2/9/2026: How Real Planning Conversations Actually Go
2/2/2026: After Follow-Up Finding Client Planning Gaps
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 – Policy Loans – Uninterrupted Compounding
10/20/2025: Statistics – IUL vs Bank On Yourself
10/13/2025: Tax Efficient Retirement Blueprint
10/06/2025: Taxes in Retirement – How SS is Taxed
09/29/2025: Social Security – The Role it Plays in Retirement Planning
09/22/2025: FIAs – The Role They Play In Providing Lifetime Income
09/08/2025: IUL Loans Living Benefits Explained
08/25/2024: Prospecting Conversations
08/19/2024: Carrier Comp Methods and 5 Ways to Ruin Your 1st Appointment
06/10/2024: SML Seminar Highlights
03/15/2024: Marty Smith – 10 Keys to Becoming The Bank
