2024 Coaching Course
Retirement Planning Advanced
Build on your fundamentals of retirement planning as Jeremy shares his advanced sales techniques, money movement strategies and client case studies.
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About the Course
Learn How To...
  • Learn advanced sales techniques & how to present your solutions
  • Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
  • Keep clients on track using a one-page retirement income plan
  • How to work with HNWC & to manage more of their money
Demonstrate
  • Advanced techniques in the Spending Game 
  • Positioning annuities, life insurance, & investments as part of a holistic plan
  • Application of retirement planning strategies demonstrated via case studies
  • Your ongoing value as a trusted advisor by performing structured annual reviews
Resources
  • Six, 90-minute Webinars
  • Recordings archive
  • Shared documents
  • Ability to email coach(es) course related questions
About the Course
Learn How To...
  • Build on your fundamentals of retirement planning
  • Learn advanced sales techniques & how to present your solutions
  • Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
  • Keep clients on track using a one-page retirement income plan
  • How to work with HNWC & to manage more of their money
Demonstrate
  • Advanced techniques in the Spending Game 
  • Positioning annuities, life insurance, & investments as part of a holistic plan
  • Application of retirement planning strategies demonstrated via case studies
  • Your ongoing value as a trusted advisor by performing structured annual reviews
Resources
  • Six, 90-minute Webinars
  • Recordings archive
  • Shared documents
  • Ability to email coach(es) course related questions
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
$600
Starts May 21st
Tuesdays, 1-2:30 Eastern

May 21, May 28, Jun 4, Jun 11, Jun 18, & Jun 25
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Pre-requisite is Retirement Planning Fundamentals (sign-up for the on-demand course here)

Testimonials past attendees:

"I've attended Jeremy's Retirement Planning COW course, and I've found it the most valuable of all the COW courses I've taken so far and it has increased my income by 5 times since implementing it."

"Jeremy's class definitely increased my awareness on several retirement topics and how the Circle of Wealth can be very helpful in explaining the concepts."

"Jeremy has great ways of phrasing his questions and comments to clients. Just like when you listen to Don, you find a better way to say things!"

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