I am in Hawaii with a huge time difference. I will not be doing the Sales Coaching Call this week. Here are a couple things for you though: 1. Watch the One of a Kind Financial Show Daily that will post to the YouTube Channel for Wednesday. I talk about SpaceX earnings. And the competing gifts of Musk one share pledge to kids versus Trump Account gift. Have you had conversations about generational gifts to the next generation lately? 2. Rates on MYGAs are going up....it is a great time to review assets with clients to lock in some rates we have not seen since 2004. There is a 6.6% simple interest five year solution right now--do you now what company is offering that? 3. Rothober is in full force. Have you used "The Retirement Handshake" recently with a client. I have heard stories in the last week that include: a $900,000 annuity being written, $1,500,000 in application, $1,800,000 being taken this week and others. Would you like an author readback on the book again before Halloween? I think I can squeeze that in. Talk to you soon. Aloha!

I have completed the training on the One Pager in the Classroom. We will be offering this as part of the "The 21 Step Process from Lead to Super Fan™," a core training in "The 12 Week Breakthrough™ to agents as they come into the community. For current members of the 1.oak Collective, this training will be available for $49 (representing the number of years I have been alive but the price will go up on my Birthday--follow the countdown on LinkedIn); a ridiculous discount to quality and value it can provide. And, if you close a case in the next 60 days using the One Pager, email ermelis@1oaksupport.com and we give you the "prompt sheet for better results" PDF. And, I will hold a one time meeting on building One Pagers on Tuesday, July 28 at 7pm Eastern time. Do you want those details?

What’s one thing you’ve taken away from the 1.oak Collective Podcast that really spoke to you? 💭

For the dozen financial pros who have taken the Personal Financial Planning Course through SKOOL or ODU, here is the bonus takeaway handout you get as part of the bonus class. For members of the 1.oak Collective who have not taken the Personal Financial Planning Course, you can purchase it in the Classroom. Starting July 1, the course price went up to $399 as a one time charge for live course. But we are going to reduce it to $219 for the June recordings in SKOOL. If you complete the course by July 31, I'll also give you the bonus session recording that goes with this handout. If you were part of the bonus session for the June PFP Course, comment below on the impact you think that bonus section will have on your business in the Q3.