Contact LAD Financial about a broker inquiry, an existing business matter, or a partnership question. Vol. 01 · MAY 2026

Contact LAD Financial

Choose the route that best matches your question. Response timing depends on the request and is not guaranteed.


Broker inquiries

Use the broker inquiry form if you are an insurance professional asking about working with LAD. Do not include client personal information in the initial inquiry.

Existing business matters

Use the contact channel previously provided for the case or business relationship. Include only the minimum information needed to identify the matter, and do not send Social Security numbers, banking details, medical information, or application documents through ordinary email.

Partnerships and general questions

Email our team at jbreen@ladfinancial.com or zach@ladfinancial.com.

Please identify the purpose of the inquiry and a safe way to respond. LAD will route it to the appropriate person.


Important limits

Submitting a message does not bind coverage, change a policy, create a carrier appointment, lock a rate, authorize a transaction, or guarantee a response by a particular time. For an urgent policy or carrier matter, use the authorized carrier or servicing contact shown in your records.

Next step

Have a question for LAD?

Use the appropriate inquiry route and do not send client personal information through ordinary email.

Contact LAD →