Valerie

About Valerie Plewak

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So far Valerie Plewak has created 48 entries.

How to answer the question, Why haven’t I heard this before?

Have you ever been in a meeting with a prospect or a client and after you’ve given them some great advice, they ask: “you know that sounds good; but why haven’t I ever heard of this before?”​​​

​​​​​​​One way to […]

April 1st, 2019|News & Events|

5 Reasons why a QP might not be a good account to have in retirement

Many financial advisors encourage their saver clients to contribute to their company’s qualified plan, at least enough to receive the company match. Which is hard to argue any differently; that company match is free money so why […]

March 6th, 2019|News & Events|

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|