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

Financial Independence Group

Happy to be with Financial Independence Group providing Advanced Planning services.

Director Advanced Strategies

M Financial Group

Advanced Sales Director

OneAmerica

Director of Advanced Markets

Global Atlantic Financial Group

Work with advisors in designing executive benefit plans for COLI sales.
Large case split-dollar analysis for opportunities with grandfathered and new arrangements.

Vice President - COLI/BOLI 

American General Life Companies

- Provide technical, informational and design support to agents on prospect and client cases including complimentary product placement
- Broad background in all legal/technical aspects of estate planning, business planning and life insurance primarily for high net worth clients and large case analysis
- Serve as content expert for Advanced Markets issues
- Provide concept and product training to various home office, field/brokerage seminar and industry meetings
- Authored numerous articles on advanced planning topics such as split-dollar and insurance only LLCs
- Participated in main platform presentation for AALU's Annual Meeting and multiple breakout sessions.

 Specialties:
 Estate Planning
 Business Planning
 Split-Dollar Planning
 Life insurance
 Trusts
 Large Case / Family Office

Vice President - Advanced Markets

Aviva Life Insurance Company

Director, Advanced Markets

New York Life Insurance Company

AVP Nautilus Group

AXA Equitable

Advanced Case Design Specialist

ING Security Life of Denver

Advanced Markets/Legal

With over 25 years of experience in the life insurance and financial services industries, Dave is a creative strategist and leader who helps financial and estate planning professionals use innovative solutions to address their clients' needs. 

Dave holds a JD and LLM (taxation) and an MBA from University of Denver, and has extensive knowledge and skills in life insurance, succession planning, advanced sales, and illustration development. He is passionate about simplifying complex ideas and presenting them in a clear and compelling way. He is also committed to empowering and supporting his team, partners, and clients with the best tools and resources. His mission is to help people achieve their financial and estate planning goals and protect their legacy with life insurance.

Specialties: 
Estate Planning
Business Planning
Life insurance and annuities
Trusts
Large Case and Family Office

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The Battle

Kelly Augspurger, CLTC®, CSA

David Graham

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