The Goal of Our Road Shows

The goal of our Road Shows is very simple: to change the way America views the accumulation and distribution of wealth.

Our Promise to All Attendees

We make a straightforward promise to all who attend our Road Shows: in three hours, we will change your practice forever. Once armed with our Circle of Wealth® tools, all of which are explained during this insightful three-hour session, you will attract more wealthy clients and convert more prospects to clients with fewer appointments. As if that were not enough, you will also learn to place an additional $250,000 of first-year life insurance premiums within the next 12 months. If this sounds like just what you need to move your practice to the next level, we challenge you to invest three hours to learn how this promise is not only possible, but has already been realized by thousands of advisors and agents across America.

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No Cost to Attend

Not only is there no cost for you to attend this three-hour overview of the Circle of Wealth System®, we will even provide all attendees, free of charge, a working version of one of the most useful tools found in our system simply for reviewing our system.

A $250 Gift to You

If you attend our overview session you will leave with a complete working version of our Five-Minute Lesson on Life Insurance. This is not a three-day trial version, it is a full working version of the tool designed to help you sell substantially more life insurance. This tool retails on our web site for $250. When you leave our overview armed with this easy to use prospect/client presentation tool, you will have all you need to demonstrate to your prospects and clients why permanent value life insurance just may be the most perfect parking place for money during both the accumulation and distribution phases of their lives.

The working version of this software, which you will receive at the end of the presentation, also comes with a professional high-quality video presentation designed to motivate your prospects and clients to initiate a conversation with you about how to use life insurance as the cornerstone of the financial planning process. Once you review this sample client video, you will never again want to meet with a prospect or client until they have had an opportunity to view this eye-opening video.

Our Road Show Schedule and Times

Unless noted differently on the list of Upcoming Road Shows, registration begins at 8:30 AM with the presentation beginning at 9:00 Sharp. We ask you to please arrive early and have coffee with your fellow attendees. The presentation will end no later than 12:30. There will be a break in the middle of the presentation, giving us 3 hours of actual presentation time.

Taught by One of America's Premier Speakers and Trainers

Your Road Show trainer will be Richard Parker. He is a 20-year veteran of the financial services business with a strong background in both securities and insurance. As a multiyear million-dollar producer, he knows first-hand the challenges that face producers just like you. He will show you not only how to use the Circle of Wealth® system but how implementing it into your practice is unequalled.

Far too many financial advisors today approach their practice-building not unlike a short order cook: trying to prepare from scratch everything the client feels they need. Richard will show you that building your own perfect practice using the MoneyTrax Circle of Wealth® system is simply following the recipe—a recipe that has been proven successful in the trenches by thousands of advisors and agents over the past 1 ½ decades.

A Don't-Miss Opportunity

Do not procrastinate a single day. While there is no charge to attend this 1/2 day overview, seating is limited. So register today and learn how the Circle of Wealth® system can change your practice—FOREVER!

Click here for Upcoming Dates, and to Register