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October 19-20 Two-Day Circle of Wealth Basic Training with Don Blanton (Sponsored by CMG)

Tuesday, October 19, 2010 at 1:00 PM - Wednesday, October 20, 2010 at 12:00 PM (PT)

Las Vegas, NV
October 19-20 Two-Day Circle of Wealth Basic Training with...

Ticket Information

Type End     Quantity
Oct 19-20 Two-Day Circle of Wealth Basic Training Ticket Ended Free  

Event Details

Let Consolidated Marketing Group
Invest $1,000 In Your Future!

CMG is offering a complimentary $1000 scholarship
to a Two-Day Circle of Wealth® Basic Training with Don Blanton.

We are excited to announce our relationship with Don Blanton, the ultimate "swing coach" to top producers in the life insurance industry.  Every professional player on the PGA tour has a swing coach.  The sale of permanent life insurance is more of a process than a product sale, the “swing” rather than a “club” sale.  If you're interested in taking your financial game to the next level you need to come see what Don has to offer!

Don is the president of MoneyTrax, Inc. and the creator of the Circle of Wealth® system which improves the level and quality of communication between financial service professionals and their clients.  Make plans now to spend two days with
the best life insurance trainer in the industry and let him show you how
to take your game to a whole new level!


TRAINING LOCATION:
Bally’s Las Vegas
3645 Las Vegas Blvd South
Las Vegas, NV 89109
"Palace 3" room on the casino level
Note: Bally's is connected to the Paris hotel by a walkway


WHEN:
Tuesday, October 19th - 1:00pm to 8:00pm (dinner from 5-6pm)
Wedesday, October 20th - 8:00am to 12:00pm

CLICK HERE for information about the CMG Success Conference 2010!


TESTIMONIALS:

“In my 40+ years in the industry I have never seen a better selling system
or trainer than the Circle of Wealth® and Don Blanton.  This proven process and software system will change a producer’s career!”  - Bill Z., San Diego

“I wanted to thank you for putting together such an easy to use system. 
This brings back the fun in selling life insurance and is most rewarding when
the client finally “gets” why it makes sense to maximum fund the insurance.
Their expression at that moment is priceless.” - Tom L., Harbor Springs

What is the Circle of Wealth system?

The Circle of Wealth® system is built around a simple 10 step planning process that is combined with software modules that serve as a "Visual Storyboard" to help the advisor clearly communicate how money and wealth accumulation really work.  The system takes the client through a range of discussions that include but are not limited to taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process.  It explores the effects of "transferred money" and the "opportunity costs" associated with those lost dollars. 

 

What will I learn at the Two-Day Training?

  • “Experience” our proven 10 Step Sales Process from A-Z and the discussions to have during each step.
  • Learn how to navigate through the Circle of Wealth® software modules and see where they fit during the sales process
  • How to easily communicate and simplify complex concepts and solutions so your clients “get it.”
  • How to show your clients the effect of “transferred money” and how to recapture that money for them
  • How different investment vehicle types work and the effects of taxable, tax-deferred, and tax free investments
  • How to engage in meaningful discussions based around Taxes, Qualified & Non-Qualified Plans, Mortgages, Asset Accumulation and Distribution Planning, College Funding, Opportunity Costs, etc.
  • How to prove that cash-value permanent life insurance can be a viable and effective retirement funding tool
  • And much more!

       

MEETING DETAILS:
• $1,000 training fee will be covered by us for you to attend
• Dinner provided first day & lunch provided second day (assuming you are attending the CMG Conference)
• Other meals, accommodation, and travel expenses are your responsibility
• No registration at the door, you must pre-register online
• Dress is business casual
• Insurance CE/CF & CPE/PACE are available: $50 per state/per license


COST:
Agent is responsible for travel and accommodations only.  CMG will be covering the $1,000 Two-Day Basic Training Fee for you to attend.
PLEASE NOTE: The $1,000 complimentary training class is only available
to new users that have NOT yet purchased the Circle of Wealth® system or attended a BTS.  System owners or past Basic Training attendees will be required to pay MoneyTrax $500 to attend.

REGISTRATION:

SPACE IS LIMITED. REGISTER NOW TO RESERVE YOUR SEAT.

How to Receive CE, CPE, and/or CFP Credits:

MoneyTrax is proud to have been approved in almost all 50 states to offer CE and/or CFP credits at our classes. (Credit is not available in Alaska, New York nor Puerto Rico.) We provide 5 CE/CPE credits and 5 CFP credits in participating states. The following steps must be followed to receive CE and/or CFP credits:

1. If you already received CE and/or CFP credits at one of our training events in the past (including COW College), you may not enroll for them a second time.

2. Complete and fax CE Enrollment Form prior to class. Some states’ require advance notice of class in order to accept continuing education credits. To ensure your submission will be accepted by your state(s), we must receive completed CE Enrollment Forms at least 15 days prior to date of class. Forms received after this time period may not be accepted by the state(s) indicated. (Click this link to download the form: http://www.moneytrax.com/media/CECreditEnrollmentForm.pdf)

3. You must sign in and out each day on the "CE Attendance Sheet" or credits will not be issued.


Circle of Wealth is a registered trademark of MoneyTrax, Inc.