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MEMBER PROFILE

 

Steve Melton

Relation Insurnace

 

Member profile details

Membership level
Charlotte Individual
First name
Steve
Second name/initial
A
Last name
Melton
Suffix
TRA
Title
Risk Advisor
Company
Relation Insurnace
 

CONTACT INFORMATION

City
Denver
State
North Carolina
 

PROFILE INFORMATION

Call me when
Need asset protection; buy-sell funding strategies; transitional planning for sale
Why I/we support XPX
Risk Mitigation resource for other collaborative professionals
Profession
  • Coach
  • Consultant
  • Insurance
Functional Expertise
  • Business development
  • Cybersecurity
  • Employee benefits
  • Exit/Transition Planning
  • Risk management
  • Strategic planning
  • Transaction advisory
Client Industry(ies)
  • 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
Professional Certification(s)
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.
In Business Since
2015
How to contact
Samelt56@gmail.com
Twitter name
@Stephen_Melton
Business Focus
Risk mitigation strategies that need to be addressed in transitional business planning
Client Results
funded buy-sell arrangements; Reps and warranties implementation for sellers;
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