Chef. Professor. Wealth Strategist. How CC Anthony Serves Legacy with Personality & Precision

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In this powerhouse episode of The Modern Insurance Agent Podcast, we sit down with CC Anthony who has one of the wildest résumés in the game - from Michelin-star kitchens to university classrooms to now advising high-earning professionals on how to build wealth with clarity and legacy+. If you’re an insurance agent, high-income professional, or entrepreneur looking to build legacy wealth with confidence, this one’s for you.

What You’ll Learn in This Episode:

• How CC uses real-world experience to simplify complex financial strategies
• The power of annuities, life insurance, and long-term care planning in retirement
• Why high-income earners NEED custom financial plans (and what most miss)
• How to use AI + systems to scale outreach and deepen client relationships
• The referral strategy behind CC’s booming business and why CPAs and estate attorneys are her best friends

Whether you're planning for retirement, building your book of business, or wondering if a cash value policy makes sense for you, CC brings real talk and smart strategies that can move your money in the right direction without the shame, confusion, or overwhelm. 

Who Should Listen:

• Independent insurance agents
• Financial advisors & wealth managers
• High-income earners looking for retirement planning strategies
• Women in business building a financial legacy
• Anyone curious about turning a side hustle into a seven-figure service business

Connect with Us:

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