18: #InsuranceAgents: The Person Behind the Professional | Sheri Wilson - Farmers Insurance

On this episode of the Person Behind the Professional, we were honored to have [Sheri Wilson](https://app.britebee.com/agents/sheri_wilson_106) with us. Sheri is a Farmers Insurance agent in McKinney, Texas. She started her agency in 2015 and before that was a financial advisor and planner. One of the big things discussed in this episode is Sheri’s book, [Do I Have To?](https://www.amazon.com/Do-Have-Creating-Financial-Plan/dp/1945507802/ref=sr_1_13?s=books&ie=UTF8&qid=1533936747&sr=1-13&keywords=do+i+have+to), which was released in February 2018.


Within her agency, she offers Auto, Home, Life, and Commercial Insurance (and more) through Farmers, but can also shop through a brokerage if Farmers doesn’t offer what the client needs. She is also excited to be able to offer securities and financial planning through Farmers.

Her book, [Do I Have To?](https://www.amazon.com/Do-Have-Creating-Financial-Plan/dp/1945507802/ref=sr_1_13?s=books&ie=UTF8&qid=1533936747&sr=1-13&keywords=do+i+have+to), was inspired by her experience and passion for financial planning, and is specifically targeted toward millennials and Generation Z. When she was a financial advisor, she was working with some client’s kids that had recently graduated and was teaching them how to put their financial house in order. Through this, she realized that millennials are knowledgeable and making money. However, they generally don’t worry about managing it, and instead just use it to buy what’s in front of them. Based on her personal experience, she encourages young people to engage in conversation with mentors and elders, like parents and grandparents about their financial successes and failures. With her book, she aims to help millennials and even the younger generations manage their money more efficiently.

Sheri's 5 Key Takeaways

1\. View your insurance premium as an investment and a relationship with your agent or carrier

2\. Review all insurance coverage with your agent every year

3\. Talk to your kids about money

4\. It’s never too late to learn something new, to fulfill a dream or a goal

5\. It’s never too early or too late to create a financial plan

Buy Sheri's Book on Amazon: [https://www.amazon.com/Do-Have-Creating-Financial-Plan/dp/1945507802/ref=sr_1_13?s=books&ie=UTF8&qid=1533936747&sr=1-13&keywords=do+i+have+to](https://www.amazon.com/Do-Have-Creating-Financial-Plan/dp/1945507802/ref=sr_1_13?s=books&ie=UTF8&qid=1533936747&sr=1-13&keywords=do+i+have+to)

Buy Sheri's Book at Barnes & Noble: [https://www.barnesandnoble.com/w/do-i-have-to-sheri-a-wilson/1127957511?ean=9781945507809#/](https://www.barnesandnoble.com/w/do-i-have-to-sheri-a-wilson/1127957511?ean=9781945507809#/)

Find Sheri's Insurance Agency: [https://agents.farmers.com/tx/mckinney/sheri-wilson](https://agents.farmers.com/tx/mckinney/sheri-wilson)

Find Sheri on BriteBee: [https://app.britebee.com/agents/sheri_wilson_106](https://app.britebee.com/agents/sheri_wilson_106)

Find BriteBee here: [https://www.britebee.com/](https://www.britebee.com/)

BriteBee's Social Media:

LinkedIn: [https://www.linkedin.com/company/britebee/](https://www.linkedin.com/company/britebee/)

Twitter: [https://twitter.com/BriteBeeCo?lang=en](https://twitter.com/BriteBeeCo?lang=en)

FaceBook: [https://www.facebook.com/BriteBeeCo/](https://www.facebook.com/BriteBeeCo/)

Blog: [https://www.britebee.com/blog/](https://www.britebee.com/blog/)

On this episode of the Person Behind the Professional, we were honored to have Sheri Wilson with us. Sheri is a Farmers Insurance agent in McKinney, Texas. She started her agency in 2015 and before that was a financial advisor and planner. One of the big things discussed in this episode is Sheri’s book, Do I Have To?, which was released in February 2018.


Within her agency, she offers Auto, Home, Life, and Commercial Insurance (and more) through Farmers, but can also shop through a brokerage if Farmers doesn’t offer what the client needs. She is also excited to be able to offer securities and financial planning through Farmers.

Her book, Do I Have To?, was inspired by her experience and passion for financial planning, and is specifically targeted toward millennials and Generation Z. When she was a financial advisor, she was working with some client’s kids that had recently graduated and was teaching them how to put their financial house in order. Through this, she realized that millennials are knowledgeable and making money. However, they generally don’t worry about managing it, and instead just use it to buy what’s in front of them. Based on her personal experience, she encourages young people to engage in conversation with mentors and elders, like parents and grandparents about their financial successes and failures. With her book, she aims to help millennials and even the younger generations manage their money more efficiently.

Sheri's 5 Key Takeaways

1. View your insurance premium as an investment and a relationship with your agent or carrier

2. Review all insurance coverage with your agent every year

3. Talk to your kids about money

4. It’s never too late to learn something new, to fulfill a dream or a goal

5. It’s never too early or too late to create a financial plan

Buy Sheri's Book on Amazon: https://www.amazon.com/Do-Have-Creating-Financial-Plan/dp/1945507802/ref=sr113?s=books&ie=UTF8&qid=1533936747&sr=1-13&keywords=do+i+have+to

Buy Sheri's Book at Barnes & Noble: https://www.barnesandnoble.com/w/do-i-have-to-sheri-a-wilson/1127957511?ean=9781945507809#/

Find Sheri's Insurance Agency: https://agents.farmers.com/tx/mckinney/sheri-wilson

Find Sheri on BriteBee: https://app.britebee.com/agents/sheriwilson106

Find BriteBee here: https://www.britebee.com/

BriteBee's Social Media:

LinkedIn: https://www.linkedin.com/company/britebee/

Twitter: https://twitter.com/BriteBeeCo?lang=en

FaceBook: https://www.facebook.com/BriteBeeCo/

Blog: https://www.britebee.com/blog/