Circle of Wealth® Subscription

Join a community of financial advisors and a company committed to helping you master the Circle of Wealth® system to achieve your business goals. 



Circle of Wealth® Software: 

  • NextGen Software runs on macOS, Windows, Andriod, Apple iOS & the Internet
  • Spending Game Desktop Software
  • Integrated system help
  • Live customer support

Resources, Coaching & Training:

  • Client Communication Assessment Tool
  • Self-study Training Courses  
  • Webinars with company president and CEO
  • Case Study webinars  
  • Marketing videos for your website
  • Client conversation audio library
  • Scripts library
  • Training Video Gallery
  • Weekly podcasts
  • Newsletter/blog articles for your social media
  • TakeNote client management program

On-boarding Program: 

  • New member coach first 60 days
  • Custom tailored implementation steps 
  • Coaching based on your target market(s)

Kick-Start Training Program: 

  • Face-to-face, eight-hour, quick-start training 
  • You will learn the Circle of Wealth® proven sales process and the core presentation tools and scripts
  • Includes resource guide with screens and scripts  
  • Click here for future dates and locations


Production Accelerator Course (online):  

  • 60-min webinars, held every other week for 12 sessions
  • Instructed by a team of successful producers using the system every day with their clients
  • Recordings Archive: 20 hours of recorded instruction to learn at your own pace

 << Don't Just Take Our Word For It ... Hear from Other Advisors 

Watch the video to hear how advisors are using the Circle of Wealth® system to engage and communicate with their clients. 


Fast-paced day of training to learn the Circle of Wealth® proven sales process and the system’s core presentation tools and scripts.  

Every professional player on the PGA tour has a swing coach. The sale of permanent life insurance is more of a process than a product sale, the “swing” rather than a “club” sale. At this training, you will to learn take your financial game to the next level, ... discover what thousands of top producing agents know ... clients are far more likely to follow the advice of a “coach” rather than that of a “club rep.” 

When you join you will receive an email with future Kick-Start dates and locations.


Our online Producation Accelerator Course meets every other Tuesday at 1-2:15 p.m. Eastern. All sessions are recorded and entire library of recorded sessions is available when you join.

This course is instructed by our top producers who are not only experts in the system but also successful in their own personal production. 

When you subscribe, you will receive immediate access to the current group's live sessions, their recordings archive and a complete library of recordings so you can learn on your own, at your own pace.


Starr Barnum (About)

Mark Guthrie (About)

Eric King (About)


Matt Rzepka (About) 

Jeremy Shipp (About

Beth Walker (About

What you will learn:

What to Say So your clients can truly understand your solutions and in-turn better trust your advice

Prospecting What to say when asked “what do you do” that will make them want to hear what you have to say 

Process that Works From the first meeting thru implementation of your recommendations 

Finding the Money Five areas your clients are losing unknowingly and unnecessarily

Its True Benefits How to position cash-value life insurance as a "want" product

Referrals How to build a referral business from your existing clients

This is your opportunity to earn with the Circle of Wealth® while you learn from the industry leader in sales training and financial presentation tools!


$999 start-up + $99 per month

Subscribe Now

Terms & Conditions 

  • MoneyTrax offers a 30-day money-back guarantee. After the 30-day period, all subscription payments are non-refundable.  
  • $999 billed to your credit card upon sign up, then $99 per month each month thereafter.  
  • Subscription requires continuous payments. Cancelled subscriptions must re-start.
  • A Circle of Wealth® system subscription is a license to a single advisor and may not be used by any other advisors. An advisor is defined as a person who presents the Circle of Wealth® software in the process of offering financial advice and financial products.  
  • All subscription pricing are subject to change.