Take Your Practice to The Next Level Come perfect your "swing" with the best "swing training" in the industry!
Upcoming Two-Day Basic Training Dates: June 23-24, 2011 - CLICK HERE to register & view training details
Don Blanton is one of the top rated life insurance trainers in the industry, the president of MoneyTrax, Inc., and the creator of the Circle of Wealth® system. While the Circle of Wealth® system will help your efforts with every product offered by the financial services industry, this training is considered the best life insurance training in the industry today. If you are interested in increasing your life production and sales in every other area of your practice, this training is for you!
The system can differentiate you from the competition, give you something to say, "find money" for your clients by focusing on the "swing" first before going to the club rack, and provide the tools necessary to become a financial swing coach versus a product salesperson. Don't miss the opportunity to discover how the Circle of Wealth® system can skyrocket sales in 2011 and better serve your clients!
Upcoming Two-Day Basic Training Dates: June 23-24, 2011 - CLICK HERE register & view training details
What will I learn at the Two-Day Basic Training?
“Experience” our proven 10 Step Sales Process from A-Z and the discussions to have during each step
Learn how to navigate through the Circle of Wealth® software modules and see where they fit during the sales process
How to easily communicate and simplify complex concepts and solutions so your clients “get it.”
How to show your clients the effect of “transferred money” and how to recapture that money for them
How different investment vehicle types work and the effects of taxable, tax-deferred, and tax free investments
How to engage in meaningful discussions based around Taxes, Qualified & Non-Qualified Plans, Mortgages, Asset Accumulation and Distribution Planning, College Funding, Opportunity Costs, etc.
How to prove that cash-value permanent life insurance can be a viable and effective retirement funding tool
And much more
What is the Circle of Wealth system? The Circle of Wealth® system is built around a simple 10 step planning process that is combined with software modules that serve 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 limitedto 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.
Click HERE to view what the software modules allow you to illustrate for your clients
What Advisors are Saying About the Two-Day Basic Training . . .
“I wanted to thank you for putting together such an easy to use system. This brings back the fun in selling life insurance and is most rewarding when the client finally “gets” why it makes sense to maximum fund the insurance. Their expression at that moment is priceless.” - Tom L., Harbor Springs
“I don’t even have the words to explain how these last two days have impacted me. I cannot wait to get home and get to work. COW is definitely going to take me to the next level. I am now a problem solver! Thank you for everything – thank you for totally lifting me above any competition.” – C. Chastain
"Best overall program I have seen in over 30 years in the business. I have only used parts of the software two times so far and I sold both cases. With one life case that equaled $16,000 in commissions and one annuity case with $13,200 in commission, do I like the system? Everybody say AMEN!" - Roy W, Stratford, CT
"Don’s system is the simplest and clearest Software System presentation that I’ve come in contact with in my 37 years in the business. If used properly, everyone who sees this should want to become a client." - Gary I, Gig Harbor, WA
"Finally, a program with tools we can use right out of the box. Don’s presentation is masterful, entertaining, challenging an inspirational. I expect my business to grow significantly by using just a portion of what I learned."- Hillard R, Newport Beach, CA
"I thought I already had a spectacular retirement practice. Circle of Wealth is going to redefine everything I do and know two a level I never imagined and I thought big before the training!" - Kathy C, East Lansing, MI
