Third Party Research--Income Annuities age well. Here is a third party research piece dating back to 2007 that can be used with clients to show we have been using strategies for 20 years like this. I have a special training that will post on Friday that compares the performance of an Income Annuity to 60/40 Portfolio and the winner for total value since then. Comment below "History" if you would like that training video.

As this community grows and individuals take the One Pager Training, I'd like the community to share what AI Notetaker they are using and why. In the training, I give the recommendation on what I use. My solution may not be your solution. So what AI Notetaking tools are you using for meetings. Share below. And give specific details like the tool, the cost, how accurate you feel it is and maybe share a tool or two you used that did not work for you. Bonus: If you want more details on AI also, look for the 1.Collective Podcast Conversation with Matt Halloran. We will be due to update that conversation in the third quarter. If you could as a Chief Evangelist of one of the largest Financial Pro AI softwares a question, what would it be?

I have completed the training on the One Pager in the Classroom. We will be offering this as part of the "The 21 Step Process from Lead to Super Fan™," a core training in "The 12 Week Breakthrough™ to agents as they come into the community. For current members of the 1.oak Collective, this training will be available for $49 (representing the number of years I have been alive but the price will go up on my Birthday--follow the countdown on LinkedIn); a ridiculous discount to quality and value it can provide. And, if you close a case in the next 60 days using the One Pager, email [email protected] and we give you the "prompt sheet for better results" PDF. And, I will hold a one time meeting on building One Pagers on Tuesday, July 28 at 7pm Eastern time. Do you want those details?

I was on Sales Coaching Call and talked about the power of the The One Pager between meetings. I will post a training on how to do this within a week. Who wants that!

Let's have a conversation about this. In the comments, tell me your take aways. What do you feel would be a point you could make to a prospect using this?