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  • Home
  • For Professionals
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Michael C. Staeb, CLTC, LACP, LUTCF
  • Home
  • For Professionals
    • AIP Agent Portal
    • Services
    • Presentations
  • For Clients
    • Insurance Questionnaires
    • LTC for Washington State Residents
  • About
    • In the News / Press
    • Blog
    • Contact

About

Insurance Planning Consultant | Wholesaler | CE Instructor
​Author | Advisor | MDRT Focus Session Speaker
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Michael C. Staeb, CLTC, LACP, LUTCF
(855) 627-8232
Email Michael
Michael has long striven to educate and partner with advisors to recommend and implement effective, reliable solutions as a means to positively impact the lives of as many clients and their families as possible.​
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Experience

  • 18+ years in brokerage distribution of life insurance, long-term care solutions, disability income protection, and annuities
  • Design and implementation of insurance solutions for Personal, Business, Estate, Retirement, and Charitable Planning
  • Front and back office experience in both career agency and independent distribution
  • Authoring custom content (including CE) and presenting for industry organizations, private events, and webinars
  • CLTC (Certification in Long-Term Care)
  • LACP (Life Insurance and Annuities Certified Professional)
  • LUTCF (Life Underwriting Training Council Fellow)
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Accomplishments

  • MDRT Focus Session Speaker, Surf the Next Baby Boomer Wave: Qualified Asset Transfer – MDRT Annual Meeting 2019 (Miami Beach)
  • LACP program development, subject matter expert – NAIFA / Castle Worldwide
  • Speaker – FPA Puget Sound Symposium 2018 (Seattle)
  • Speaker, Business Planning with Life Insurance – NAIFA National Conference 2016 (Las Vegas)
  • LUTCF Moderator – College for Financial Planning
  • Presenter, Business Planning with Life Insurance – NAIFA National Webinar Series 2015
  • Successful Young Advisors Team (YAT) panelist – NAIFA National Conference 2014 (San Diego)
  • LILI Graduate (Leadership In Life Institute) – NAIFA Washington 2010
As a third-generation insurance wholesaler and industry educator
Michael's core values include always putting the client's interests first 
and giving back to the insurance professional community.
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Publications

  • “Can You Get Extended Care Without Burdening Loved Ones?” – November 2016 – Real Wealth Podcast with Jim Silbernagel
  • “The Challenges of Writing Business [Life] Insurance” – July 2016 – Advisor Today Magazine
  • “Indexed UL is Not a Fad” – August 2013 – InsuranceNewsNet Magazine
  • “AG 38: The Death Knell for No-Lapse Guarantees” – November 2012 – InsuranceNewsNet Magazine 
  • “The Tax Relief Act of 2012 and You” – January 2011 – Ash-Seattle Sentinel
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Awards

  • 2022 Qualifying Member – Million Dollar Round Table (MDRT)
  • 2017 Step Up Award – NAIFA Washington – for going above and beyond in a volunteer service role
  • 2015 Best Sales Idea – John Hancock/AimcoR Master’s Class – selected by wholesaler peers
  • 2013 Young Agent of the Year – NAIFA Washington
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Recommendations

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Michael C. Staeb, CLTC, LACP, LUTCF     ​21 Walter Martin Rd NE #2797     Fort Walton Beach, FL 32549     (855) 627-8232

Michael Staeb is licensed in AL, CA (0I38996), CT, FL, ID, IL, MA, MD, MO, NC, NM, NY, OH, OR, TX (2412011), VA, and WA.​
Copyright © 2019-2021 Michael C. Staeb. All rights reserved. Staeb and associated logo are trademarks of Michael C. Staeb.