P&C Study Group

With Don Blanton & Your P&C Peers

Learn how to "find the money" for your customers to help pay for the financial products they want & need


Join Now


What You Will Learn

  • How to position the Personal Economic Model® & the Circle of Wealth® philosophies into your everyday customer reviews
  • How to effectively communicate the impact that cash flow plays on one’s overall financial decisions  
  • How to communicate opportunities that exist for your customers that will increase your P&C sales 
  • How drive your P&C customers to the financial services side of your business
  • How to "find the money" for your customers to help pay for the financial products they want & need
  • How to implement the Circle of Wealth® into your existing practice from peers who lead succesful P&C teams

Training Details

  • Three Sessions: June 17-18, 2019, Sept 9-10, 2019, Dec 10-11, 2019
  • Make-up Session: Feb 11-12, 2020*
  • Class times: 9 am to 5 pm; 9 am to 2 pm (includes lunch both days) 
  • Location: Heritage Eagle Bend Country Club, 23155 E Heritage Pkwy. Aurora, CO 80016


*If you unable to attend any of the previous sessions, the February 11-12, 2020 will be a make-up session. Material will be a review of what was covered during the previous sessions. Group members who have attended all of the previous sessions can also attend as a bonus. 

Don Blanton

Don Blanton, Circle of Wealth® founder and president of MoneyTrax, Inc. 

Don is a nationally sought-after seminar speaker, addressing the top financial planners in the country who utilize his unique communication style and tools to work with their individual clients.  

If what you thought to be true, turned out not to be true, when would you want to know?

 

Program Tuition & Payment Options

Single Upfront Payment (Saves $$$)

  • Agents: $3,000
  • Team Member: $2,000 (attending w/Agent) 
Agent $3,000 Single-pay

Monthly Payment (Easy to Manage)

  • Agents: $750 per month for 6 payments
  • Team Member: $500 per month for 6 payments

Questions? Email training@moneytrax.com or call (321) 369-9470 Option 3