If What You Thought To Be True About Wealth Turned Out Not To Be True,
"When Would Your Clients Want To Know?"

The Circle of Wealth^® System

The Circle of Wealth^® system significantly improves the level and quality of communication between financial services professionals and their clients. The system is built around a simple 10 step planning process that is combined with a software component that excels as a "Visual Storyboard" to help the advisor clearly communicate how money and wealth accumulation really work.

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. It explores the effects of "transferred money" and the "opportunity costs" associated with those lost dollars.

Circle of Wealth^® Key Benefits

• Highly Visual Storyboard Built Around Our Proven & Easy-To-Follow Client Sales Process
• Finds Transferred Money to Minimize Lost Opportunity Costs
• Show The Effects of Taxes, Inflation, and Other Factors on Different Investment Vehicle Types
• Complete Asset Accumulation and Distribution Illustrations
• Quickly Proves the Often Overlooked Value in Permanent Life Insurance
• Industry Leading Live Training, Customer Service, and Ongoing Support

What will Circle of Wealth^® do for me?

• Analyze, Find and Prove Winning Strategies for Clients
• Clearly Communicate and Simplify Client Solutions
• Engage Your Clients to "Want" to do Business With You
• Position You Far Beyond the Competition and Most of the Industry