Product Description
The Circle of Wealth® system consists of 8 software modules and at its core excels as a "Visual Storyboard" to help prospects and customers quickly understand how money and wealth really works. It explores the effects of "transferred money" and the "opportunity costs" associated with those lost dollars.
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. One of the more valuable discussions proves how cash-value permanent life insurance can be a viable and effective place to "park the money" in a balanced portfolio.
What does it look Like?
Thank you for taking the time to review the Circle of Wealth® system. If you have not already done so, please visit the "First Time Visitor" section of our website. From here you can learn about us, watch a video tour of the software, and download the full system to demo. We strongly suggest you join us for a 1 hour webinar overview of the system to "experience" the client sales process.
With over 100 visual aides, story boards, and calculators we think you will find Circle of Wealth® to be a complete a-z sales tool. We include live support to help you learn all of the these as needed however you will only be using 4-5 core modules on a daily basis as you meet with clients. Please call us if you have any specific case related questions.
License Agreement
Each and every agent who uses the system must purchase their own full license to use the software and it is theirs to use indefinitely. If a second copy of the software is needed for personal reasons (such as having it on a desktop and laptop) then a second "Seat License" can be purchased at a one time cost of $250. This "Seat License" may not be shared with other agents/producers to use the system with clients. (Each agent needs to buy their own full license)
Annual Renewal
We offer an annual renewal (currently $300 per year) which assures you access to the latest revisions of our system. Your annual renewal also allows us to offer you live tech support and basic case help. This single renewal fee also includes updates for any additional "Seat Licenses" the user owns. Note: The ToolBox module will turn off without annual renewal due to compliance.
Benefits of Renewing
- Statistical updates to ensure interest, tax, and inflation rates, remain current
- Software updates and enhancements including new versions at no extra cost
- Ability to participate in our generous referral program - ($250 Credit per referral)
- Ability to participate in our Mentor Program
Included In System
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Save $3200 On Our System & Training!
Call 321-369-9470 ext 210 For Details
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Circle of Wealth® System
