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November 26, 2020 35 mins

Today I am chatting with Erin Ardleigh. Erin is the founder and president of Dynama Insurance, where she helps to make the insurance planning process more transparent and more accessible for her clients, meeting the needs of individuals facing complex life events, from marriage to divorce to a growing family or workplace needs (e.g. disability insurance). As independent brokers, Erin and her team represent the country’s strongest and most reliable insurance companies and provide unbiased access to the most competitive products. Dynama Insurance provides life, disability, health and long term care insurance, as well as reviews of existing insurance policies. Areas of expertise include private client products and cross-border planning for international clients. Erin is also a mentor for Women Unlimited, Inc. and a Board Member of the Estate Planning Council of NYC, and an Advisory Board Member of the World Music Institute. She has a Bachelor of Arts degree in Communication and Culture from the City University of New York (CUNY).

 

Key points addressed were  

  • Erin’s experience setting up her prolific insurance brokerage firm in NYC 
  • We also discussed some the specific areas of consideration a client looking for new insurance policies and/or insurance brokers should consider
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