Expectations
settings
Retirement Planning Advanced
settings
About the Course
border_color
settings
- Build on your fundamentals of retirement planning
- Learn advanced sales techniques & how to present your solutions
- Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
- How to work with HNWC & to manage more of their money
speaker_notes
Demonstration
settings
- Advanced techniques in the Spending Game
- Positioning annuities, life insurance, & investments as part of a holistic plan
- Application of retirement planning strategies demonstrated via case studies
library_books
Resources
settings
- Six 90-minute sessions
- Case study files
- Recordings Archive
- Prior group's Recordings Archive
- Access to your coach during live sessions to ask Questions
- Pre & post satisfaction survey
settings
Meet Your Coach
settings
Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®
settings
settings
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. (Learn more about Jeremy)
settings
Sign-up Today
settings
What members say:
settings
Jeremy's class definitely increased my awareness on several retirement topics and how the Circle of Wealth can be very helpful in explaining the concepts.
arrow_drop_down_circle
Divider Text
settings
Jeremy has great ways of phrasing his questions and comments to clients. Just like when you listen to Don, you find a better way to say things!
settings
Options to Save $$$
settings
Circle of Wealth® system by MoneyTrax
settings
321-369-9470 | moneytrax.com