From “setback” to “set up.” 💥 In this episode of the Life Insurance Academy Podcast, Roger Short sits down with Marcus Simon, Founder of Simon Legacy Financial, to unpack how losing 90% of his income and team in 2022 became the turning point that launched a fast-growing, multi-vertical insurance agency (Life, Health/Medicare & Retirement). Marcus shares transparent lessons on rebuilding, leadership, and why sustainability + time freedom now drive every decision.

If you’ve been knocked down—or you’re ready to level up—this conversation will give you a blueprint for the next chapter.

Key Takeaways

• Control what you can control: Own the vehicle, own the future.

• Relationships compound: Mentors and partners create sustainable growth.

• Fail forward: Two failed exams → first $10K month → thriving agency.

• Lead with mission: “It’s not because people will die—it’s because the people you love will live.”

• Systems > hype: Repeatable processes across Life, Health/Medicare, and Retirement unlock time freedom.

Connect with Marcus / Simon Legacy Financial

• Website (consults, careers): SimonLegacyFinancial.com

• Facebook: Marcus Simon

• Instagram: @MrWealthyVibes_

Work With Life Insurance Academy

• Coaching, courses, and bootcamps: LifeInsuranceAcademy.org

• Subscribe for weekly episodes & tactics: @LifeInsuranceAcademy