What a time I’ve had with the fine folks at Foresters Financial! Capping off an 8 part series I’ve been running for their national sales team!

Today we were meeting as part of their National Sales Meeting at the impressive Hockley Valley Resort and we discussed the exciting new product they are launching in 2025!

We broke down the numbers, but more importantly we discussed the powerful new conversations this product will empower advisors to have with their clients.

In short, it’s going to make advisors’ lives easier by giving clients what they’ve always wanted: to have their cake and eat it too!

Exciting days are ahead for Foresters and the advisors that work with them.

Special shoutouts to Michael Aziz, MBA, CFA, CFP Ayal Alalouf and Sam Akiki for hosting this event and to the incredible Inas Odeh for not only the great questions and conversations, but also taking the pictures.

This whole group though is truly special. They asked inciteful, thought provoking questions, they always had their advisors and their clients as the top priority, and from top to bottom they do the right things for the right reasons.