American Association of Insurance Management Consultants

We invite you to browse the AAIMCo library and read the works of our members. The articles and books in the AAIMCo Library are copyrighted and contain the individual and collaborative works of our Professional Members. Some of the volumes reside here on our site while others are on loan from our members and reside on their web sites. When you select the title of a volume, you will automatically be taken to it whether it is in our library or that of a member. With the exception of Standards  &  Guidelines For Appraising Insurance Agencies / Brokerages, which may be reproduced with credit to AAIMCo as copyright, please contact the author before reproducing or using the article or book for business purposes. 

NOTE: Only volumes with a ** Symbol have been peer reviewed.

All Articles
Profile photo for Stanley Lipshultz

The Special Relationship and the Insurance Producer

The special relationship doctrine can create an overwhelming burden for the unsuspecting insurance agent or broker by imposing a duty to provid

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Profile photo for Stanley Lipshultz

The Special Relationship and the Insurance Producer

The special relationship doctrine can create an overwhelming burden for the unsuspecting insurance agent or broker by imposing a duty to provide ad

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Profile photo for Al Diamond

TO SERVICE CENTER – OR NOT TO SERVICE CENTER

Service Center must not be unilateral.  In order for Service Center to make sense they must save more money than they cost for BOTH agent and carri

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Profile photo for Al Diamond

TRAVEL AND INSURANCE FINDING SALES PROFESSIONALS OUTSIDE THE INDUSTRY

Hiring sales professionals is something that we have in common with the Travel Industry.  Link here to see how we can learn from their

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Profile photo for Al Diamond

VALUE OF HEALTH INSURANCE AGENCIES CONSIDERING THE ACA

Lead-In – How does Obamacare affect the value of health insurance agencies being bought, sold or perpetuated?  Read this innovative method of t

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Profile photo for Al Diamond

VALUING YOUR AGENCY TANGIBLE NET WORTH AND WORKING CAPITAL

How to calculate and manage your TNW to a level that is sufficient to meet your business’ capital needs for growth.

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Profile photo for Al Diamond

WHAT HAPPENS WHEN A PRODUCER LEAVES AN AGENCY AND TAKES AGENCY BUSINESS

I don’t care if your producer is your husband, wife or child (or someone as close).  Every agent seems to get much smarter about what to do if a pr

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Profile photo for Bruce  Heffner

WHAT THE ATTORNEY HIRED BY THE INSURANCE COMPANY IS NOT

Personal observations have demonstrated to me that some insurance companies have some very serious misunderstandings about the attorneys that they

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Profile photo for Bruce  Heffner

WHAT THE PLAINTIFFS’ ATTORNEY MAY BE MISSING IN THE ANALYSIS OF HIS CLIENTS INSURANCE POLICY

I was often amazed at what I could only discern as an argument by a Plaintiff’s attorney concerning an insurance claim where he had never bothered

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Profile photo for Jon Persky

‘Till Death Do Us Part with Our Agency?

Discussion on the differences between cross purchase and stock redemption and the tax effect on each.

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