BUSINESS
I had a child in me and had to figure out a way to provide for her, while I wasn’t in the best health myself.” KATIE LAMBERT
She didn’t plan to be a business owner, but then life happened When Katie Lambert learned she was pregnant, she built a business helping clients navigate health insurance and retirement planning
BY JEFF CHEW
HEN KATIE LAMBERT LEARNED she was pregnant, she had to figure out a way to provide for her new family while managing her own health challenges. That search eventually led her to insurance and financial planning. “I was knocked up,” she says with a laugh. “I had a child in me and had to figure out a way to provide for her, while I wasn’t in the best health myself.” With support from two families — blood and church families — Lamber began building a business in Maricopa. Nearly a decade later, she helps individuals and small business owners navigate health and life insurance needs, business benefits and retirement planning. She is licensed in more than 16 states and now focuses on Arizona from her Maricopa home office. “I was just trying to figure out how to pay for things,” she said. “And it just started to click when I started to market to Maricopa specifically and focus on solving the problems and finding solutions when people who were just desperate for help.” Lambert says she prioritizes education and customer service over sales pressure, working to educate them by focusing on solving their individual needs. That has helped her earn the nickname, “The Health Insurance Lady of Maricopa.” What do you enjoy most about your profession? I enjoy finding the right fit for each client and I like to do things like annuities. We have a specific financial adviser we refer people to and if they want to go that route, it depends on what W
That’s probably my top suggestion. We always want to figure out. We want to learn. Knowledge is power so we focus on strategizing all the time. What’s one question you wish clients would ask more often? If they want to make an adjustment to their policies, they ask me first. I highly encourage them to call us throughout the year, to text us, to email us because it can take me five minutes to do it when it can take them hours to do it on their own. We’re going to be here and we’re going to do it together. What are some lessons entrepreneurship has taught you? One lesson in business is you can’t control things. Things are going to happen, and what you can control is how you respond, how you take action. You need to be sure you are communicating very effectively because if you don’t get it, they’re probably not going to get it either. Explain and be very thorough because that’s going to help somebody more. You can show love and set up boundaries, but also be there for your customers when they need you most. When you continue to show up and keep your patience, that’s how you get business. Nearly all of our business come from referrals, and I love that. I am so blessed because of that. Editor’s note: This interview was lightly edited for brevity and clarity.
they need. We also do a lot of cool life insurance policies clients can use. It’s all a matter of looking at your goals and what you want. What do you enjoy most about being a small business owner? Honestly, I love helping save the day. There are so many people who are frustrated and don’t know what to do. They don’t know how to get the help they need because a lot of people just want to sell, sell, sell, and they just want to go and make a lot of money doing it. So, we focus on how we can make this process as cheap and best for you as possible. I also like being my own boss and being on my own schedule. Tell us when you knew you wanted to be an insurance and financial planning advisor, and why. I just wanted to figure out how I was going to put food on the table. When you figure out what your clients want it works out down the road. It’s a lot of work, but it is very rewarding to hear when a client comes in and she’s like ‘Katie, I’m just so grateful. I don’t know what we would have done without you.’ What’s the one piece of advice you would give to a client about health and life insurance and retirement planning? I give a lot of advice, but as far as retirement planning, I would suggest clients figure out what their goals are and see if those are reasonable based on their needs and such. Things can always change. You always want to strategize.
ABOUT KATIE Founder, Reign Health and Wealth Nickname: The Health Insurance Lady of Maricopa Hometown: Detroit, Mich. Maricopa neighborhood you live in: The Villages Favorite energy drink: Bloom Favorite restaurant: Roots Eatery and Chilaquiles Favorite movie: “Stepbrothers” and “Coach Carter” Favorite book: The Bible 520-397-3444
ReignHealthAndWealth@gmail.com
InMaricopa.com | November 2026
November 2026 | InMaricopa.com
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