At Shirin Damji Insurance Advisors (SDIA), our approach is holistic, needs-based, and grounded in transparency and regulatory best practices.

For every client relationship:

  • We explain dislosures and consent so you understand how we help you and protect your privacy

  • We conduct a financial needs assessment (FNA) to take the time to understand your goals, concerns, and financial situation

  • We only recommend solutions that are appropriate, suitable, and aligned with what matters most to you.

We believe informed decisions lead to better outcomes. That’s why we clearly explain product options, features, and considerations—so you can move forward with confidence. Your information and recommendations are carefully documented and securely managed to ensure accuracy, consistency, and continuity of care.

Throughout your journey with SDIA, we stay connected. You can expect clear communication during all stages of your life including:

  • Applications

  • Policy deliveries

  • Regular reviews

  • Ongoing check-ins

so your financial plan always fits your your life and priorities. You’ll always receive copies of your signed documents for your personal records, and your information is stored securely using trusted digital systems.

Only licensed advisors and trained senior staff are authorized to handle client files, and all workflows follow strict internal standards designed to meet MGA and carrier requirements. When questions arise outside our scope—such as legal or non-financial matters—we help connect you with the appropriate professionals.

Built on integrity. Driven by compassion. Guided by expertise.

© 2026 Shirin Damji All rights reserved.