Review Of Circle of Wealth & MoneyTrax Leads, Training, And Sales Support!
What Every Agent Ought To Know About Circle of Wealth Training, Leads, etc!
The ‘Road To Success’ with Circle of Wealth and the MoneyTrax Software starts with a review of the additional marketing, leads, and sales training you need… So, you attract and are always in front of the right Circle of Wealth prospects/leads.
There is no question that when you use MoneyTrax’s interactive tools, you will get a much better understanding of how money works. And then how you can help your clients. You will see how things will impact all your financial decisions.
Then you can simulate financial strategies. You can now see the potential outcomes! MoneyTrax will give you clarity and confidence every step of the way.
But There Are Problems When You Review Circle of Wealth Program…
There are several complaints we get from agents and advisors who use Circle of Wealth.
Yes, the MoneyTrax is a great software program! And the Circle of Wealth training at the COW college is wonderful. But…
- The MoneyTrax software and the agent and advisor Circle of Wealth training programs are very expensive, with ongoing annual renewal fees, etc.
- And when you use the MoneyTrax software with a client, it tends to confuse a lot of clients.
Plus, when you review the Circle of Wealth training two crucial pieces are missing!
- How do you consistently find, attract, and then set appointments with the right prospects/leads for the Circle of Wealth program?
- How do you get people to WANT to take immediate action on your sales recommendations? Close the Circle of Wealth sale?
Hear what Jim Greer had to say about our Trusted Advisor Success Program™ system, tools, training, and leads compared to the Circle of Wealth Program and other systems!
A Quick Review From Agents Who Invested In Circle Of Wealth.
We have had many agents who have invested in MoneyTrax’s software and then attended COW College. While the Agent thought the MoneyTrax software and Circle of Wealth training were great, they were not getting the training, leads, and sales results they expected. Because they didn’t have a way to find and attract the right prospects/leads for Circle of Wealth. And then a good way to set a sales appointment. And they didn’t have a simple sales presentation to consistently close the Circle of Wealth sale.
Today, using our Trusted Advisor Success Program™ marketing and sales system, with our 3 months of personal agent training, coaching, and sales support, most of those agents are now making well over $250,000 per year. While some of them are making over a million dollars per year!
Here is what Roger Brown RFC, CSA, CFE, and MDRT Qualifier had to say about our Trusted Advisor Success Program™ system, tools, training, and support…
So, how can we help you with Circle of Wealth?
Because of the above training, leads, and sales problems, many agents who work with Circle of Wealth also invest in our affordable, proven Trusted Advisor Success Program™ and training! (Note: The investment is less than half of Circle of Wealth!)
With our customized Life Insurance Tool Kits… and our mentoring, coaching, training, and support you will learn…
- The secrets to you attracting a steady stream of the Right Prospects and Referred Leads (Circle of Wealth)! With all the tools you will need! Including all the prospecting letters, scripts, invitations, Ads, presentations, power points, and so much more!
- How to get your (Circle of Wealth) prospects/leads to choose YOU over the competition! So, you can turn ‘9 out of 10’ of your best leads into high-quality sales appointments! (appointment scripts, telephone scripts, sales scripts, and more)
- How to hold readers’ attention like glue… So, the more they read, the more they will want to meet with you.
- How to present your sales message with maximum impact? Learn why and how to do it correctly! All the while keeping it super simple!
- How to get your prospects on an emotional level? You will learn the amazing ‘5 Minute Sales Presentations’ that will help them see the value of your services and offers without leaving them confused.
- How to convince any skeptic? Use questioning strategies that are unknown to 95% of your competition.
- How to use power sales questions? So, you get your prospects to practically close themselves! No more “I need to think about it“.
- How To Explode Your Sales! How you can discover your prospects’ innermost desires. And then use that knowledge to craft an offer that is irresistible to them! So, they will want to buy from you. Then you will soon be on your way to closing ‘9 out of 10’ of your sales appointments!
Summary… Review Of The Circle of Wealth Agent and Advisors Training…
One of the huge reasons why so many people are turning to the Insurance Pro Shop is that we provide 3 months of personal training, coaching, and sales support with each of our specialized marketing and sales systems at no additional cost.
- This personal training and coaching will help you avoid the common mistakes most agents and advisors are making today. Which will make sure you get off to a fast start! No more being left alone to try to figure it out on your own! We will be there to guide you every step of the way to make sure you attract and set appointments with the right prospects/leads (Circle of Wealth)!
- Plus, with our sales support, we will help you to evaluate, design, and present 3-5 cases. We want to ensure you learn how to provide the best solutions for your clients. So, you will close more and larger life insurance sales! (Using your companies!)
You May Also Want To Read… How To Make $250K Or More Per Year Selling Life Insurance!
You Don’t Have To Go It Alone! Asking Questions, Helping Families, And ‘Finding The Money” Are 3 Big Secrets To Attracting The Best Prospects/Leads For The Circle of Wealth Program!
Whatever the reason is for you not making the sales commions you want selling annuities and life insurance! We will help you to fix it! Where do you want to go from here? Will you be our next agent success story? Call us now. We can help you decide which of our training and coaching programs is the right one for you to increase your sales and commissions by selling annuities and life insurance! 877-297-4608
When are you going to get the system and tools, with the 3 months of one-on-one agent training, coaching, and sales support you need to help middle-income families find the money to spend, save, invest, insure, and plan wisely for the future to “Live Debt Free and Truly Wealthy”? When will you be one of the top agents successfully selling annuities and life insurance?
Harness The Power of Found Money Management!
Do you want to work in an Untapped Market with the Best Life Insurance Prospects?
Do you want to know the secrets to finding and closing more IUL & Whole Life Sales in the next 30-60 days?
Do you want to learn how to Find The Money, So, you can generate premiums from $4K to $12K CONSISTENTLY per case?
Do you want to use all the HOT Sales Concepts like Wealth In Motion, Infinite Banking, Missed Fortune, Circle Of Wealth, and Tax-Free Retirement?
Then Claim Your Copy of:
'Advisor's Guide To Found Money Management™'
Trusted Advisor Success Program™!
Revealed… The Only 90-day One-On-One Insurance Agent Training, Coaching, And Sales Support Program To Learn How To Help Middle-Income Families! It Is The Secret To Closing More And Larger Life Insurance And Annuities Sales Like The Legends!
Our Trusted Advisor Success Program™ is about you helping middle-income families find the money to Live Debt-Free And Truly Wealthy! So you help people to get all the life insurance they need to protect their families. While they save for a tax-free income, save for college, create a family bank, etc. (Using cash value life insurance!)
Check out our Trusted Advisor Success Program™! Because you will get 90 days of personal training and coaching… with sales support! All from a team that has helped agents and advisors learn the secrets to closing more and larger life insurance sales for over 40 years! It is the best life insurance marketing and sales system, agent training, and secret to guarantee you will earn $250k or more each year closing sales… Closing cash-value life insurance sales like the Industry Legends Ben Feldman, Tom Wolf, John Savage, Van Mueller, and Medhi Fakharzadeh!
First, we will show you how to find and attract your best life insurance leads. So you set great sales appointments. Then we will show you how to do a complete client fact-find to help middle-income families identify and want to solve their problems. We will also show you how you can help middle-income families find the money! So that they can take action right now!
Then we will show you the best ways to present your ideas to your clients. So you will have success closing more and larger life insurance sales to take your sales career to extraordinary heights. Now you will earn $250K, or more this year closing life insurance and annuities like the Legends.
Inside our Trusted Advisor Success Program™, you will find the best life insurance marketing plans, sales strategies, secrets, and ideas laid out for you! You will learn the best ways to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews; and more – with all the tools, scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and sell more and larger sales! Because your ‘specialized marketing message’ to everyone will be about how you help middle-income families find the money to “Live Debt-Free and Truly Wealthy”!
INCLUDES… The best life insurance marketing, agent sales success training, coaching, and support! It is everything you need to find the money to use and close all the HOT Life Insurance and Annuity Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program™. Now you can help middle-income families – not just the wealthy!
Includes… Our Found Money Management™ Tool Kit (Life insurance marketing and sales success training system),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training System And Videos,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
And Includes… Membership to Our Private Site at $39.95 monthly after the first month!
The three secrets to you closing more and larger life insurance sales! Help middle-income families to identify their problems! Help middle-income families to want to solve their problems! Then help middle-income families find the money to take action!
When will you review and invest in the best training and coaching to find leads, set appointments, and close sales for Circle Of Wealth?
“Insurance Pro Shop is the best insurance/financial advisor coaching I’ve ever had in the 10 years I’ve been in the life insurance and financials business. They are honest, always putting client needs (the agent’s clients) first. They are very experienced, their advice is accurate and dependable. Their educational products actually deliver on the promises made to help agents increase their business and sales skills. The best part is the hands-on, one-on-one coaching available by the IPS team; they supplement the audio and reading materials that comprise the various educational products and that makes all the difference in the world.
You can get a great CD or webinar but without the coaching to back it up and fill out the process, it’s not as easy or effective. I am sure that’s why most “sales systems” don’t work – they leave you on your own after purchase and good luck. The IPS team sticks with you, gives you solid training and advice, helps with client cases, and they really are there for one main thing: the agent’s success. I encourage everyone I know in this business to get their services to be successful.” Audrey Sendrowski – MA (10 years in the business)
“Dear Lew; As you are aware I have been in the industry for 39 years and am a consistent MDRT ‘Top of the Table’ qualifier. I have spoken at MDRT, and at several major companies’ top producer meetings. In 2000, I went from being an Agency Development General Agent to a Personal Producer. The transition was challenging, but it worked. The one thing I lost along the way was the focus on life insurance sales.”
“I tried several refresher programs and was able to modestly upgrade life production. Then I found your company. Eventually, I purchased several of your programs, including Found Money Management™ and How to Close 9 out of 10 ™. The material is excellent and I have spent many hours reviewing it. This year our life production is up almost 100% over last year and I believe it will double again. Thanks for your personal consulting time and the programs and most of all your sincere belief in the good work you and your company are doing.” Richard M. CLU, ChFC, RFC, CEP (39 years in business)
“Thanks for everything, I’ve written over $270,000 of life premiums in the past two months since attending the boot camp in December ($190,000 in commissions). Freedom Equity Group has asked me to do a teleconference to explain how I’ve accomplished this dramatic increase in my business. So, I will be recommending your Found Money Management™ system and your boot camp to everyone on the call.” Randy Delph, RFC, LUTCF, FMM – IN (35 years in Insurance Sales)
When will you follow the ‘Top Producers’ to be a successful agent or advisor selling life insurance to new prospects?
Let’s keep this simple. Most agents (90%) struggle to earn a decent net income after expenses. They take the easy way and follow what the herd does – buying insurance leads, buying the next hot sales system, software, etc. They are spending thousands of dollars each year.
However, the top 10% of successful agents do not buy leads, do not buy the next hot sales system, software, etc. Instead, they invest in the training and coaching they need to take charge and grow their insurance agency. They invest in the training, coaching, and support they need to help people and make a difference. Accordingly, they stand out from the crowd. They are seen as experts and draw prospects to their insurance agency.
Consider… The top agents and advisors we train and coach earn over a million dollars annually selling life insurance, annuities, investments, and their services. While thousands of agents and advisors who earned $30,000 – $50,000 per year, within a year now earn $100,000 – $200,000! And their income keeps growing as they become the Trusted Advisor people want to see! Why! Because when you learn how to help prospects find the money to get all the life insurance they need, the average case is $3,000 – $7,000 in commissions!
Do You Want To Know All The Little Secrets So You Can Successfully Sell New Prospects More Life Insurance?
IPS Mini-University In Insurance Marketing And Sales
*** Where To Start… Review To Attract The Best Leads And Set Appointments For Circle of Wealth! ***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!
Become an IPS Member today to check out the most affordable and effective insurance agent – marketing ideas and sales training – with live coaching!
In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
Over the past 20-plus years, our family has helped thousands of agents and advisors increase their sales in a few weeks to earn $3,000 – $7,000 per week, $150,000, and more annually! By becoming members of our Insurance Marketing and Sales Resource Center. It is only $39.95 per month and you can cancel anytime. Check it out, because it has detailed insurance marketing strategies to attract the best prospects in your area, with many hours of agent video training. It also has in-depth appointment setting and insurance sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly insurance agent training webinars.
We are always here to help and guide you every step of the way to find your best new prospects, and set appointments to succeed in selling more life insurance and annuities!
Here Is What Our Members And Experts Say About Our Affordable Insurance Agent Training!
“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
“Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university (Insurance Marketing and Sales Resource Center) last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! I think your program will tremendously help my father and I in our business! Thanks,” Bryan Grissum – MO (5 years in the business)
“Just wanted to drop you a quick note about your webinars. Your webinar content has been FANTASTIC! You help to “cut through” to the heart of what’s most important, in order to do an accurate and great job for the client. Sure, you often run past the 1 hour mark, but it’s always been valuable content. IPS always delivers! Everyone who is a student of the life and annuity insurance business needs to hire you to be their teachers for insurance and financial planning. You keep doing what you’re doing. You’re filling a vital need in the insurance training industry. We’re all lucky to have you and your family serving the industry the way you do.” David H. Kinder, ChFC® – CA (11 years in the business)
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (Insurance Marketing and Sales Resource Center) I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric” Ric Komarek, RFC® – CA (7 years in the business)
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!
What Are You Waiting For – Get Our Affordable Online Live Weekly Group Training And Coaching Webinars For Insurance Agents and Financial Advisors!
Are you a seasoned financial advisor, a new insurance agent, or a P&C agent? You need training and coaching to learn these critical and fundamental insurance marketing, exclusive leads, and sales strategies right now! They are not an option if you want to be a Trusted Advisor and be ultra-successful in insurance sales.
This training is how you will learn to send a “special marketing message” about how you help middle-income families Find The Money for a secure financial future! Following our program you will easily attract exclusive insurance leads/prospects in your community! NO more leads to buy! No more traveling all over your county and state. Save time and thousands of dollars each year!
Then learn how to ask the right questions to set appointments with almost everyone you call. You will set more and your best insurance sales appointments! Because they are better quality, you will also need fewer insurance sales appointments, and they will all be in your local area! Save time and thousands of dollars each year!
Then learn how to help middle-income families Find The Money to close more and larger sales! The average insurance commission per sale when you help middle-income families Find The Money is $3,000 to $7,000 in commissions.
This is just the start of the life insurance marketing and sales agent training, courses, tools, strategies, and videos you will also get… When you decide to be an elite member of our IPS private life insurance marketing strategies and sales training website.
INCLUDES… 4 Live Hour Long Weekly Insurance Agent Coaching Webinars each month – Live Group Coaching – Case Design Classes – with Insurance Marketing, Prospecting, And Sales Training Tips and Strategies! You will have immediate access to all of our Past Live Insurance Agent Coaching Webinars!
There are many benefits to insurance agent sales training, coaching, and support! 80% of insurance agents who receive insurance marketing training, coaching, and sales support report increased self-confidence. The more confident you are in your ability to help middle-income families, then the more people will want your help.
Finding The Best Life Insurance Leads, Setting Insurance Appointments, And Closing More and Larger Sales Is Easy… When You Get The Best Agent Training And Live Agent Coaching From A Family Who Have Been Training Agents And Advisors For Over 40 Years!
Become An IPS Member today to check out our agent marketing. leads, and sales training life insurance programs! Find the best leads and sales appointments to help middle-income families!
30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!
Note: We have agents from around the world who are members of our affordable, IPS Exclusive Members-Only Website… And use our life insurance and annuity marketing systems, leads systems, sales systems, tools kit, and personal agent and advisor training program – Canada, the United Kingdom, Indonesia, India, and the Philippines!
When Will Take Control Of Your Life – To Succeed In Selling Insurance!
Stop putting it off! When you can get the insurance marketing systems, sales training, and agent support you need to succeed in selling new prospects!
Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
One of the recurring topics we write about each week… and talk about daily is asking your insurance prospects the right probing questions. And then ask your insurance prospects enough sales questions! That is because asking your prospects the right probing questions is one of, if not the biggest key to your success in selling insurance. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance prospects! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions? In this 24-page guide, you will find our goldmine of probing questions you should ask prospects to set appointments and close insurance ales. More Details! Immediate Download… Order Now!
A huge key to finding and attracting exclusive leads, setting better appointments, closing sales, increasing your income, and successfully selling life insurance annuities and your services is and always will be getting the agent training to ask enough of the right sales questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Learn How To Help People… So You Will Be Selling More Life Insurance And Annuities In Just A Few Days From Now!
Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
We urge you to take the time to read our 20-chapter book… Middle American Family Guide To Living Debt-Free And Truly Wealthy! Because we give you complete strategies… To help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So you can help them “Live Debt-free and Truly Wealthy”! As a result, you will understand our philosophies and techniques by the end of the book. Finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!
Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more personal insurance agent training, coaching, and sales support you get to learn how to successfully help families find the money… for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change!
When Will You Review And Get The Best Training To Find The Best Prospects/Leads For Circle of Wealth?
Get The Best Insurance Agent Sales Training
Insurance Agent Marketing And Sales Training Videos… Trusted Advisor Success Training™
