I released my third book, "The Retirement Handshake" on Amazon over the weekend. It is a history lesson on taxes and retirement and the steps to take with the partnership agreement you signed when you deposited money within a 401(k) to reduce taxes. We need to take back control and it begins with learning where we lost it. Two things are coming with this book: 1. If you purchase a copy and read it, I am hosting an Author Readback on the book on my birthday, September 28 where I go live to answer questions. That will be at 4pm Eastern. 2. If you purchase 25 copies of the book and send to your clients (just send me the sales receipt), you can also invite those clients to that reback to answer questions. You want to talk about a huge value add. I will do a schedule 30 minute Author Reback for you and them on an evening or Saturday in October. This would be about a $300 investment by you (purchase of the books and about $2/per book to package and mail). I'll give you the template that works on this in next week's Sales Coaching Call. What a value add for you and your prospects. You can borrow credibility. And, if 50% of the books you send show up to your 30 minute author readback, I will guarantee you get 5 appointments from that. The book retails for $14.99, but I have made it available on Amazon for $9.99 paperback through September 28. https://www.amazon.com/Retirement-Handshake-Minority-Partner-Changed/dp/B0HHYYXSNF

We had a powerful Sales Call on Wednesday. We covered: 1. Volume, Volatilty and the last Revenue Window in 2026 2. Remembering 9/11 and the Opportunity 3. Questions and Answers We will get that recording up this week in the Classroom. If you attended live, what did you hear?

Day 3 - Why Life Insurance Matters As you may know, September is Life Insurance Awareness Month. And honestly, I think life insurance gets a bad reputation. People think it's complicated, expensive, or something they don't need to worry about until they're older. But at its core, life insurance is pretty simple: It's about making sure the people you love aren't financially devastated if something happens to you. Real-life example: A 35-year-old husband and father may think, "I don't need life insurance. I'm healthy." But if his family depends on his income to pay the mortgage, bills, childcare, and everyday expenses, his biggest financial asset may actually be his future income. Life insurance helps protect that. Don't wait until you need it. As 1.oak Financials' dedicated Legacy Specialist; if you have questions about whether you or your clients have enough coverage, I'm happy to help. Schedule a time with me using the link below: https://lnkd.in/e-ZA-rw3

North American is presenting there annuity lineup today starting in three minutes... Join Here: https://us06web.zoom.us/j/2488919167

As a member of the 1.oak Collective Community, here is my give today. Watch this video first. Listen to they Why. And if you are ready to Amplify, give it a go. And, if you want more opportunities to be on podcast, it is all part of being a Premium or VIP Member of the 1.oak Collective. Comment Amplify below if you want the Calendy invite to join the "I Used to Work There Chat with Kelly Kennedy" Podcast.