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Let's talk about Financial Literacy. | How to Sell Insurance

Author
Ryan Federico, Ashton DeLangoLunday, and Grant Leber
Published
Sat 29 Mar 2025
Episode Link
https://podcasters.spotify.com/pod/show/howtosellinsurance/episodes/Lets-talk-about-Financial-Literacy---How-to-Sell-Insurance-e30r0jj

Let's talk about something many agents struggle with but don't talk about — financial struggle. Maybe you're still struggling financially but not necessarily because you're bad at selling, but because you don’t know how to manage your income.

In this episode, we break down exactly how to stop living paycheck to paycheck, structure your finances like a real business, and build long-term wealth in the industry.


⏳ Timestamps:

00:00 - Intro: Why most agents struggle financially

03:12 - The biggest money mistake agents make

07:45 - Treating commissions like business revenue

12:30 - The 3-account system for managing income

18:10 - How much to reinvest vs. pay yourself

22:45 - The difference between top earners and struggling agents

28:30 - Smart ways to spend your commissions

35:00 - The secret to building long-term financial stability


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LINKS

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Irregular Income Budgeting PDF

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