Katherine Shelbaugh

Examiner
DISC Type : cs

Regional Director at Crump Life Insurance Services

Naples, Florida, United States

Overview

Katherine Shelbaugh is a Regional Director and Brand Ambassador at Crump Life Insurance Services, specializing in life, long-term care, disability, and annuities. She focuses on building relationships with independent agents to protect their clients. Katherine holds a Bachelors degree from the University of Pittsburgh and is certified in long-term care (CLTC®).

Based in Pittsburgh, Katherine is a proud mother who enjoys spinning and yoga in her free time. She is also an avid fan of the Pittsburgh Steelers, frequently cheering them on.

She has shared her insights on combining life insurance with long-term-care benefits in an article for The Wall Street Journal.

Personality Overview

Process Oriented

Late Adopter

Tough To Convince

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Agent Advocacy
Her role centers on facilitating relationships with and advocating for independent agents to help protect their clients' financial futures.
Long-Term Care
She is certified in long-term care (CLTC®) and has contributed to The Wall Street Journal on the topic of combining it with life insurance.
Estate Planning
Actively posts about the nuances of estate planning, including how state death tax levies can impact what clients leave to their heirs.

Media Appearances

Katherine has no verified media appearances

Work History

8-2024
Regional Director at Crump Life Insurance Services
1-2012 - 8-2024
Partner at Insurance Insights
Vice President of Life Insurance at Four Seasons Financial Group Inc.
Director of Insurance at Creative Asset Services

Education

1994 - 1998
Bachelor's degree from University of Pittsburgh

More Information

Social Presence :

Prographics :

Exp : 13 Location : Naples, Florida, United States Job Level : Mid-senior Designation : Regional Director at Crump Life Insurance Services
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Insights For Selling To Katherine

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katherine is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Katherine

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Katherine move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Katherine take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Katherine

Personality Compatibility


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