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|

How to Handle the ​​​​​​​Stock Market’s Unpredictability

We all know the stock market can be unpredictable and after the sudden drop in 2007 and 2008, some tend to overreact when prices become volatile.

We all want to know, “What’s next for the financial markets?” Are prices headed down […]

February 5th, 2019|News & Events|

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|