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Listen "Success is Not Accidental with Katie Beach Harlan, Part 1"
Episode Synopsis
A second generation agent, Katie attributes her success to the investment made by her father, Steve Beach, during her 7 years working in sales and administration roles in his Escondido, CA Agency. Katie opened her Agency in May of 2014. In her first six months, Katie qualified for Ambassador
Travel, as well as ending her first year period ranked number one in the country for the production of Mutual Fund Accounts. Katie’s agency is in Encinitas, CA, and manages a team of four licensed professionals. Her Agency is especially skilled at growing new Households, and connecting customers to their life insurance needs; leveraging both basic and complex solutions. Agency results include: being in the top-10 in the entire company in life insurance volume, 6x Chairman's Circle, President's Club, Exotic Travel, and MDRT.
Katie prides herself on building a sustainable skillset and is a student of our business. She is an innovator and works closely with peers, study groups, and company leadership to improve the delivery of insurance products to her customers.
She is a graduate of Point Loma Nazarene University with a degree in Political Science and holds a Master’s Degree in Political Science from UC-Riverside. Katie enjoys spending time with her husband Mark, and toddler-son Cooper. Katie is also a Jazzercise instructor and is passionate about seeing people be their best, and do their best.
You can contact Katie at [email protected]
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at [email protected].
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like the show, please leave a 5-star review.
Travel, as well as ending her first year period ranked number one in the country for the production of Mutual Fund Accounts. Katie’s agency is in Encinitas, CA, and manages a team of four licensed professionals. Her Agency is especially skilled at growing new Households, and connecting customers to their life insurance needs; leveraging both basic and complex solutions. Agency results include: being in the top-10 in the entire company in life insurance volume, 6x Chairman's Circle, President's Club, Exotic Travel, and MDRT.
Katie prides herself on building a sustainable skillset and is a student of our business. She is an innovator and works closely with peers, study groups, and company leadership to improve the delivery of insurance products to her customers.
She is a graduate of Point Loma Nazarene University with a degree in Political Science and holds a Master’s Degree in Political Science from UC-Riverside. Katie enjoys spending time with her husband Mark, and toddler-son Cooper. Katie is also a Jazzercise instructor and is passionate about seeing people be their best, and do their best.
You can contact Katie at [email protected]
If you would like to send in a question for the Founders' Corner segment, you can do so by emailing us at [email protected].
We would love to show you how the TodayApp works. You can schedule a live demo by clicking this link --> TodayApp Demo. If you sign up for a demo because of the podcast, please type in "Podcast" in the referred by field.
If you like our show, please subscribe to our show on your favorite podcast platform. And, if you really like the show, please leave a 5-star review.
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