Circle of Wealth® Membership

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


Circle of Wealth® 2-yr Subscription: 

  • Desktop software 
  • Integrated system help
  • Live customer support
  • PRO level membership (see below)

PRO Level Member Resources: 

  • Web-based software (iCOW)  
  • Unlimited Communication Profiles (client assessments)
  • COW &&PEM Online Training Courses  
  • Training webinars with company president and CEO
  • Live Case Study webinars  
  • Marketing videos available to embed on your website
  • Audio library of 130+ client conversations
  • COW Insights weekly podcast
  • Newsletter/blog articles for your social media
  • TakeNote client management program

Kick-Start Program: 

  • Two-day training in Atlanta, GA instructed by Starr Barnum and Don Blanton 
  • You will learn the Circle of Wealth® proven sales process and the system’s core presentation tools and scripts
  • Includes 200+ page resource guide  
  • Click here for future dates and locations


Online Production Accelerator Course:  

  • 90-min webinars, held ever other week for 12 sessions, 
  • Instructed by a team of successful producing using the system every day with their clients
  • Recordings Archive: 30 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. 


Two-days 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 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 next online Producation Accelerator Course 31 begins on July 17th. Sessions will be every other Tuesday at 1-2:30 p.m. Eastern. 

This course is instructed by our top financial advisors who are experts in the system and successful in their own personal production. 

When you subscribe, you will receive immediate access to the Recordings Archive of the entire program so you can learn on your own, at your own pace.


Starr Barnum (About Starr)

Mark Guthrie (About Mark)


Crystal Langdon (About Crystal

Jeremy Shipp (About Jeremy

What you will learn:


How to better communicate with your clients so they can truly understand your solutions and in-turn better trust your advice

Door Openers

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

Client Process

Our client process covers an entire engagement from the first meeting thru implementation of your recommendations 

Find the Money

The five areas you must master to "find the money" that your clients are losing unknowingly and unnecessarily

10-Minute Lesson

A 10-minute presentation that will make your clients want to buy all the permanent life insurance they can afford


How to build a 100% referral business that tell people what you do without any reference to product

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!


To buy now, click the button below for the payment option you would like to choose: