Halen Stamper

Halen Stamper

Career Representative

I’ve been in the Financial Services Industry for a few months.

I love being able to help people with one of their most important aspects of life, their finances. Whether I help a family with a life insurance policy that pays out and helps that family or work with someone to maximize their retirement accounts. I truly love what I do.

I grew up in a large and very close knit family, and now have one of my own. I have a beautiful little girl named Everleigh who is my world. Outside of work, I am an avid hunter. I also love to fish, golf, work on water crafts and vehicles, and love lake days.

I am a Campbellsville University graduate. I majored in marketing and received my Masters in management. I played golf for the university and was an academic All-American. I also scored in the top 10% in the nation on Peregrine’s national business exam. 

Needs Analysis

The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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