1-800-274-0433

Your Back Office; Our Team

Kenneth Sapon,

President, CLU, CLTC, LUTCF, R.Ph. 

I joined my father at Champion Agency in 1979. It fascinated me how little agents knew about the products they sold. This inspired me to bring more transparency to the industry. For over 45 years, I’ve dedicated myself to educating agents about how products work, so they can find the best tax reduction strategies for their clients.

Want to schedule a time to talk?
CLICK HERE TO ACCESS KEN’S CALENDAR

Samuel Sapon,

Director New Agent Recuitment

I have long been fascinated by finding unconventional solutions to everyday problems. I seek opportunities to question the status quo. This has started me on the path to a fulfilling career. It’s been seven short years since I graduated from college, but have been a part of many thrilling projects that have altered people’s lives for the better. These projects have challenged me to develop the link between theory and execution. I have help start coffee shops and launched million-dollar revenue streams for companies. Champion Agency is the next chapter in my journey of developing robust client focus platforms. I am looking forward to discovering and developing new solutions that will not only make your life as an agent easier, but will also increase your client’s satisfaction.

Want to schedule a time to talk?
CLICK HERE TO ACCESS SAM’S CALENDAR

Jim Dawson,

New Business Coordinator
Hours 8:30 AM – 5:00 PM M-Thursday, 4PM Friday

Very excited to be learning  new things every day so I can become a great resource to all of our partners.

Key Responsibilities

  • Coordinate the new business process from application submission through policy issue and delivery.
  • Review applications and related paperwork for completeness and accuracy before submission.
  • Submit new business to insurance carriers and monitor cases throughout the underwriting process.
  • Track outstanding requirements, medical records, exams, financial information, and other underwriting items.
  • Communicate with insurance carriers and underwriting departments to obtain case updates and resolve outstanding issues.
  • Keep producers informed of case status, outstanding requirements, underwriting decisions, and expected timelines.
  • Follow up consistently on pending cases to help prevent unnecessary delays.
  • Review policies and policy documents for accuracy when issued.
  • Coordinate policy delivery and assist with obtaining outstanding delivery requirements.
  • Maintain accurate case notes, records, and status reports.
  • Help prioritize cases based on client needs, deadlines, and anticipated policy placement.
  • Communicate professionally with clients, producers, carrier representatives, and other business partners.
  • Identify potential problems early and take initiative to resolve them.

Nick Chavez,

With more than 10 years of sales experience and a growing career in the financial services industry, I bring a practical, client-focused approach to helping individuals, families, and business owners build a more secure financial future.

I believe the best financial strategies start with understanding the client. That means listening to their goals, identifying their challenges, and developing solutions that address their real needs. My approach is straightforward: solve problems, create value, and earn trust over time.

I also work closely with financial advisors, providing practical sales ideas, business resources, and strategies to help them uncover new opportunities and better serve their clients. My goal is to make complex financial concepts easier to understand and help turn opportunities into meaningful results.

Services Provided

  • Estate Planning & Tax Reduction Strategies
  • Retirement Income Analysis, Review & Planning
  • Estate Plan Consulting, Review & Coordination
  • Business Planning, Coaching & Strategies
    • Business Succession Planning
    • Executive Compensation
    • Employee Benefits
  • Wealth Transition Strategies
  • Revocable & Irrevocable Family Trust Structure and Design

My goal is simple: help clients solve real problems, make informed financial decisions, and create strategies that support the future they want. 

Leslie Chavez,

Social Media

I  provide the social media campaigns. I have been managing these over the last couple of years.