Umbrella Insurance – A chat with Shannon Stiles

Umbrella Insurance - A chat with Shannon Stiles

Umbrella Insurance – A chat with Shannon Stiles

What is the Money Date? A weekly time to check in. 3 things we review and update: 
1. Spending
 2. Earning
 3. Savings

For this week’s Money Date, we’ll talk to Shannon Stiles, an insurance agent. Anna and Shannon talk about insurance policies with an emphasis on Umbrella Insurance.

About Shannon Stiles
As an undergraduate, Shannon went to get a degree in education because she loved to teach. But life quickly demanded money, so she had to quit school and go directly into the workforce. When she was 40, she went back to college to pursue a degree in human resources management because she wanted to protect others. It was during this time that she was introduced to the insurance industry. After only a few weeks of having her license, she realized that she had found her dream job educating and protecting others. As of April 1, Shannon opened her own agency and gets to educate and protect others on a daily basis.

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

Get Started with Anna

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