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

Rethink Wealth

Managing Associate

CLTC Advisory Board Member

New York Life Insurance Company

Corporate Vice President, LTC, IDI & Business Solutions Sales Officer

Lead a team of 8 Dynamic LTC Product Solutions Consultants covering 65 General Offices
Creator of Content & National Sales Strategies to increase LTC Sales across multiple product solutions
Design and lead National advisor training sessions on How to Present LTC Solutions

Corporate Vice President, Long-Term Care Sales Officer

Partner with Financial Advisors to create written Long Term Care Funding Plans for clients
Host a series of Educational LTC Client Workshops for individuals & extended family members
Explore various LTC Funding Solutions to meet client's needs (Traditional LTCi, Linked LTC Benefits, Annuities, Etc.)
Leverage Tax Advantage LTC Solutions in the Workplace for Executives, Managers & Employees
National Linked Benefit LTC Sales Award, 2016

Long Term Care Product Consultant

Genworth Financial

Promoted to Regional VP for the state of Texas, Top 3 Wholesaler
Responsible for the training and development of Financial Advisors across Edward Jones, Ameriprise & Wirehouses in Long Term Care Planning

Regional Vice President-Genworth LTCI

Genworth

Responsible for developing and identifying new Financial Advisor relationships for LTC Insurance planning
Conducted LTC trainings/ Client Seminars in group settings and 1 on 1 basis
Assisted Financial Advisors in client meeting presentations for LTC Insurance planning
Partnered with Annuity counterpart to leverage advisor relationships, increasing overall production

Regional Vice President-Genworth LTCi

Great Karma Marketing

Dynamic Communications Strategist

Prudential Financial

Promoted to role of RVP covering SW. Texas
Grew market share from 7% to 30% in less than a year
Increased overall annuity sales in territory by 380% in less than a year

Regional Vice President- Annuities

Recipient of Business Development Specialist, Top Closer Award, 2007

Hybrid Wholesaler-Annuities

Recipient of Business Development Specialist, Rookie of the Year Award, 2006

Business Development Specialist-Annuities

Recipient of Internal Wholesaler, Rookie of the Year Award, 2004

Internal Wholesaler- Annuities

For over 20 years my passion has been educating people about the importance of financial planning through a simple ACTION process of Education, Planning and Protection.

I’ve hosted action-oriented Educational Workshops on Retirement Income, Long-Term Care, Social Security and College Protection Planning Strategies for clients and various Financial Advisors, Accountants, CPA’s, Employer Groups and Associations across the United States. 

I’ve been fortunate enough, through my talks, to inspire audiences to Take Action and Protect their families and finances NOW!


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M99389, AR Insurance License Number - 6078650. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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