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Posted

Performing an affiliated service group analysis. Has anyone looked into the issue of whether an insurance agency is considered to be "performing services" for an insurance company whose policies it sells? Assume that there is no cross- or overlapping ownership between the agency and the insurance company.

Thanks.

:blink:

Posted

Anyone? Buehler . . . Buehler? Just trying to keep this query alive.

Seems that the threshold issue in determining whether we have a "B Org" affiliated service group is whether one organization is "performing services" for another. Haven't been able to find anything helpful on whether an agency that sells an insurer's "products" is considered to be performing services for the insurer.

Does anyone have any insights? Buehler . . . Buehler?

Thanks.

:unsure:

Posted

A B org requires that "a significant portion of the business of such organization is the performance of services ... of a type historically performed in such service field by employees". Are the services provided to the insurance company by the independent agents traditionally provided by employees?

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