Date: October 14 Presenter: Manny Topic: How to Conduct Appointments for Clients with a $600/Month Budget Meeting Overview: Manny delivered an insightful presentation on effectively engaging with clients who have a budget of $600 per month. The session focused on tailoring presentations to meet client needs, maximizing value, and closing deals successfully. Key Highlights: 1. Understanding Client Needs: 2. Tailoring the Presentation: 3. Overcoming Objections: 4. Closing Strategies: 5. Resources and Tools: Action Items: • Review the Provided Materials: • Watch the recorded presentation to reinforce your understanding. • Download and familiarize yourself with the shared documents and checklists. • Implement the Strategies: • Apply the techniques discussed in your upcoming client appointments. • Engage with the Team: • Share your experiences and any challenges on the Skool community forum. Upcoming Support: • Q&A Zoom Session Tomorrow: • Date: October 15 • Time: 12:00 PM • Zoom Link: Join the Q&A Session (Link to be provided) Important Dates to Remember: • 10/22: Million Dollar Baby Event • Hosted by Brooke and Lailah. • 10/23 & 10/24: TFA Crash Course ($350) • Contact your broker if you’re interested in attending. • 12/15: TFA Christmas Party • Save the date—it’s going to be a memorable Sunday! ❤️ Final Thoughts: A big thank you to Manny for sharing his expertise and to everyone who attended. Let’s leverage these insights to enhance our client interactions and achieve our goals. If you have any questions or need further assistance, don’t hesitate to reach out or stop by during office hours. Stay motivated, and let’s make this week a great one!

Hey Team! 👋 Looking to get licensed in another state? I’ve got you covered! I’ve put together a walkthrough video along with a PDF SOP to guide you through the process of applying for a non-resident life insurance license using the Sircon platform. 🚀 Here’s what you’ll get: 1. Walkthrough video: See each step in action! 🎥 2. Detailed SOP PDF: A written guide with all the key steps outlined. 📄 Quick Overview of the Process: - Register on Circon for just $10/year - Select your desired state to apply for a non-resident license - Submit your application and follow up on any state requirements 👉 Watch the video here 📄 Download the PDF SOP here ✨ Register here ✨ If you have any questions or need extra help, drop a comment below or reach out directly. Let’s get licensed and expand our reach! 🌎

Karl here.. here to grow my knowledge of products and protect my clients from risk..