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FINANCIAL SERVICES
Aon Risk Solutions South, Inc.
Contact:  Judith Richardson Phone:  615-771-8141
Title:  Account Executive, Senior Broker Email:  judith.richardson@aon.com
Address: 501 Corporate Centre Drive, Suite 300 Website:  aon.com
City:  Franklin    
State:  TN    
Zip:  37067    
Description: 

Aon Corporation is the leading global provider of risk management services, captive management services, insurance and reinsurance brokerage, and human resource consulting and outsourcing. Through its more than 59,000 colleagues worldwide, Aon delivers distinctive client value via innovative and effective risk management and workforce productivity solutions.


Arthur J. Gallagher Risk Management Services, Inc.
Contact:  Robert J. Davidson, CIC, CPCU, CRM Phone:  615-260-3005
Title:  Senior Vice President Email:  robert_davidson@ajg.com
Address: 5500 Maryland Way, Suite 330 Website:  www.ajg.com
City:  Brentwood    
State:  TN    
Zip:  37027    
Description: 

Our office specializes in Captive Underwriting. We also offer facilities that can assist with pooling. We offer reinsurance expertise. Captive Underwriting includes working with the Insureds on Lines of Coverage to be underwritten and the premium promulgation to support the pricing of the program. As an on-going service, we assist in the adjudication of claims and work with the Captive on renewal. We perform many of the services that a traditional insurance company would provide. Our efforts focus upon Risk Management as the business purpose of the Captive Project.


BB&T Insurance Services
Contact:  Greg Wiel Phone:  615-279-8491
Title:  Captive Formation Specialist Email:  gwiel@bbandt.com
Address: 4400 Harding Pike, Suite 400 Website:  Insurance.bbt.com
City:  Nashville    
State:  TN    
Zip:  37205    
Description: 

Founded in 1922 BB&T Insurance Services is the seventh largest insurance agency in the nation. BB&T Insurance Services is a wholly owned subsidiary of Branch Banking and Trust Company the tenth largest bank in the nation. BB&T assists companies in captive formation, selecting vendors, placing reinsurance, risk sharing and banking.


CIC Services, LLC
Contact:  Bryan Ridgway Phone:  865-293-4680
Title:  Managing Partner Email:  bryan@cicservicesllc.com
Address: 8331 E. Walker Springs Lane, Suite 301 Website:  www.cicservicesllc.com
City:  Knoxville    
State:  TN    
Zip:  37923    
Description: 

CIC Services, LLC helps clients make informed decisions about Captive formation, facilitates the many steps necessary to install a Captive, assists Captives in matching their assets to their expected liabilities, and provides ongoing administration and compliance services for Captives in many domestic and foreign domiciles.


Imperial PFS
Contact: Dick Crnkovich Phone: 253-466-3583
Title: Vice President Email: dick.crnkovich@ipfs.com
Address: P.O. Box 220 Website: www.ipfs.com
City: Puyallup    
State: WA    
Zip: 98371    
Description: 

Imperial PFS, (IPFS) has been the leader in the premium finance industry for over 30 years. Our experience in both the traditional and ART markets ncluding captives and RRGs is second to none. IPFS can custom tailor a premium finance program for the specific needs of your RRG, captive or program business including capital financing. Let us show you how premium financing can increase cash flow, improve liquidity and the all important NAIC solvency test scores. Premium financing reduces insurance company credit risk for premium balances and eliminates the high cost of billing programs. For more information please contact Dick Crnkovich at (253) 466-3583, dick.crnkovich@ipfs.com or Mike Keegan at (800) 255-6316, (913) 461-7594, or mike.keegan@ipfs.com.


Maple Capital Management
Contact:  Ray Keeler Phone:  615-587-1405
Title:  Portfolio Manager Email:  rkeeler@maplecapital.com
Address: 9400 Atherton Ct Website:  www.maplecapital.com
City:  Brentwood    
State:  TN    
Zip:  37027    
Description: 

Maple Capital Management is a Registered Investment Advisor with a presence in Vermont, Georgia and Tennessee. MCM manages over $400 million for institutions and private clients, including captive insurance companies. The firm provides its captive clients with highly customized investment portfolios that address their specific needs, circumstances and risk tolerance.


Palomar Advisors, LLC
Contact:   Mark Manderson, CFA Phone:   205-314-5717
Title:   Founder Email:   mark@palomar-advisors.net
Address: 4000 Eagle Point Corporate Drive Website:  n/a
City:   Birmingham    
State:  AL    
Zip:   35242    
Description: 

Palomar Advisors is a boutique consulting firm dedicated to providing independent and insightful investment advice to institutional clients. Drawing on our extensive background in investment and insurance risk management, we develop customized portfolio solutions for captive investors. We offer a full suite of consulting services supporting the development, implementation, and ongoing monitoring of captive investment programs. Investment Advisory Services offered through NBC Securities, Inc., an SEC registered investment advisor firm.


Select Actuarial Services
Contact:  Mary Frances Miller Phone:  615-269-4469
Title:  Chief Manager Email:  MaryFrances.Miller@selectactuarial.com
Address: 28 White Bridge Road, Suite 205 Website:  www.selectactuarial.com
City:  Nashville    
State:  TN    
Zip:  37205    
Description: 

Select Actuarial Services is an independent consulting firm providing expert, professional casualty actuarial services necessary to the sound management and administration of risk management and insurance programs. We provide a full range of actuarial expertise for lines of coverage including workers compensation, general liability, automobile liability, property, and medical malpractice.


Wells Fargo Insurance Services USA, Inc.
Contact:  Julian E. Smiley, Sr. Phone:  865-392-5727
Title:  National Field Leader Email:  julian.smiley@wellsfargo.com
Address:  10025 Investment Drive, Suite 120 Website:  wfis.wellsfargo.com
City:  Knoxville    
State:  TN    
Zip:  37932    
Description: 

In 2006 Julian joined Wells Fargo Insurance Services as SVP and Southeast Regional Managing Director,  overseeing the states of  GA, AL, MS, LA, TN and AR.  Prior to joining Wells, Julian was a Managing Director with Sedgwick and Marsh for 19 years. At Sedgwick and Marsh, he held various leadership roles working with offices across the Southeast on commercial and risk management clients. He has lived in Tennessee 26 years.

Julian is a graduate of the University of Georgia, where he was a football
letterman.