1/12/2026: Re-Engaging / Conversations Following Up 1/5/2026: January Reset / Building Trust 12/29/2025: Last Call of 2025 12/22/2025: What to Say at Family Gatherings 12/15/2025: Year End Roth Conversions Part 2 12/08/2025: Year End Roth Conversions With Pensions 12/01/2025: How to Get Hard to Place Cases Approved 11/24/2025: Understanding Policy Loans 11/17/2025: Setting Goals 11/03/2025: Statistics – Cash Value – …



