Equitrust put together a webinar on the Long-Term Care solution--Bridge. Take a look at the content. https://agents.equitrust.com/media/4573/building-on-bridge-enhancements-for-the-new-year.mp4?utm_campaign=10993337-bridge&utm_medium=email&_hsenc=p2ANqtz--mqOWX402P6kOxatt5riJbE-gyG-e2G0zxPjtfSvfCjwtM0lhVawrt9P5K2VJKvJwVUCHpA4QFLwQmDPoXNNRkNmeAng&_hsmi=100220657551&utm_content=400371179&utm_source=hs_email Comment "Watched" after you have viewed it. Then, comment on what you learned from this webinar to start the discussion on options.

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 The next two years will separate the champion advisors from those doing the bare minimum using outdated approaches to solutions.

Athene is hosting a webinar called "Learn the Basics of Annuities" this coming week. If you have this block of time open on your schedule, log in. Learning is Growing. Register Below: https://event.on24.com/wcc/r/5138331/5617DEDB8DCE30FEC5D8FADB092B291E?utm_medium=email&utm_source=sfmc&utm_campaign=webinar_2026_january&utm_content=annuity_basics&sfmc_id=124962893&utm_id=wbnrs

From lottery tickets to water-cooler conversations to social media, I agree that much of personal financial planning is driven by hope. Whether people take a DIY approach or fall into cookie-cutter allocation models, the result is often the same. People are hungry for real planning and real conversations. The question is: how do we authentically reach those who need guidance the most, while earning the trust of people who are skeptical to their core?

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