In this episode of Eye Level to High Level™, Jimmy Ríos sits down with wealth and insurance strategist Jeremy Step to explore what it truly means to build wealth with intention.
Jeremy shares his inspiring story—from taking over his father’s business before the 2008 crash to becoming an independent broker dedicated to educating families and business owners. Together, he and Jimmy discuss how collaboration and financial education create real synergy between advisors and clients.
They dive into: The power of financial education and long-term relationships How “synergy” builds stronger communities and wealth strategies The biggest insurance mistakes business owners make Why understanding your coverage can save you money and protect your legacy How small financial shifts—like paying premiums strategically—can build generational wealth
This conversation is packed with practical insights for entrepreneurs and families who want to take control of their financial future through education, protection, and collaboration.
Learn more and book your introduction call here: https://calendly.com/d/cnjr-y8d-7x8/eye-level-to-high-level-intro-call
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