Ethos’ Post

𝐖𝐡𝐚𝐭 𝐌𝐚𝐤𝐞𝐬 𝐌𝐲 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭? 30 years in insurance taught me this: collaboration beats cookie-cutter. 𝑯𝒆𝒓𝒆’𝒔 𝒘𝒉𝒂𝒕 𝒔𝒆𝒕𝒔 𝒎𝒚 𝒘𝒐𝒓𝒌 𝒂𝒑𝒂𝒓𝒕: 𝟏. 𝐓𝐞𝐚𝐦-𝐁𝐚𝐬𝐞𝐝 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧 I work with accountants, wealth managers, and attorneys to align strategies, closing gaps and boosting efficiency. 𝟐. 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 No policy pitching here. Every plan (pension, life insurance, or business continuity) is built for unique client goals. 𝟑. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞 With access to 100+ carriers via NFP, I secure better terms, pricing, and coverage others may miss. 𝟒. 𝐏𝐫𝐨𝐛𝐥𝐞𝐦-𝐒𝐨𝐥𝐯𝐢𝐧𝐠 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 I turn challenges into wins: ➯ Securing coverage for “uninsurable” clients. ➯ Rescuing at-risk life insurance policies. ➯ Maximizing tax savings with Defined Benefit Plans. 𝟓. 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 𝐎𝐯𝐞𝐫 𝐂𝐨𝐦𝐩𝐥𝐞𝐱𝐢𝐭𝐲 I simplify insurance strategies, empowering clients to make confident decisions. 𝟔. 𝐅𝐮𝐭𝐮𝐫𝐞-𝐅𝐨𝐜𝐮𝐬𝐞𝐝 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 Beyond tax savings, our solutions ensure business stability and lasting wealth transfer. 𝟕. 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩-𝐃𝐫𝐢𝐯𝐞𝐧 As a former Cornell offensive lineman, I know teamwork wins. My goal? Trusted ally, not show-stealer. 𝐁𝐨𝐭𝐭𝐨𝐦 𝐋𝐢𝐧𝐞: Collaboration, clarity, and results…for today and generations ahead. Let’s simplify the complex and achieve the impossible together. Reach out to connect.

🍂 Every gathering at the Beyond Insurance Global Network (BIGN) isn’t just a meeting—it’s Friendsgiving. 🍂 You know the feeling: good food, better conversations, and people who truly get you. That’s exactly what happens every time the Network comes together. At the BIGN, we don’t just sit in meetings—we connect, collaborate, and toss around ideas. We share innovations, solve real-world challenges, and learn from each other—not as colleagues, but as friends. The value of this Network? It’s in those authentic connections. The “ah-ha” moments sparked over a shared idea. The trust that builds as we work through problems together. It’s the kind of collaboration that turns agencies into leaders. Here’s the truth: At BIGN, you’re never just a number. You’re part of something bigger. So this season, we’re thankful for YOU—our BIGN family. 🍁

𝗧𝗵𝗲 𝗣𝗲𝗼𝗽𝗹𝗲 𝗕𝗲𝗵𝗶𝗻𝗱 𝗦𝗼𝗻𝗮: 𝗖𝘂𝗹𝘁𝘂𝗿𝗲 𝗶𝘀 𝗞𝗲𝘆 Welcome to the third post in our four-part series, "𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗪𝗼𝗿𝗿𝘆 𝗶𝗻𝘁𝗼 𝗪𝗶𝘀𝗱𝗼𝗺 𝘄𝗶𝘁𝗵 𝗦𝗼𝗻𝗮'𝘀 𝗖𝗘𝗢". At Sona, we believe exceptional client service starts with one thing: a strong, engaged team. And the foundation of any great team? A culture that empowers people to thrive. As Rob Thacker, Sona’s CEO, puts it: "Everything is about the team, and when I say team, I mean culture. Happy, engaged team members are the key to having happy, engaged customers—it’s that simple." With 36 years in the insurance industry, Rob has worked across small brokers and large global corporates. His experience taught him that while technical skills and processes are important, culture is the driving force behind success. When people feel supported, valued, and confident in what they do, it reflects directly in how they treat customers. At Sona, we take exceptional client service seriously, but we know that commitment starts with creating a positive environment for our team. For us, it’s about building a culture where 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴, 𝗴𝗿𝗼𝘄𝗶𝗻𝗴, 𝗮𝗻𝗱 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲𝗹𝘆—𝗻𝗼𝘁 𝗵𝗮𝗿𝗱𝗲𝗿—𝗶𝘀 𝗮𝘁 𝘁𝗵𝗲 𝗳𝗼𝗿𝗲𝗳𝗿𝗼𝗻𝘁. We also believe in what Daniel Pink says: happiness comes from 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝘆, 𝗺𝗮𝘀𝘁𝗲𝗿𝘆, 𝗮𝗻𝗱 𝗽𝘂𝗿𝗽𝗼𝘀𝗲. That’s why we give our people the freedom to own their roles, the tools to excel, and a sense of purpose in their work. While we don’t expect everyone to love insurance, we want them to take pride in what it delivers. Helping businesses recover after disasters or supporting families in their hardest moments is a privilege—and we never take it lightly. Rob sums it up perfectly: "Work has to be fun—otherwise, don’t do it. At Sona, we’re looking for people who fit our ethos, want to learn, and enjoy working. It’s not that difficult." At Sona, we know that great culture drives great results. By putting our people first, we create the happy, engaged teams that deliver the extraordinary client experiences we’re known for. 𝗦𝘁𝗮𝘆 𝘁𝘂𝗻𝗲𝗱 𝗳𝗼𝗿 𝗣𝗮𝗿𝘁 𝗜𝗩, "𝗧𝗲𝗱 𝗟𝗮𝘀𝘀𝗼'𝘀 𝗜𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲 𝗼𝗻 𝗥𝗼𝗯’𝘀 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗣𝗵𝗶𝗹𝗼𝘀𝗼𝗽𝗵𝘆," where we’ll share how an unlikely source of inspiration helped shape Sona’s unique approach to leadership. #TransformingWorryIntoWisdom #SonaInsurance #TeamCulture #ClientService #BusinessGrowth #businessinsurance

I often hear 2 things when I speak to WOC in insurance: 1. “I fell into this industry and enjoy it.” 2. “But I’m not earning my potential.” Do you resonate with one or both? Before you answer – Meet my client, K. K worked in insurance since out of school. It was all she knew. In fact, she had: • Built lasting relationships. • Spent years mastering her craft. • Brought success to plenty of teams. • Went to events on behalf of the company.   • But sat unfulfilled in her remote role for months. She knew she wasn’t where she wanted to be. Before we worked together, she had: • Struggled to show up fully. • Grown tired of her usual work. • Doubted her impact and purpose.   • Spent most of her week overwhelmed. • And found herself sitting with no direction. She knew it was far from her vision for her career. So she decided to join my 1:1 program, Full Coverage. Within 90 days, K was able to: • Expand her view of future ideal roles.  • Build a top-tier digital presence.  • Solidify her desired impact. • Position all of her assets. • Align her next chapter. All because of my program’s strategies and tools. But the best part for K? She found her purpose-driven role. A role that allows her to drive toward the vision. Of what younger K had in mind all those years ago. If you’re struggling to get the joy you crave in this industry. Allow K’s story to be your inspiration. Trust me, it’s within your reach. The answer lies in you:  • Believing a better future is possible.  • Expanding your current view. • And betting on yourself. All of which you get when you work with me. Because I’ve curated the perfect solution for you. If you sense you’re ready for more in your career.  And want to make an impact that lasts, let’s chat. #WOC #insurance #careers #development #pursuewhatmatters P.S. I have 3 spots left in my Full Coverage program before I convert to a waitlist for the summer.

When I lost my insurance after the tech layoffs, I was in the middle of therapy with one of the best and (rightfully) most expensive professionals I've ever worked with. The type of therapy I was going through worked like this: you stabilize enough to be ready to process, open something when you feel ready, process, and restabilize as needed. The day my insurance stopped working, I was in the middle of processing, and it was going great. However, I was not super functional, especially not enough to transition into a new, potentially more challenging career. 💔 Stopping in the middle of the work felt like a major sacrifice. I knew that on the other end of this journey was a confident me who can easily do all the things that I never before had the right level of emotional stability, focus, courage, and discipline for. Such as build a healthy, purposeful, interesting job for myself—something I was set on doing. ⚡ The alternative was powering through, but it was hard to tell how long it would take. It could have taken up to years. How was I going to finance the prices of US therapy when I was barely able to work? 💡 At that point, I had just finished my IFS training and had spent years on my individual learning. There had to be a way to use my skills and knowledge to make my way through. 🔍 My consultant mind pointed out that this is an optimization problem: 1️⃣ I spend $X every week with my therapist(s); 2️⃣ Each unit of "getting better" meant going back to work earlier AND getting / creating a better job, which had VERY direct financial impact; 3️⃣ So I had to make sure I can make the most progress out of the $X I spend weekly, or 4️⃣ Maybe invest a little more, but achieve much higher return on the investment. I dedicated the past year and a half to figuring out the factors that go into the "healing equation" (which made me a terrible person to catch up with, mitigated somewhat by the fact that I rarely showed up). 📈 I have since helped dozens of people 10x the impact they get out of their therapy, healing, and coaching spend, in most cases adjusting only the following factors: 🧩 Healer Lineup: employing the right mix of modalities & practitioners, at the right frequency, in the right order; 💖 Emotional Resourcing: permanent personality change (= healing) happens when a resource meets a place of contraction, so we need to manage and spend our emotional resources wisely; 🌟 Self-Healing: the most important but least known aspect, a crucial skill that I would argue is almost as important as knowing what a logarithm looks like. 📚 If you are interested in learning more about each of these, make sure to follow me on LinkedIn as I will be posting some actionable shallow-dives into each of the areas above. (And I will leave the most interesting one, self-healing, last.) #coaching #healing #therapy #mentalhealth #burnout #purpose #anxiety

2 truths are clear when I speak to WOC in insurance: 1. “I fell into this industry and enjoy it.” 2. “I’m not earning my potential.” Do you resonate with this? Before you answer – Meet my client, D. D worked in insurance since out of school. It was all she knew. In fact, she had: • Built lasting relationships. • Spent years mastering her craft. • Brought success to plenty of teams. • Went to events on behalf of the company.   • But sat unfulfilled in her remote role for months. She knew she wasn’t where she wanted to be. Before we worked together, she had: • Struggled to show up fully. • Grown tired of her usual work. • Doubted her impact and purpose.   • Spent most of her week overwhelmed. • And found herself sitting with no direction. She knew it was far from her vision for her career. So she decided to join my 1:1 program, Full Coverage. Within 90 days, D was able to: • Expand her view of future ideal roles.  • Build a top-tier digital presence.  • Solidify her desired impact. • Position all of her assets. • Align her next chapter. All because of my program’s strategies and tools. But the best part for D? She found her purpose-driven role. A role that allows her to drive toward the vision. Of what younger D had in mind all those years ago. If you’re struggling to get the joy you crave in this industry. Allow D’s story to be your inspiration. Trust me, it’s within your reach. The answer lies in you:  • Believing a better future is possible.  • Expanding your current view. • And betting on yourself. All of which you get when you work with me. Because I’ve curated the perfect solution for you. If you sense you’re ready for more in your career, DM me “Coverage” and I’ll send you the details. #WOC #insurance #careers #development #pursuewhatmatters P.S. I have 2 more spots left in my Full Coverage program before I convert to a waitlist for the summer. I expect them to fill fast this week. DM me “Coverage” to secure your spot before it’s too late! 

Weekly Appreciation: Jorge Lomeli Let’s celebrate the good in each other; one person at a time… In 1999, I took a major leap of faith, leaving the security of a $100 billion corporation to join an entrepreneurial start-up in its third year of existence. It was a high-risk, high-reward move—the kind of opportunity where the hope of success far outweighed the probability of achievement. I had been introduced to the entrepreneurial world earlier in my career when my former employer funded an independent venture to test new market theories. That experience gave me a front-row seat to the dynamics of strategic planning, execution, and pivoting—valuable lessons that whet my appetite for navigating high-risk endeavors. This time, however, the stakes felt even higher. I joined Long Term Care Group (LTCG), a small but ambitious start-up introduced to me by CNA Insurance. While my background in workers’ compensation and disability gave me a starting point, I knew little about long-term care insurance. I quickly realized I’d need guidance to succeed. That’s when I met Jorge Lomeli. Jorge had grown up in the industry. He was well-versed in product design, operations, and IT, giving him an edge in a complex field. While he could have viewed me as a competitor, Jorge instead took me under his wing. He shared his expertise, patiently teaching me the nuances of the industry and helping me find my footing. Over time, our relationship evolved into a true partnership, and together we became major contributors to LTCG’s success. Jorge’s willingness to embrace collaboration taught me a critical lesson: lifting others up doesn’t diminish your own achievements. By sharing knowledge and working together, we were able to amplify our strengths and drive greater results for the company. As we navigated LTCG’s challenges, Jorge’s support and perspective were invaluable. He reminded me that success is not a zero-sum game. Collaboration benefits everyone, and generosity in sharing expertise fosters collective achievement. Though we’ve since gone our separate ways, I remain grateful for Jorge’s mentorship and partnership. He played a pivotal role in shaping my understanding of the industry and reinforced the power of collaboration—a lesson I carry with me to this day. For that, I will always be grateful.

2024 𝐖𝐚𝐬𝐡𝐞𝐝 𝐀𝐰𝐚𝐲, 2025 𝐀𝐰𝐚𝐢𝐭𝐬 I believe people are brought into our lives for a reason; they are handpicked to strengthen our journey, ignite our passion, and stand beside us through every season. For me, 2024 was a year of transformation—filled with firsts, challenges, and incredible new connections. The people who entered my life last year brought wisdom, encouragement, and strength exactly when I needed it most. Moments from 2024 Resilience and Growth Through Change: This year began with an unexpected chapter as I navigated my first-ever companywide layoff, departing from an InsurTech out of Israel. While the journey was brief, it brought connections and collaborations that may never have otherwise been possible. For these relationships, I am truly thankful. I continue to hold Israel in my prayers—may peace prevail. Lifelong Learning and Community Engagement: One of the best decisions I made in 2024 was joining the Roloff Consulting Catalyst Community. This first-time investment in broadening my knowledge of social selling and leadership trends exceeded every expectation. The encouragement and collaboration I’ve found here have been transformative. Amplifying My Voice and Influence: This year, I took a leap and embraced opportunities to share my voice at events like Insurtech Insights NY, RISE Professionals, and AltaWorld Women in Technology in Insurance. I met Megan Bell and invited to speak on her InsureHer podcast. Speaking on these platforms allowed me to contribute to the transformation of our industry in meaningful ways. It’s a journey I wish I had started earlier, but as they say—better late than never! Mentorship and Giving Back: Reflecting on how mentorship and community resources were scarce when I began my career, I’m more passionate than ever about paying it forward. In 2024, I connected with students and schools to highlight the rich career paths available in insurance. Through my role with RISE Professional, I’ve had the privilege of mentoring emerging talent, bridging the gap for the next generation of leaders in our industry. Leadership in Innovation: Fueled by my passion for shaping the future, I stepped into the role of Co-Chair for the RISE Innovation Committee. Collaborating with extraordinary leaders across the industry has reinforced my belief in the power of innovation to drive transformation. Together, we’re not just imagining the future of insurance—we’re building it. Personal Milestones and New Beginnings: 2024 brought significant milestones for my family. We celebrated our youngest’s high school graduation and sent her off to college. Becoming empty nesters has marked a new chapter for us, one filled with excitement. Stepping into 2025, I’m grateful for everyone who’s walked alongside me and excited for the possibilities that lie ahead. 2025 is a blank page, and this is only day 6 - and so the adventure begins!

🔍 The Struggle: A Bumpy Ride Picture this: I am new to a bustling city, finding my way navigating my new life then BAM- two jobs in six months. Each one promised fulfillment, but reality? More like a series of detours. The management dynamics left much to be desired, and I found myself yearning for a workplace that aligned with my aspirations. 🌟 The Turning Point: Acorn Insurance! Enter Acorn-the compass that pointed me in the right direction. Here’s why it fits perfectly: ❤️Holistic Support: Acorn’s management understands that we’re not just employees; we’re multifaceted individuals. They recognise emotions, needs, and dreams. It’s refreshing to be seen as a whole person. ❤️Project Passion: Acorn encourages exploration. Progression projects? Yes, please! Creativity isn’t stifled; it’s celebrated. I’m not confined... I’m empowered! ❤️ Flexibility Redefined: Remote work, it’s all part of Acorn’s ethos. They understand that life isn’t a straight line. ❤️ Team Cheers: Being accepted into a team that cheers you on is like finding a rare gem. At Acorn, camaraderie isn’t just a buzzword, it’s a daily practice. 🚀 The Future Awaits As I settle into my role, I’m fueled by anticipation. The possibilities are boundless, and I can’t wait to contribute, innovate, and thrive. Here’s to Acorn, a place where work feels less like a chore and more like a purpose. If you're worried that you haven't found the right company fit for you yet and the above sounds exactly like what you want in your next role? Visit our career's website on the following link :

I usually hear these 2 things when I speak to Women of Color in insurance:   “I’m ready for something else. But, I’m unsure where I go from here.”   Or this –   “I fell into this industry and enjoy it. But, I’m not living up to or earning my potential.”   Do you resonate with one?   Before you answer – Meet my client, K.   K is a WOC in insurance who had:   → Achieved a lot in her career. → Spent years mastering her craft. → But sat unfulfilled in her role for months.   She struggled to show up as her usual self.   She often thought, “What’s next for me?” Only to find herself overwhelmed, with no real direction.     Ready for change, she decided to join Full Coverage™.   And took full advantage of its focus on alignment.   While embracing all the strategies and tools.    Within 3 months, K was able to:   → Alleviate pains in her existing role → Shift from limits to possibilities → Identify her future aligned role → Tap into a more meaningful network → Consistently take steps toward her future role   The best part – she is moving in alignment.   And driving toward more purpose and impact.   Allow K’s story to be your inspiration if you’re struggling to get the fulfillment you desperately crave in your career.   It’s within your reach.   And I’ve curated the perfect solution for you.   If you sense you’re ready for more in your career And want to land a more purpose-driven role, let’s chat. #pursuewhatmatters #WOC #insurance #insurancecareers #development --------- I have 3 spots left in my Full Coverage program.   DM me ‘Coverage’ and we can get started ASAP.