On-Demand Training
About the Course
About the Course
Learn How To ...
Learn How To ...
- Break down wealth transfers and how to have your prospect saying “what do you need from me to get started?”
- Help your clients shrink their blind spots and understand they need a “who not a how” to be successful
- Explain why buying term and investing the difference this isn't a great plan for the long term
- Show your clients that PLI doesn't cost more
- Compare Life Insurance against any other product
- Help your clients with their big expense items
- Explain why saving money in a taxable environment may not be a good strategy
Logistics
Logistics
- Session 1: Wealth Transfers & Circle Talk Screen 5 - Matt Kennedy
- Session 2: Circle of Knowledge & Income Game - Beth Walker
- Session 3: ROR Capital Equivalent Value - Bryan Bloom
- Session 4: Cost Comparison of Investment Expense - Merle Gilley
- Session 5: Buy Term Invest the Difference - Matt Rzepka
- Session 6: IFR & PRS Expense - Starr Barnum
Resources
Resources
- Six, 75-minute session recordings
- Shared documents & client files
- Ability to email coach(es) course-related questions
About the Course
About the Course
Learn How To...
Learn How To...
- Break down wealth transfers and how to have your prospect saying “what do you need from me to get started?”
- Help your clients shrink their blind spots and understand they need a “who not a how” to be successful
- Explain why buying term and investing the difference this isn't a great plan for the long term
- Show your clients that PLI doesn't cost more
- Compare Life Insurance against any other product
- Help your clients with their big expense items
- Explain why saving money in a taxable environment may not be a good strategy
Logistics
Logistics
- Session 1: Wealth Transfers & Circle Talk Screen 5 - Matt Kennedy
- Session 2: Circle of Knowledge & Income Game - Beth Walker
- Session 3: ROR Capital Equivalent Value - Bryan Bloom
- Session 4: Cost Comparison of Investment Expense - Merle Gilley
- Session 5: Buy Term Invest the Difference - Matt Rzepka
- Session 6: IFR & PRS Expense - Starr Barnum
Resources
Resources
- Six, 75-minute session recordings
- Shared documents & client files
- Ability to email coach(es) course-related questions
Coaches (Instructors):
Coaches (Instructors):
Matt Kennedy
Matt Kennedy
Master Mentor
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth.
Beth Walker
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.
Matt Rzepka
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Merle Gilley
Merle Gilley
President and Founder of TriQuest USA
Merle Gilley has been a successful life insurance agent since 2003. He is considered one of the nation’s leading professional trainers in the financial services industry as an Index Universal Life expert.
Bryan Bloom
Bryan Bloom
Author Confessions of a CPA
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Starr Barnum
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.
Coaches (Instructors):
Coaches (Instructors):
Matt Kennedy
Matt Kennedy
Master Mentor
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth.
Beth Walker
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.
Matt Rzepka
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Merle Gilley
Merle Gilley
President and Founder of TriQuest USA
Merle Gilley has been a successful life insurance agent since 2003. He is considered one of the nation’s leading professional trainers in the financial services industry as an Index Universal Life expert.
Bryan Bloom
Bryan Bloom
Author Confessions of a CPA
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Starr Barnum
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.
Testimonials from past course attendees
Testimonials from past course attendees