Tips, Videos, Handouts, and Other Stuff

Chalmers Insurance Group (2015)

The Chalmers Group is a family-owned group of insurance companies in western and southern Maine and in New Hampshire; leadership now includes the fourth generation of the Chalmers family. As in the past, we were hired to facilitate a one-day retreat for the leadership team to review and update their insurance services strategies and plans. We also prepared a Complete Report of the retreat.