Secure Your Future
with Smart Insurance & Financial Planning
Smart, customized solutions
designed for lasting peace of mind.
You buy insurance because you love someone or you owe someone
Protecting your financial future requires more than just a one-size-fits- all approach—it demands strategic planning tailored to your unique needs.
Our comprehensive insurance and financial planning services help you safeguard your assets, maximize retirement income, and ensure long-term financial stability.
Insight-driven strategic planning with a holistic approach to your unique circumstances.
Insurance Insights is built on the belief that knowledge is power, Our leadership informs & advises clients on wealth transfer, tax reduction, long term care, business owner services, estate planning and has become a specialist in life settlements.
With over 28 years experience in life insurance and estate planning, we take a holistic approach to every person’s unique circumstances and goals. When you working with us, suggestions and plan formulations are highly individualized.
28 Year of Experience
Serving Clients Unique Planning Needs
Todd Shelbaugh
Founder, Insurance Insights
Tailored Approach to Who You Are and What’s Important to You
Specializing in Smart, Customized Solutions Designed for Lasting Peace of Mind
Our comprehensive insurance and financial planning services
help individuals, families, and business owners safeguard their assets, maximize retirement income, and ensure long-term financial stability.
Families
Whether you’re a young family or seasoned empty nesters, life insurance is an essential component to any family plan.
Professionals
Often overlooked, Disability Income Insurance is protects your most valuable asset: your ability to earn a living.
Business Owners
Business Life Insurance, as a succession strategy, protects your partners, employees, and the entity itself.
Retirees
Retirees can use annuities to create a “personal pension” to trade a lump sum of cash for a guaranteed stream of income.
