I'm new to the annuity and IUL industry. My first few years were focused on Medicare. I did that primarially during AEP. I'm really excited about my new journet into financial planning. I can use all of the coaching you can offer me. I was a stockbroker in the '90's with PaineWebber. Was in the oil & gas business as a geologist in various partnerships. I'm hungry to learn!!

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.