In this episode, I’m joined by guest Deanna Privette, a life insurance agent and financial coach who shares the unexpected insights she gained from pursuing a $100,000 target premium in a single month. Deanna and I dive deep into the lessons she learned along the way, including the importance of balancing ambition with personal values and why she ultimately realized that hitting a high revenue goal wasn’t aligned with her true purpose. We explore how to set goals that honor the life you actually want while staying true to the people and values that matter most.
Key Quotes
- "Started out chasing a dream life. Turns out I was already living it."
- "Are you trying to build something you don’t want at the cost of what you already love?"
Meet Deanna Privette
Deanna is a dedicated life insurance agent/financial coach who specializes in tax-free retirement strategies through cash value life insurance. With a holistic approach, Deanna always puts clients first, focusing on their immediate needs and long-term security. As a lifelong partner in their financial journey, Deanna is committed to providing personalized solutions that ensure financial stability both now and in the future. In addition to helping clients, she has a passion for teaching other agents how to provide the same level of expertise and care, empowering them to build long-term relationships with their clients.
Deanna's Challenge: A $100,000 Goal
When Deanna set out to write $100,000 in target premium for August, it was no small feat—her best month previously had been around $50,000. She took on this ambitious challenge to create momentum, build new systems, and inspire other agents with what was possible.
The Journey: Overcoming Obstacles and Realizations
In the beginning, everything seemed to be going well, but as the month progressed, Deanna started to feel the strain. She quickly realized that the pursuit of this goal was taking her away from the things she truly valued—time with family, thorough client connections, and quality over quantity. By pushing herself to such a high target, she risked losing some of what made her life meaningful in the first place.
Lessons Learned
Journaling and self-reflection helped Deanna see that she was already living a dream life. While financial success is important, she discovered it’s not worth sacrificing personal values or relationships. This journey taught her to evaluate goals and achievements through a lens of what truly matters.
Balancing Goals and Personal Values
As Deanna pursued this ambitious goal, she found that her true joy came from building meaningful connections and spending quality time with loved ones—not just hitting numbers. She came to appreciate that sometimes we chase big goals without fully realizing that we may already have what we’re looking for.
Advice for Aspiring Achievers
For those who feel they need big financial milestones to gain credibility or attract followers, Deanna recommends going for it—but with intention. Take on a challenging goal to see if it aligns with what you truly want. Whether or not you reach it, the journey will provide clarity and direction for what genuinely fulfills you.
The Importance of Family and Friends
At the end of the day, Deanna highlights that family and close relationships are her true measure of success. The experience reminded her to stay grounded and recognize the value of the life she has, even while striving for growth.
Final Thoughts
Deanna’s journey is a powerful reminder that success isn’t only about revenue—it’s about building a life that feels authentic and aligned with your values. I encourage listeners to reflect on their own goals and ask themselves if they’re building something they genuinely want or just chasing numbers.
Resources Mentioned
- Book Your Complimentary Call with Deanna here
- Follow Deanna on Instagram: https://www.instagram.com/deanna.privette
- Follow Deanna on TikTok: https://www.tiktok.com/@deanna.privette
- Follow Deanna on Facebook: https://www.facebook.com/deanna.c.privette/
- My Website: Rocky Garza
- Register for My Upcoming Virtual Event: rockygarza.com/beyondsuccess
Key Time Stamps
00:00 Introduction to the Rocky Garza Show
00:20 Meet Deanna: Life Insurance Agent and Financial Coach
02:25 Deanna's Challenge: Writing $100,000 in Target Premium
04:10 The Journey: Overcoming Obstacles and Realizations
06:53 Reflecting on Success and Lessons Learned
08:27 The Importance of Repeatable Systems in Business
10:02 Balancing Goals and Personal Values
14:34 The True Cost of Achieving Financial Goals
15:09 Realizing the True Goal
16:38 The Impact of Public Goals
17:39 Reflecting on Personal Values
18:36 Balancing Ambition and Contentment
22:32 Advice for Aspiring Achievers
27:30 The Importance of Family and Friends
29:54 Conclusion and Final Thoughts
To join Rocky for his next free virtual event, go to https://rockygarza.com/beyondsuccess
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