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 that 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. So 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…

There are several complaints that we get from agents and advisors who use Circle of Wealth.

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 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!

  1. How do you consistently find, attract, and then set appointments with the right prospects/leads for the Circle of Wealth program?
  2. 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!

Jim Greer About Out Training - Review Of Circle of Wealth & MoneyTrax Training and Leads!

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 they 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 that would 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…

Insurance Pro Shop's Video Testimonial By: Roger Brown - Review Of Circle of Wealth & MoneyTrax Training and Leads!

So, how can we help you with Circle of Wealth?

Because of the above training, leads, and sales problems, many of the agents who work with Circle of Wealth are also investing 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 of 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 you can present your sales message with maximum impact? Learn why and how to do it correctly! All the while keeping it super simple!
  • How you can get to 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 dazed and confused.
  • How you can convince any skeptic? Use questioning strategies that are unknown to 95% of your competition.
  • How you can 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!


Our Specialized Life Insurance Marketing, Leads, And Sales System…
With 90 Days Of Personal Agent Training, Coaching, And Sales Support!

Trusted Advisor Success Program™

Trusted Advisor Success Program - Review Of Circle of Wealth & MoneyTrax Training and Leads!Our Trusted Advisor Success Program is about you learning to help middle-income families find the money to Live Debt-Free And Truly Wealthy! It is about helping your clients and prospects to get all the cash-value life insurance they need to protect their families. While you help them to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years to help families… so they earn $250k or more per year selling life insurance!

We will show you how to find your best life insurance and annuity leads/prospects. So you will set great sales appointments. Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects find the money so that they can take action right now! Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 sales. So you will earn $250K, or more this year selling life insurance and annuities like the Legends.

It is the best life insurance marketing and sales system and training for insurance agents and advisors to learn how to help families!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Coaching You Need To Help Families… To Want Your Help?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, strategies, and ideas laid out for you! You will learn the best ways for you 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 your best prospects and set your best sales appointments! Because your ‘special message’ to everyone will be all about how you help middle-income families find the money to Live Debt-Free and Truly Wealthy!

You will also learn the best marketing and sales training to use all the HOT 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 average people – not just the wealthy!

Includes Our Found Money Management™ Tool KitLife insurance marketing, appointment setting, and agent selling system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales Training System And Videos,
With 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
Also Membership to Our IPS Private Site at $39.95 per month after the first month!

When will you invest in the best training and coaching to find leads, set appointments, and close sales for Circle Of Wealth?

Richard M. Highly Review Of Circle of Wealth & MoneyTrax Agent And Advisor Training“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)

Randy Delph, RFC, LUTCF, FMM – IN (35 years in Insurance Sales) Review Of Circle of Wealth & MoneyTrax Agent And Advisor Training“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 Read Our Full-Length Book? So You Build Your Life Insurance Sales Career By Learning How To Really Help People!

Living Debt Free And Truly Wealthy - Learn Mehdi Fakharzadeh's Simple Approach To Success Selling Life Insurance!

Middle American Family’s Guide To: Living Debt Free And Truly Wealthy!

We urge you to take the time to read our 20-chapter book… ‘Middle American Family’s Guide To Living Debt-Free And Truly Wealthy!” Because we give you the complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt-Free and Truly Wealthy!” As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors 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!


When Will You 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™

Free Consult - Helping 9 Out Of 10 Agents and Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Review Of Circle of Wealth & MoneyTrax Training and Leads!