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

Concourse Financial Group

Regional Vice President

WealthVest

Self-Employed

Wealth Management Consultant

E4 Insurance Services

Wealth Strategist at E4 Insurance Services 

Saybrus Partners

Life Insurance consultant, working with Advisors.

Protective Life

Area Life Consultant Institutional Distribution Group.

Dedicated Life Consultant

Genworth Financial

* Responsible for developing, maintaining, and enhancing strong relationships with Genworth's customers including producers and firm sales leadership. 
* Effectively achieves sales goals through positioning of Genworth offerings within assigned sales territory.
* Works effectively with peer LTC RVPs to mentor and share best practices.
* Effectively utilizes Genworth provided technology, marketing resources, and other sales support tools.
* Achieves specific levels of sales activities each week.
* Generates timely written and verbal reports of sales activities and sales results for ongoing management reviews.
* Develops and follows comprehensive business plans in partnership with Genworth internal wholesaler sales partner and other sales support colleagues designed to deliver territory production goals.
* Effectively develops and maintains positive and effective working relationship with Genworth internal sales support teams.
* Consults with Genworth's distributors (including centers of influence, sales desks, and top producers) to coordinate on sales concepts and value-added tools to best position Genworth's LTC products.
* Proactively develops thorough understanding of customers' marketing and distribution strategies to gain share and increase Genworth's LTC sales.
* Executes on production goals for each assigned account.
* Effectively educates and trains financial advisors on market positioning, LTC product differentiation, and Genworth's value proposition.
* Attends regular meetings with other Genworth sales professionals and Genworth sales management.

Professional LTC Planning and Consulting Services for Financial Advisors and clients.

Consultive planning includes Life and Long Term Care solutions, Educational workshops & seminars, client meetings and Advisor training.

Long Term Care Planning Specialist (Wholesaler National Accounts)

* Effectively recruited, trained, and mentored retail agents for LTC, Life Insurance and annuities. 
* Proactively promoted LTCi as a speaker for local industry events. 
* Efficiently monitored results of agents on conversion of company leads.
* Effectively assisted home office on markets to spend resources.  
* Reviewed detailed business and marketing plans for agents. 
* Proactively developed and led a team of independent contractors within the market.

Associate General Agent

GE Financial Insurance

* Developed plans that detailed how sales representatives would meet sales goals or quotas. 
* Developed sales strategies and prepared marketing budgets. 
* Recruited new customers and ensured that existing customers received excellent service.

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The Battle

Kelly Augspurger, CLTC®, CSA

Guy Allen

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