To partner with financial advisors and insurance professionals to protect their clients from death, disability and long term chronic illness.
To deliver robust support that redefines the true potential of insurance distribution. We engage with our advisors by introducing insurance planning, case design and assisting with point of sale meetings. By offering these additional services, it allows you to focus on your core competencies, without compromising your practice.
What is a policy review?
A Policy Review is an opportunity for you to review your clients existing life insurance policies against their current needs and objectives. It involves a thorough evaluation of their current life insurance policies to make sure they are performing as intended, are structured properly and are not overpaying.
Dawn Chambers, Founder
Dawn Chambers is the founder of The Dawn Chambers Agency, Inc., a major insurance and financial services brokerage agency, since 1989. She is an expert in retirement planning, estate planning and taxation, and planning for business owners and business professionals. Dawn is available for joint casework and enjoys meeting clients and helping them with their planning needs.
Garrett M. Chambers, President
Garrett is a third-generation insurance professional who began his career in the financial service industry in 2003. His team works to build a deeper and more meaningful business to business relationship with their advisor partners. Garrett’s client centric philosophy is apparent throughout the insurance planning process, which is customized around each client’s individual need.