Sage Financial Associates
Administrative Registered Representative and Insurance Specialist
For 30 years Sara has worked in the financial services industry with focus in the area of insurance planning encompassing the full range of life, disability, long term care insurance solutions and fixed annuities. Sara is adept at both personal insurance planning needs, and business planning such as protecting buy-sell business agreements, and key person plans. She has provided consulting and guidance to financial professionals and to clients, and is a co-owner of Shipp Financial Services, an insurance brokerage general agency based in the Capital District of New York.
Sara also is fully licensed as an administrative registered representative and stands ready to assist with any administrative needs. She is a key part of the customer support team, assisting with setup of new accounts and applications, welcoming clients to the practice, and helping clients with account updates and questions.
Areas Of Expertise
Sara brings over 30 years experience in the areas of individual life, disability income protection and the various forms of long term care insurance plans, including the newer hybrid and linked products being offered today. She also has knowledge of fixed annuities and small business insurance solutions. Her experience includes helping to design coverage for a given circumstance, illustrating and comparing various company offerings, assisting with applications, and insurance coverage reviews.
Sara is a fully licensed representative for securities, and focuses on the administrative side of client services. Sara assists with implementing chosen investment solutions, along with other client transactions and needs, such as beneficiary and account updates, producing client
performance reports, setting up client portal access; and supporting banking, ACH and RMD requests, along with other client requests for information such as year end tax documents.
In addition to working with insurance plan design and product solutions, Sara brings significant experience as a brokerage general agent to the Sage Financial team having worked with dozens of insurance carriers over many years on the application and underwriting process. Sara is well versed in communications with underwriters, and works diligently to obtain the most favorable offers with regard to medical, travel and avocation risk factors, and the best insurance outcomes for our clients.