September 2017 chapter meeting

    September 13, 2017
    5:30 PM - 8:00 PM
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    Estero County Club
    19501 Vintage Trace Cir
    Fort Myers, FL 33967
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    Speaker Bio

    My name is Todd Shelbaugh and I run a life insurance practice named Insurance Insights based in Naples, FL. We focus on protecting families and their businesses, not only from death but also from life. I’m passionate about insurance because I believe in its power of protection and safety. In our darkest times we should not have to worry about losing our homes or feeding our children or paying debts & taxes. Everyone who owes someone or loves someone should have a policy yet so few people do. I spend time sharing insights with others any way I can because I want to change the way people think of and talk about insurance.

    I have more than 20 years of experience working with and educating clients and advisors about insurance and insurance based tools (such as annuities or long term care) and become a specialist in Life Settlements (selling insurance as an asset) along the way. I have helped more than a thousand clients in conjunction with their other professional advisors because I believe in a collaborative approach. I have served in capacities ranging from a

    Northwestern Mutual agent to Vice President of a National Financial Partners firm and conducted private and public seminars on wealth transfer, tax reduction and estate planning. I have been a featured speaker for industry groups, a resource for structuring ethical guidelines and even an expert witness but I’m also a man just like you with a family I love, a business to protect and a retirement to plan for.

    I began my own firm because I was tired of the way my industry “sells” insurance and I don’t believe in that. Each person has unique circumstances, worries and wants and I will take the time to hear those and formulate suggestions specifically for you. Your need is already there, it’s my job to help you see it, understand it, learn about your options then implement your choices. I’m always happy to answer any questions and share my knowledge so please, Ask Me For Insight!

    Tickets

    $45.00 Member Ticket

    $50.00 Guest Ticket