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

E4 Insurance Services

Director of Annuities

The insurance industry is constantly changing.  With all the different carriers, products, strategies, and indices, it can seem overwhelming to keep up with it.  Advisors have multiple things to focus on and do not have time to follow the trends or stay aware of upcoming changes in rates.  This where I come in.  My only job is to keep up with the evolving industry so that I can provide brokers with the best options.  Not just the best carrier but design it in a very specific way to help your clients achieve their goals.  When your client expresses their general degree of acceptable risk, what type of money they have, longevity wishes of a product, amount of access they want to it, etc., let me help you design a product to meet those needs.  My knowledge of all the available options allows me to create the perfect case and explain on multiple levels why it is their best option out there.  Bottom line is, when you need to give your clients the service they deserve and beat the competition, we should be working together.

Annuity Case Design Specialist

Choice Insurance Agency 

My job is to recruit and train life insurance agents in whatever aspects they need.  I often help agents cross-sell to their health or P&C book with ease.  We have customized marketing pieces and specialized calculators to help make this process quick and easy.  I also travel the state meeting with agents one on one or holding seminars to help boost an agents business.  We cover product training or sales ideas to help sell when you otherwise might not have been able to do.  If you are an insurance agent, you should be working with us if you want to maximize your income.  I enjoy life insurance and helping agents, so let me make your job easier.  Let me assist you with life insurance, annuities, long term care, and retirement planning.

Broker Manager - Life and Annuities

Twiddy Insurance Agency, LLC

Owner

Wood Insurance Agency

Insurance Agent

Experienced Life Insurance Specialist with a demonstrated history of working in the insurance industry. Skilled in blending retirement accounts with life insurance to maximize retirement income with special consideration to RMD's, future taxes, and Social Security while also protecting assets from LTC.  I work with agents all across the state to teach educational workshops on these topics for their prospects.  Knowledgeable with Index UL, UL, WL, term insurance, and annuities with LTC/Chronic Illness riders.

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The Battle

Kelly Augspurger, CLTC®, CSA

Doug Twiddy

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