Our Team Leaders

Pat Shultz | SVP of Benefits

Current Responsibilities:

As a Senior Vice President I am responsible for coordinating and implementing comprehensive benefits packages for individuals and businesses.

Products and Services:

• Business:
  • Key person Insurance
  • Buy/Sell Funding:
    • Life Insurance
    • Disability Insurance
  • Group Benefits:
    • Medical
    • Dental
    • Vision
    • Disability
    • Long Term Care
• Individual:
  • Life Insurance
  • Disability Insurance
  • Medical Insurance
  • Long Term Care Insurance
  • Critical Illness Insurance
  • Retirement Planning

Experience:

I began my insurance career in 1974 with Financial Planning Clinic doing insurance and financial planning for individuals and businesses through their professional associations such as the Snohomish County Dental Society, King County Physicians Association, Washington Dental Hygienist Association, and the Washington Dental Lab Association.

Education:

• Graduated from the University of Washington with a Bachelor’s Degree in Business Administration
• Completed the Councilor Selling Course
• Certificate of Achievement from SAFECO Financial Professional School Programs:
  • August 21, 2002
  • October 4, 2002
  • November 6, 2002
• Certificate of completion to assist Wartime Veterans, their spouses, or their surviving spouses in the pursuit of the Veterans Aid and Attendance benefit
• Certificate of Completion North American Company Fixed Annuity Certified Agent 

Affiliations:

• RIMS - Washington State 
• WRA - Washington Restaurant Association

Personal: 

I grew up in Seattle in the Green Lake area and other than my time in the US Navy and traveling, I have spent my entire life in this area. I am married and have four wonderful adult children and five grandchildren. I am an avid skier, love golf, hiking, bicycling, and photography.