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Event Details
Let Money Concepts Invest $1,000 In Your Future!
Money Concepts is offering a complimentary $1000 scholarship
to a Two-Day Circle of Wealth® Basic Training with Don Blanton.
Money Concepts is excited to announce our relationship with Don Blanton, the ultimate "swing coach" to top producers in the life insurance industry. Every professional player on the PGA tour has a swing coach. The sale of permanent life insurance is more of a process than a product sale, the “swing” rather than a “club” sale. If you're interested in taking your financial game to the next level you need to come see what Don has to offer!
Don is the president of MoneyTrax, Inc. and the creator of the Circle of Wealth® system which improves the level and quality of communication between financial service professionals and their clients. Make plans now to spend two days with
the best life insurance trainer in the industry and let him show you how
to take your game to a whole new level!
CLICK HERE to hear why you don't want to miss this!
WHEN:
Thursday, October 7th - 1:00pm to 8:00pm
Friday, October 8th - 8:00am to 3:00pm
WHERE:
Crowne Plaza St. Louis - Clayton
7750 Carondelet Avenue
Clayton (St. Louis), Missouri 63105
ph: (314) 726-5400 fax: (314) 719-1127
TESTIMONIALS:
“In my 40+ years in the industry I have never seen a better selling system
or trainer than the Circle of Wealth® and Don Blanton. This proven process and software system will change a producer’s career!” - Bill Z., San Diego
“I wanted to thank you for putting together such an easy to use system.
This brings back the fun in selling life insurance and is most rewarding when
the client finally “gets” why it makes sense to maximum fund the insurance.
Their expression at that moment is priceless.” - Tom L., Harbor Springs
What is the Circle of Wealth system?
The Circle of Wealth® system is built around a simple 10 step planning process that is combined with software modules
that serve as a "Visual Storyboard" to help the advisor clearly
communicate how money and wealth accumulation really work. The system
takes the client through a range of discussions that include but are
not limited to taxes, qualified and non-qualified plans, mortgages, the
accumulation and distribution of assets, and the overall
wealth-building process. It explores the effects of "transferred
money" and the "opportunity costs" associated with those lost dollars.
What will I learn at the Two-Day Training?
- “Experience” our proven 10 Step Sales Process from A-Z and the discussions to have during each step.
- Learn how to navigate through the Circle of Wealth® software modules and see where they fit during the sales process
- How to easily communicate and simplify complex concepts and solutions so your clients “get it.”
- How to show your clients the effect of “transferred money” and how to recapture that money for them
- How different investment vehicle types work and the effects of taxable, tax-deferred, and tax free investments
- How
to engage in meaningful discussions based around Taxes, Qualified &
Non-Qualified Plans, Mortgages, Asset Accumulation and Distribution
Planning, College Funding, Opportunity Costs, etc.
- How to prove that cash-value permanent life insurance can be a viable and effective retirement funding tool
- And much more!
Click here for detailed class agenda
MEETING DETAILS:
• $1,000 training fee will be covered by us for you to attend
• Dinner provided first day & lunch provided second day
• Other meals, accommodation, and travel expenses are your responsibility
• No registration at the door, you must pre-register online
• Dress is business casual
• Insurance CE/CF & CPE/PACE are available: $50 per state/per license
COST:
Agent
is responsible for travel and accommodations only. Money Concepts will be covering
the $1,000 Two-Day Basic Training Fee for you to attend.
PLEASE NOTE: The $1,000 complimentary training class is only available
to licensed agents and new users that have NOT yet purchased the Circle of Wealth® system or attended a BTS. System owners may attend for $500 with Money Concepts covering the other half of the training fee.
REGISTRATION:
SPACE IS LIMITED. REGISTER NOW TO RESERVE YOUR SEAT.
How to Receive CE and/or CFP Credits:
MoneyTrax
is proud to have been approved in almost all 50 states to offer CE
and/or CFP credits at our classes. (Credit is not available in Alaska,
New York nor Puerto Rico.) We provide 5 CE/CPE credits in participating states and 5 CFP board credits for $50 per state/per license.
The following steps must be followed to receive CE and/or CFP credits:
1) Complete and fax in the “CE Enrollment Form” - CLICK HERE TO PRINT FORM
2) You MUST sign in and out each day on the "CE Attendance Sheet" or credits will not be issued.
Note:
You are eligible to receive CE credits for one Basic Training School
per licensing period. Please check with your state(s) to see when your
licensing period begins and ends. CFP board credit is available one
time only so the licensing period does not apply to these credits.
Circle of Wealth is a registered trademark of MoneyTrax, Inc.
When & Where
Crowne Plaza St. Louis - Clayton
7750 Carondelet Avenue
Clayton,
MO 63105
Thursday, October 7, 2010 at 1:00 PM - Friday, October 8, 2010 at 3:00 PM (CT)
Add to my calendar
Hosted By
Money Concepts
Visit www.MoneyTrax.com/MoneyConcepts for more information.
