David Morgan is a finance and insurance specialist from Chicago, IL and CEO of The Family Insurance. The son of a teacher and an accountant, David knew he wanted to create a business that allowed him to teach his clients but at the time had no idea what that looked like. Attending both the University of Indianapolis and Northern Illinois University to study finance and marketing, then joining the Army in 2013, he was always looking for his purpose. After leaving the Army he took a job as an insurance agent with Banker’s Life instead of returning to college for the 2017 fall semester for what he believed would just be work experience.

He soon learned how he could use his newfound knowledge to help protect hundreds of families, including his own, and didn’t need a college degree to do it. He attempted to educate everyone he knew about the importance of life insurance for them and their family. He was able to help several members of his family as well as many families in Chicago at the time. Once David felt he learned everything he could about the basics of life insurance with Banker’s, he partnered with Aflac where he learned about the insurance needs for businesses and their owners.

Being one of the top producers in his office, David quickly learned that this career path had great potential and he could really help his clients. However, even with all his success he kept running into a common issue in the industry that he kept seeing as a recurring theme. Many of the people he looked up to and other agents he worked with were not people of integrity and would lie or even steal just to get their commission. He eventually realized that this industry, as lucrative as it was, caused some of his peers to operate in a dishonest manner.

Struggling with the toxic work environment, not being able to trust his peers and mentors, while also dealing with personal issues at home, David decided to step away from the business in 2019.While away David continued his education on different life insurance strategies as well as other aspects of financial literacy. In 2020, he received a call that one of his first clients passed away due to Covid; his sister Tineshia, who had down syndrome and who was only 32 years old when she passed. This was a tragedy for his entire family, but they were able to take comfort in the fact that David had gotten her approved for a $30,000 policy just two years before she passed. This experience made him realize that no matter how toxic his career could be with the dishonesty of other agents, he would not allow that to deter him from what he felt called to do. From then on, he has made it his purpose to make sure every person he encounters understands the value of life insurance and true financial literacy.

Today, David has a weekly show on LinkedIn called “Black Money” and is invited to speak at different events where he teaches his audience financial literacy secrets that the 1% use to create wealth. From simple budgeting and life insurance to retirement planning and unique financial strategies, David has made it a personal goal to help all his clients reach their financial goals no matter their current financial status.

He is currently creating a YouTube channel called “De’Lion’s Den” where he will release free content that anyone can use to better their personal and financial life. You can follow David on all social media platforms and can reach out to him directly through his website, www.thefamilyinsurance.com. He is currently offering a complimentary consultation and financial goals assessment on his website, so be sure to schedule yours today!