How much do you know about one of the most important tools you have to help protect you and your family’s financial future?


Life insurance is a key risk management tool that can help you pursue your financial dreams and help protect the ones you love. It also can be pretty complicated. See where you fall on your understanding of life insurance by taking this short quiz.

Keep in mind that several factors will affect the cost and availability of life insurance, including age, health and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications.

The Circle of Wealth® has several presentation tools that can help an advisor explain the value of permanent life insurance.  Our most popular is the 10-minute lesson on life insurance.  The Circle of Wealth® focuses heavily on communication strategies; and we know if you can communicate with your clients so they truly understand your solutions they will, in turn, be better able to trust your advice.  Click here to learn more about this conversation and the other tools in the Circle of Wealth®.

About MoneyTrax:
MoneyTrax, Inc. was founded in 1994 by Don Blanton and has gained national recognition for its unique financial planning approach, intuitive client presentation software, advanced training, and effective marketing tools. Since inception, MoneyTrax, Inc. has helped thousands of financial advisors nationally better serve their clients by providing the tools and training necessary to educate and increase their client’s financial Circle of Wealth®. The Circle of Wealth® system significantly expands the financial advice available to a family beyond the industry accepted approach used by most advisors today.

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