Steve Melton
Relation Insurance
Denver, North Carolina
Contact
How to contact
Samelt56@gmail.com
Professional Profile
Call Me When
Need asset protection; buy-sell funding strategies; transitional planning for sale
Professions
Coach
Consultant
Insurance
Functional Expertise
Business development
Cybersecurity
Employee benefits
Risk management
Strategic planning
Transaction advisory
Exit/Transition Planning
Business Focus
Risk mitigation strategies that need to be addressed in transitional business planning
Professional Certification
CIC (Certified Insurance Counselor) CLU ( Chartered Life Underwriter) TRA (Trusted Risk Advisor)
Transition Planning Certification or Methodology
Trust Risk Advisor program designed by Scott Addis, Beyond Insurance, Inc. and endorsed by Independent Insurance Agents of North Carolina, Inc.
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Financial Services
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Client Results
funded buy-sell arrangements; Reps and warranties implementation for sellers;
Chapter information
Membership
Charlotte Individual
Member since
Member for 4 years
Chapter Leadership Role
Communcations/Social Media
Why I'm a Member of XPX
Risk Mitigation resource for other collaborative professionals
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