About Michael White Associates

Michael White Associates (MWA) is a pioneer in bank insurance consulting.  Since 1991 we have helped our clients plan, develop and implement successful bank insurance sales programs that maximize profits and minimize risk and capital outlay.

MWA offers its clients seasoned advice based on knowledge and understanding acquired during decades of executive leadership and pioneering work in the banking, insurance and brokerage industries.

We enhance our advice with MWA proprietary software products and related tools such as The MWA Bank Insurance Data Questionnaire, The MWA Bank Insurance eEconomic Assessment Report (eEAR), The MWA Bank Insurance Strategic Planner, The MWA Agency Valuation Database Manager, The MWA Agency Appraiser, and The MWA Compliance Checklist.  These and other tools enable us to help our clients:

  • Assess their economic potential for selling insurance.

  • Value insurance agencies for possible acquisition.

  • Perform product and vendor due diligence and selection.

  • Conduct compliance planning and reviews.

  • Do strategic, business, marketing and sales planning to establish productive and profitable bank insurance programs.

MWA also provides research, advice and expert testimony on bank and insurance issues to help attorneys prepare their cases.

MWA offers professional speaking services and conducts seminars for boards of directors, senior management, agents and financial service trade associations.

MWA’s clients include banks, thrifts and credit unions, domestic and international insurance companies, independent insurance agencies and brokerages, law firms, national and state banking trade associations, insurance company and agent trade associations, and banking and insurance educators.   

 

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