Take Your Practice to The Next Level
Come perfect your "swing" with the best "swing training" in the industry!
Oxbow Marketing is excited to promote 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 the Circle of Wealth® systemwhich 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 thanCircle 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
Why Attend the Basic Training?
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 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.
Learn More About the Circle of Wealth System . . .
Click HERE to view the Ten Step Sales Process
Click HERE to view what the software modules allow you to illustrate for your clients
Spending Game Video Demo