The Napkin Strategy: How to Talk About Financial Efficiency in 45 Seconds
Imagine you’re at a networking event or a casual coffee meeting and someone asks: “So, what do you do?” If ...
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Pre-Tax vs. Tax-Free: Which Is Better?
One of the most common questions in retirement planning is: Should I contribute to a traditional (pre-tax) IRA or a ...
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The One Question Every Financial Professional Should Be Asking
What if the way you think about money—your mortgage, your qualified plan, or even how you save—is based on something ...
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Explaining the Personal Economic Model® to Prospective Clients
Inside the Circle of Wealth® system is an invaluable tool for demonstrating a prospect’s current financial situation and planning for ...
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Understanding Policy Loans 101
Curious about how policy loans really work? This quick three-minute discussion could provide valuable insights for you, your clients, and ...
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Be unique with the Personal Economic Model
One thing that makes the Circle of Wealth® unique is the Personal Economic Model® (PEM for short). By using the ...
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Should I Take Social Security Early or Late?
When helping your clients plan for retirement, a common question financial advisors hear is “Should I take my social security ...
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Turn Prospects into Clients and Grow Your Production with Financial GPS
Every person you meet is a prospective new client – do you have something to say that piques their interest making ...
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