Retirement Planning Advanced
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About the Course
Learn How To...
  • 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
Demonstrate
  • 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
Resources
  • Six 90-minute Video Training sessions
  • Shared documents
  • Ability to email coach(es) course related questions
About the Course
Learn How To...
  • 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
Demonstrate
  • 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
Resources
  • Six 90-minute Video Training sessions
  • Shared documents
  • Ability to email coach(es) course related questions
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
What members say:

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.

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!

$500
Immediately Receive Access to Video Training & Shared Resources
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Pre-requisite is Retirement Planning Fundamentals / Essentials

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