In this insightful episode of Eye Level to High Level™, host Jimmy Rios sits down once again with Jeremy Stepp, founder of Synergy Wealth Insurance and Planning, to continue a deep and meaningful conversation on leadership, legacy, and what the future of wealth truly looks like.
Jeremy shares powerful lessons from decades in the insurance and financial services industry, including how compounding interest, proper planning, and the right advisory team can either make or break long-term wealth. Together, they unpack why true financial success isn’t just about money — it’s about time, intention, and legacy.
In this episode, you’ll hear:
What Jeremy would tell his younger self about money and compounding
Why transparency and line-by-line education matter in financial planning
The importance of teams, delegation, and scalable business models
How legacy goes beyond money and into leadership, values, and impact
The role of insurance, IULs, and risk transfer in long-term wealth strategy
How AI is changing financial services — and where human advisors still matter
Preparing for rising insurance costs, climate risk, and future market shifts
Jeremy also breaks down how wealthy individuals and businesses use tools like indexed universal life insurance to stay flexible, protect assets, and create generational wealth — all while staying in control of their money.
This conversation is a reminder that wealth isn’t accidental. It’s built through education, strategy, and trusted advisors who help you move with purpose.
Learn more about the Eye Level to High Level™ program:
https://calendly.com/d/cnjr-y8d-7x8/eye-level-to-high-level-intro-call
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