Life Insurance Design
About the Course
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Learn
  • 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
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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

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Resources
  • Six 75-minute sessions
  • Group Recordings Archive
  • Access to your coach(es) during live sessions to ask Questions
  • Pre and Post Satisfaction Survey
Meet Your Coach
Starr Barnum
Executive Coach & Master Mentor
Connect with Starr on LinkedIn

Starr Barnum has been in the financial services business for 15+ years, working 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.  (Learn more about Starr)

 
Sign-up Today
$500

Starts January 19, 2022

Wednesdays at 1 to 2:30 p.m. Eastern

Jan 19, Jan 26, Feb 9, Feb 16, Feb 23, Mar 2

What members say:
Starr is very relatable and easy to learn from.  His product knowledge was very valuable to me.
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Starr is a star at teaching the Circle of Wealth.  Him going through the full process made it all come together for me.
Become a Trusted Financial Expert

(321) 369-9470   |   hello@moneytrax.com  |  Vancouver, WA

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