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.

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Profile photo for Al Diamond

TESTIMONIALS AND REFERENCES – POWERFUL ALLIES FOR BUILDING NEW RELATIONSHIPS

One of the best ways of building client relationships is through testimonials from other satisfied customers.

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DERIVATIVE SUIT EXPOSURE FROM OFFICERS AND DIRECTORS

I do not truly understand the rationale in suing the company adjuster in a lawsuit against the Insurance Company, since he has no independent dutie

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MARKETING USING EMAILED NEWSLETTERS

If you knew the names, addresses and phone numbers of 500 people who were unhappy with their current insurance provider, what would you

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2014 Tax Implications of Agency Sales & Ownership

Tax implications of Buying & Selling Insurance Agencies

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Addressing the Arbitrary in Subrogation Arbitration

If learning is not part of the process, and all that an insurance company is interested in is a decision, any decision, no matter how subjective, t

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Agency Succession Planning: Developing your Game Plan

Issues that need to be addressed when you are developing a succession plan for your agency.

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AGENCY VALUATION-HOW AND WHY

Agency valuations are rarely obtained simply to satisfy an owner’s curiosity about the value of his business.  Every valuation has a purpose.

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Basic Asset Sale for an Agency

Will it be an “ASSET” sale or a “STOCK” sale? The first (and most fundamental) question when structuring either an internal or external transition

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Broker Contingency Commission – Good or Bad

In this White Paper summary, Mr.

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Business Valuation Guide for Mergers and Acquisitions a simple Insurance Question

This article was published in the January 2009 edition of the AZ CPA Journal. Mr.

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