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A Nationwide Association Of Insurance And Risk Consultants, Educators And Experts

american legal experts

AAIMCo Members Are The Most Sought-after Fee Based Professionals On Matters Related To Insurance And Risk

legal consultants

Areas Of Expertise Include Agent/Agency, Company/Wholesaler, Corporations/Enterprise, Government And Law

AAIMCo Members Are Widely Published. From Books And Resource Documents To White Papers And General Articles

AAIMCo is a non-profit trade association comprised of insurance and risk professionals who provide fee-based consulting and educational services to their clients.

The Professional Members of AAIMCo are among the most knowledgeable and highly sought after, fee-based consultants, experts and educators in the insurance and risk management fields. Their clients include insurance agencies and associations, multi-national insurance companies, corporations and attorneys for services ranging from consulting and expert witness to education and training.

AAIMCo’s purpose is to promote the exchange of information, ideas, education, counsel, and services between members serving as consultants and expert witnesses on insurance and risk management related dealings and disputes in order to:

  • Promote professional knowledge, experience, ethics, and conduct for those serving in such capacity,
  • Give official recognition to those who have demonstrated these qualities, and
  • Advance professional services and performance in the insurance and risk management industry.

Nationally Recognized
Authoritative Publication of AAIMCo

"Standards & Guidelines For Appraising Insurance Agencies/Brokerages"

(Download a free copy)

Membership News

MARK YOUR CALENDAR!

AAIMCo Annual Conference April 30 - May 2, 2026

In Reno, Nevada
Peppermill Resort Spa Casino

Peppermill Resort Spa Casino

Members at the 2025 AAIMCo Conference in Nashville

Members at the 2025 AAIMCo Conference in Nashville

(Members Only)

Featured Consultants

Terry J. Friedman

Mr. Friedman began his insurance career in 1980, when he joined his family’s independent insurance agency as a producer, eventually focusing on property and casualty commercial insurance. In addition to developing a substantial book of business that included a wide range of businesses and organizations, he was President of the agency from 2004 – 2018, and CEO from 2004 – 2020. In 2022, he retired from the retail insurance agency ...
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Edwin J. Miltenberger

With over 30 years experience, Mr. Miltenberger has worked on the brokerage and company side of the insurance industry. He has extensive expertise in both the life and health and property and casualty space. His has proven ability to leverage his knowledge, relationships and experience on behalf of his clients issues. He also has an active track record in the M&A, Strategic Planning, and change management arena, and is an ...
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Nancy Germond

Nancy Germond’s three decades of risk management experience give her unique insights and abilities as a consultant. An accomplished risk and claims manager, Nancy authored scores of risk-management related articles, White Papers and has presented for organizations like the Public Risk Manager Association (PRIMA) and the Society for Human Resources. She is the Executive Director, Risk Management and Education, for the Independent Insurance Agents & Brokers of America. Nancy Germond ...
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Al Diamond

Over the years, Al has been thoroughly immersed in all facets of insurance agency operations including serving on committees, instructing, consulting and as an author. Building a solid track record of performance assisting agencies and company operations including mergers, acquisitions, divestitures, perpetuation and strategic planning, organizational development, compensation and salary administration programs, administrative and financial operations, marketing and automation planning, ESOP, and perpetuation issues. Al also helps agencies create and ...
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Colonel Roy L. Phillips

I have been a license Insurance Agent in the State of Texas since 1983 holding  General Lines Property & Casualty, General Lines Life, Accident & Health and Risk Manager licenses.  I am currently Vice-President of King-Phillips Insurance Agency, a firm providing a full range of insurance products to the insuring public. I also serve as an independent consultant offering litigation consulting.  I have provided expert witness testimony related to the ...
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J. Eric Peterson, Jr.

I have been in the insurance industry for over 30 years, working as a Licensed Property and Casualty Insurance Broker, Licensed Property and Casualty Insurance Adjuster and Litigation Manager for wholly owned, Captive Insurance companies.  I have also worked for the country’s top Third Party Administrative Companies. I currently hold Property and Casualty Insurance Broker Licenses in Arizona, Maryland and Pennsylvania along with a Life, Accident and Health or Sickness ...
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Featured Library Publications

“Maximizing Your Deposition Effectiveness” by Kevin Quinley

From the Spring 2020 issue of the CPCU Society’s CLEW Interest Group Newsletter. This article contains practical tips for taking your deposition skills to the next level!

“Nine Case Retention `Red Flags’ Spelling WARNING for Expert Witnesses”

From the Spring 2018 issue of the CPCU CLEW Interest Group newsletter.

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 advice to a policyholder concerning all possible coverages and in some instances a responsibility to give advice as to what limits to purchase and whether such limits are “adequate.” This article explores the nuances of the special relationship – …

Continuity and prior/pending litigation exclusions in the claims-made policy form

“Directors and officers liability policies have long been issued on a “pure claims-made” basis (a phrase this writer first coined in 1990). That is, they were written with no prior act date (also known as a retroactive date). As a result, wrongful acts of the directors and officers dating back to corporate formation were covered as long as the claim – …

THE DANGERS OF ABSOLUTE EXCLUSIONS, AND WHY ARE REGULATORS ALLOWING THEM?

“IN 2010, I authored an article on the dangers of absolute exclusions.1 That article was prompted by an appellate decision in Florida, James River Ins. Co. v. Ground Down Eng’g, 540 F.3d 1270 (11th Cir. 2008). In that case, an engineering firm that was providing consulting services on whether land had become polluted found that its errors and omissions (E&O) – …