I’m cutting through the noise and setting the operating standard for 2026. One number matters: $25,000,000 in placed premium. No vision boards. No motivational fluff. No confusion about what wins. Everything else is commentary. How We Operate in 2026 (Non-Negotiable) There are no “goals.” Only daily execution and daily truth. Every single day we do two things: 1. Identify what is working 2. Execute the same three actions that move premium Clean signal only. The 3 Things We Do Every Day If these happen consistently, the $25M is inevitable. 1. Visibility That Creates Demand Every day, something goes out into the world that reinforces authority: - A post - A short video - A strong comment - A clip from a webinar, call, or conversation If you are invisible, you are not in the business. 2. 100 Outbound Touches — No Exceptions Every day, 100 outbound attempts: - Calls - Texts - Emails - DMs This is a numbers game. This is how attention is created. You do not know who is: - Waiting for clarity - Stuck and overwhelmed - Ready but uncertain - One message away from saying “finally” The market does not reward hesitation. It rewards volume with intention. If you want predictable premium, you earn it with predictable outreach. 3. One Action That Moves Capital Every day, at least one action directly tied to placement: - Case design - Illustration review - Underwriting movement - Carrier coordination - Closing support If it doesn’t move capital, it’s optional. The Daily Check-In At the end of every day, answer only these three questions: 1. What worked today? 2. What directly moved premium? 3. What gets repeated tomorrow? No stories. No justification. No emotion. Just signal. Your Edge — What We Are Investing In For You This is not a fair fight. We are giving you leverage. Our marketing and advertising engine is actively supplying demand: - Cold email and text campaigns to: Physicians HENRYs Red Zone Retirees - Appointment setting for Roth prospects - Appointment setting for Red Zone retiree income seekers - Direct-response recruiting campaigns targeting experienced life agents looking for a real home team

How Our Product Ecosystem Works We don’t offer one thing. We built a system that meets people at different levels of readiness. 1. Gifts (Free) - YouTube videos - PDFs - Simple scorecards Purpose: orientation and basic understanding. 2. Prospect Products - In-depth scorecards - Books - Webinars - Live events Purpose: diagnosis, education, and informed decision-making. 3. Core Client Services - Roth conversions - Retirement income planning - Kaizen - IBC Purpose: implementation and long-term strategy. This structure allows people to engage at the level that makes sense for them — without pressure, hype, or forced timelines. Clarity first. Execution second.

Kevin O’Leary runs his entire day on one simple rule: Pick three mission-critical things you must accomplish today — and don’t touch anything else until they’re done. Not ten tasks. Not a giant to-do list. Not “busy work.” Just three needle-moving actions. This is how he cuts through noise, stays focused, and makes real progress every single day. Here’s how to use it: 1️⃣ Choose the three most important actions for tomorrow. The ones that actually grow your business or move your life forward. 2️⃣ Do them before anything else. No email. No reacting. No distractions. Finish the three. 3️⃣ Let everything else become optional. When the three get done, the day is already a win. Most people drown in endless tasks. The pros choose three — and execute. Drop your 3 for tomorrow in the comments. Let’s build the habit of winning the day on purpose.

Here’s a simple framework to set yourself up for a productive, focused week — no overwhelm, no overthinking. 1️⃣ Identify the ONE outcome that matters most this week. If everything else fell apart, what must get done? 2️⃣ Review your calendar. What needs to stay, change, or be protected? 3️⃣ Choose your Top 3 priorities. Not busywork — meaningful moves that create real progress. 4️⃣ Build a strong Monday. Decide exactly how you’ll start the week and what “done” looks like. 5️⃣ Clean your space — digital + physical. Clear your tabs, notes, downloads, messages, and desk. A clean environment = clean decisions. 6️⃣ Set your identity for the week. Fill this in: “This week, I am someone who ______.” 7️⃣ Choose your energy. Calm. Confident. Focused. Precise. Pick it intentionally. 8️⃣ Close the night with intention. “I know what matters. Tomorrow is handled.”

For 100 Days Straight: ☎️ 100 Outbound Dials / Texts / Emails / DMs Fill the pipeline. Start real conversations. Create deal flow. 🎥100 Minutes of Content OR💰 $100 in Paid Ads You choose the daily lever: • Create (authority) • Or amplify (attention) Either way, the marketplace hears from you every single day. WHAT THIS BUILDS • Relentless top-of-funnel volume • A personal brand that compounds • Predictable opportunity flow • A booked calendar within 30 days • A new identity as a producer in 100 days THE RULE You cannot do this for 100 days and stay the same person, same income, or same business.