Nationwide Financial Firm says Spanish-first model lifted growth 10x
Nationwide Financial Firm co-founder Digna Deleon-Morris says the agency rebuilt recruiting, training and leadership around Spanish speakers, helping the business scale to nearly $4 million a month in premium. The firm is now expanding Spanish-language leadership to push more licensed agents into ownership.
Why it matters: - Nationwide Financial Firm is betting that Spanish-first training can unlock a bigger pool of licensed professionals who are already in the U.S. but have been blocked by English-only systems. - Deleon-Morris says the model helps agents move faster from licensing to production and, eventually, agency ownership. - The firm says the approach has already helped hundreds of agents reach monthly incomes of $10,000 to $30,000 or more.
What happened: - Co-founder Digna Deleon-Morris unveiled the Spanish-First Growth Model during a recent appearance on 21st Century Entrepreneurship with host Martin Piskoric. - Nationwide Financial Firm says the organization now writes close to $4 million a month in premium. - Deleon-Morris said she shifted her entire book of business to the Hispanic community in 2023. - William Morris continued leading the English side of the firm while Deleon-Morris focused on Spanish-speaking agents. - Deleon-Morris said that move grew her side of the business roughly 10 times.
The details: - The model moves an agent through one track: get licensed, plug into a production system and then own the agency. - Daily training, roleplay and live support during client conversations all run in Spanish. - New agents are targeted to submit a policy within five to 10 days. - Deleon-Morris said the firm treats an early win as the key to building confidence. - Agents who produce consistently are moved into recruiting, mentoring and training the next wave of owners. - Nationwide Financial Firm says it spends more than $50,000 a month on advertising. - That ad spend generates 2,000 to 3,000 new inquiries, according to the firm. - Roughly 70% to 80% of booked prospects show up to calls, a rate Deleon-Morris ties to structured follow-up. - Over the past decade, the organization says it has helped hundreds of agents earn monthly incomes of $10,000 to $30,000 or more and generate more than $30 million in revenue collectively. - Deleon-Morris said one example involved a 20-year-old licensed man who found her on YouTube, contacted her in Spanish and moved into a multimillion-dollar business two years later. - Deleon-Morris said the pattern shows up often with single mothers who know how to work hard but have lacked the right path. - Deleon-Morris arrived in the U.S. from the Dominican Republic at 17 and took a job paying $5.25 an hour. - She and William Morris previously made millions in another venture, lost nearly all of it in a 2016 collapse and rebuilt around systems other people could copy. - Forbes Los Angeles later profiled that rebuild.
Between the lines: - The Spanish-first strategy is also a recruiting strategy. - By training and promoting agents in Spanish, Nationwide Financial Firm is trying to lower friction for candidates whose skills may be undervalued in the broader labor market. - The firm’s emphasis on duplication suggests the goal is not just more sales, but a scalable leadership pipeline.
What's next: - Nationwide Financial Firm plans to deepen its Spanish-language leadership bench so more agents can recruit and train in the language they think in. - Deleon-Morris said she especially wants to reach mothers working two jobs. - Families and licensed professionals can review the model and request a consultation at Nationwide Financial Firm. - The firm says its products include Indexed Universal Life insurance and annuities. - The company says the system runs in both English and Spanish.
Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.
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