Webinar for Financial Professionals
Unveiling the Power of the Circle of Wealth® for Reliable Retirement Income
Come learn how four easy to answer questions and the Circle of Wealth® tools can empower advisors to clearly and effectively communicate the benefits of annuities for securing a steady income throughout retirement. In this informative hour, we'll dive into a compelling client case study that demonstrates how the Circle of Wealth® can enhance your client interactions and showcase your recommendations.
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
In this webinar, Starr will explain how the Circle of Wealth®'s client process and presentation software, when utilized together, generate higher premiums and implement strategies that serve the client's interests.
- Script and process to get the "first appointment"
- The four important questions (and how you answer them)
- How to identify wealth transfers to free up cash-flow
- Properly explaining the benefits of access to capital
- Moving from "needs-based selling" to "wants-based advising"
- Opening up more opportunities with every client
Your Host
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.
