You can always do more.

You can always do more.

10 months ago my family's world was rocked when I lost my job in the mortgage industry. Initially, I started seeking employment opportunities with other companies and found that although there was interest, no one could afford my role and the niche that my role would fill. As time went by optimism turned to desperation to provide for my 5 kids and amazing wife. In April of 2023, I really analyzed where I was professionally and what my purpose was. After observing the mortgage industry, brushing up on my Simon Sinek, and meeting with the mentors in my life I found my direction.

My belief is that every person should be given the opportunity to thrive financially while protecting what they have worked hard to earn.

Those of you who know me personally, know that I have a strong desire for deeper and more meaningful relationships. The most logical way to connect with people and make a difference in their lives is to be in a position where I can offer support directly to their circumstances professionally.

Taking into consideration my experience in the financial industry, insurance stood out to me as the obvious choice. My main observation was that the vast majority of agents I spoke with or reviewed aren't focused on the financial education of others. In addition to this, the industry is aging and compressing due to the increasing cost of claims and the frequency of major events. Educating young and newer agents on true insurance underwriting and helping people mitigate their risk is happening less and less. All of this SCREAMS opportunity to me.

After realizing this I became determined, focused, and committed. What generally takes months for others to complete I did in a matter of 2.5 weeks. From start to finish, I completed new license courses, exams, and applications for my Property/Casualty, Life/Health, and SIE licenses. In addition to this, I created a business plan and got after it to form the business.

Since November of 2022, I have been hard at work. To be clear, what hard work meant to me a year ago has changed so drastically from what it means today. This month, September of 2023, we officially opened CXE Insurance. I say 'we' because this is a commitment from my family in total. I also expect to bring others along on this journey with us and will be seeking those key relationships.

This article is being written to remind myself AND THE WORLD that the work is never done. You can always give more.

Your genuine interest in others and dedication to seeing others thrive is more valuable than you can imagine. Make the time and create value, first for yourself by unlocking what you are capable of and second with others by sharing your experience with them. It's important to do it in that order so that you have an appreciation for the effort that it takes to grow and an understanding of where others may be in their journey.

If this message speaks to you, I encourage you to examine where you are at and if it is where you want to be. Understand what is important to you and surround yourself with people that you look up to and trust. While you're at it, bring someone along for the journey too. If you're doing life right, then there is someone close to you who views you as their mentor whom they trust.

I will leave you with this; We believe every person should be given the opportunity to thrive financially while protecting what they have worked hard to earn. We happen to sell insurance. If you have insurance needs in Indiana or Kentucky, then let's connect. I want to be a part of your business or personal success story.

Yes, we are now open, and we know that this is the beginning of an amazing new chapter in my professional career and our family's life!

Ted Zepfel

Driving Innovation and Efficiency: COO at Leading Fintech Transforming Finance/Lending

1 年

Excited to see you take on this new adventure.

David J.

Have a good day!

1 年

Wow! I give you credit! You will do great!

回复

要查看或添加评论,请登录

Geoff Donaldson的更多文章

  • The Personal X-Factor

    The Personal X-Factor

    By now you may have heard the news about mellohome. If you have, then you may also know that the landscape of the…

    3 条评论

社区洞察

其他会员也浏览了