What if the way you think about money—your mortgage, your qualified plan, or even how you save—is based on something that just isn’t true? Here’s […]
The One Question Every Financial Professional Should Be Asking Read post →
Inside the Circle of Wealth® system is an invaluable tool for demonstrating a prospect’s current financial situation and planning for retirement – the Personal Economic
Explaining the Personal Economic Model® to Prospective Clients Read post →
Curious about how policy loans really work? This quick three-minute discussion could provide valuable insights for you, your clients, and prospects! Watch Starr Barnum, an
Understanding Policy Loans 101 Read post →
One thing that makes the Circle of Wealth® unique is the Personal Economic Model® (PEM for short). By using the PEM throughout the process, you
Be unique with the Personal Economic Model Read post →
When helping your clients plan for retirement, a common question financial advisors hear is “Should I take my social security early or late?” Jeremy Shipp,
Should I Take Social Security Early or Late? Read post →
