3 year FIA with great first year FIXED rate. This is a great solution for: --CD's maturing --Money that is not needed except in absolute life emergency --Money needed later And, 6.75% fixed will not last forever. https://vimeo.com/1170779136/05f9b3e427

We will have a recorded session today at 1pm Eastern on how to focus over 12 weeks to drive more business. If you want to know more about the Collective, schedule a time with me. The Zoom Room is in the Calendar at the Top.

Big companies that have huge presence on social media are great to learn from. Athene is hosting a webinar to discuss this. Register to learn from a company that spends millions on ad spend... https://event.on24.com/wcc/r/5138343/41DB70E0C2C562EBA6E9D8FE5902FFE1?utm_medium=email&utm_source=sfmc&utm_campaign=webinar_2026_february&utm_content=social_201&sfmc_id=124962893&utm_id=wbnrs

This is just to inform you of a booklet that was recently sent out to Federal Employees/Retirees explaining how to do a ROTH In Plan Conversion.

The world is rapidly changing with the advancement of Artificial Intelligence tools and software. The take away I had from this conversation is : what tools can I implement over the next month to do my work at a higher level and save time in doing so. The next two years will separate the champion advisors from those doing the bare minimum using outdated approaches to solutions.