Webinar for Financial Professionals
Guiding Your Clients with Financial GPS
Come learn how the Circle of Wealth® can help you explain the many benefits of cash-value life insurance and why this important asset when funded correctly makes all of their other investments better.
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
During this one-hour webinar, Starr Barnum, one of successful executive coaches, will introduce you to the Circle of Wealth®, explain our 10-step process that identifies wealth transfers and explain how you position cash-value life insurance as a want product:
- Script and process to get the "first appointment"
- The four most important financial 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.
