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Pam Dawson

Policyholder Services

pam.dawson@capitasfinancial.com317.569.7080 Ext. 224

Pam graduated from Ball State University with a degree in Business Administration.  She began her career as Office Manager for Motorola, then moved to Lambda Chi Headquarters managing their computer system, mailing department, building maintenance, and membership data input. Her career also encompassed owning two service stations in Indianapolis.

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Pam joined Rushing Financial Group in 2002.  She currently handles all in force policyholder service requests including ownership/beneficiary changes, loans, surrenders, premium and face amount changes, smoker to nonsmoker changes, third party authorization requests, inforce illustration requests and various other inforce services.  

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This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

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Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 26 W. Dry Creek Circle, Ste. 800, Littleton, CO 80130

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

Form CRS: https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf

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Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

©2024 BY RUSHING FINANCIAL GROUP.

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