Win Lose or Tie

Win Lose or Tie 1

The Personal Economic Model® offers almost unlimited conversations for you to use to communicate with your prospects and clients visually.  Win, Lose, or Tie is a great conversation about one’s perspective on retirement planning.

“When it comes to how you look at your money in the race to retirement, would you like your current lifestyle to win, your future lifestyle to win, or would you like a tie”?  It may take your client a little time to think through what you just asked.  This question will certainly get them thinking about retirement from a different point of view.

If they are having a little trouble coming up with an answer, ask this question. “Which is winning today, your current lifestyle or your future lifestyle? At some point in our future, we will all be faced with where our money will come from when we can no longer work or choose to stop.”

In our culture, a “tie” is less than desirable, but when it comes to financial planning a “tie” may be position A. A “tie” represents a balanced financial plan which means that you will have enough money put away for your future that when you wish to retire you can enjoy the same standard of living you enjoy today adjusted for inflation and enough money to last throughout your lifetime. Financially a tie sounds like a win.

“I help clients determine the balance necessary between their current and future lifestyles today and help develop a plan to secure a “TIE” by retirement often without impacting their current lifestyle today.  When would you like to get started?”

Life insurance oftentimes plays a major role because there is no other product other than insurance that can guarantee that what the client wants to happen, will happen, even in the event they are not here to see it happen.

Watch the video below to learn more about the Personal Economic Model and the ideal position A.

Ways to learn more about the Circle of Wealth®:

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