David A Sheaffer, CLU®, ChFC®, REBC®, RHU®, CASL®

Financial Advisor

Professional

Before Dave Sheaffer can speak intelligently about the products and services that might be appropriate for you and your family, Dave needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Dave.

Review the experiences and accomplishments of Dave Sheaffer.

After graduation from Miami University in 1974, Dave entered the life insurance business one week later.

Dave was the president of the Cincinnati Life Underwriters organization from 1986-87 and belongs to the Cincinnati Estate Planning Council.

In 1981, Dave received his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pa. In 1983, Dave earned his Chartered Financial Consultant (ChFC) designation followed by a Registered Employee Benefits Consultant (REBC) designation in 2000 and Registered Health Underwriter (RHU) designation in 2001.  He earned his Chartered Advisor for Senior Living (CASL) designation in 2015.

Associations and Memberships

 

  • Member of Cincinnati Estate Planning Council
  • Member of NAIFA (past president)

 

Years of Experience

Representing Northwestern Mutual since 1990.

Education

Degree Major Institution
Bachelor of Science Marketing Miami University, Ohio

Awards and Recognition

 

Million Dollar Round Table Life Member 1990

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1979-1980, 1982-1986

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 1987-1989, 1991-2006

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1977-1989, 1991-2001, 2004, 2007-2010

Award recognizing persistency and performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck