Webinar for Financial Professionals
Unlocking the Power of the Private Reserve Strategy
What if you could help clients see the value of building their own reserve of accessible cash—without confusion, hesitation, or pushback?
In this Discovery Webinar, Starr Barnum will walk you through our Private Reserve Strategy—a clear, client-friendly way to show how storing money in the right kind of account, such as cash-value life insurance, can offer both protection and opportunity.
While other presentations in the market touch on similar ideas, the Private Reserve Strategy—paired with the Circle of Wealth® system’s visual tools—goes further. You’ll see how it simplifies complex concepts, answers the “why” behind the strategy, and helps clients connect the dots to their bigger financial picture.
If you’ve been looking for a way to elevate your client discussions and stand out from competitors, this is one you won’t want to miss.
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.
