Life Insurance Design
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About the Course
Learn How To...
  • The spectrum of life insurance products (Term, UL, IUL, Whole Life, LTC-Hybrid...)
  • How to choose and design products that deliver what the client wants
  • How to audit an existing policy or proposed policy to determine if it’s a “maximum efficient contract”
  • How to communicate to your IMO, insurance carrier, or in-house illustrator to design an appropriate contract
  • How to integrate policy values into various COW presentations
    Policy features and benefits

  • How to create the right mix of products
Demonstrate
  • Various illustration platforms
  • How to communicate the policy will accomplish what the client wants
  • How to “maximum fund”, maximize leverage, and compare to alternatives
  • The Private Reserve Strategy in action using the PEM
  • How to “stress test” a policy for long term viability
Resources
  • Six 90-minute Video Training Sessions
  • Shared documents
  • Ability to email coach(es) course related questions
About the Course
Learn How To...
  • The spectrum of life insurance products (Term, UL, IUL, Whole Life, LTC-Hybrid...)
  • How to choose and design products that deliver what the client wants
  • How to audit an existing policy or proposed policy to determine if it’s a “maximum efficient contract”
  • How to communicate to your IMO, insurance carrier, or in-house illustrator to design an appropriate contract
  • How to integrate policy values into various COW presentations
  • Policy features and benefits
  • How to create the right mix of products
Demonstrate
  • Various illustration platforms
  • How to communicate the policy will accomplish what the client wants
  • How to “maximum fund”, maximize leverage, and compare to alternatives
  • The Private Reserve Strategy in action using the PEM
  • How to “stress test” a policy for long term viability
Resources
  • Six 90-minute Video Training Sessions
  • Shared documents
  • Ability to email coach(es) course related questions
Coaches (Instructors):
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.
Coaches (Instructors):
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.
What members say:

Starr is very relatable and easy to learn from.  His product knowledge was very valuable to me.

Starr is a star at teaching the Circle of Wealth.  Him going through the full process made it all come together for me.

$300
On-Demand
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