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Sale and Acquisition Consulting
Marjorie Segale began her career as a commercial insurance broker in Northern California and currently acts as a risk and insurance consultant with more than thirty -five years of experience in this field. She provides a wide variety of risk and insurance consulting services to commercial enterprises, insurance agents, brokers as well as insurance companies,…
Mr. Roberts, upon separating from the retail insurance industry in 2010, established his consulting firm that very same year. His focus is these three (3) distinct areas of his insurance consulting practice: Teaching continuing education (CE) classes for licensed agents & brokers on a national level Providing sales coaching, sales training and sales management services…
Van is currently President of Southern Insurance Consulting, where he assists insurance agencies with valuations and mergers & acquisitions. He also provides expert testimony, litigation support and coverage analysis. In 2000, he joined the University of Mississippi faculty as Adjunct Professor of Insurance and teaches Finance 341 – “Risk Management and Insurance”. In 2011, Van…
Over the years, Al has been thoroughly immersed in all facets of insurance agency operations including serving on committees, instructing, consulting and as an author. Building a solid track record of performance assisting agencies and company operations including mergers, acquisitions, divestitures, perpetuation and strategic planning, organizational development, compensation and salary administration programs, administrative and financial…
With over 30 years experience, Mr. Miltenberger has worked on the brokerage and company side of the insurance industry. He has extensive expertise in both the life and health and property and casualty space. His has proven ability to leverage his knowledge, relationships and experience on behalf of his clients issues. He also has an…
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…
Lee Hoffman is a Consulting Expert on matters related to commercial and personal property and casualty insurance and risk. His expertise includes policy interpretation and claim denials, agency operations, errors & omissions, customs and practice, standard of care, duties and how to create seamless interoperation of insurance with risk. His expertise includes insurance agency automation…
