American Association of Insurance Management Consultants

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Merger - Acquisition - Divestiture Advice

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Sam Patterson

The Springtree Group is a company of entrepreneurs helping entrepreneurs. We offer a full spectrum of Mergers & Acquisition, lending and financial performance services and products to Agents, Brokers and support companies.

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Colonel Roy L. Phillips

I have been a license Insurance Agent in the State of Texas since 1983 holding  General Lines Property & Casualty, General Lines Life, Accident & Health and Risk Manager licenses.  I am currently Vice-President of King-Phillips Insurance Agency, a firm providing a full range of insurance products to the insuring public. I also serve as…

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Lee Hoffman

Lee Hoffman is an Expert Witness on Insurance Agent Errors and Omissions (E&O). He serves as testifying and consulting expert witness on Insurance Customs and Practice; testifying and consulting expert witness on Insurance Standards of Care; testifying and consulting expert witness on Insurance Agent Duties; and testifying and consulting expert witness on Insurance Agent Fiduciary…

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