The Money Series: Isaac VanLoon, RVP at Primerica, on Building Wealth from Scratch and Overcoming Self-Doubt

In this insightful episode of The Savvy Leader Podcast, Host Kristin Gallatin sits down with LEAD member Isaac VanLoon, Regional Vice President at Primerica, for a special two-part discussion covering both our "Money Series" and "LEAD Member Stories Behind the Business Series."

Isaac, who has been with Primerica for 23 years, shares his unique journey from a part-time ACT essay scorer to a full-time leader running a business with multiple locations. He dives deep into the non-traditional qualities Primerica seeks in a representative and the surprising personal challenges he had to overcome, including learning how to build strong, empathetic relationships.

This episode is a must-listen for new leaders, entrepreneurs facing variable income, and anyone looking for a simplified, long-term strategy to achieve financial independence. Isaac shares a fresh perspective on what financial success truly requires—and it's simpler than you think.

Key Timestamps & Topics

• 00:01:06 | Isaac's journey from scoring ACT essays to a 23-year career in finance.
• 00:02:22 | Why Primerica focuses on transferable skills and character over academic background.
• 00:04:58 | Isaac's biggest personal roadblock: The surprise of not being "naturally good" at sales and the tough feedback that changed his career.
• 00:06:24 | Dealing with a "resting contemplative face" and learning how to intentionally build welcoming relationships.
• 00:10:39 | How to build authenticity and confidence (even when it's "cringey" to watch yourself on video).
• 00:16:17 | Isaac's philosophy on work-life balance and the destructive cycle of work guilt.
• 00:19:00 | The importance of the Sabbath: Why you must work hard for six days and truly rest on the seventh.
• 00:23:17 | Primerica's unique focus on average, ordinary people—and why they need financial coaching the most.
• 00:25:24 | The difference between a general goal (retirement) and a specific "Financial Independence Number."
• 00:33:52 | Financial strategy for variable income/entrepreneurs: How to triage and ensure you're always "playing offense."
• 00:38:19 | Isaac's system for maximizing big months and ensuring progress during slow months.
• 00:41:15 | The leader's role: Carrying belief for your team until they are strong enough to carry it themselves.
• 00:47:35 | Why it's crucial to be a strategic thinker, not a tactical thinker in finance.
• 00:48:30 | The often-overlooked value of diversifying your income—especially for W-2 employees.
• 00:51:20 | Book Recommendations for Leaders and Salespeople (Donald Miller, Arbinger Institute, etc.).
• 00:53:59 | Isaac's ambitious future goal: Multiplying impact by opening a half-dozen more offices.
• 00:57:38 | The most important lesson: Setting process-oriented goals over result-oriented goals.

Relevant Mentions & Links:

• Isaac VanLoon (Guest): Regional Vice President, Primerica
• • Website: www.primerica.com/IsaacVanLoon
  • LinkedIn: https://www.linkedin.com/in/isaac-vanloon/
• Kristin Gallatin (Host):
  • The Savvy Leader Podcast: https://www.youtube.com/watch?v=lWFo8LeeqUU
  • LinkedIn Profile: https://www.linkedin.com/in/kristingallatin1
• Recommended Reading:
  • Building a Story Brand by Donald Miller
  • Leadership and Self-Deception by The Arbinger Institute
  • Free Agent Nation by Daniel Pink