Shannon Shupp

Shannon Shupp - CLTC, ChFC®, LUTCF, CFP®

Financial Services Representative

Phone: (717) 724-4306
Fax: (717) 737-1354
E-mail:
  • Registered Representative of MetLife Securities, Inc.
  • Deliver The Promise Specialist: A specially trained professional who assists families and addresses many of the issues associated with the loss of a loved one.
 

 

PennWood Financial Group

An office of MetLife®
 
Shannon R.Shupp, CFP®, ChFC, CLTC, LUTCF
Financial Planner
Financial Services Representative
Investment Adviser Representative
101 Erford Road, Suite 200
Camp Hill, PA 17011
Business Phone: (717) 724-4306
Business Fax:     (717) 737-1354   

 

BUSINESS PHILOSOPHY
As a Financial Planner with MetLife, my goal is to provide individuals and business owners with the comprehensive financial assessment needed to organize the pieces of their financial picture. I pride myself on providing exceptional counseling services by incorporating both a broad spectrum of education and focus on financial planning. As a result, the majority of my business has been built upon the referrals of satisfied clients.
 
QUALIFICATIONS
• Served in several management positions assisting in the career development of other financial advisors
   Extensive knowledge in the area of wealth accumulation and estate preservation
   Perennial Leader’s Conference Qualifier
   CERTIFIED FINANCAL PLANNER™ professional
   Chartered Financial Consultant
   Obtained LUTCF (Life Underwriter Training Council Fellowship) and CLTC (Certified Long-Term Care) designations
   Licensed to sell Life & Health Insurance, Long-Term Care Insurance, Annuities and registered to offer Mutual Funds in MD & PA
   Registered Representative of MetLife since 1995
 
PERSONAL
   Degree from York College in Criminal Law
   PA Resident since 1992
   Enjoys golf, water and snow skiing
 
PRODUCTS & SERVICES
   Financial Planning
   Estate Conservation Strategies
   Charitable Giving Strategies
   Business Planning Services
   Buy/Sell Agreement Funding
   Retirement Plan Implementation
   Executive Bonus Plans
   Key Person Insurance
   Pension Payout Alternatives
   IRA Consolidation/401(k) Rollovers
• Mutual Funds
   Tax Sheltered Annuities, 403(b) Plans
   Fixed and Variable Annuities
   Education Funding Strategies
   Long-Term Care Insurance
   Mortgage Protection (through life insurance and disability income insurance)
   Term Life Insurance
   Universal Life Insurance
   Variable Universal Life Insurance
   Whole Life Insurance
   Disability Income Insurance
 
BANK PRODUCTS
   Certificates of Deposits (CD)
   Money Market Accounts