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Steve Purdy: Insurance, Investments for Charlottesville, Va.

Steve Purdy

Health insurance, to IRAs. Equine risks, to long term care: a few of the insurance and financial tools Virginia families and business owners need to build and protect wealth.

Steve Purdy founded Innovative Insurance Solutions to help clients achieve long-term goals and stability through comprehensive insurance and financial services. Steve enjoys water and snow sports and lives in Charlottesville, Va. with his wife and four children.

  • Licensed insurance broker
  • Independent securities broker
  • CLTC (Certified Long Term Care)
  • ChFC® (Chartered Financial Consultant)
  • CLU® (Chartered Life Underwriter)
  • Certified AFIS (Agribusiness, Farm Insurance Specialist)
  • Million Dollar Round Table (MDRT), Lifetime member, Honor Roll

MDRT members represent the top 1% of financial and insurance industry professionals. Honor Roll designees qualify for MDRT membership for minimum 15 years.

Insurance and Investments, a Family Business

Check the background of this Investment Professional;
http://brokercheck.finra.org/Individual/Summary/2904224

Purdy Family Steve Purdy, his father and brothers represent 100 combined years of insurance and financial experience. Together, they represent multiple generations of families.

Steve Purdy holds an MBA from Rensselaer Polytechnic Institute and has more than 30 years experience in the insurance and financial industries.

Focuses on estate planning, agribusiness and green business. Personal and business coverage.


  • Education
  • Certifications
  • Licenses
  • Memberships
Steve Purdy holds a bachelor’s degree in Management Engineering and an M.B.A., both from Rensselaer Polytechnic Institute.
CLTC Certified Long Term Care (CLTC)
Rigorous multidisciplinary course; recognized by state regulators as providing advanced training necessary to the appropriate sale of long term care insurance.
CHFC Chartered Financial Consultant (ChFC®)
Highest standard in financial planning: designees complete coursework, meet experience requirements, ethics standards and agree to comply with The American College Code of Ethics and Procedures.
CLU Chartered Life Underwriter (CLU®)
Respected designation of insurance expertise: designees complete coursework, meet experience requirements, ethics standards and agree to comply with The American College Code of Ethics and Procedures.
AFIS Certified Agribusiness, Farm Insurance Specialist (AFIS)
Three-year accreditation program requires regular attendance at continuing education seminars and Agribusiness Conference.
Insurance Broker: Long Term Care, Life, Health, Property and Casualty
Independent Securities Broker

Albemarle County Life Underwriters
American Association of Long Term Care Insurance
Association of Health Insurance Advisors
Million Dollar Round Table, Lifetime Member
National Association of Insurance and Financial Advisors
Society of Financial Service Professionals

MDRT Million Dollar Roundtable, Lifetime member, Honor Roll
MDRT members represent the top 1% of financial and insurance industry professionals. Honor Roll designees qualify for MDRT membership for minimum 15 years.

“[MDRT] is an international, independent association of more than 31,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals … MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.” More about MDRT

 

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