Circle Of Professionals

The PIA Western Alliance Circle of Professionals are companies, groups and individuals that work with the PIA on a number of issues critical to independent insurance agents.

That help comes in the form of timely seminars and classes on subjects ranging from adding value to your agency and perpetuating your agency to disclosure compensation issues and other issues that affect independent insurance agents in the political and legislative arena.

It also comes via organizations that have developed special technology or ideas that are of benefit to independent insurance agents, companies and consumers.

Management consulting for independent agents: Click here to learn how former PIA National President Terry Adams can help you improve agency performance and much, much more.

Perpetuation & Valuation: Click here to contact Robert Lieblein, WFG Capital Investors. Offering valuation services and strategic consulting, and handling transactions between firms. We guide you toward growth goals by applying industry best practices.

Accounting: Click here to access Marc Jorgenson of Ryan Jorgenson & Limoli who specializes in personal, corporate, partnership and fiduciary tax returns and financial statements for independent insurance agents.

Legal services: Click here to contact John McDowell and Mel Sorensen of Carney Badley Spellman. The Carney firm focuses on legal services for independent insurance agents and the insurance industry.

Click here to learn more about Mold Technologies, one of the PIA Western Alliance's allies in the battle against high insurance claims because of moisture or mold damage to homes and businesses.

 

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