Webinar for Financial Professionals
Show Clients the One Thing They Can’t Afford to Overlook
What if you could show clients—quickly and clearly—that without life insurance, their entire financial plan could collapse?
In this Discovery Webinar, Starr Barnum will walk you through how to use the Circle of Wealth® system to help clients recognize that life insurance isn’t just another product—it’s the foundation that ensures everything else works as planned. With simple, visual tools, you’ll learn how to guide clients through a conversation that turns an uncomfortable subject into a natural and compelling decision.
While many advisors mention life insurance in passing, Circle of Wealth® helps you show clients, in black and white, why it’s the one thing they can’t afford to overlook.
If you want to strengthen your client conversations, build trust, and position life insurance as the cornerstone of a lasting financial plan, this is a session 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.
