Signed in as:
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Paul is the founder and president of Private Insurance Management Inc. (PIM) a company that creates, designs, and manages captive insurance companies across the country. His background as a practicing attorney leaves him well positioned to work with state regulators, captive insurance service providers, and PIM’s clients and their professional advisors.
As the National Captive Coordinator, Pam is responsible for providing consulting and educational services on issues related to the captive world, including feasibility studies, strategic reviews of existing captives, design and formation of new captives, domicile regulatory compliance. In addition, she is the coordinator and the expansion and growth of existing captives.
Prior to joining Independent Captive Associates, Pam worked for Crump Potomac Affluent Markets. Crump Potomac is a boutique platform within Crump Life Insurance Services that offers specialized advanced sales and underwriting services and solutions for high net worth life insurance producers. Pam received her bachelor’s degree in Economics from St. Mary’s College of Maryland. She holds a NYS Property and Casualty Producers License as well as a NYS Life and Health Insurance producers license.
As the Assistant National Captive Coordinator, Tracy is responsible for supporting in the day-to-day services on issues related to the captive world, including feasibility studies, strategic reviews of existing captives, design, and formation of new captives, domicile regulatory compliance. Tracy utilizes a custom CRM to maintain and ensure that all records are compliant and accurate.
Prior to joining Private Insurance Management, Inc. Tracy worked for the National Network of Accountants monitoring all Pension clients and previously with Innovative Planning Services as an Underwriting Manager, managing a staff of five. Tracy received her bachelor’s degree in Communications Management at SUNY Cortland and an MBA from Dowling College.
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