As advisors, we often mention the advantages of cash-value life insurance without fully exploring their impact over a client’s lifetime. Starr will take a deep dive into how to communicate those advantages through storytelling and Circle of Wealth® tools, helping clients understand how to use their cash value and why it’s so powerful compared to alternative strategies.
About the Course
About the Course
Learn How To...
Learn How To...
- How to explain the 12 key benefits of cash-value life insurance in a clear, client-friendly way.
- How to communicate the lifetime impact of cash value using storytelling and simple, compelling language.
- How to position yourself as the educator—not the salesperson—by building clarity around the “why” behind the strategy.
Demonstrate
Demonstrate
- How to use Circle of Wealth® visuals and software tools to illustrate each cash-value concept with precision and ease.
- Real examples of showing clients how to use their cash value—not just hear about it.
- Presentation techniques that turn complex ideas into simple, powerful conversations that drive informed decisions.
Resources
Resources
- Six 90-minute live training sessions (via webinar)
- Dates: Apr 21, Apr 28, May 5, May 12, May 19 & May 26
- Time: 1:00–2:30 PM Eastern
- Dates: Apr 21, Apr 28, May 5, May 12, May 19 & May 26
- Access to session recordings
- Downloadable documents and worksheets
- Ability to email coach(es) course related questions
About the Course
About the Course
Learn How To...
Learn How To...
- How to explain the 12 key benefits of cash-value life insurance in a clear, client-friendly way.
- How to communicate the lifetime impact of cash value using storytelling and simple, compelling language.
- How to position yourself as the educator—not the salesperson—by building clarity around the “why” behind the strategy.
Demonstrate
Demonstrate
- How to use Circle of Wealth® visuals and software tools to illustrate each cash-value concept with precision and ease.
- Real examples of showing clients how to use their cash value—not just hear about it.
- Presentation techniques that turn complex ideas into simple, powerful conversations that drive informed decisions.
Resources
Resources
- Six 90-minute live training sessions (via webinar)
- Dates: Apr 21, Apr 28, May 5, May 12, May 19 & May 26
- Time: 1:00–2:30 PM Eastern
- Access to session recordings
- Downloadable documents and worksheets
- Ability to email coach(es) course related questions
Coaches (Instructors):
Coaches (Instructors):
Starr Barnum
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Tuition
Tuition
Testimonial from Starr's past course attendees
Testimonial from Starr's past course attendees