In this powerful episode of The Modern Insurance Agent Podcast, we sit down with the unstoppable Lori Stai a serial entrepreneur, licensed fiduciary, and financial strategist who went from surviving homelessness as a teen to becoming a trusted advisor for families across the U.S.
With over 40 years of entrepreneurial grit, Lori has built nearly 20 businesses, raised a family against the odds, and now helps clients secure their retirement with confidence without market losses or cookie-cutter advice.
We dive deep into:
- How Lori turned adversity into unstoppable drive
- The truth about annuities and retirement gaps (and why most advisors miss them)
- What it really means to be a fiduciary in today’s volatile financial market
- Building generational wealth and protecting your legacy
- The tech shifts and mindset changes that helped her grow a remote financial practice long before Zoom was a thing
Whether you’re an insurance agent looking to sharpen your skills, or a family preparing for your financial future, Lori’s story will inspire you to build smarter, live bolder, and serve with purpose.
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