Case Study Webinars for Members with Marc Catona

Once a quarter a Circle of Wealth® Master Mentor walks our members through one of their client consultations, demonstrating how they used the Circle of Wealth® presentation tools and client process, to help their clients be more efficient […]

September 11th, 2020|News & Events|

Roundtable Webinar for Members with Jeremy Shipp

Join us this Monday, September 14th at 11 a.m. Eastern, as we hear from one of members, Jeremy Shipp (LinkedIn).  During the call, Jeremy will share how he is connecting with his prospects and clients, and how he […]

September 1st, 2020|News & Events|

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|