The Circle of Wealth^® system significantly improves the level and quality of communication between financial services professionals and their clients. The system is built around a simple 10-step planning process that is combined with a software component that works as a "Visual Storyboard" to help the adviser clearly communicate how money and wealth accumulation really work.

The system takes 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. It explores the effects of "transferred money" and the opportunity costs associated with those lost dollars.

Circle of Wealth^® Key Benefits

• Highly Visual Storyboard Built Around Our Proven & Easy-To-Follow Client Sales Process


• Finds Transferred Money to Minimize Lost Opportunity Costs


• Show the Effects of Taxes, Inflation, and Other Factors on Different Investment Vehicle Types


• Complete Asset Accumulation & Distribution Illustrations


• Quickly Proves the Often Overlooked Value in Permanent Life Insurance


• Industry-Leading Live and Online Training, Customer Service & Ongoing Support