From Homeless to Million-Dollar Mentor: How Lori Stai Built a Life of Purpose & Profit

Send us Fan MailIn 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 driveThe 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 marketBuilding generational wealth and protecting your legacyThe tech shifts and mindset changes that helped her grow a remote financial practice long before Zoom was a thingWhether 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.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group