The fastest way for advisors who are unfamiliar with the Circle of Wealth® system to learn what it is a all about is to watch these brief full-screen videos of each of the software tool in action. We also recommend that you Download the Demo and follow along with the narrator, MoneyTrax president and founder Don Blanton.

Take a few minutes and learn how the components of the Circle of Wealth® system can benefit you.

	Circle Talk The Circle Talk shows your potential client just how you can help them. It illustrates most of the basic areas where wealth transfers affect most Americans, and lets you choose which to highlight. Each subject area contains a storyline and calculation capability. With this format, you use the client's own data to personalize the presentation. With Don Blanton as your guide, view this tour and see the power of the Circle Talk for yourself. Learn More...
	Mortgage Master Each decision your client makes impacts the growth of their overall Circle of Wealth. When someone builds a house, they are really building two: one for themselves and one for the bank. Through the use of Mortgage Master, decisions like whether or not to refinance are easily conveyed. Watch as Don Blanton guides you through the use of The Mortgage Master and see how it can benefit your prospects - and your practice. Learn More...
	Mortgage Net Worth The concept behind the Mortgage Net Worth (MNW) program is computing whether a client will earn money on the spread between after-tax mortgage loan rates and higher investment returns. This spread exists because of the tax deduction of mortgage interest, and increases as a client’s tax bracket increases. Watch as Don Blanton guides you through the use of Mortgage Net Worth to navigate this calculation. Learn More...
	Tax Master Tax Master highlights the tax transfers that are created by compound interest where the interest earned is taxed annually. Tax Master does not give tax advice but merely illustrates the tax alternatives available. With Don Blanton as your guide, see the power of Tax Master in action. Learn More...
	Qualifed Plans Qualified retirement plans can be a viable tool for retirement planning however they can lead to financial ruin if they are not fully understood. Your clients believe these plans are the best tool for their retirement. Two factors that could destroy their wealth are increases in tax bracket to maintain the lifestyle they expect and the Government’s ability to change the rules at any time. Disarm your clients by quickly educating them about the truth with this module Learn More...
	ToolBox Professional The world is constantly changing, and finding new ways to communicate more effectively is the key to remaining at the top of the industry. MoneyTrax ToolBox Professional, designed by and for our system users, keeps you updated with new ideas and techniques being used by many of the top producers around the country. Watch as Don Blanton guides you through the use of this amazingly powerful set of tools. Learn More...
	The Spending Game The Spending Game is a tool to use with your clients who have accumulated assets and are wondering how to spend them. It takes the same careful planning in spending your assets as it did in accumulating them. Illustrate different alternatives to your clients which may help them have more money to spend during retirement and avoid unnecessary wealth transfers. Don Blanton guides you through the use of our most powerful tool. Learn More...
	Retirement: Ready or Not? Would your clients like to know when they are going to run out of money? Of course they would - the sooner the better! Would you like to know how well prepared your prospect REALLY FEELS about retirement? Use Retirement: Ready or Not? to instantly show the effects of Saving, Rates of Return, Spending, Inflation, and Retirement Date on your prospect's future. Watch as Don Blanton guides you through the use of this simple, powerful tool. Learn More...