A pivotal tool in the Circle of Wealth® system. The Circle Talk is an interactive application that graphically shows your potential client just how you can help them.  The Circle Talk highlights and illustrates eleven basic areas where wealth transfers affect most Americans (your choice of inputs can be completely customized).
| • Taxes | • Mortgages | • Estate Planning & Tax | | • Credit Cards | • Financing Autos | • Trading Autos | | • Opportunity Cost | • Term Insurance | • Long Term Care | | • Retirement Planning | • Tax History | |
 Each subject area contains a story line and calculation capability to aid in walking the client through the discussion. With the interactive format, you can use the client's own data to personalize the presentation. By highlighting where people are transferring their wealth unnecessarily the client is left with a strong desire to work with you to solve his problems. He sees that financial products are a small part of his financial success and that the most important component of the process is the knowledge you bring and how to apply it.
Watch as Don Blanton guides you through the use of this amazingly powerful tool. Circle Talk is designed to help your prospects "wrap their minds" around the Circle of Wealth concepts and leads the discussion into the other, more detailed and direct modules.  Click Here to watch the video |
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