Let Marketing Financial
Invest $1,000 In Your Future!

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

We are excited to promote 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!

Watch this Video to hear why you don’t want to miss this training!

WHERE:

Detroit Metro Airport Marriott
30559 Flynn Drive
Romulus, MI 48174
Note: There is a complimentary shuttle from the airport to the Marriott which is less than five minutes from the airport.  

WHEN:
Monday, June 20th - 1:00pm to 8:00pm (Dinner from 5:00-6:00pm)
Tuesday, June 21st - 8:00am to 3:00pm (Lunch from 11:00-12:00pm)

TESTIMONIAL:

“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 Basic Training School?

• “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
• 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 (see below details)

COST:
Agent is responsible for travel and accommodations only.  We will be covering the $1,000 Two-Day Basic Training Fee for you to attend. 
PLEASE NOTE: The $1,000 scholarship is only available to new users that have NOT yet purchased the Circle of Wealth^® system or attended a Basic Training/COW College.  Existing system owners or past BTS attendees may attend for $500 and we will cover the other half of the $1,000 training fee. 

How to Receive CE 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 Washington, Alaska, New York nor Puerto Rico.)  We provide 5 CE/CPE credits in participating states and 5 CFP board credits for $50 per state/per license.
The following steps must be followed to receive CE and/or CFP credits:
1) Complete and fax in the “CE Enrollment Form” - CLICK HERE TO PRINT FORM
2) You MUST sign in and out each day on the "CE Attendance Sheet" or credits will not be issued.
Note: You are eligible to receive CE credits for one Basic Training School per licensing period.  Please check with your state(s) to see when your licensing period begins and ends.  CFP board credit is available one time only so the licensing period does not apply to these credits.

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