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CONSULTING

Economic Assessment of Your Bank's Insurance Opportunities

identify best insurance market opportunities
plan business strategies accordingly
projects revenue and income
assists in determining which forms of market entry will be most profitable specific institution

Insurance Agency Appraisals

bank clients considering the purchase of an agency
independent agencies considering acquisition or merger with another agency
buy-sell agreements among owners of an agency
estate valuation purposes

Due Diligence

due diligence analyses of insurance marketers and underwriters and their products and services 

Strategic Planning

Implementation

move quickly from strategic planning to the launch phase of bank insurance programs

             

SEMINAR AND SPEAKING

Partial List of Audiences

    

EXPERT TESTIMONY
 

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