Learn how to use the Private Reserve Strategy® to educate and motivate your clients and prospects to save money in a permanent life insurance policy
About the Course
Learn
- How to INCREASE savings and REDUCE financial stress for your clients
- How to effectively communicate the benefits of a permanent life insurance policy
- How to strategically structure a life insurance policy so it can be used as a private reserve
Demonstrate
- The true value of LUC = liquidity, use and control of one's money
- The power of OPM (other people's money)
- How to help clients SEE that they finance everything they buy
- Why life insurance is the IDEAL vehicle for a Private Reserve
Resources
- Four, one-hour, weekly sessions
- Recordings archive
- Shared documents and resources
- Access to your coach(es) during live sessions
- Ability to email your coach(es) course related questions
- Pre and post course satisfaction surveys
About the Course
Learn
- How to INCREASE savings and REDUCE financial stress for your clients
- How to effectively communicate the benefits of a permanent life insurance policy
- How to strategically structure a life insurance policy so it can be used as a private reserve
Demonstration Cases
- The true value of LUC = liquidity, use and control of one's money
- The power of OPM (other people's money)
- How to help clients SEE that they finance everything they buy
- Why life insurance is the IDEAL vehicle for a Private Reserve
Resources
- Four, one-hour, weekly sessions
- Recordings archive
- Shared documents and resources
- Access to your coach(es) during live sessions
- Ability to email your coach(es) course related questions
- Pre and post course satisfaction surveys
Coaches (Instructors):
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Coaches (Instructors):
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.