Meet Core Value Winner: Charlie Stoddard - May 2018

Meet Core Value Winner: Charlie Stoddard - May 2018

May 14, 2018

Every month, Schwartz Insurance Group selects a peer-nominated associate to receive a Core Value Award. The winner is chosen because they "lived" one of our agency's core values - typically an event or accomplishment above and beyond the call of duty in serving our customers. This month, Charlie Stoddard has "lived" our core value of "There's Only Opportunity."

Here's his story:

Sometimes obstacles are hurled in the way when an advisor tries to service a client, and things don't go so smoothly. It takes a professional attitude and plenty of persistence to get the problem solved. 

When a Medicare Part D policy failed to issue, the client was understandably upset. Charlie Stoddard went above and beyond to get the doctor's coverage to go through. The client was relieved - and thrilled with his advisor's "heroic" efforts. "There's Only Opportunity" when Charlie gets involved!   

Here, in his own words, is a little more information about Charlie: 

You've been a member of Team Schwartz for six years now. Have the challenges and rewards of being a Strategic Advisor changed for you over the years? If so, how?

Government intervention with healthcare reform has changed the entire market place. Navigating the sea of change has created many problems and opportunities. Maintaining an understanding of the reforms and using the deep knowledge that I have acquired to help people has created real challenges and rewards. I still enjoy not only selling to the needs of clients, but also helping them learn about and understand the products they are buying to fill their needs.

What adjective best describes you?


If you could go back in time and give your eighteen-year-old self a bit of advice, what would it be?

Buy Apple stock!

What's your favorite movie of all time?

"Young Frankenstein."

Do you have any hobbies or personal interests?

Reading, fishing and maintaining our pond and garden.

If you could vacation anywhere in the world (money being no object), where would you like to visit?

Definitely Tahiti!

Congratulations on your Core Value Award, Charlie - and thank you for doing such a great job for Schwartz Insurance Group. You are appreciated!