@insuredealguy Profile picture

Insurance Deal Guy

@insuredealguy

Agency principal actively acquiring -- 6 acquisitions completed. Multi-branch agency. Also own some CRE. Here to talk shop & give insights. Not a fund; no OPM.

I am going to do a thread later on systems/processes/SOPs and how they changed our business.


brilliant insight. money wants to find a nice home and to build deep roots.

One thing I am noticing about money, is the more you move it around from here to there the more likely you are to make a mistake.



I am seeing significant increase in deal flow. I believe this to be caused by several things: - issues with premiums and underwriting tightening - older base of owners looking at retirement, stressed by current turmoil - lack of professional operators (daily golfers) Shakeups…


I am in the middle of closing a deal. Several of our carriers told us “we have a nationwide ban on new appointments.” “It isn’t a new appointment, it’s an addl branch structured as a subordinated LLC under parent Co that has many appointments with you.” They actually attempted to…


How to get rich: buy discounted cashflow from a couple good assets and hold. How to get wealthy: Don’t stop at a couple. End tweet.


Thought I should share: The world isn’t going to end. Though we have difficult challenges ahead, collective will to make things better always win. The indomitable human spirit. Do not stress.


Find a way or make a way.

Control of your destiny. Not getting invited on the podcast? Start your own. Bank won't lend you money? Pay cash or owner finance. Not getting paid the money you deserve? Start your own business. Didn’t get invited to the party? Host your own. It's your future. Nobody…



One of the differentiators early in my career is I worked every Saturday for a year. Zero competition, and your prospects have fewer distractions. Young professionals, if you dedicate 52 Saturdays to your career, you will create so much momentum you’ll be set for the rest of your…


Golf is a hobby, not for business. It is far less productive than an actual meeting. And you don’t need to take clients golfing to close them (paying them to buy from you). Just offer value. I am highly suspect of people that golf during business hours. Email, phone, mtg. Never…


Gonna 10X right by all the value creation steps. The Process is the Process.

Grant Cardone has ruined an entire generation of otherwise normal people.

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