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Text Content

WATCH VIDEO


E X C L U S I V E    W E B I N A R


COMMUNICATING THE POWER OF LIFE INSURANCE WITH THE CIRCLE OF WEALTH® 


JOIN US ON SEPTEMBER 28TH TO LEARN HOW THE CIRCLE OF WEALTH® SYSTEM'S POWERFUL
INSURANCE PLANNING TOOLS CAN HELP YOU CONVERT MORE PROSPECTS INTO SATISFIED
CLIENTS WITH THIS INCREDIBLE 10-STEP PROCESS. 




SEPTEMBER 28TH | 10:00 AM PST

I would like a text message reminder sent to my phone.
RESERVE MY SPOT



BY REGISTERING FOR THE EVENT, YOU AGREE TO RECEIVE EMAIL NOTIFICATIONS FROM
MONEYTRAX, INCLUDING WHEN THE WEBINAR RECORDING WILL BECOME AVAILABLE.


COMMUNICATION TOOLS TO HELP YOU CLOSE THE DEAL

Learn how to use the most powerful financial and insurance planning tools in the
industry to communicate complex financial strategies, get more appointments, and
convert more prospects into satisfied clients.


SAVE MY SPOT


CIRCLE OF WEALTH® SYSTEM IS A PROVEN PROCESS


1,000S

OF FINANCIAL EXPERTS


25+

YEARS HELPING ADVISORS


100+

PRESENTATIONS, SCRIPTS, & TOOLS


10-STEPS TO STARTING EVERY CLIENT CONVERSATION

The Circle of Wealth® System uses visually pleasing aids and easy-to-follow
diagrams to explain advanced financial strategies and can be adjusted to cater
to the specific needs of any client.




Presentation Tools

Learn advanced sales techniques for every financial situation that can separate
you from other advisors.



Client Process

Use a repeatable process to move your clients' money around in the most
tax-efficient way possible. 



Scripts & Coaching

Successfully address market volatility and inflation with worried Americans who
are right on the cusp of retirement.  



Cash-Flow Tools

Comprehensive tools to easily communicate with clients how your recommended
strategies work for their benefit.

SAVE MY SPOT


AS SEEN ON




MEET YOUR PRESENTERS

You'll learn from industry experts who are going to walk you through life
insurance client cases from concept to close and demonstrate the exact Circle of
Wealth® presentations necessary to close any deal.





RON CARUTHERS


JEREMY D. SHIPP


FOUNDER, CARUTHERS COLLEGE AND FINANCIAL SOLUTIONS


EXECUTIVE COACH AND MASTER MENTOR, CIRCLE OF WEALTH BY MONEYTRAX

Caruthers is the nation’s foremost expert on college planning and college
funding. He’s loved by hundreds of parents for finding creative and effective
ways to fund their children’s college dreams while keeping them on track for
retirement. Many know Ron as their Financial Fixer. Caruthers has been
interviewed on ABC, CBS, NBC and FOX, and quoted in Newsweek, Inc. Magazine, USA
Today and the Wall Street Journal.

Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter
(CLU®), Retirement Income Certified Professional (RICP®), and Wealth Management
Certified Professional (WMCP®) designations. He is a master mentor and executive
coach for MoneyTrax, a wealth planning organization that trains the top
financial professionals across North America on the latest innovations in
retirement planning for the 21st century.  





ARE YOU READY TO GROW YOUR BUSINESS?

Join us on September 28th by clicking on the button below!

SAVE MY SPOT »

LifePro Financial Services, Inc.

11512 El Camino Real, Suite 100, San Diego, CA 92130 | Ph: (888) 543-3776 | Em:
info@lifepro.com

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