Come perfect your "swing" with the best "swing training" in the industry!
Oxbow Marketing Company is excited to announce our relationship with Don Blanton, the best "swing coach" to top producers in the life insurance industry. Every professional player on the PGA tour has a swing coach. The sale
of permanent life insurance is more of a process than a product sale, the
“swing” rather than a “club” sale. If you're interested in taking your financial game to the next level you need to come see what Don has to offer!
Don is the president of MoneyTrax, Inc. and the creator of theCircle of Wealth® system which improves the level and quality of communication between financial service professionals and their clients.Make plans now to spend two
days with the best life insurance trainer in the industry and let him show you
how to take your game to a whole new level!
"In my 40+ years in the industry I have never seen a better selling system or trainer than Circle of Wealth and Don Blanton. This proven process and software system will change a producer's career!" - Bill Z., San Diego
“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
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 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.
What makes Circle of Wealth different from
other software systems or sales processes?
Most software is written for agents, Circle of Wealth is written for the client
Other systems use
an analytical approach or engineering model where COW handles both the
conceptual sale as well as the validation close with the Spending Game
Other systems are
very time consuming to learn where COW is very easy to learn how to operate
Other systems
require you to quit doing things the way you have done them and learn a new
process where COW allows you to incorporate new concepts into what you are
already doing
One can purchase
the COW system for what other systems cost each year
Learn More About the Circle of Wealth System . . .
“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
