Webinar for Financial Professionals
Client Case Study Demonstrates the Power of Life Insurance
Come witness firsthand how Circle of Wealth® tools empower advisors to effectively communicate the value of life insurance to prospects and clients as an integral part of their financial strategies. During this informative hour, we will explore a compelling client case study highlighting the implementation of cash-value life insurance
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.
