Webinar for Financial Professionals
How to Sell the Maximum Amount of Insurance in Five Minutes
Join us for an actionable webinar where you'll learn how to maximize your insurance sales in just five minutes! In this session, we will demonstrate how the Circle of Wealth® enables you to capture a few key financial details from prospective clients and immediately reveal their lifetime income potential. You'll also see how to effectively engage in built-in hazard conversations—discussing scenarios like income loss due to disability or early death—and understand how these critical factors shape a client's financial future.
Are you recommending the maximum amount of coverage in every meeting? This webinar is designed to equip you with strategies that not only boost your sales but also secure a better financial future for your clients.
Are you recommending the maximum amount of coverage in every meeting? This webinar is designed to equip you with strategies that not only boost your sales but also secure a better financial future for your clients.
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
Tools to Differentiate You
In this webinar, Starr will explain how the Circle of Wealth®'s client process and presentation software, when utilized together, generate higher premiums and implement strategies that serve the client's interests.
- Script and process to get the "first appointment"
- The four important questions (and how you answer them)
- How to identify wealth transfers to free up cash-flow
- Properly explaining the benefits of access to capital
- Moving from "needs-based selling" to "wants-based advising"
- Opening up more opportunities with every client
Your Host
Your Host
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.
