A Yale-trained engineer shares how a family loss turned insurance into a mission, why identity is a choice, and how failure, fit, and focus shape real success. We get practical about interviewing the interviewer, combating lifestyle inflation, and building rituals that protect purpose.
• shifting from engineering to client-centered insurance work
• the financial lifeline of life insurance after sudden loss
• captive versus independent models and client choice
• interviewing the interviewer and vetting culture
• planning for failure to reduce fear and act boldly
• managing lifestyle inflation and choosing priorities
• mentors with aligned values and whole-life success
• finding purpose through quiet, service, and journaling
• five pillars check-in: mental, physical, service, relationships, spirituality
• rituals, accountability, and subtracting to focus
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