MINDY SHAFFER
Concierge Services

As a New Business and Concierge Specialist 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
Concierge Services

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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

33 College Hill Road
Suite 31A Warwick, RI 02886
P: 401.244.6010

Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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