Ep. 45: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 2)
Joyce King discusses the topics of budgeting, expansion and withdrawal. She shares the critical points to remember for your compliance budget and why this is the first thing an agency should plan for every year. She also shares her advice regarding state expansion and state withdrawal and which states make it more difficult.
Ep. 44: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 1)
Joyce King discusses the various things insurance agency owners need to be aware of regarding licensing and compliance while creating their yearly budgets.
Ep. 29: Mergers & Acquisitions Licensing & Compliance
Joyce King discusses licensing and compliance issues as they relate to mergers and acquisitions. She shares scenarios of what happens when you prioritize licensing and compliance, and explains what happens when you don’t.
