Million Dollar Milestone: Insurance Agent's 18-month journey to One Million Dollars! | Ep. 173

In this inspiring episode of the Built Simple Podcast, host Adam Brsan sits down with Cesar Rodriguez, a veteran of the Final Expense insurance industry who’s now crushing it with over $600,000 in monthly sales at Senior Life. Cesar shares his journey from a high-flying Wall Street stockbroker to a journeyman agent navigating the challenges of the broker world, where he faced chargebacks, disloyal agents, and the chaos of managing multiple carriers. After years of hopping between companies, Cesar found his home at Senior Life, where simplicity, robust systems, and a focus on serving clients transformed his career.

Discover how Cesar leveraged Senior Life’s streamlined system to scale his agency from $200,000 to $655,000 in just four months, using a disciplined free lead program and a culture of accountability. He opens up about the pitfalls of the broker model, the power of focusing on one carrier, and the leadership principles—transparency, integrity, and loyalty—that drive his success. With a goal to hit $1 million in deposits in under two years, Cesar’s story is a testament to hard work, resilience, and staying focused amidst industry noise. Whether you’re an aspiring agent, a seasoned producer, or simply curious about building a thriving business, this episode is packed with actionable insights on leadership, simplifying your approach, and achieving life-changing results in the Final Expense industry. Tune in to hear Cesar’s strategies, his vision for building leaders, and why he’s all-in with Senior Life.