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. 

WHAT'S INCLUDED

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. 

KICK-START PROGRAM

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.

PRODUCTION ACCELERATOR COURSE

Our online Producation Accelerator Course meets every other Tuesday at 1-2:30 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.

OUR INSTRUCTORS

Starr Barnum (About Starr)

Mark Guthrie (About Mark)

 

Crystal Langdon (About Crystal

Jeremy Shipp (About Jeremy

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!

PRICING

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