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What happens when you stop chasing status and start building a family mission? š„
In this episode of the Life Insurance Academy Podcast, Roger and Chris sit down with John & Jen Kennedy of Kennedy Wealth Strategiesāa husband-and-wife team from Chattanooga who've turned life insurance, Medicare, and annuities into a family business grounded in faith, service, and legacy.
You'll hear how John went from saying "no" to the industry for six years⦠to writing over $24K his first month, building a thriving Medicare vertical, and issuing over $5M in annuities from Jen's Medicare book aloneāall while raising three kids who are in the journey with them.
Along the way, the Kennedys share:
šÆ Why culture, mentorship, and aligned values matter more than high comp
š¬ How to get spouse buy-in (and why peace at home is a business strategy)
š¤ The shift from status to serviceāand how it changed everything
šø The simple, permission-based annuity question that opened the door to millions in production
š§ How to cross-sell life & annuities from Medicare appointments without feeling "salesy"
š Their red / yellow / green time strategy for protecting family time and building freedom
š„ What it means to fight for your business and with your spouse instead of against them
š Their "irreducible minimum goals" for annuity, life, and Medicare growth
If you've ever felt:
Torn between family and building your business
Stuck in a culture that doesn't fit your faith or values
Unsure how to expand past a single product or vertical ā¦this conversation will give you clarity, language, and a path forward.
They build with their kids beside them, pray with clients in the office, and model what it looks like to build a business that funds a life, not just a lifestyle.
š Subscribe to the Life Insurance Academy Podcast for more real conversations on sales, systems, culture, and building a life you're proud of.
š¬ Tell us in the comments: What resonated mostāspouse buy-in, culture over comp, or the permission-based annuity question?
š© If you're an agent looking for mentorship, community, and proven systems, reach out to our team to learn more about partnering with Life Insurance Academy.
By Life Insurance Academy4.8
139139 ratings
What happens when you stop chasing status and start building a family mission? š„
In this episode of the Life Insurance Academy Podcast, Roger and Chris sit down with John & Jen Kennedy of Kennedy Wealth Strategiesāa husband-and-wife team from Chattanooga who've turned life insurance, Medicare, and annuities into a family business grounded in faith, service, and legacy.
You'll hear how John went from saying "no" to the industry for six years⦠to writing over $24K his first month, building a thriving Medicare vertical, and issuing over $5M in annuities from Jen's Medicare book aloneāall while raising three kids who are in the journey with them.
Along the way, the Kennedys share:
šÆ Why culture, mentorship, and aligned values matter more than high comp
š¬ How to get spouse buy-in (and why peace at home is a business strategy)
š¤ The shift from status to serviceāand how it changed everything
šø The simple, permission-based annuity question that opened the door to millions in production
š§ How to cross-sell life & annuities from Medicare appointments without feeling "salesy"
š Their red / yellow / green time strategy for protecting family time and building freedom
š„ What it means to fight for your business and with your spouse instead of against them
š Their "irreducible minimum goals" for annuity, life, and Medicare growth
If you've ever felt:
Torn between family and building your business
Stuck in a culture that doesn't fit your faith or values
Unsure how to expand past a single product or vertical ā¦this conversation will give you clarity, language, and a path forward.
They build with their kids beside them, pray with clients in the office, and model what it looks like to build a business that funds a life, not just a lifestyle.
š Subscribe to the Life Insurance Academy Podcast for more real conversations on sales, systems, culture, and building a life you're proud of.
š¬ Tell us in the comments: What resonated mostāspouse buy-in, culture over comp, or the permission-based annuity question?
š© If you're an agent looking for mentorship, community, and proven systems, reach out to our team to learn more about partnering with Life Insurance Academy.

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