A life insurance portfolio is only as effective as its stewardship. As Client Service Manager for Phylax Legacy Advisors, Dawn Verity serves as a liaison for our clients and their professional advisors, ensuring the administration of every policy is handled with absolute precision.

With more than 20 years of specialized experience in the life insurance industry, Dawn manages Phylax Legacy Advisors’ inforce policy protocol. Her role is critical to the firm’s approach, providing affluent individuals and families with the comprehensive policy reviews and performance reporting necessary to maintain a clear view of their financial legacy. From processing policy changes and claims to analyzing and providing detailed historical fund performance, Dawn is the key resource that helps ensure our clients’ plans remain relevant to their holistic financial plans for years to come.

Dawn is a FINRA Registered Representative (Series 6), and holds life, health, and annuity licenses.