Steve Melton of Relation Insurnace is a member of XPX Charlotte

Steve A Melton

Risk Advisor

Relation Insurnace

Denver, North Carolina

Professional Profile

Call Me When

Call Me When... Need asset protection; buy-sell funding strategies; transitional planning for sale

Contact Method

smelton53@charter.net

Profession

  • Coach
  • Consultant
  • Insurance
  • Professional Certifications

    CIC (Certified Insurance Counselor) CLU ( Chartered Life Underwriter) TRA (Trusted Risk Advisor)

    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

    Transition Planning Certification

    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;

    Membership

    Charlotte

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Risk Mitigation resource for other collaborative professionals