Valerie

About Valerie Plewak

This author has not yet filled in any details.
So far Valerie Plewak has created 50 entries.

One of the most Misunderstood Items in your Product Line

One of the most misunderstood items in your product line is Permanent Life Insurance.  How do you introduce and explain the value of this misunderstood and sometimes unknown product?

No matter how you make the introduction, an over-funded […]

July 20th, 2020|News & Events|

Listen to COW on the Go with our Podcasts

Circle of Wealth® hosts two podcast channels:

COW Insights: Interviews with Mark Guthrie,  Don Blanton and other members of the Circle of Wealth® Community
COW Tales: Audio stories & client conversations narrated by company founder, Don Blanton

Podcasts […]

May 14th, 2020|News & Events|

Eligible for a stimulus check from the Treasury Department?

Here’s some details around the stimulus checks from the Treasury Department you may find interesting and are welcome to share with your own clients.

As of Friday, April 24, the Internal Revenue Service said it had issued 88 […]

May 5th, 2020|News & Events|

A Member Success Story to Share

Success story from one of our community members:

“On our Monday Round Table call, it was  recommended to refinance ASAP because the banks were going to be inundated.  I contacted one of my clients, and he immediately refinanced from […]

April 30th, 2020|News & Events|

Live Roundtable Webinar for Members

Join us on Mondays at 11 a.m. Eastern for a 30 to 45 minute call as we join together to keep our sense of community strong by ‘virtually’ meeting on a regular basis.  Hear from your peers and others […]

April 3rd, 2020|News & Events|