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In today's riveting episode of The Insurance Dudes, Craig Pretzinger and Jason Feltman dive deep into the often overlooked but crucial aspect of retention in the insurance business. Join us as Craig reminisces about his almost-cancelled 2019 Christmas trip to Kauai and how a key realization about lifetime value (LTV) of clients changed everything. Together, they break down how understanding and leveraging retention can significantly boost your profitability, revealing the profound impact of LTV on growth strategies. Whether you're a seasoned agent or just starting out, this episode is packed with insights to help you make smarter, data-driven decisions. Plus, don't miss out on the exclusive worksheet designed to guide you step-by-step in calculating your own LTV. Tune in and discover why retention truly is the gift that keeps on giving.

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Craig Pretzinger & Jason Feltman
The Insurance Dudes

Chapters

1. Understanding Retention and Lifetime Value (00:00:00)

2. Calculating LTV and Building Relationships (00:08:41)