Sales System

The Circle of Wealth® system expands beyond the traditional approach by introducing the philosophy that most families can better overcome their retirement shortfalls by first avoiding wealth transfers, which are occurring unknowingly and unnecessarily. The Circle of Wealth® system contains analysis and communication tools to help families see their wealth transfers in all areas of their budget. This includes mortgage payments, Qualified Plan contributions, income taxes, non-deductible interest on debt (credit cards, car payments, parent loans), and how they structure and pay for insurance protections.