Krystalynn M. Schlegel
CLU | ChFC | CLTC | AEP
About
Krystalynn specializes in working with business owners and families in their quest to retain and pass wealth efficiently. She enjoys educating her clients and providing them with the tools they need to make informed decisions regarding life, disability, and long-term care insurance products.
Krystalynn graduated from UC Berkeley in 2001 and entered the life insurance industry in 2003 with John Hancock. In 2007, she joined MG Schlegel & Associates as an independent insurance advisor. She holds the Certified in Long Term Care (CLTC), Chartered Life
Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP®) designations. Krystalynn is Past President of the Marin NAIFA Chapter and the Marin County Estate Planning Council. She is a member of Finseca and Forum 400. She currently resides in Montana, working with clients remotely in over 20 states.