Product Description
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 Sales Process combined with a suite of cutting edge software applications that excel as a “Visual Storyboard” to help the advisor clearly communicate how money and wealth accumulation 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. One of the more valuable discussions proves how cash-value permanent life insurance can be a viable and effective place to "park the money" in a balanced portfolio.
What does it look Like?
Thank you for taking the time to review the Circle of Wealth® system. Please visit our discovery website, www.circleofwealthsystem.com Username: "cow" Password: "cow" to learn about all of the features and benefits of the Circle of Wealth® system.
License Agreement
Each and every agent who uses the system must purchase their own full license to use the software. If a second copy of the software is needed for personal reasons (such as having it on a desktop and laptop) then a second "Seat License" can be purchased at a onetime cost of $250. This "Seat License" may not be shared with other agents/producers to use the system with clients. (Each agent needs to buy their own full license)
Annual Renewal
An annual renewal (currently $300 per year) is required to maintain system access and assures you will receive the latest updates and new versions of the system (you will never pay additional "upgrade" fees). Your annual renewal also includes live phone support and help. This single renewal fee also includes updates for any additional "Seat Licenses" the user owns.
2 Ways to Never Pay for Renewals!
#1 We offer a $300 referral credit for anyone who purchases the system that you refer to us (you must own the system to receive credit). This credit may be applied to any MoneyTrax product & service - one referral per year covers your renewal fee.
#2 We also offer all of our users an included renewal if they attend our annual conference "COW College" each year in January. Visit www.cowcollegeonline.com for more info.
Note: We feel this is an extremely fair model and encourage you to renew each year. The system will stop working after the first year if you do not renew due to compliance requirements.
Benefits of Renewing
- Statistical updates to ensure interest, tax, and inflation rates, remain current
- Software updates and enhancements including new versions at no extra cost
- Ability to participate in our generous referral program - ($300 Credit per referral)
- Ability to participate in our Mentor Program
* MoneyTrax is the industry leader in training and software solutions. We have a vast network of strategic partners that may include your Carrier, IMO, BD, or company. You may be eligible to receive the full system above at a substantially discounted rate based upon your company affilation. Call us at 321-369-9470 option 1 to find out more!
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