The value of an

Insurance Agent

I offer both virtual and in-person meetings. As a financial strategist, I help families and business owners structure maximized financial benefits.

The value of an Insurance Agent

About Me 30 Years of industry experience Schedule Consultation

Sean Ruehl is the owner of Triangle Financial Strategies, which he founded in 2018 with his wife. With a career in the financial services industry spanning over three decades, Sean brings a wealth of experience and a deep knowledge of financial strategies to his clients. Sean has been a CFP and insurance licensed for over 20 years and is passionate about relating to people and helping them understand how to protect themselves, their family members, and their financial assets. ​

The value of an insurance agent lies in several key areas:

Sean Ruehl

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What is a National Producer Number (NPN)?

The National Producer Number is a unique NAIC identifier assigned through the licensing application process. NPNs are assigned to all individuals and most business entities on the PDB (Producer Database).

Producer Database (PDB)

The Producer Database (PDB) is a central repository of producer licensing information updated on a timely basis by participating state insurance departments. Currently, the PDB includes information from all 50 states, as well as the District of Columbia, Guam, Puerto Rico and Virgin Islands.

USA Verification Partner: www.nipr.com

The License & Producer Verification feature is specifically designed to operate within countries and jurisdictions where it is legally permissible and where active partnerships with relevant organizations are in place. This ensures that the service is provided accurately and responsibly, relying on the support and collaboration of local entities that are authorized to verify and provide such information. As such, availability of this feature is contingent upon our ability to establish and maintain these critical partnerships, which play a crucial role in facilitating the verification process and ensuring the feature's efficacy and compliance with local regulations.


Principal

CFP®

Phone: (919) 228-9665

Expert Knowledge: Insurance agents possess specialized knowledge about insurance policies, terms, and industry trends. They can explain complex terms and conditions in simple language, helping clients to understand what they are purchasing.

Personalized Service: Agents provide personalized service by understanding their clients' unique needs. They can recommend tailored insurance solutions that fit the specific requirements of each individual or business.

Risk Assessment: Insurance agents are skilled in assessing risks and advising on the most suitable types of coverage to mitigate those risks. This can include identifying potential areas of financial vulnerability and suggesting appropriate insurance products.

Market Access and Options: Agents often have access to a wider range of insurance products and companies than the average consumer. This access enables them to offer more options and find competitive rates.

Long-term Relationship and Trust: Over time, insurance agents often develop long-term relationships with their clients, gaining a deep understanding of their evolving insurance needs. This relationship can be beneficial for providing ongoing and relevant insurance guidance.

Profile summary

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Licensed in the states of: Florida, Georgia, Michigan, North Carolina, Ohio, South Carolina, Tennessee, Texas

Types of insurance offered: Life

Languages spoken: English

The value of an insurance agent lies in their unique blend of expertise, personalization, and advocacy. In the often complex and ever-changing world of insurance, an agent acts as a crucial navigator, guiding clients through a sea of policies to find the perfect fit for their individual needs. They demystify insurance jargon and clarify the fine print, ensuring that clients make informed decisions. Beyond merely facilitating the purchase of policies, insurance agents are long-term partners. They are there to assist during life's unexpected turns, from managing claims to adjusting coverage as life evolves. This personalized approach fosters a relationship based on trust and understanding, turning the often-impersonal process of insurance selection into a tailored and reassuring experience. In essence, an insurance agent is not just a provider, but a protector of clients' interests and a cornerstone in their financial security.

Office Location & Hours

Triangle Financial Strategies

Triangle Financial Strategies

 114 Torrey Heights Lane Durham, NC 27703
  • Mon
    9:00 AM - 5:00 PM
  • Tue
    9:00 AM - 5:00 PM
  • Wed
    9:00 AM - 5:00 PM
  • Thu
    9:00 AM - 5:00 PM
  • Fri
    9:00 AM - 5:00 PM
  • Sat
    CLOSED
  • Sun
    CLOSED

Office hours may vary on holidays.

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