Loading Events

« All Events

  • This event has passed.

Circle of Wealth: Life Insurance Playbook

November 14, 2023 EST @1:00 pm - 2:00 pm

CLICK FOR MORE DETAILS AND TO REGISTER

No CE Credits

Come learn how the Circle of Wealth® helps advisors and clients understand the countless benefits of life insurance – term and permanent.  Learn more & register – Nov 14th at 1pm Eastern.

During the webinar, one of MoneyTrax‘s executive coaches, Starr Barnum, will introduce you to the presentations and scripts he uses every day to talk about life insurance with his own clients and prospects:

  1. Overcome the ROR objection
  2. How to move from needs-based selling to wants-based advising
  3. The benefits of access to capital
  4. A permission slip to spend other assets in retirement
  5. How life insurance can mitigate a rising income tax rate environment
  6. And more

There is no cost to attend but you must pre-register.  Registered attendees will receive the Zoom link to attend live and the webinar replay via email.

Details

Date:
November 14, 2023 EST
Time:
1:00 pm - 2:00 pm
Event Category: