The IMA Financial Group Inc. has acquired Waldman Bros, a Dallas-based insurance brokerage offering commercial insurance solutions, employee benefits and high-net-worth private client insurance expertise. The subsidiary IMA | Waldman is a Dallas-based division with nearly 70 employees and combines …
In today’s competitive market, an effective client on-boarding process is the most important step in cultivating a lasting relationship. In order to develop a solid foundation, insurance brokers must make new clients feel as though they are working with a …
Waldman Bros, a Dallas-based insurance and financial services firm, has promoted five employees to serve as vice presidents, including Leigh Bennett, Eric Goldberg, Rita Rolf, Melanie Rasansky and Tina Sparks. In their new roles, they will be responsible for developing …
