Webinar for Financial Professionals
Show Clients Why Life Insurance Makes Sense
The Presentation That Helps Clients Say Yes—Without Selling
Join us for an exclusive discovery webinar for financial professionals exploring the Circle of Wealth® system. In this live session, successful producer and executive coach Starr Barnum will walk you through the exact presentation framework he uses to help clients clearly understand when—and why—life insurance fits into their overall financial plan.
You’ll see a step-by-step demonstration of how Circle of Wealth® brings clarity to complex conversations using simple, visual tools that shift the focus from selling products to guiding decisions. Starr will show you how he positions life insurance as a powerful solution when it aligns with a client’s goals and circumstances—creating confidence, trust, and action.
Whether you want to:
- Communicate value more clearly
- Make life insurance conversations feel natural
- Close more meaningful cases
This webinar will show you a better way to present life insurance.
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.
