Valerie

About Valerie Plewak

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So far Valerie Plewak has created 41 entries.

Circle of Wealth® NextGen Just Released to Members

After two years of planning and development, we’re proud to release the first version of the completely new system that will move us forward.   With a fresh look and feel, and all of the presentations you’ve come […]

February 18th, 2019|News & Events|

Clients say, its easy to follow, made perfect sense, & made the conversation around money enjoyable

I wanted to let you know that since COW College I’ve had several meetings all using the COW tools. At the end of my meetings I asked my prospects and clients (I did some reviews) what they thought about […]

January 11th, 2019|Testimonials|

Certain Uncertainties Can Erode Your Client’s Sense of Confidence 

The uncertainties your clients face in retirement can erode their sense of confidence. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute, only 18% of retirees say they are “very confident” about […]

January 11th, 2019|News & Events|

Retirement Can Mean Different Things for People

Retirement can have many different meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable […]

September 8th, 2018|News & Events|

Needs vs Wants: People Move in the Direction of their Wants

Life insurance has historically been sold by the life insurance carriers as a “need” product.  They start by offering a “needs analysis” which looks at a family’s needs and obligations, and then they subtract their liquid assets to […]

July 31st, 2018|News & Events|