This Agency Management Newsletter is packed with great information and is provided by the Big "I" E&O program as a member benefit.
Check out the December issue!
The Problem with Strategic Planning
If Planning is so effective, why doesn’t everyone do it?? Here is the answer.
Balance Sheet Liquidity Ratios, Part Two
Part 2 of 3 on Balance Sheet Liquidity Ratios for Insurance Agencies.
How to Maximize Agency Income by Stopping Selling Insurance
The three things that are shared by all successful agencies…
Risk Factors in Valuing Your Agency
How to calculate discount factors in Agency Valuation…
Important - Data Breach
IMPACTS ON LINE TAX FILERS USING TAXACT, TAXSLAYER, AND H&R BLOCK

An article has just been released (11/22/22) by The Markup, a nonprofit newsroom that investigates how powerful institutions are using technology to change our society, reporting that Tax Filing Websites Have Been Sending Users’ Financial Information to Facebook.
 
The data, sent through widely used code called the Meta Pixel, includes not only information like names and email addresses but often even more detailed information, including data on users’ income, filing status, refund amounts, and dependents’ college scholarship amounts. 
 
This information is important for you, your families and your employees and clients personally, but the implications for the millions of self-filers is the breach of their most sensitive information to the world’s largest social media networks. The link below will give you the entire article from The Markup. Please read it and distribute as you see fit.