Search found 3 matches

by LundstromMatt
Mon Dec 05, 2016 10:20 am
Forum: Opinions
Topic: Drive other car
Replies: 8
Views: 10175

Re: Drive other car

Thank you all for your feedback and input - it is appreciated.
by LundstromMatt
Wed Nov 30, 2016 12:20 pm
Forum: Opinions
Topic: Drive other car
Replies: 8
Views: 10175

Drive other car

I insure a corporation owned by a husband. We list he and his wife as DOC via endorsement as they dont have a separate personal auto policy. Recently, the wife started her own LLC and recently purchased a commercially titled vehicle which we added to the policy. We too, added DOC naming her and her ...
by LundstromMatt
Fri Apr 22, 2016 12:23 pm
Forum: Hard-to-Place Accounts
Topic: NFP Business Income Worksheet
Replies: 2
Views: 50885

NFP Business Income Worksheet

Hello friends -

If anyone is privy to a business income worksheet that is actually customized towards a NFP social service organization - please do share. I feel like the standard non-mfr worksheets I come across and the like do a disservice to these clients.

Thank you in advance.

Matt