Our Blog

Recent Articles

How to adapt Profit First for Insurance

How to adapt Profit First for Insurance

The Profit First cash flow management system is a powerful tool for ensuring financial stability and profitability. However, to be truly effective for insurance agencies, it requires adjustments to account for the unique financial structure, start-up costs and revenue...

read more
Where is your ScareLine™?

Where is your ScareLine™?

Note from Donna… I developed the idea of a ScareLine after seeing a few too many clients drowning in insurmountable debt. My thoughts were: “How did you let it get this bad, wasn’t there a red light flashing in your head saying stop?” But, a few months ago I was told...

read more
Happy Holidays 2024

Happy Holidays 2024

Happy Holidays! It is hard to believe another year has come and gone. I truly want to pray a Blessing prayer over you. May you go into the Holiday season with warm thoughts and a true peace. May you find great joy in being with family and friends. May you take a...

read more