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Expert Office Hours - Foundation Insurance Services (CATALYST)

Event Sponsors

Signature
Desert Financial Credit Union - San Tan Village
National Bank of Arizona - San Tan Village

REGISTER HERE

Join Jän Simon from Foundation Insurance Services to get all of your insurance questions answered.

Areas of Expertise:
  • Insurance Needs Assessment: Help business owners understand what types of property and casualty insurance they need based on their specific industry, size, and risk factors.
  • Policy Review and Analysis: Offer to review existing insurance policies to ensure coverage is adequate and to identify any gaps or unnecessary coverage.
  • Claims Process Guidance: Explain the claims process and provide tips on how to efficiently file and manage claims in case of an event.
  • Regulatory Compliance Assistance: Clarify any insurance-related regulatory requirements specific to their business or industry to ensure compliance.
  • Cost-Saving Strategies: Discuss strategies for reducing insurance costs without sacrificing necessary coverage, such as bundling policies or increasing deductibles.
  • Custom Coverage Solutions: Advise on customizing insurance policies to meet the unique needs of their business, ensuring comprehensive protection.
  • Emerging Risk Discussions:  Engage with business owners about emerging risks in their industry, such as cybersecurity threats, and how insurance can mitigate these risks.
  • Loan and Lease Requirements Consultation: Help business owners understand and meet insurance requirements typically associated with business loans or property leases.
  • Q&A and General Advice: Provide a general open forum to answer any questions and offer advice on insurance-related concerns that business owners may have. 
Jän Simon is the Owner of Foundation Insurance Services and has been an active member of the Gilbert Community since 2014, he is originally from Washington State and moved to Arizona in 1999.  Jän is involved with the Chamber’s Public Policy Committee, is a graduate of Gilbert Leadership Class XXIV, served on the Board of Directors for Gilbert Leadership for 6 years, has served the past 7 years on the Chamber Board of Directors, Chamber Executive Board, and is a Past Chair of the Board at the Chamber. Jän is currently serving his fifth year on the Planning and Zoning Commission for the Town of Gilbert and served 2 years as the Chair of that Commission. He also serves on the Board for Gilbert Talks, which is a group of community leaders who share a passion for open and constructive dialog on relevant topics that are impacting our local communities.

Jän shares 4 adult children with his Fiancé Christine and loves to spend time at Disneyland and doing woodworking when time allows.
 
These will be 1:1 sessions and registration is required.
 

 
 
This Expert Office Hour is made possible, in part, by these Foundation Donors:



When you attend this event, you enter an area where photography, audio, and video recording may occur. By attending, you consent to such recording media and its release, publication, exhibition, or reproduction, including but not limited to marketing, promotional purposes, publication, distribution, and public display, without further authorization or compensation.

 

Event Sponsors

Tier I
SRP
Tier II
Meadows Bank
Tier III
910 West
Dignity Health - Mercy Gilbert Medical Center
Foundation Insurance Services
Karen Camblin - Guild Mortgage Company
Melanie Nemetz Team - Keller Williams Integrity First
Newman Realty Team Powered By Realty One Group
Expert Office Hours - Foundation Insu...

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Date and Time

Thursday Jun 26, 2025
10:30 AM - 1:00 PM MST

Location

The CATALYST 
119 N. Gilbert Road, Ste. 102
Gilbert, AZ 85234
 

Fees/Admission

FREE
Advance Registration Required

Website

Register Here

Contact Information

Nicole Charmoli
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119 North Gilbert Road,Ste 101
P.O. Box 527
Gilbert, AZ 85299-0527

  • Phone: (480) 892-0056

  • Newman Realty
  • APS
  • POLAIR HVAC SERVICES INC.

119 North Gilbert Road,Ste 101
P.O. Box 527
Gilbert, AZ 85299-0527

  • Phone: (480) 892-0056

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