You’re In. Your Seat Is Saved.

You’re registered for Whole Life & IUL in a Rising-Rate World, Tuesday, September 22, 2026 at 12:30 PM Pacific Time. Check your email for the confirmation and calendar invite. If you don’t see it in a few minutes, check spam before you assume it didn’t send.

Expect straight talk and real math, no pitch. You’ll leave with a clear framework for evaluating an insurance policy and deciding what role it could play in your financial plan. Bring your own numbers if you’ve got them, that’s usually when this stuff clicks.

While you wait, here’s a head start on the free stuff:

Quick reminder of what you’ll walk away with:

• A clear framework for evaluating an insurance policy and deciding what role it plays in your financial plan.
• How to spot the difference between a strong policy design and a misleading illustration.
• Whether an existing policy deserves to be maintained, optimized, or replaced.