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Class Agenda:
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Day 1
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1:00 – 5:00
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- Step 1: Open Ended Questions
- Step 2: Circle Talk One & Two (Accumulators & SS Recipients)
- Step 9: Introduction to Life Insurance (3 legged stool)
- Step 3: Confidential Questionnaire (CQ)
- Step 4: Explain How You Get Paid
- Step 5: Referrals: Three Things You Look For
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5:00 – 6:00
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Dinner
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6:00 – 8:00
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- Step 6: Review CQ
- Step 7: Find the Money - Mortgage Master & Mortgage Net Worth
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Day 2
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8:00 – 11:00
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- Step 7: Find the Money (cont.) - Tax Master, Compound Interest Tutorial (CIT), Increase/Flatten/Reduce Taxes (IFR)
- Step 8: Where to put the "Found Money" - Buy Term and Invest the Difference: Buy PLI and Invest the Term
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11:00 – 12:00
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Lunch
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12:00 – 3:00
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- Step 7: Find the Money (cont.) - Qualified Plans
- ToolBox Module Overview
- Step 10: Introduction to The Spending Game (Developing a plan for accumulation and distribution.)
- Review of the ten steps
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How To Prepare For This Class:
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Current users
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Prospective users
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- Review the Virtual Training Course* or the set of 5 A/V Computer Based Training CD's** that may have come with your system
- Practice each module and make a note of areas you need help in
- Study the 10 Steps to the Circle of Wealth® sales process CLICK HERE TO VIEW
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* The Virtual Training Course is included in all Circle of Wealth® systems purchased on or after January 1, 2008. Current users who purchased the Circle of Wealth® system prior to January 1, 2008 who attend a Two-Day Basic Training may purchase this program for 50% off by calling us at 321-369-9470 ext 210
** AVCDs were included in some systems purchased prior to January 1, 2008 IF if you bought the system along with a 2-Day Basic Training under our "Training Bundle" offer. If you bought the system under a "carrier discount" or other special program, then it may not have included the AVCD's. The AVCD's are now out of date and have been replaced by the Virtual Training Course
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