Becoming Dave Ramsey Endorsed
We all know Dave Ramsey is well known for his financial advice, radio show, and multiple books. So, people have asked us… how did Trailstone Insurance Group become Dave Ramsey Endorsed?
The Journey to Endorsement
First, our founder was a huge fan of Dave Ramsey’s programs and the Financial Peace University (FPU) he attended at his church. Through FPU, we discovered we could help Dave Ramsey’s referrals and applied to be a Ramsey Trusted Pro.
The Vetting Process
In 2013, Dave Ramsey’s team started vetting Trailstone. The process took over 8 months before Dave Ramsey would provide the endorsement to the Trailstone team and start referring people to the agency.
Criteria for Endorsement
Dave Ramsey only endorses insurance agencies that align with his specific criteria. Here’s what Trailstone had to meet:
Heart of a Teacher
Dave expects us to have the Heart of a Teacher. Trailstone Insurance believes in educating our clients about insurance, not just making a sale. We focus on the client’s needs and make recommendations that are best for the client, even if that means we cannot help them right now.
People Over Profits
We believe people are more important than profits and every decision we make is driven by treating others the way we would want to be treated.
Alignment with the 7 Baby Steps
Dave has been teaching money management through the 7 Baby Steps for more than 25 years, and our team agrees and follows the 7 Baby Steps personally.
Agreement with Dave’s Principles
Dave says we should agree and align with his principles on debt, savings, and wise money management.
Dave often says, “Debt is dumb, cash is king, and the paid-off home mortgage has taken the place of the BMW as the status symbol of choice.” And we agree.
Independence and Multiple Carriers
Dave Ramsey’s insurance partners must be an independent insurance agency representing multiple insurance companies, unlike a captive insurance agency like State Farm, Allstate, or USAA.
The Benefits of Being Dave Ramsey Endorsed
Trailstone Insurance Group has helped thousands of Dave Ramsey followers over the last 10 years. If you’re a fan of Dave Ramsey and the Baby Steps, you should give us a call. We can help you save money on your insurance and make sure your family is insured properly so you can sleep well at night.
FAQs
What does it mean to be Dave Ramsey Endorsed?
Being Dave Ramsey Endorsed means that an insurance agency has been thoroughly vetted and meets Dave’s criteria for providing excellent service, aligning with his financial principles, and prioritizing clients’ needs over profits.
How long did it take for Trailstone to become endorsed?
The vetting process for Trailstone Insurance Group took over 8 months before receiving Dave Ramsey’s endorsement.
Why does Dave Ramsey only endorse independent insurance agencies?
Dave Ramsey endorses independent insurance agencies because they represent multiple insurance companies, offering clients more options and competitive pricing compared to captive agencies.
How does Trailstone Insurance Group align with Dave Ramsey’s principles?
Trailstone follows Dave’s principles by focusing on education, treating people over profits, following the 7 Baby Steps, and agreeing with his views on debt and savings.
What are the benefits of working with a Dave Ramsey Endorsed insurance agency?
Working with a Dave Ramsey Endorsed agency like Trailstone means you receive guidance from an agency that prioritizes your needs, offers multiple insurance options, and adheres to trusted financial principles.
Can Trailstone help me save money on my insurance?
Yes, Trailstone Insurance Group works with over 40 insurance companies to find the best coverage and pricing for your needs, helping you save money on your insurance.
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