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 November 29th to learn how to use the Circle of Wealth®'s Personal Economic Model to get your clients WANTING to purchase max-funded life insurance and how to free up their cash flow to fund the policy. 

November 29th | 10:00 AM PST

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 Circle of Wealth®'s Personal Economic Model side-by-side with LifePro's Wealth Report to communicate complex financial strategies, get more appointments, and convert more prospects into satisfied clients.

Circle of Wealth® System is a Proven Process







10-Steps to Starting Every IUL Conversation

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

Presentation Tools

Client Process

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

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

Scripts & Coaching

Cash-Flow Tools

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

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

As Seen On

Meet Your Presenters

You'll learn from industry experts who will walk you through their "client process" approach and explain how you can help clients find more money to fund the max-funded life insurance policy they're most interested in purchasing.

Lance Morgan

Jeremy D. Shipp

Founder, College Funding Education, LLC

Executive Coach and Master Mentor, Circle of Wealth®

Morgan is the author of "The Retirement Scholarship Strategy" and one of the nation's top college planners. His approach to college planning is unique in that he gets right into life insurance (IUL) during his seminar and then in his first meeting. During his presentation, Morgan will share how he presents life insurance using the Personal Economic Model, side-by-side with LifePro's Wealth Report. Morgan has taken Don Blanton's training programs to learn about college funding, retirement, tax, and mortgage strategies, so he knows firsthand the value they provide advisors.

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. Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. 

Are you ready to grow your business?

Join us on November 29th by clicking on the button below!

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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