Make the Most of Your Life & Business by Beginning with the End in Mind.

• Many people focus on short-term survival or success, but true fulfillment comes from aiming for significance and legacy in both life and business.
• Creating a 20-year vision helps clarify what truly matters, encouraging you to focus on two or three big-picture goals rather than getting lost in details.
• Identifying the top three things you want to achieve in your personal and professional life can guide your decisions and keep you aligned with your long-term purpose.
• A legacy mindset shifts your perspective, making everyday distractions less important and helping you prioritize relationships, service, and meaningful contributions.
• Tools like the Legacy Vision Matrix can help you articulate and pursue your legacy goals, ensuring your impact endures for your family, community, and business.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Increase the Lifetime Value of Your Customers by Conducting Multiline Insurance Reviews Focused on Their Goals and Dreams.

• Multilining significantly increases both customer retention and the lifetime value of each client in an insurance agency.

• Adding more lines of business, like life or disability insurance, is most effective when built on trust and genuine relationships, not just sales tactics.

• The true benefit of multilining comes from understanding and supporting clients' goals and dreams, not just selling more products.

• Agencies should position themselves as insurance coaches who look out for clients' best interests, rather than just product providers.

• Consistently investing time in clients leads to stable, repeat income and long-term business growth.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Multiply your impact, income, and possibilities by expanding your vision of how you see yourself and your identity as a professional.

• Expanding your vision beyond your current achievements is essential for continued growth as an insurance agency owner.

• Your self-identity acts as a financial thermostat, influencing both your willingness to pursue greater opportunities and your comfort with higher levels of success.

• Evolving from agent to agency owner, then to entrepreneur, and finally to a person focused on impact and legacy, unlocks new levels of business and personal fulfillment.

• The broader your self-concept, the more you can positively impact others, create lasting businesses, and contribute to your community and legacy.

​• Regularly revisiting and upgrading your identity leads to ongoing growth, greater confidence, and the ability to set and achieve more expansive goals.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Choose your level of impact, wealth, & clientele by deciding what level of professionalism you will deliver.

• There are three types of agencies, with the most effective being those that help clients identify and achieve their goals and dreams.

• Customers and team members prefer agencies that offer comprehensive, personalized service over those that provide only basic asset protection.

• Agencies focused solely on asset protection are at risk of being replaced by technology and larger competitors.

• Engaging clients in conversations about their goals leads to stronger relationships and greater loyalty.

• The way an agency positions and presents itself is key to attracting top producers and achieving long-term success.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Stop wasting money on help you don't need and hire the people who will create greater free time for you & results for your business.

• Focus your time on the three activities that have the highest impact and generate the most income for your business.

• Make a list of tasks you dislike or aren’t good at, and work to delegate them so you can concentrate on what you do best.

• Review your current team’s responsibilities and ensure everyone is clear on their top three priorities.

• For tasks that haven’t been assigned, consider offering incentives or bonuses to encourage your team to take them on.

• Use your list of unassigned or disliked tasks to guide your next hire or contractor, freeing yourself from low-value work.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Simplify Your Staffing, Hiring, Onboarding, Compensation, Training & Firing by Running Your Agency with 3 Primary Roles

• Staffing the agency with the right experts in each role optimizes profit and creates a more automatic agency.
• Different sales require different experts, so it is important to avoid mismatching roles.
• Retention experts maintain & service the book of business, reduce lapses, and set appointments for multiline experts.
• P&C Acquisition & Growth Experts GENERATE business for the agency with networking, marketing, & calling activity.
• Multiline experts focus on selling additional products and ensuring the best coverage for clients.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Change your business, life, freedom, & future by making & honoring 1 simple decision.

• The 3-Day Weekend Decision encourages professionals to restructure their workweek, aiming for more productivity in fewer days and enjoying a consistent three-day weekend.

• By prioritizing high-impact tasks and eliminating unnecessary work, individuals can achieve better work-life balance and increased job satisfaction.

• The approach challenges traditional work norms, advocating for smarter—not harder—work strategies that lead to more free time and less burnout.

• Implementing the 3-Day Weekend Decision requires intentional planning, clear boundaries, and a focus on results rather than hours spent at work.

• Embracing this decision can lead to greater personal freedom, improved mental health, and the opportunity to pursue passions outside of work.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Go beyond merely selling… or selling competently… and learn how to connect with your prospects in their preferred way of learning, interacting, and buying.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Make Each Team Member Profitable by Rewarding them for Retaining Your Renewal Book

• Pay base salaries based on the amount of business each team member services / renews to create fair compensation, high employee retention rates, and long-term profitability.
• Offer draws or advances against bonuses to attract talented individuals hesitant to work for commission-only. 
• Evaluate each employee's profitability and their contribution to the agency's revenue.
• Confirm that employees with base salaries generate enough renewals to make the agency & the owner a profit.
• Paying a base salary to a P&C Rainmaker who only focuses on business acquisition (and does no service or retention work) can result in financial losses for the agency.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Save $25k to $50k or More in Staffing Expenses

This Year & Every Year by Having

the Right Number of Team Members

at the Right Base Salary Amount

• Staffing the agency profitably and prioritizing the renewal agency, focusing on PNC renewals, is crucial.
• Determining the right number of team members can be challenging and often relies on inadequate information.
• Analyzing income statements separately for renewal and first-year sales agencies is recommended to ensure profitability.
• Overstaffing can be costly, while proper staffing can lead to significant savings and financial growth.
• Paying base salaries helps incentivize employees to generate renewal sales, which are crucial for stability and success.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session