Building a Strong Future Together

When it comes to protecting your most precious assets, we’ve got you covered. We provide seamless coverage over all facets of life, from your personal possessions to your business requirements, so you can enjoy the things that matter most.

Founded in 1939, Dallas-based Waldman Bros is a unique “integrity-first” organization that forges long-term partnerships with each client to help protect their financial and insurance interests. From comprehensive commercial and personal insurance to financial services and employee benefits, the firm’s proven expertise places client needs first through strategic counsel and education to ensure sustained value and performance.

Latest From the Newsroom


What Employers Need to Know About the New PPACA IRS Reporting Requirements

With 2016 approaching, employers need to be aware of significant changes regarding reporting requirements associated with health care reform. In short, fully sponsored insured or self-insured group health plans will be required to report certain plan coverage information to the IRS that was provided during the prior calendar year... Read More »

The On-Boarding Process: Making New Clients Feel like Family

In today's competitive market, an effective client on-boarding process is the most important step in cultivating a lasting relationship. In order to develop a solid foundation, insurance brokers must make new clients feel as though they are working with a trusted partner... Read More »

Tis the Season: A Holiday Checklist to Avoid Insurance Claims

The holiday season ushers in a lot of activity, especially family travel to spend quality time together. However, when homes are empty, the unexpected can happen! To help prevent expensive “incidents” this season... Read More »

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Press Releases

Waldman Bros Executive Honored by Certified Insurance Counselors

DALLAS – Jan. 21, 2015 – Todd Chanon, partner of Waldman Bros, a Dallas-based insurance and financial services firm, was recently recognized for professional leadership and advanced knowledge by the Society of Certified Insurance Counselors (CIC), a leading national insurance professional organization. Read More »

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Waldman Bros featured on CEO Spotlight

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