Individuals & Families
Health insurance, early retirement, Medicare, Social Security education, life insurance, and retirement income options.
Explore Your Roadmap →Your Retirement Roadmap™
Clear Guidance. Confident Decisions. A Better Road Ahead.
Whether you’re planning for retirement, navigating health coverage, or providing benefits for your employees, get clear guidance to help you understand your options and move forward with confidence.
Compass Insurance Advisors LLC and Lisa Chamberlain are independent insurance professionals. We are not a government agency and are not affiliated with or endorsed by the U.S. government, Medicare, the Centers for Medicare & Medicaid Services, HealthCare.gov, or the Social Security Administration.
Our promise: We educate first. We recommend second.
Two audiences. One calm approach.
Every Journey Is Different. Let’s Find Your Roadmap.
Choose the path that fits where you are today. Each roadmap stays educational, personal, and free of pressure.
Business Owners
Employee benefits, business protection, and personal insurance and retirement considerations.
Explore Your Roadmap →Individuals & Families
A personal roadmap for life’s coverage decisions
Whether you are comparing health coverage, preparing for early retirement, approaching Medicare, or thinking about life insurance and retirement income, we start with education — so you can understand your options before you decide.
- Health insurance for individuals and families
- Planning conversations for retiring before 65
- Medicare transitions and annual reviews
- Social Security education (not SSA advice)
- Life insurance and retirement income options
How this roadmap typically unfolds
Business Owners
Clarity for your team — and for you
Running a business means balancing people, protection, and your own future. We help you understand employee benefits, business protection concepts, and the personal insurance and retirement questions that often sit alongside ownership.
- Employee and group benefits conversations
- Business protection education
- Personal insurance considerations for owners
- Retirement income questions that affect owners and households
How this roadmap typically unfolds
What we explore together
Education first
Every person’s situation is different. A consultation is a conversation — not a commitment to buy.
Medicare guidance
Turning 65, already on Medicare, or reviewing for a new year? Understand Original Medicare, Advantage, Part D, and Supplement options — and the questions worth asking first.
Learn more →For Medicare clients: We do not offer every plan available in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Lisa Chamberlain / Compass Insurance Advisors LLC is not connected with or endorsed by the United States government or the federal Medicare program.
Individual & family health
Comparing Marketplace® or individual coverage? We’ll walk through how plans are structured and what to compare before you enroll.
Learn more →Not affiliated with or endorsed by HealthCare.gov or any government agency. Eligibility and plan availability depend on your situation.
Life insurance
Protect the people who depend on you. Common policy types, explained in plain language — without pressure.
Learn more →Annuities & retirement income
Learn how different annuity designs generally work and which questions matter before you move forward.
Learn more →Social Security education
Timing concepts and common trade-offs — so you can prepare questions for your own decision.
Learn more →Lisa Chamberlain is not SSA, not an SSA employee, and is not affiliated with or endorsed by the Social Security Administration.
Employer & group benefits
Explore how common employee benefit designs generally work and what questions help you compare options for your team.
Learn more →Educational overview only. Product availability, licensing, and employer eligibility vary by state and carrier.
The journey
How the roadmap works
A calm, step-by-step conversation. You set the pace.
1
Discover
We start with your goals, timeline, and what matters most to you and your family.
2
Analyze
I translate benefits language into plain English — focused on understanding, not rushing a form.
3
Coordinate
When you’re ready, we look at options that fit the licensed products I can discuss with you.
4
Implement
You choose. I support the paperwork and next steps when you ask me to.
5
Review
Needs change. I’m here for questions and periodic reviews as your life evolves.
About
Meet Lisa Chamberlain
I’m Lisa Chamberlain, a licensed insurance agent with Compass Insurance Advisors LLC, based in Draper, Utah.
My background in banking and mortgage lending showed me how unexpected illness or injury can strain a household’s finances — even when someone already has health coverage. That experience is part of why I focus on clear education: helping you evaluate needs, understand options, and choose what fits you best.
I work with individuals, families, and business owners on health coverage, Medicare questions, life insurance, annuities, Social Security education, and employer benefit conversations. I primarily meet virtually to keep things simple; limited in-person appointments may be available by request.
As an independent agent, I’m not tied to a single carrier’s product line. Our conversation can center on what you need to understand — not on a one-size script.
Licensed insurance agent. Available to work with clients in Utah, Arizona, Texas, Florida, and Missouri, subject to state licensing and product availability.
Next step
Ready for a calm conversation?
No pressure and no obligation — just a clear place to start. Reach out when you’re ready, and we’ll take it one step at a time.
Schedule a consultation