Circle of Wealth® Accelerator
Coaching course designed to help you quickly and successfully implement the Circle of Wealth® into your practice!
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About the Course
Learn
  • The proven 10-Step Process 
  • The software presentations and where they fit during the process
  • Five key areas to find the money
  • The four toughest financial questions everyone wants to know
  • An opening discussion for every client type
  • How different investment vehicle types work
  • To sell more of every financial product, not just life insurance
  • And much more
Demonstrate
  • How to communicate financial concepts and solutions so your clients “GET IT”
  • How a proven, repeatable process help you get more appointments, sell larger cases, or improve your ROI
  • The effects of “transferred money”
  • The effects of taxable, tax-deferred, and tax free investments
  • Alternative retirement strategies utilizing investments and insurance
  • And much more
Resources
  • Six 90-minute videos sessions
  • Shared documents
  • Ability to email coach(es) course related questions
About the Course
Learn
  • The proven 10-Step Process
  • The software presentations and where they fit during the process
  • Five key areas you can focus on to find the money
  • The four toughest financial questions everyone wants to know
  • An opening discussion for every client type
  • How different investment vehicle types work
  • To sell more of every financial product, not just life insurance
  • And much more
Demonstrate
  • How to easily communicate and simplify complex concepts and solutions so your clients “GET IT”
  • The effects of “transferred money”
  • The effects of taxable, tax-deferred, and tax free investments
  • An alternative retirement strategy utilizing investments and insurance
  • A presentation that will make your clients “WANT” all the permanent life insurance they can afford
  • How the Spending Game can show all your clients’ assets on one page at different interest rates, and different tax brackets
Resources
  • Six 90-minute videos sessions
  • Shared documents
  • Ability to email coach(es) course related questions
Coaches (Instructors):
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners.  He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Coaches (Instructors):
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners.  He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Testimonial from Starr's past course attendees

I cannot recommend Starr's course enough - well worth the investment of time and money. Starr is were VERY knowledgeable, his class taught me more about the entire Circle Of Wealth platform.

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Ian M. - San Diego, CA

Starr taught me how to use the entire program on a whole different level!

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John K. - Dayton, OH

$600
Get immediate access to the video recordings and shared resources
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