3 posts found
06/18/2021 · 5 min read
Insure your insurance agency's tomorrow by allocating at least 10% of monthly budget and five weekly hours to building (technology, marketing infrastructure, producer development) instead of just running. The agencies that hit $3M to $10M did this for three years in a row. Compounding does the rest.
06/26/2020 · 6 min read
Elite retirement and life planning is diagnostic, not transactional. Address decumulation risk (sequence of returns, longevity, healthcare), use life insurance as a planning tool not a standalone product, and serve clients across multi-decade life stages. Top 1% production follows.
09/20/2019 · 7 min read
Fractional CFO Courtney Epps says agency owners overpay by treating taxes annually, missing the S-Corp election (worth $10K to $30K a year over $80K income), and mixing personal with business finances. Hire a fractional CFO at $1,500 to $5,000 monthly and track CAC, retention, owner comp, and cash reserves.