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

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.

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.

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!

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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