Steffanie V Staples

Steffanie V Staples Email and Phone Number

Final Expense Insurance Broker @ PolicyScout
Steffanie V Staples's Location
West Valley City, Utah, United States, United States
Steffanie V Staples's Contact Details
About Steffanie V Staples

I have worked in the insurance and financial industry since 2006. I love helping people find answers to their needs. In June 2020, I moved into the trust industry as the point person for beneficiaries and grantors when they need help with their trusts. I transitioned to life insurance in 2023, to help people make their final arrangements.

Steffanie V Staples's Current Company Details
PolicyScout

Policyscout

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Final Expense Insurance Broker
Website:
policyscout.com
Employees:
4
Steffanie V Staples Work Experience Details
  • Policyscout
    Insurance Producer
    Policyscout Feb 2023 - Present
    United States
    View
  • Aflac
    Certified Benefits Specialist
    Aflac Jun 2006 - Jul 2023
    Salt Lake City, Utah, United States
    View
  • Independent Trust Company Of America
    Client Relations Manager
    Independent Trust Company Of America Jun 2020 - Nov 2022
    Salt Lake City, Ut And Rapid City, Sd
    View
  • Equitable
    Financial Professional
    Equitable Jan 2019 - Apr 2020
    Greater Salt Lake City Area
    View
  • Axa Advisors, Llc
    Financial Professional
    Axa Advisors, Llc Sep 2017 - Dec 2018
    2825 E Cottonwood Pkwy, Ste 430, Salt Lake City, Ut 84121
    View
  • Transamerica Financial Advisors, Inc.
    Advisor
    Transamerica Financial Advisors, Inc. Jan 2012 - Jun 2017
    Draper, Ut 84020
    View
  • Investment Advisors International (Iai)
    Investment Advisor Representative
    Investment Advisors International (Iai) Jan 2010 - Jan 2012

Steffanie V Staples Skills

Retirement Planning Insurance Needs Analysis Client Education Customer Service Insurance Strategies 401k Services Iras Insurance Services Supplemental Insurance Disability Insurance Term Life Insurance Whole Life 401k Rollovers Investments Insurance Employee Benefits Cafeteria Plans Financial Planners

Steffanie V Staples Education Details

  • University Of Phoenix, Ut Campus
    University Of Phoenix, Ut Campus
    Bachelor Of Arts In Management (Bam)
  • Lds Business College
    Lds Business College
    Associate Of Arts And Sciences - Aas
    View
  • Olympus High School, Salt Lake City, Ut
    Olympus High School, Salt Lake City, Ut
    High School

Frequently Asked Questions about Steffanie V Staples

What company does Steffanie V Staples work for?

Steffanie V Staples works for Policyscout

What is Steffanie V Staples's role at the current company?

Steffanie V Staples's current role is Final Expense Insurance Broker.

What is Steffanie V Staples's email address?

Steffanie V Staples's email address is st****@****ail.com

What is Steffanie V Staples's direct phone number?

Steffanie V Staples's direct phone number is +180167*****

What schools did Steffanie V Staples attend?

Steffanie V Staples attended University Of Phoenix, Ut Campus, Lds Business College, Olympus High School, Salt Lake City, Ut.

What skills is Steffanie V Staples known for?

Steffanie V Staples has skills like Retirement Planning, Insurance Needs Analysis, Client Education, Customer Service, Insurance Strategies, 401k Services, Iras, Insurance Services, Supplemental Insurance, Disability Insurance, Term Life Insurance, Whole Life.

Who are Steffanie V Staples's colleagues?

Steffanie V Staples's colleagues are Jarron Woodson, Nyehl Howard, Stacey Weston, Justin Webber, Maria Martinez, Jason Evershed, Larae Pippin.

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