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

WealthVest

Leading distributor of Annuity, Hybrid LTC and Structured Notes.  Partnering with world class organizations, Wealthvest serves individuals & families as they plan to live long, healthy and successfully through out retirement.

Vice President, National Sales Manager

Ensight™

Guiding carriers and leading distributors in their journey to accelerate the sales cycle and transform their business. Ensight™ provides Enterprise scale SaaS-based solutions which set a new standard for the presentation and sale of life insurance, annuities and long term care solutions.

We are a team that is fanatically focused on the end-to-end sales funnel experience. With our client-partners, we design customized tools which assist sales organizations in the selection of appropriate solutions and then bring them to life for clients using Ensight’s dynamic and visually stunning platform.

The Ensight™ sales enablement platform offers tools to simplify product decisions, create workflow efficiencies and present solutions to clients on our interactive platform. All of which drives revenue and strengthens the Advisor-Client experience.

Strategic Advisor - Go to Market

Transamerica Life Insurance Company

Channel Leader & Revenue Owner for ~$600m ARR book
LTC, Annuity, Life & Voluntary Worksite Benefits

Sales Distribution & Strategy for the suite of Transamerica product solutions in Brokerage, IMO, Institutional & direct channels. Revenue leadership of ~$600 million ARR book of business.  Partnership with executive leadership across channels dedicated to distribution of LTC, Fixed & Variable Annuity, Life insurance, MedSupp, Group & Worksite Benefits.

• 350%(est.) growth of submitted application flow with new worksite product introduction (2021)
- Grew BD/Institutional mix of business from 20% to 68% inside of 3 years.
• Stood up new digital/remote sales & outsourced fulfillment team
• Designed, built & launched new worksite product for approx. 200,000 lives including key accounts – AMAZON, Microsoft and other major logos. (2021)
• Leadership team of Variable Annuity division - growth from $0 to $850 million in 27 months.
• Contract restructuring resulting in $13Million+ top line cost out.
• Partnership with Risk to design new RILA combo product; Worksite benefit; individual LTC solutions.

1 of 5 Transamerica Market Segment Review Board Chairs (2020)
President's SLT member & Executive Business Sponsor

VP, Channel Leader & Distribution

Cognizant

New Startup of Management Consulting Division inside of COGNIZANT; providing C-Suite & senior level management consulting services with FORTUNE 500 organizations. Assisting leaders with sales distribution & business planning. Strategic transformation planning to maximize top line revenue generation, competitive environment SWOT analysis, SaaS & e-Tool integration, Bundled BPaasS & SaaS solutions, Digital Distribution planning, CRM and legacy platform streamlining, comp & incentive planning, and detailed sales/distribution go-to-market guidance & advice. Authoring & collaborating on thought leadership whitepapers and content.

- COGNIZANT (NASDAQ: CTSH)
- Fortune 500 Global diversified financial firms
- Top RIAs, Private Equity and Defined Benefit consulting group
- Digital Distribution Serving the 'Digital Consumer', 'Digital Agent' & 'Digital Carrier'
- Technology startups in CRM and Project Management space
- Brokerage businesses & large scale Wealth Management business planning

Senior Director, Client Partner - Insurance Distribution, North America

Genworth Financial

Leadership for the Sales, Marketing & Distribution efforts for Life Hybrid and LTC planning in the Midwest, Central, Mountain and Western States. Nationally leading #1 wholesaling team for LTC, asset-based Life Insurance  and Annuity cross sell. Led Distribution inside of banks, broker dealers, wirehouses and planning firms. Long term success managing high producing enterprise level sales teams of up to 37 external sales professionals.

* Multiyear Top Performer - 12 year consecutive 'Leading Producer' qualifier
* 13 of 14 years exceeding Revenue Targets
* Year - over - Year growth of 30%
* Industry leading Divisional Sales in multiple product lines
* Digital strategy for partners - Intent to Buy, eApplications, Esign & Voice-sign solutions
* 4 of top 5 and 8 of top 12 RVPs (of 61)

Partnership with Life, Annuity and Wealth Management teams for cross sale and practice management opportunities.  Extensive work on key Marketing, Life Product Development teams and sales-facing IT endeavors

High-Functioning Expertise with:
- Advanced Sales and B2B opportunities
- Business Development & Relationship Management
- HNW and employer planning strategies
- Introducing new digital platforms - CRM, SaaS Sales Enablement, Client/Advisor experience 
- Sales Incentive Development
- Hands-on Territory Development
- Helping others Unleash Achievement Drive

Vice President Sales - Financial Institutions

GE Capital (GE Financial)

Co- Founder of National Wholesaling team that grew  from zero to 72 RVPs within 4 years.  Subsequently Led distribution in the Western States, Central US and Mid-Atlantic States with a team of 37 wholesalers.  Working with and achieving controlling marketshare with the nation's premiere Broder Dealers, banks, brokerages & planning firms.

Following the ground-up build of this ‘scratch’ distribution at GENERAL ELECTRIC, Matt has led and run the top grossing division every year in both asset-based Life Hybrid and LTC sales. Annuity cross channel leader with extensive cross sale experience from years of partnership with the variable & fixed annuity divisions. Quickly established market share dominance in the IBD/Wirehouse/Bank channels. 5 year growth exceeding 5X.

Led strategy and execution for Business Development & Relationship Management  for multiple Key Accounts - including: Ameriprise, Edward Jones, Raymond James, AG Edwards, Wachovia, Wells, Merrill Lynch, UBS, WM Financial, RBC, Smith Barney and other legacy firms.

National Sales Director - Financial Institutions

Phoenix Redevelopment, Inc

P & L responsibility for investment business; managing the sourcing, acquisition and development of real estate projects in the Greater Puget Sound Region. Developed a network of private investors with whom I managed relationships and contracts.

o	Responsible for build-out of ‘scratch’ office; reaching profitability in 9 months
o	Sourced Private Equity contributions valued at several million dollars 
o	Successful completion of multiple projects @ IRR in excess of +17%

VP & General Manager

I am humbled to have built, led and managed industry-leading high performance teams which have served more than 305,000 individuals build security and certainty into their financial future. 
Founding leader of several scratch startups and new divisions in Fixed & Variable Annuities, LTC Planning, Life, Voluntary Benefits, GAP, wellness solutions & a host of digital enablement tools.

As an executive sponsor for wholesaling, sales, marketing, product development, technology initiatives and e-tools I am highly interested in the evolution of the industry and how digital platforms will drive change across the lifecycle of the solutions we present to the market. Digital tools & SaaS platforms have been a big part of my success, yet I believe we have barely scratched the surface. A a digital platform advocate I have designed and stood up multiple platforms across several product lines: Intent-to-Buy, eSign, eApp, worksite enrollment and sales enablement.

Fortunate to have enjoyed several key leadership roles within the  insurance & financial services sector while also consulting with Tier I Carriers, Broker Dealers, RIAs, top grossing national agencies, private equity firms and leadership of  ‘Fortune 500' organizations.

Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC

*** FINRA Series 63, Series 6, Life, Health, P & C (WA), CLTC, SIX SIGMA ***

I believe that: "ACHIEVEMENT DRIVE is the multiplier of all other skills & abilities" and that purposefully integrating both the Art & Science of selling pays enormous dividends.

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The Battle

Kelly Augspurger, CLTC®, CSA

Matt Hamann

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