Webinar for Financial Professionals
The Life Insurance Playbook
Why, When & How to Discuss Cash-Value Life Insurance
Come learn about the key conversations that the Circle of Wealth® offers agents and advisors to help their clients and prospects financially and where cash-value life insurance fits into that conversation.
COW Software
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
In this webinar, Starr will explain how the Circle of Wealth®'s client process and presentation software, when utilized together, generate higher premiums and implement strategies that serve the client's interests.
  • Script and process to get the "first appointment"
  • The four important questions (and how you answer them)
  • How to identify wealth transfers to free up cash-flow
  • Properly explaining the benefits of access to capital
  • Moving from "needs-based selling" to "wants-based advising"
  • Opening up more opportunities with every client
COW Software
Your Host
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners.  He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.