MINDY SHAFFER
Operations Supervisor, New Business
As an Operations Supervisor, New Business for our partner, Valmark Financial Group’s Underwriting team, Mindy Shaffer provides excellent customer service while spearheading new life insurance cases through the application process. Her goal is to ensure a smooth and favorable client experience, and advocates on our behalf to achieve the most favorable outcome. She has more than 20 years of experience in the financial services industry, including 13 years in life insurance. Mrs. Shaffer previously worked for a core life insurance carrier giving her invaluable insight into the intricacies of the process
MINDY SHAFFER
Operations Supervisor, New Business
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Wealth Impact Partners
E: info@wealthimpactpartners.com
175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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