There are so many reasons to attend COW College 2025 on January 2-4 at the Ritz-Carlton Orlando Resort. As an advisor and/or agent, attending in-person […]
Attend COW College In-Person (It’s Crucial) Read post →
Inside the Circle of Wealth® system is an invaluable tool for demonstrating a prospect’s current financial situation and planning for retirement – the Personal Economic
Explaining the Personal Economic Model® to Prospective Clients Read post →
Curious about how policy loans really work? This quick three-minute discussion could provide valuable insights for you, your clients, and prospects! Watch Starr Barnum, an
Understanding Policy Loans 101 Read post →
Discover how tax-deferred investments truly impact your financial planning — ask yourself, whose retirement are you planning: yours or the government’s? Watch Starr Barnum, executive
Whose retirement are you planning: yours or the government’s? Read post →
One thing that makes the Circle of Wealth® unique is the Personal Economic Model® (PEM for short). By using the PEM throughout the process, you
Be unique with the Personal Economic Model Read post →
