Shield Legacy Group
Before delving into the life insurance industry, Jose enjoyed a thriving career as a chef, earning a James Beard nomination for his culinary prowess during his decade-long tenure. Additionally, he found success as a Grammy-nominated producer and engineer in 2008, boasting two platinum plaques. His unwavering work ethic and determination, which garnered him such accolades, have seamlessly transitioned into his thriving venture in the life insurance industry.
Despite his initial lack of insurance sales experience, Jose has built his business on the foundations of leadership, training, and personal growth. Serving as a mentor to numerous agents, he guides them toward their own triumphs while achieving remarkable sales milestones, issuing over $1 million in business within his first two years.
Throughout his tenure as an agent, Jose has consistently placed the needs and well-being of his clients at the forefront. His genuine and compassionate approach has solidified his reputation as a trustworthy and dependable agent. Furthermore, he has nurtured a team of agents who share his vision of success.
In 2023, Jose founded Shield Legacy Group, a nationwide provider of life, health, and retirement services, poised to make a significant impact in the industry and become a household name.
Shield Legacy Group
Nancy Astorga Fuller, a dynamic insurance professional with over a decade of expertise specializing in Life insurance and Mortgage protection. Beyond her mastery in these areas, Nancy boasts a robust background in Health, Medicare, and Property & Casualty insurance, making her a versatile and trusted advisor for clients seeking comprehensive coverage and financial security.
Fluent in both Spanish and English, Nancy brings a multicultural edge to her work, enhancing her ability to connect with a diverse clientele. Her passion for delivering exceptional customer service, cultivating enduring relationships, and deploying innovative sales and marketing strategies sets her apart as a true industry trailblazer.
With a keen eye for detail and a knack for project management, Nancy excels in streamlining processes and ensuring top-tier service delivery. As a valuable addition to Shield Legacy Group, Nancy is poised to revolutionize the realm of Life insurance and Mortgage protection, offering clients not just peace of mind, but a pathway to financial stability and prosperity.
Shield Legacy Group
James Shaffer, journey to financial mastery started at the University of Rhode Island, earning his Bachelor's in Business Administration, paired with a sharp focus on Finance. Fresh off graduation,
James's thirst for knowledge drove him to swiftly secure his Life, Accident, and Health Insurance license, along with his Series 6 and 63 licenses. Armed with expertise,
James entered the financial arena as an advisor, steering clients through the complex maze of protection and investment planning. His skills only sharpened as he offered financial guidance at a leading national bank, and during his tenure at a renowned life insurance company, he fine-tuned his arsenal in product knowledge and case strategy. The corporate world couldn't contain his entrepreneurial spirit -James embarked on a solo quest, swiftly cultivating a robust clientele. His relentless pursuit of excellence gave birth to Significant Life Group. Siglifegrp.com
James's enduring creed: Empower our clients and agents to forge a path of significance, elevating every aspect of their lives.