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Training arrow Live Training arrow BTS: Two-Day Basic Training School

BTS: Two-Day Basic Training School

Price: $1 000.00

Basic Training School Description:

Watch this Video to hear why you don’t want to miss this training! 

Basic Training Schools with Open Registration: (Click date/location for details including nearby hotels, special car rates, etc.)

About the Training:  

For both current licensees and prospective users of the Circle of Wealth® system. At this training, you will learn our PROVEN 10-Step Sales process and the Circle of Wealth® system including the Private Reserve Strategy®.  

Today's clients have complex issues they face when it comes to their money. You can solve those issues but can the client truly understand your advice? By having your clients truly understand your solutions, they will better trust your advice. They will not only "want" to do business with you, they will also be engaged and follow you through the planning process. 

What You will Learn:

  • "Experience" our proven 10-Step Sales Process from A-Z and the discussions to have during each step.
  • How to navigate through the Circle of Wealth® software modules and where they fit during the sales process.
  • What to say when asked “what do you do” that will make the prospect want to hear what you have to say. 
  • How to build a 100% referral business. 
  • Prospecting tools that tell people what you do without any reference to product. 
  • The five areas you must master to find the money and how to master them. 
  • One simple step you may be leaving out that could improve your closing ratio by 50%. 
  • A simple pictorial model that will help you communicate how ones financial security is impacted by the balance or lack of balance between ones current lifestyle needs and desires and the requirements of saving and investing for their future lifestyle. 
  • A 10-minute presentation on life insurance that will have your prospects wanting to put all the money they can into permanent insurance. 
  • How discussing life insurance from a “Wants” perspective rather than a “Needs” position will have your prospect wanting to purchase all the coverage the insurance company will issue. 
  • Why death benefit and access to capital in a life insurance policy should be the primary focus with the tax treatment and internal rate of return secondary. 
  • See a communication tool that will allow you to show all your clients assets on one page, all at different interest rates and different tax brackets. 
  • How to compare two strategies side by side and illustrate the differences between the two. 
  • And much more.

Additional Information About the Training:
  Detailed Agenda & How To Prepare


  • $1000 First Time Attendees That Do Not Own the System including agents, office staff, and guests.
  • $750 First Time Attendees with a current Circle of Wealth® License
  • $500 Repeat Attendees with a current Circle of Wealth® License.  These are attendees who have previously attended a basic training school.

By Registering You Agree To The Following:

  • Lunch or dinner will be provided each day (depending on class times).
  • Other meals, accommodation, and travel expenses are your responsibility.
  • No registration at the door, you must pre-register online (see below).
  • Dress is business casual - No Denim / All shirts must have collars.

Due to the per-person costs associated with set-up for our live training courses, we must enforce the following refund policy: Store Credit will be given that can be used for a different training and/or any other MoneyTrax product or service. Cancellation within seven (7) days of the start date incurs a $100 service fee.

Select Class Below to Register

Questions? Call 321-369-9470 option 3 



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