The Circle Of Wealth^® System

The Circle of Wealth^® system significantly improves the level and quality of communication between financial services professionals and their clients. The system is built around a simple 10 step planning process that is combined with a software component that excels as a "Visual Storyboard" to help the advisor clearly communicate how money and wealth accumulation really work.

The system takes the client through a range of discussions that include but are not limited to taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process. It explores the effects of "transferred money" and the "opportunity costs" associated with those lost dollars.

Two-Day Basic Training School (BTS)

Many of the countries top producers have experienced tremendous growth both professionally and in their production due to our client centered focus and simple to understand process. MoneyTrax offers you much more than simply software or another sales system. We have built a strong reputation as the top training firm in the industry today.

Join MoneyTrax founder Don Blanton as he personally walks you through the complete 10 Step Sales Process from a-z. The class will teach you how to navigate through the software modules and where they fit during the sales process. You will return with "something to say" and with the confidence to engage your clients using the Circle of Wealth^® the system.

MoneyTrax Study Group Program

We are excited to offer you an easy and effective way to master the Circle of Wealth^® system. Our tested and proven "Online" Study Group allows you to join and collaborate with 14 other system owners for 6 full months of extensive training and dedicated support. The carefully selected curriculum is structured for an efficient learning process and is taught by one of our certified Mentor's who have already mastered the system and can offer you real world and practical ways to find success. MoneyTrax Online University (MOU) is included while you participate in a Study Group ($1000 value alone).

MoneyTrax Mentor Program

Imagine a program that GUARANTEES you will write a minimum of $250,000 in life premium in the next 12 months with the knowledge that many in the program write three to four times this amount! Don Blanton personally makes that guarantee to you. Ask yourself this question, “Would you be willing to split commissions with an agent who could help you double your commissions?” Sure you would. The cost to participate in this exclusive program for the entire year will be no more than you splitting commissions on one nice case. If you have already passed this minimum production level, then you know better than anyone that you will double or triple your previous production by committing to a program like this.

All candidates should have a general understanding of how the Circle of Wealth^® software operates and be familiar with the concepts that it illustrates. The Mentor program is not a basic training and it will not teach you how to operate the software. We expect that you have attended a Basic Training or COW College (preferably 2) and understand the general functions of the software and the ideas that it illustrates. Call us for a consultation to determine if you are ready for Mentoring at 321-369-9470 ext 210