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MoneyTrax, Inc. was founded in 1994
by Don Blanton and has gained national recognition for its unique planning
process and easy-to-use client-centered financial software known as the
Circle of Wealth® system. While there are many software and
communication tools written for the financial professional, there is little
available in the financial services industry written from the client’s
perspective.
The Circle of Wealth®
system centers around the concept of helping people avoid transferring money
away unknowingly and unnecessarily. There are only two ways for an advisor to
help clients with their finances. The traditional method is to review what the
client is currently doing and recommend better products that potentially pay
higher rates of return often requiring increased risk. The second is to help
the client be more efficient with the resources they have by avoiding
unnecessary transfers such as interest on debt, credit cards, car payments,
taxes, how you pay your mortgage and how you fund your qualified retirement
accounts. The Circle of Wealth® system operates under the
philosophy that there is potentially more financial opportunity by avoiding the
losses, than there may be by picking the winners.
Product Description
The Circle of Wealth®
system consists of 8 software modules and at its core excels as a "Visual
Storyboard" to help you, your prospects and customers quickly understand how money and
wealth really works. It explores the effects of "transferred money" and the
"opportunity costs" associated with those lost dollars.
The system takes you and the client through a
range of discussions that include but are not limited to taxes, qualified and
non-qualified plans, mortgages, the accumulation and distribution of assets, and
the overall wealth-building process. One of the more valuable discussions proves
how cash-value permanent life insurance can be a viable and effective place to
"park the money" in a balanced portfolio.
With over 100 visual aids, story boards,
and calculators you will find Circle of Wealth® to be
a complete A-Z sales tool. You will find the learning curve to be
very short as the system is built on a very simple platform. Circle of Wealth® has an
extensive array of training options from live classes, online training, and
several self study tools to help you quickly get started. Plus they also include world
class live phone support after you purchase the system.
Full System Price; $5250
Annual Renewal;
$300
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Comments From The Insurance Pro Shop
Today's clients have complex issues they
face when it comes to their money. You can solve those issues, but does your
prospect truly understand your advice? By having your prospects truly understand
your solutions, they will better trust your advice. They will not only "want" to
do business with you, they will also be engaged and follow you through the
planning process. This training from Don Blanton will show you how to communicate solutions in a
way that the client will comprehend.
We at the Insurance Pro Shop believe the
Circle of Wealth® , money management
and sales training you'll get from Don Blanton is a must for every agent.
However, remember Circle of Wealth® is a software
system that helps you to present safe money concepts and solutions to your prospects,
once you are in front of the right prospect. The Circle of Wealth®
program does not provide you with the
marketing and lead generation tools and methods you need to consistently attract the
'IDEAL' prospects to you.
Nor, does it teach you how to set the appointment, or do a good fact-find to
help you to help the prospect to identify and understand their problems, so they
want to take immediate action on your recommendations.
Yours in success,
Jeremy, Will & Lew Nason
The 9 Out Of 10 Guys...
P.S. Check out
the Insurance Pro Shop's specialized lead generation, appointment setting
and sales systems below, because during the past decade we've helped over a thousand
insurance agents, financial advisors and planners EACH
YEAR to double
and triple their incomes within 60-180 days ...even
in this recession!
The top advisors, we worked with last year, earned over
$1,000,000 and many others who were earning $50,000-$70,000 per year, now earn
$150,000-$350,000 per year. And with our ongoing one-on-one help, you can do the
same. And we’ll be by your side every step of the way.
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Call Us Toll Free Right
“I
am finishing my finest personal production year ever,
and that is directly attributable to the change in marketing efforts I have
instituted since meeting Lew and Jeremy. (7/2008) After 25-years
in this business I guess I have proven that you can teach new tricks to an "old
dog."
Endorsement
From A Respected Industry Leader
Endorsement From
A Respected Industry Leader
Endorsements
From Respected Industry Leaders