About Us

OUR BUSINESS PHILOSOPHY

It is our philosophy that each client is of great worth to our agency. We consider it an honor to contribute to your personal financial well being. We care about you as an individual and it is our commitment to deliver your insurance planning with personal integrity while always in consideration of your time and needs.  Through this commitment, we will give you and each client the opportunity to have peace of mind knowing that you have an insurance portfolio that exactly tailors your obligations.  Please hit this link to view our firm brochure.

TRULY INDEPENDENT INSURANCE AGENCY

We use our own unique system of insurance evaluation, for a dental office,  that has been highlighted over the years in our books and seminars and ours and others articles.  When evaluating your insurance portfolio we stay true to our system. If your policies fit our system requirements we will tell you to keep them or modify them as needed.  However, if they do not match our requirements, only then will we recommend replacement.  We have built our reputation over the past 27 years using this exact system. Let us show you how to streamline your portfolio while providing excellent protection for the lowest possible cost.

ABILITY TO MOVE & KEEP US AS YOUR AGENT

No matter where you live in the future we will be able to remain your agent.   As we are a nationwide agency with our agents licensed in all states, including Alaska and Hawaii. we can continue you to serve your needs wherever you live in the future. 

SAVE TIME BY NEVER HAVING TO MEET US FACE TO FACE

We conduct our business 100% by telephone, webinars, HIPPA Certified e-mails , faxes and overnight mail service.  When you need us we are as close as the nearest telephone or computer.  All forms, applications and communications are completed online with HIPPA Secure e-mails.  No more having to fill out masses of paperwork, by hand, entering in the same information over and over again.  

Also we routinely 3-way teleconference with your Trusted Advisers when necessary saving you time and expense if they are in another city or state.  All of our presentations are formatted in Advisor Ready Excel sheet format comparisons, along with sample policies and product brochures and quotations. This system makes it simple to keep your Financial Planner, Attorney or CPA in the loop by allowing them to see a one-page summary of your "Before" and "After" insurance analysis.

ONGOING SERVICE

We are proud of our continued client service system.  We have employees that are dedicated to just handling ongoing service issues for our clients.  Over the years our clients routinely  tell us how much they appreciate the ongoing service we provide them which is why we have over a 98% retention rate for our clients.  We still have a live person answer phones during business hours so we can handle your issue quickly and efficiently. 

OUR COMMITTMENT TO YOU INCLUDES:

• VALUE - shop amongst all top carrier plans for the most economical choices
• EXPERIENCE- our associates have over 75 years of combined experience serving the insurance needs of dentists nationwide. At Chris D. Callen, Insurance Agent, our reputation depends on providing the finest products and services available
• SERVICE- our comprehensive service provides you with information to make a knowledgeable decision about which type of protection is right for you.  It is our intent to be your agent until you retire.  This is why we maintain a 98% retention rate for our current clients.  Normally our clients only leave us when they retire or become incapacitated and unable to run their business.
• TIME SAVINGS - our specialists have extensively researched the market and, as a result, Chris D. Callen, Insurance Agent utilizes only top-rated carriers to offer you a wide range of solutions to protect you and your family.

WHAT DOES IT COST?

You can consider us your cheapest advisor! There is no fee for our services. We are commissioned agents who get paid by the insurance companies we represent. We do not charge for your valuable personal insurance analysis. All we ask, from the client is if we take the time and incur the expense to prepare your analysis, and you agree with our recommendations, you will allow us to be your Agent Of Record on any new insurance policies you may wish to obtain.

Simple as that. We also, as a convenience to you, take over servicing of current in-force policies of companies we represent, if you do not have a current servicing agent.

The Financial Security Pyramid

Achieving Financial Security can take a lifetime of properly managing your finances. Think of your financial security planning as a pyramid. The base of the pyramid is protection and security against life's uncertainties. It protects you and your family if you become sick or disabled, lose a job, or die unexpectedly.

Properly structured blocks on the bottom of the financial security pyramid help to form a strong, secure foundation. they provide crucial stability for the wealth accumulation and distribution blocks on top.