Today In 5 Minutes Or Less (TLDR):

• 🔒 How to Win in Today’s Independent Insurance Ma …

• Discovering the Hidden Triggers Behind Balance Anx …

• Around The Web 🌎

🔒 How to Win in Today’s Independent Insurance Market: The Mindset, Moves & Methods That Actually Work🔒

Dear Insurance Agent,

Let’s get real: Building wealth and legacy in insurance isn’t just about clever products or lightning-fast quotes. It’s about mindset, strategic reinvestment, and ruthless commitment to personal and business growth. Here’s a power-packed breakdown of what works today, all shared dude-to-dude—no sugarcoating, just high-octane, actionable lessons you can roll into your agency this week.

1. Delayed Gratification is Your Secret Weapon

• Put off the flashy stuff for now. The path to long-term wealth in this business is paved through smart, patient choices.

• Action Step: Calculate how much of your profit you can redeploy into lead generation and growth (instead of blowing it on lifestyle or relying solely on the stock market). Remember: Your agency is your greatest asset.

2. Double Down on Lead Investment

• Don’t wear “I only do referrals” as a badge. Buying leads can legitimately pour rocket fuel on your growth—if you treat them as a numbers game and consistently convert.

• Action Step: Set a weekly or monthly lead budget and run the ROI math. How many leads = how many conversions = how much residual income? Adjust and ramp up as you see proof.

3. Live Lean, Reinvest Relentlessly

• Build your agency from the ground up by keeping overhead low and reinvesting everything. Legacy and agency value compound faster when you resist unnecessary expenses.

• Action Step: Audit your expenses. What can you trim without killing momentum? Make “more in the agency, less in Uncle Sam’s pocket” your mantra.

4. Leverage Your Hustle—Then Scale with Help

• Hustle gets you started. Systems and support sustain you. When you reach burnout point (you will), hire help—start small and smart.

• Action Step: Look for ambitious, entry-level talent (high school honor students, part-time assistants), train and reward those who show real agency potential.

5. Relentless Service = Sticky Clients

• The only two places insurance is tangible: Service and claims. Make yourself legendary by always being present—answer those phones, follow up on claims, never let a client feel like a number.

• Action Step: Build a no-voicemail policy. Empower your team to pick up and resolve. Track and celebrate every client “rave.”

6. Your Mindset is Your Agency’s Ceiling

• Wealth is more about how you think and what you do with your energy than your starting line. Surround yourself with people and content that fuel abundance thinking—scarcity will keep you stuck.

• Action Step: Unfollow negative voices. Every day, ingest something from agents or entrepreneurs achieving what you want.

7. Consistency Crushes All

• Every breakthrough follows a break-in period. Expect slow results, refuse to watch the clock, and keep stacking actions. The magic comes after most people give up.

• Action Step: Pick ONE core growth activity—calls, leads, referrals, content—and commit to 90 days without stopping.

8. Embrace Tech and Modernize

• AI, lead systems, CRMs—they’re not optional anymore. If you want next-level growth, invest in technology before you’re forced to.

• Action Step: Evaluate your current tech stack. Identify one upgrade or automation you can implement this quarter.

9. Keep Your Inner Game Strong

• Managing your energy, mental health, and intentions is non-negotiable for staying in this for the long haul—and leading a team by example.

• Action Step: Develop a morning “power routine”—even 15 minutes of meditation, exercise, or reflection—to start your day at the top of your game.

10. Choose Your Inputs, Change Your Outcomes

• Who and what you surround yourself with determines your decisions. If you’re stuck, it’s time to elevate your environment.

• Action Step: Find a mastermind, mentorship, or peer group where thinking big is the norm, not the exception.

Bottom Line: Legacy isn’t won with shortcuts or comfort; it’s built with clarity, consistency, and courage. If you’re ready to be extraordinary, do what others won’t, for as long as it takes. Invest in your agency and yourself like you’d advise your best client to.

Now get after it—be legendary. We’re rooting for you.

Until next time, keep crushing it!

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

Discovering the Hidden Triggers Behind Balance Anxiety

Balance, we all crave it, and we all supposedly understand its importance. Yet, we find ourselves sprinting away from it at the slightest opportunity. Ever pondered why? Why does the very notion of balance sometimes feel like a trap rather than a sanctuary?

It's fascinating to think that our bodies might be rejecting balance because of deeply ingrained fight-or-flight responses. You might think it's an overstatement, but let's break it down. Imagine you've always associated balance with pain or loss. Maybe every time you attempted to achieve a balanced lifestyle, you lost income, or your drive took a nosedive. This negative experience sears itself into your memory, creating a connotation of balance as something detrimental.

So here’s the thing: the moment you think, "I need balance," your body could actually be internally screaming, "No way, that's dangerous!" It’s not being unreasonable; it’s recalling a time when balance meant losing precious time, energy, or even money. Your body isn’t trying to sabotage you. Instead, it's trying to keep you safe based on past experiences.

Ask yourself: what does balance really mean to you? If balance has always led to something negative or painful, your instincts may categorize it as something to be avoided. This fight-or-flight reaction kicks into high gear, telling you to steer clear to avoid perceived threats, even if they exist only in your mind.

Breaking free from this trap starts with reframing those past associations. Instead of viewing balance as a productivity killer or something that drains your bank account, start seeing it as essential fuel for your personal and professional life. If you can redefine balance, you’ll begin to dismantle those ingrained responses that prompt you to run in the opposite direction.

Maybe balance doesn't have to be stringent or all-consuming. It could be small adjustments here and there—a blend of passion and calm, hustle and relaxation. Balance, after all, isn't about a perfect 50-50 split. It’s about recognizing what you need at any given moment and allowing yourself the flexibility to shift gears without guilt or fear.

You don't need to be relentlessly driven all the time; sometimes, the best way to drive forward is by first taking a step back and regrouping. Balance shouldn't be the enemy; it should be the strategy that enables you to be sustainably productive, passionate, and yes, even profitable.

By altering how we perceive and approach balance, we can transform it from something that triggers our bodies’ alarms into a concept that supports our long-term goals and well-being.

Around The Web 🌎

Instagram 📸

How I onboard top talent by having them build their own book of business before joining my firm.

The YouTube 🎥

We had the pleasure of sitting down with the decision-making expert, Dr. Gleb Tsipursky!

Dr. Tsipursky has been working on helping leaders make better decisions. He noticed there was a gap in how people approach choices, especially when it comes to trusting their instincts. He wrote Never Go With Your Gut as a solution.

This Week On The Podcast 🎧

We put together a free book and checklist to grow your insurance agency 👉 Here