Norm Shapiro believes the key to his success as an insurance agent, and therefore his clients’ financial success in retirement, is how closely he listens to his clients’ goals and dreams. By listening intently, combined with his industry experience, he builds financial strategies with insurance products to help meet clients’ needs, including generating income clients can never outlive.
Norm knew at an early age the financial industry was the path he wanted to take. His grandfather told him stories of being a once-thriving small business owner who lost all of his money in the stock market crash of 1929. Norm wanted to get into a business where he could help others have confidence in their financial matters.
Norm became a licensed insurance agent in 2005. He has since established a successful career specializing in helping individuals use insurance products to work toward a financially independent retirement. Today, as the president of Blue Waters Financial Group, Norm is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Norm earned his bachelor’s degree from Brooklyn College in Brooklyn, New York. He holds life and health insurance licenses in Alabama, Georgia, North Carolina, South Carolina, Ohio, Nevada and Massachusetts.
Recognized for his industry knowledge, Norm has been featured on TV and radio shows. He has appeared on NBC’s “Charlotte Today” show and also been involved with several radio shows, including “The Retirement Protection Specialists,” which previously aired on 610AM “The Fan” and 1110AM WBT.
Norm lives in Charlotte. He and Dorothy, his wife and business partner, are the proud parents of two children and grandparents of four grandchildren. Away from the office, Norm enjoys bowling, softball, attending Charlotte Hornets and Carolina Panthers games (both of which he is a big fan), and spending time with his family.
LICENSES & ACCREDITATIONS
- Life/Health/Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Income Protection
- Wealth Management
- Tax Planning