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Financial

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

Dale is a 35+ year veteran of the insurance industry, from an underwriter trainee to president of an insurance company.  Along the way, he was also an officer at 2 reinsurance companies for 14 years.  The reinsurance experience provided an exceptionally broad view of the industry, dealing with numerous insurance company clients in standard lines,…

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Robert E. Underdown

The Insurance Archaeologist™, Bob Underdown  is a highly qualified Insurance Expert Witness providing consultation and testifying services across the United States. Mr. Underdown has provided testimony in recent cases in the following areas: Standard of Care for insurance agent and brokers; insurance claims adjusting; insurance company bad faith (both first party and third party); insurance…

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