Expert Details

Expert in Insurance Agency Valuation and Common Practices, Producer Agreements and Compensation Programs

Expert ID: 724977 New Jersey, USA

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For over 25 years Expert has assisted insurance agency owners resolve internal management and ownership disputes in an equitable manner, avoiding sale or dissolution unless no other resolution can be achieved.

Expert is a member of the arbitration panel of American Arbitration Association and is qualified to arbitrate ownership, contract norms and common practices of insurance agencies.

Expert's primary consulting services since 1980 includes growth and business development of independent insurance agencies throughout the U.S.

Expert has evolved and developed managers and management information systems for insurance agencies since 1985.

Expert may consult nationally and internationally, and is also local to the following cities: New York, New York - Yonkers, New York - Newark, New Jersey - Jersey City, New Jersey - Paterson, New Jersey - Elizabeth, New Jersey - Trenton, New Jersey - Philadelphia, Pennsylvania - Allentown, Pennsylvania - Baltimore, Maryland

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Education

Year Degree Subject Institution
Year: 1969 Degree: BA Subject: Sociology, Computer Science Institution: Ohio State University

Work History

Years Employer Title Department Responsibilities
Years: 1985 to Present Employer: Undisclosed Title: President Department: Responsibilities: He consults to insurance agencies and companies on all maters dealing with the value and operation of insurance agencies.
Years: 1980 to 1985 Employer: Insurance Co. of North America Title: Manager Department: Agency Consulting Department Responsibilities: Consulted with Partner and exclusive (COMPAR) agents for INA. Managed team consulting for agents nationwide.
Years: 1976 to 1980 Employer: Colonial Penn Insurance Company Title: Operations Manager Department: P&C Division Responsibilities: Created P&C division and managed the operations of personal lines sales and service to AARP and NRTA members countrywide.
Years: 1969 to 1976 Employer: Aetna Life and Casualty Title: Sr. Underwriter/Marketing Manager Department: Responsibilities: Fast-tracked through the underwriting department into management of regional group of insurance agencies

Additional Experience

Expert Witness Experience
Numerous cases, depositions and trials.
Training / Seminars
Expert has conducted and delivered several hundred seminars on Agency Valuation, Mergers and Acquisitions, Producer Compensation, Incentive Compensation, Strategic Planning, Agency Automation, Sales and Marketing Programs and Management for Association groups and company groups throughout the U.S. since 1985
Marketing Experience
Expert has published the PIPELINE, a monthly national newsletter for insurance agency principals and managers since 1987. He maintains a live database of several thousand insurance agency financial reports and generates Composite Groups to the industry on an annual basis. His firm is a leading valuer of insurance agencies.

Fields of Expertise

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