About

Insurance Planning Consultant | Wholesaler | CE Instructor
​Author | Advisor | MDRT Focus Session Speaker

Michael C. Staeb, CLTC, LACP, LUTCF

(855) 627-8232

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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.​

Experience

• 20+ 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)

Accomplishments

• LUTCF program redesign, subject matter expert – NAIFA
  
• 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.

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

Awards

• 2022 Top 4 Under 40 Young Advisors – NAIFA Florida
• 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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