Sandbrook Group

About Us

We work with business owners to protect their business legally and financially. Most business owners are so busy working in their business on the day to day operations, they neglect to review and take the proper steps to protect them from potential loss. What happens to the business if the business owner gets sick, hurt or even dies? Is there a plan in place for succession or will the business be forced to close. Will the surviving family members be forced to liquidate assets for pennies on the dollar? Do they have a recent valuation of what the company is actually worth? If there are more than one owner, is there a properly executed Buy Sell agreement? Is it funded?

How We Got Started

After working for other benefits firms, I started Sandbrook (Benefits) Group in June, 2005. With the onset of the Affordable Care Act (ACA aka "Obamacare"), and severe cuts to our revenue stream, I developed a signature program for small to medium size businesses. They are largely overlooked and neglected by the big benefits houses and have unique needs and gaps in protection, including if the business owner gets disabled or dies. Every business needs a continuation plan--succession planning if they have someone to take over and exit planning if they plan to sell. We specialize in family owned and closely held companies where the business owner is actively engaged in running the business on a daily basis.

The products and services we offer

Consulting Small Business Business Insurance Employee Benefits Insurance Broker Life Insurance Health Insurance Benefits Health Insurance Individual Coverage Show all 9

Highly Recommended

"Dianne is very knowledgeable in her field. "

Highly Recommended

"It is a pleasure to know and work with Dianne Kelley. Her company, Sandbrook Group, helps..." Read more "It is a pleasure to know and work with Dianne Kelley. Her company, Sandbrook Group, helps business owners protect their families and their employees legally and financially. As a Certified Exit Planning Advisor (CEPA), Diane also helps business owners see the full circle of their financial picture, so they can successfully transition out of business in their own way."

Business Valuation

Business owners: Do you know what your business is worth? Wouldn't that be a valuable thing to know? You work in your business every day, how has y...

Individual Coverage-Health Coverage

We offer individual coverage in Arizona and outside of Arizona. Open Enrollment begins November 1st. Set up your annual review now! www.sandbrook...

Gallery

Highly Recommended

"Are you a business in need of capital for expansion or other operating expenses? Sal has..." Read more "Are you a business in need of capital for expansion or other operating expenses? Sal has experience in working with all industries and types of businesses on their capital needs. Call him today for consultation."

Highly Recommended

"Fran is passionate about helping women look and feel their best. She is happy to work will you..." Read more "Fran is passionate about helping women look and feel their best. She is happy to work will you to maintain that youthful freshness and add color for day or night."

Recent Activity

Dianne from Sandbrook Group Answered this on January 27, 2021

We assess all our expenses--what works, what doesn't, marketing fees, etc. Our biggest issue this past year and continues to be is how to effectively market ourselves in a virtual world. (more) We assess all our expenses--what works, what doesn't, marketing fees, etc. Our biggest issue this past year and continues to be is how to effectively market ourselves in a virtual world.

Dianne from Sandbrook Group Answered this on April 18, 2020

Banker called to say we're in queue for next round of fundingbon PPP. Also got noticed that my current SBA loan payments will be paid by SBA through September, so that is good news! I am B2B, so new revenue not forthcoming as my clients are in same holding pattern. (more) Banker called to say we're in queue for next round of fundingbon PPP. Also got noticed that my current SBA loan payments will be paid by SBA through September, so that is good news! I am B2B, so new revenue not forthcoming as my clients are in same holding pattern.

Dianne from Sandbrook Group Answered this on April 15, 2020

We are proactively contacting clients to check in with them, creating videos and blog, new marketing programs and creating new programs to move forward. On Zoom alot for meetings and trainings. (more) We are proactively contacting clients to check in with them, creating videos and blog, new marketing programs and creating new programs to move forward. On Zoom alot for meetings and trainings.

Dianne from Sandbrook Group Answered this on February 25, 2020

Are you looking at individual or employer group coverage? The ACA dictates the plan offerings to comply with the law. The rates do vary by carrier, but not that significantly. The only way to keep premiums as low as possible is to go with a bronze level plan, with a higher deductible. An HSA... (more) Are you looking at individual or employer group coverage? The ACA dictates the plan offerings to comply with the law. The rates do vary by carrier, but not that significantly. The only way to keep premiums as low as possible is to go with a bronze level plan, with a higher deductible. An HSA compatible plan might be a good solution, in that you can then set up an HSA savings account, which is tax deductible. Any questions, you can contact me at 520-591-6156 or dianne@sandbrookgroup.com. Dianne

Dianne from Sandbrook Group Answered this on February 11, 2020

We have over 25 years experience in the small business market. Would love to se what we can do to assist you. Please call us at 520-888-9649. Thank you! Dianne Kelley (more) We have over 25 years experience in the small business market. Would love to se what we can do to assist you. Please call us at 520-888-9649. Thank you! Dianne Kelley

Dianne from Sandbrook Group Answered this on January 21, 2020

I have clients who have gone this route, also called "concierge primary care". These are usually folks who have had a long term relationship with their doctor. Concierge care usually charges a flat fee for the primary care- rates are all over the place, ranging from a low of $50/month to several... (more) I have clients who have gone this route, also called "concierge primary care". These are usually folks who have had a long term relationship with their doctor. Concierge care usually charges a flat fee for the primary care- rates are all over the place, ranging from a low of $50/month to several thousand dollars. The premise is you have 24/7 access to your doctor, their cell phone number and more time to care for your needs. Here are some downsides: 1) most people don't use enough primary care to justify the expense; 2) if a referral to other services is required, they may not be able to give a valid referral; 3) you still have to keep health coverage for specialists, diagnostics and hospitalization, so your out of pocket costs actually go up. So it's hard to justify the expense other than personal preference. However, as shortages of primary care doctors increase, more may be inclined to go this route. Hope that helps...feel free to contact me directly if you have any other questions or concerns. Dianne Kelley

Dianne from Sandbrook Group Answered this on January 18, 2020

Create a new opportunity to fill a need and serve others with a solution. (more) Create a new opportunity to fill a need and serve others with a solution.

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Join Dianne and 11+ million other Small Business Owners

Join Dianne and 11+ million other Small Business Owners

Dianne Kelley

The products and services we offer

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Join Dianne and 11+ million other Small Business Owners

Join Dianne and 11+ million other Small Business Owners

Dianne Kelley

Sandbrook Group

The products and services we offer

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Our Recognition

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