Do you have a relationship with a full-service insurance broker who acts like part of your team?

At Dunlap Financial Services, our trademarked approach, “Ensuring your health and Securing your wealth to Protect your lifestyle ®,” drives everything we do. Through strategic partnerships with BenefitMall, Western Marketing, Chubb, and Smart Choice, we deliver world-class insurance solutions tailored to your business, employees, and mission.

I don’t aim to be just another vendor; I embed myself into your team on purpose. Think of me as your in-house broker, without the overhead.

Recent win: A nonprofit leader publicly voiced frustration with their agent. I stepped in with a 30-minute Protecting Your Claims presentation. After reviewing their current policy, I found it sufficient and earned the trust (and Broker of Record) because I did the right thing.

Let’s have a quick chat to see if I can be useful to your organization:
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