Steadfast Insurance

I help financial advisors, estate planners, CPAs, P&C agents, employers and HR professionals to provide expertise on long-term care and disability insurance needs for their clients.

I help individuals and business owners with their insurance planning needs, customize unique policies based on their needs and wants, and control policy work flow from application to issuance. 

At Steadfast, we protect the people and possessions most important to our clients with transparency, integrity, care, and responsiveness. We listen to the needs of our clients and provide suitable recommendations. Our goal is to build a trusted relationship and be our clients' steadfast insurance advisors.

Please let me know how I can help you!

Long-Term Care Insurance Specialist | Co-founder

CLTC

Instructor

Maxtown Motors

-Created and implemented sales, operations, HR, and customer service procedures.
-Assisted customers in the car buying process and service requests.
-Oversaw the sales, service, parts, and finance departments to ensure profitability. 
-Ensured policies and procedures set by auto industry were followed.
-Planned events and promotions.
-Implemented and oversaw social media presence.

A fantastic customer experience built on trust is key. Understanding the needs and wants of my clients and walking them through the car buying process requires a relationship. My goal was to establish a trusted relationship and save them time, money, and hassle.

Co-founder, VP & Director of Operations

Nationwide

Processed, prepared, and analyzed financial reports and forms.

Financial Analyst Assistant

𝑳𝒐𝒏𝒈-𝑻𝒆𝒓𝒎 𝑪𝒂𝒓𝒆 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 𝑺𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒔𝒕 | Plan for Care to Live Well | Steadfast Care Planning 🎙 Host | 2022 IBA Hot 100 | Top 10 Women of Distinction Insurance 2022

🌟WHAT I DO
I help financial advisors, attorneys, and CPAs with their clients by planning for life’s hardest events and mitigating consequences with long-term care (LTC) aka extended care. 

I help employers provide their employees with a caregiving support platform and LTC insurance.

I help clients and their families with their LTC and disability insurance planning needs. I design unique policies for each individual/family.

I’m a guide. I don't tell my clients what they should do, rather I listen to their needs, goals, and concerns and give them recommendations. Ultimately, it's up to them to decide.


🌟WHY I DO WHAT I DO
I know the value and importance of planning for the unexpected. 

I saw and experienced the difficult realities of extended care/LTC situations in my family. All of my grandparents needed LTC, but none of them had a written plan or LTC insurance. This put a tremendous amount of financial, physical, and emotional burdens on my family. I was a part-time caregiver to my grandma for a couple of years. I wish my family planned in advance for LTC and had insurance.

My father-in-law was a dentist and due to an accident lost significant vision and could no longer practice dentistry in his 40s. His individual disability policy provided valuable income for over 20 years to my husband's family! Without that policy, I just don’t know what they would’ve done.

It’s an honor to be able to come alongside clients and provide compassion and expertise in LTC and DI.


🌟WHAT CAN YOU EXPECT FROM ME? 
✔Compassion
✔Customized solutions
✔Expertise 
✔Integrity
✔Personal service
✔Reliability

My goal is to build a trusted relationship and be my clients' steadfast insurance advisor.

At Steadfast, we provide meaningful protection for the people and possessions most important to our clients.


💻OTHER WAYS TO CONNECT WITH ME:
🔹www.SteadfastAgents.com
🔹Business IG: @steadfastagents
🔹Personal IG: kellyaugs_theltclady
🔹https://www.youtube.com/c/SteadfastInsuranceAgency


ABOUT ME
🔹I'm compassionate and passionate. 🤗
🔹My family and God mean the world to me. 💕
🔹I love to laugh - Jim Gaffigan is one of my fav comedians. 😂
🔹My goal is to educate and empower people to make informed decisions. 💡
🔹I enjoy connecting with new people. 🤝
🔹Tea is my go-to drink. ☕
🔹You'll likely find me at a kid's soccer, bball, or volleyball game on an evening or weekend. ⚽🏀🏐
🔹I love playing and watching pickleball and tennis - I played collegiate tennis. 🎾
🔹My historic home is a never ending project for us. 🛠
🔹I love sunshine. 🌞



Kelly Augspurger, CLTC®, CSA

Mutual of Omaha

National Sales Director LTC, DI

Sales Director

Genworth Financial

● Oversee strategic and tactical business activities to identify, capture, and help sustain business expansion, improve customer and business relationships, and leverage company resources / products to improve bottom-line results.
● Proactively develop and manage account base with the goal of consistently maximizing and capitalizing on all sales and business development opportunities, increasing client satisfaction, retention, and loyalty.
● Develop trusted partnerships and relationships with accounts / producers to support sales objectives.  Exceeded yearly production goals year-over-year. 183.2% MTD paid goal as of March 2019.
● Routinely provide feedback from producers to identify and implement changes for streamlined processes.
● Collaborate regularly with other operational areas including New Business, Data Analytics, Underwriting, Marketing, and IT to improve tools, reports, and systems.
● Participate in client workshops, product innovation calls, advisory councils, trainings, seminars, conferences, and other meetings to support sales / business goals, including FA, COI, Point of Sale, and regional meetings.

Select Achievements
● Improved territory producer penetration by implementing highly-effective marketing campaigns which resulted in 100+ literature orders, approximately 25 trainings, 30+ webinars, and 5% increase in sales in one quarter.
● Consistently recognized and looked to as a leader by peers due to long-term experience and success related to sales of long-term care and linked benefit products within Brokerage General Agency distribution channel.

Regional Vice President/Wholesaler

● Successfully recruited to home office to serve in leadership role and become point person for training regional vice presidents and agents in the field. Worked with vendors on contracts, became company representative for CE events, and provided insight alongside the government relations team on regulations/ legislation.

Sales Training Leader

Genworth Financial 

● Served as management team member assisting in the transition to long-term care products, trained 30+ employees on processes and products. Facilitated all problem resolution cases, mitigating risk, and ease of transitions.

Case Specialist/Problem Resolution 

● Recognized as a top performer, processed new business, screened applications, conducted initial write-ups with recommendations for underwriter on 1500+ cases at any given time.

Case Manager

With over 28 years of devoted service, I have built a reputation for knowing how to provide solutions to individuals in the areas of insurance and retirement planning, focusing predominantly on long term care products.  

Additionally, in my past life As a Regional Vice President and Wholesaler, and currently as a National Sales Director, I have a proven track record in leadership training, account growth, meeting and exceeding sales goals, and increasing profit. 

Furthermore, my ability to exceed customer expectations is due, in part, to understanding the continually evolving nature of the insurance industry.  After years of dedication, I have insider knowledge of full-cycle sales processing, prospect generation and territory management.  In my own life I take pride in planning for the future of my family and because of my strong sense of loyalty and my communicative nature, I have cultivated a strong network of resources in the insurance industry and am someone who can be trusted to represent your future planning goals!

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The Battle

Kelly Augspurger, CLTC®, CSA

Corri Campbell, CLTC, LTCP

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