Vacation to Mexico

On The Plane – Vacation to Mexico

Vacation to MexicoGood morning all. God is good! We have done six seminars in the last 30 days about retirement! Topics ranged from how to maximize your social security, for those that are retired or are looking to retire soon, to how to create a tax-free supplemental retirement. We had a great turn out and we reached over 100 people which was amazing. Who would guess that our next adventure would be a vacation to Mexico?

As I am writing this, my wife, Corrine, and I am sitting on a plane en route to Punta Mita, Mexico. The reason we are getting to vacation in Mexico is because God has blessed me with the ability to help so many people plan their retirements that I achieved top levels of production, and a trip to Mexico from Fidelity & Guarantee Life at a wonderful resort, all expenses paid as a reward for my efforts. My primary goal for this trip is to definitely relax with my wife and enjoy this much needed break. I also want this time to reflect upon how far we have come and where our focus needs to go next to better serve our clients and help educate our communities. We are so thankful to be able to have helped so many people last year and we want to do all we can to increase this number every year, and help more families and businesses with their retirement planning.

Corrine and I have put a lot of effort into making sure that Fitzwilliams Financial does not miss a beat while we are away. We made sure we ironed out all the details and duties for our staff before we left. I am especially excited since this vacation to Mexico gives me the opportunity to talk with other top producers and share best practices. I want to learn what they are doing that their clients love and what they are doing that is helping their clients the most. I always make a point to bring back something from my travels that will make Fitzwilliams Financial a better place for people to do retirement planning.

You would think that a lot of people are unapproachable and not willing to talk when they hit the top levels of production. The exact opposite is true. Since I started my business travels, I have gone on many top production business-awarded trips and on every trip I learned something new to incorporate into our techniques and practices at Fitzwilliams Financial. I am sure this trip will be just as fruitful. Side note: Corrine and I are really looking forward to zip lining!