Phil Brooks to Present at the Rural Agents Conference
The Independent Insurance Agents of Iowa (AAIA) is holding its Rural Agents Conference this Wednesday and Thursday in Des Moines. The conference is hosting insurance agents from across the state who will earn educational credit on all thing’s insurance. Phil Brooks is the opening speaker on Thursday, presenting “Insurance Agency Transfers and Combinations: What’s the Future for Rural Iowa Agents.”
Mr. Brooks is a business attorney with Simmons Perrine Moyer Bergman PLC, serving clients on tax matters with emphasis in estate and business tax planning for closely-held entities including corporations, limited liability companies, partnerships and sole proprietorships. Although his practice is largely devoted to counseling businesses and their owners on organizational, tax and estate planning matters, he has developed a niche practice area of assisting insurance agents and brokers in mergers, acquisitions, joint ventures and other areas unique to the regulated environments of the property, liability, life and health insurance industries. In addition to earning an MBA in risk management and finance, Mr. Brooks also holds the Certified Property and Casualty Underwriter (CPCU) and the Chartered Life Underwriter (CLU) designations.
Mr. Brooks is a frequent speaker at insurance trade association meetings dealing with construction and interpretation of property and liability insurance contracts and insurance agent and broker business and tax issues. He also serves as an adjunct lecturer at the Emmett J. Vaughan Institute of Insurance and Risk Management located within the Tippie College of Business at the University of Iowa where he teaches life, health, property and liability insurance courses.
The AAIA represents the business interest of a majority of Iowa’s independent insurance agencies, reporting membership of 500 agents. Learn more here.
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Simmons Perrine Moyer Bergman PLC is a full-service law firm with locations in Cedar Rapids and Coralville, Iowa. For more information, visit spmblaw.com.
Disclaimer: This information is intended for general information purposes only and is not intended, nor should it be construed or relied on, as legal advice. Please consult your attorney if specific legal information is desired.