On-Demand Training

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 Recordings
  • 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 Recordings
  • Shared documents
  • Ability to email coach(es) course related questions

Coaches (Instructors):

Jeremy Shipp

Executive Coach & Master Mentor
Connect with Jeremy on LinkedIn
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Learn more about Jeremy >

Coaches (Instructors):

Jeremy Shipp

Executive Coach & Master Mentor
Connect with Jeremy on LinkedIn
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Learn more about Jeremy >

$300

On-Demand

Gain Immediate Access to the Video Recordings & Shared Resources
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Join Now

NOTE: A pre-requisite to this advanced course is Jeremy's Retirement Planning Fundamentals course. 

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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