American Association of Insurance Management Consultants

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Financial

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James J Moore

James founded a Workers’ Compensation consulting firm, J&L Risk Mgmt Consultants, Inc. in 1996. J&L’s mission is to reduce our clients’ Workers Compensation premiums by using time-tested techniques. J&L’s claims, premium, reserve and Experience Mod reviews have saved employers over $9.8 million in earned premiums over the last three years. J&L has saved numerous companies…

Mamas Tell Your Kids to Sell Reinsurance

A hair-weaving certificate requires 300 hours of training. An individual selling reinsurance needs zero education and faces zero testing.

Debunking Valuation “MULTIPLES”

Ever wonder why you couldn’t go the wrong way on a one-way street if your eventual goal lies at the other end? It may be the shortest route from point A to point B, but the dangers of this direct route usually outweigh the risks.

Producer Compensation Base/Growth Model

Producer Compensation is one of the most requested topics in both our speaking engagements and agency consultations.

Can You Afford To Buy The Agency

When ‘push comes to shove’ the answer to that question is hidden in the cash flow analysis of the agency in question.

Strategies To Avoid (Not Evade) Taxation In The Perpetuation Or Succession Of Your Agency

Lead In — You can’t BEAT the IRS but you can use strategies and tactics to avoid paying more taxes than you must in an agency transaction… Link here to see two of many ways to move agency ownership/management without severe tax ramifications.

Producer Profitability Analysis

Are your producers Making You Money, or are they Costing You Money?

Can You Afford To Retire?

What should the agent do if the value of his agency will not sustain him in retirement

Dale Crawford

Areas of Expertise