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🎙️ Welcome to a special episode of Pathways with Amber Stitt, recorded live at the NAIFA e3 conference in Newport Beach, California!
Host Amber Stitt sits down with industry leader Shane Westhoelter for an inspiring and insightful conversation on legacy, succession planning, and the evolution of the insurance profession.
In this episode, Shane shares moving personal stories—including the transformative moment he delivered his first death claim check—and how that experience shaped his perspective on the value and dignity that insurance brings to families in their most difficult times.
From his beginnings as a cable lineman to building a remarkable career in financial services, Shane discusses the challenges and rewards of finding purpose both inside and outside of your professional identity.
Amber and Shane dig into:
💡 The changing landscape of legacy planning and succession in today's financial services industry.
💡 Why mentorship and bringing new talent into the business are crucial for the sector’s future.
💡 Actionable advice for those getting started—and those considering transitioning out of the industry.
💡 The vital role that education, compassion, and a sense of purpose play in building a career that truly impacts lives.
💡 Plus, don’t miss Shane’s “four ifs” of life planning, his perspective on building legacy vs. wealth, and a fascinating historical anecdote about Colonel Custer and the origins of life insurance in America.
✨ Whether you’re a financial professional, business owner, or simply interested in stories of growth, impact, and legacy, this episode is packed with practical insights and heartfelt moments.
Listen, learn, and take action on your unique path!
📽️ To watch this episode: https://youtu.be/XTn-iBH-Qvw
🔗 To connect with Shane:
📲 Websites: https://gfainvestments.com & https://qualitylifeplan.com
📲 LinkedIn: https://www.linkedin.com/in/shane-westhoelter-aep-clu-lutcf-ltcp-58a9511a
#pathwayswithamberstitt #amberstitt #shanewesthoelter #naifae3 #legacyplanning #mentorship #insurancestories #financialservices #lifeinsurance #successionplanning #takeaction
📻 Thank you for tuning in to Pathways!
🔗 Connect with Amber on Social Media:
📲 Be sure to visit Amber's website:
🎬 And remember, let's take action today!!!
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