In this episode, we’re diving deep into the financial side of insurance sales with an honest and practical discussion about managing your money effectively. Our co-hosts are equipped with laptops for this one, ready to give you golden insights to keep your business thriving! Zach shares his proven strategies for tracking your numbers, avoiding common financial pitfalls, and making the most of your earnings as an insurance agent.

We cover:

• Essential steps for new agents to set a solid financial foundation

• How to calculate your “number” – the minimum income you need to sustain your life and career

• Tips for managing commissions, handling chargebacks, and avoiding common money mistakes that can stall your business

• Real-life advice on preparing for growth, staying consistent, and building a stable, profitable career

If you’re serious about building a sustainable insurance business, this episode is a must-listen! Get your notepad ready because these financial strategies can make or break your success in the industry.

👉 Get on the waitlist for our next Telesales BootCamp here!

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Take advantage of the chance to upskill, and please like, share, and subscribe if you find value in what we're sharing. Let’s work together to create a successful insurance business, one strategic step at a time!