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Insurance is all about education. A story of a successful insurance agency

Andy Turner's mission in life is to help people take care of their future. He believes that his clients should feel confident and comfortable that they’re making the best financial decisions, and learn everything they need to know about their options. Learn how his unique approach brought him success in the article below.

Excel sheet

Andy Turner has 20-plus years of experience. He founded Turner Financial in 1999 in Greenfield, Indiana as a platform to help educate clients and agents about retirement, life insurance, and personal pension planning. In 2022, Andy was awarded Top 100 Insurance Marketer in the World.

״I’m very passionate about helping people protect and not outlive their retirement.״

What drove you to this industry?

My older brother brought me into this business at a young age. I was answering phones for him when I was in high school. My business has two sections. The first aspect of my business is recruiting and training agents to write life and annuities. The second piece of it is that I help clients locally, building my own book of business. I’m very passionate about helping people protect and not outlive their retirement.

An older couple on the beach enjoying the pension planning they did

What is your day-to-day workflow?

I talk to as many agents and clients as I can. The more agents I can train or clients I can help daily makes me extremely happy.

What are your goals for the future of your business?

I would love to expand my business to cover more lines than just life and annuities. It’s tricky because most new agents want a salary plus commission and finding investors for insurance-based businesses is pretty non-existent.

senior couple planning their pension

״We are educators, first and foremost.”

What inspires you as a business owner?

Helping people. We are educators, first and foremost. We believe every client should be informed about the products they’re placing their money into. Our goal is for our customers to feel confident and comfortable that they’re making the best decision financially. To that end, we include free educational resources on our website, such as PDFs on defining an annuity to tax information.

What advice would you give to your past self before opening your own business?

Don’t sweat the small stuff. Take the small wins and know that not everything will work out.



Andy Turner is the owner of Turner Financial, located in Greenfield, Indiana, United States.

*The purpose of this page is solely to provide information and should not be considered as financial advice.
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