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 Roth (tax-free) IRA? The answer? […]
Pre-Tax vs. Tax-Free: Which Is Better? Read post →
News & Events
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 that just isn’t true? Here’s
The One Question Every Financial Professional Should Be Asking Read post →
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 retirement – the Personal Economic
Explaining the Personal Economic Model® to Prospective Clients Read post →
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 prospects! Watch Starr Barnum, an
Understanding Policy Loans 101 Read post →
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 PEM throughout the process, you
Be unique with the Personal Economic Model Read post →