Welcome Note & Agenda
What We Covered (starts at 00:00 mins):
- Welcome & Overview of the Session (00:00 mins)
Introduction to the day’s flow with co-host Tron, who brings an interactive experience using a scannable QR code. - New Book Mention (00:32 mins)
Brief mention of a newly released book and a request related to it (details not elaborated here). - Policy Change for Kids: Smoker to Non-Smoker Adjustment (01:00 mins)
Discussion about an important insurance form received when a child reaches age 16–17. The speaker shares his personal experience as a father making this decision on behalf of his kids. - Interactive Discussion & Breakout Activity (01:12 mins)
Use of an interactive tool to generate conversation, followed by breakout discussions and a short break. - The Behavior Tax: How Mindset Affects Wealth Building (01:20 mins)
A lesson on how adjusting behaviors (e.g., when premiums are paid) can improve overall financial outcomes. Includes spreadsheet math using a real policy example, showing how consistent behavioral improvements can yield a 5% increase in capital over time. - Dividend Update Commentary (if time allows) (01:56 mins)
Possible brief commentary on Equitable’s dividend update, depending on time. - Q&A and Wrap-Up (02:10 mins)
Open question period followed by early release to enjoy the weekend.