Training Calendar
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What you do with the money you earn every month can have a dramatic impact on your financial future. Listen, as Don Blanton explains, the
COW Tales Podcast 097: PEM: Your Income and Wealth Potential Read post →
Listen as Don Blanton explains the Personal Economic Model concepts so that you can properly explain these complicated concepts in a simplified manner. Click
In this episode, Don Blanton describes the Personal Economic Model and how it gives your prospect/client a visual image to better understand their financial situation.
COW Tales Podcast 095: PEM: Getting Started Read post →
One of the key comments that come up in our training is, “What do I do with clients that have high equity and now they
COW Tales Podcast 093: Equity Investment: Just Say No Read post →
Listen as Don Blanton discusses what term insurance is, how it works and what it does. He says, “What is the best day to own
COW Tales Podcast 092: The True Cost of Term Insurance Read post →
How do you design the coverage on a life insurance policy when it’s a MEC? Listen, as Don Blanton explains the proper way to structure
COW Tales Podcast 090: Face to Face with Face Amount Read post →
I don’t want to leave my wife rich from insurance. What are they really trying to say? Here is how to address this with your
COW Tales Podcast 089: I don’t want to leave her rich! Read post →
What is the wimpy clause? Telling stories that a client relates to will stick in their mind. In this episode, Don Blanton explains how the
COW Tales Podcast 088: The Wimpy Clause Read post →
Are you advising your clients to list the proper beneficiaries on their policies? Listen as Don Blanton explains why most clients are choosing the wrong
COW Tales Podcast 087: Trust the Beneficiary Read post →
Listen as we sit down for our Roundtable to discuss what’s happening with inflation, taxes, and the time value of money!
What do you do when you see a rainstorm that is coming down really hard when you are driving? Do you wait on the side
COW Tales Podcast 086: Slow Down and Keep Moving Read post →
In this Roundtable, we discussed the tools that you need to talk to your clients about in our current economic situation.
COW Insights Episode 067: Roundtable 7-11 Will the economic sugar high end in a crash? Read post →
As young adults, we quickly realized that money was one of the most pressing concerns and the most challenging aspects to navigate. Now that we
Circle of Wealth® helps you communicate with a client by asking open-ended questions to your prospects so they can explain their thoughts behind their decisions.
COW Tales Podcast 085: Life Questions Read post →
Don Blanton helps people understand that it is important to not focus on the rate of return to solve all of their problems because it
COW Tales Podcast 082: Life Insurance as a Garage Read post →
Young couple, in their late 20s, they thought they were doing everything right. Cindy shares where she found the money and what she recommended.
COW Insights Episode 066: Case Study Cindy Petersen Read post →
Harlan Accola and Paul Donohue, with Fairway Mortgages, share tips for addressing concerns about inflation, housing costs, and interest rates during our May 9th Roundtable.
There are a lot of clubs in the golf bag and the one that gets the most attention is usually the driver. Listen to learn
COW Tales Podcast 081: The Best Club in the Bag Read post →
Simple Steps Copy the text below into a new social media post that you create on either LinkedIn or Facebook. Download the image sized for
What do you do? Post Read post →
Simple Steps Copy the text below into a new social media post that you create on either LinkedIn or Facebook. Download the image sized for
Spender Saver or Wealth Creator? Post Read post →
Simple Steps Copy the text below into a new social media post that you create on either LinkedIn or Facebook. Download the image(s) sized for
Save or Invest? Post Read post →
Simple Steps Copy the text below into a new social media post that you create on either LinkedIn or Facebook. Download the image(s) sized for
Should I Pay Cash or Finance? Post Read post →
Simple Steps Copy the text below into a new social media post that you create on either LinkedIn or Facebook. Download the image(s) sized for
4 Toughest Financial Questions Post Read post →
Don Blanton talks about how most people don’t have a money problem, they have a capitalization issue. Listen as he talks about how you can
COW Tales Podcast 080: Capital is Critical Read post →
Listen as Don Blanton discusses how he had a hard time explaining the cash value of a life insurance contract to a new client at
COW Tales Podcast 078: Cash Value – The First Year Read post →
James Johnson has been a Circle of Wealth® member since 2004. He is the president and owner of All Mark Insurance Services and recently sat
Which Social Media Platforms Should You Use for Your Business? Read post →
Listen as Circle of Wealth® member, James Johnson discusses his social media journey and how he chose the right social channel to generate leads and
COW Insights Episode 064: Which Social Media Platforms Should You Use for Your Business? Read post →
Your clients are looking for places to park their money but are we properly explaining their options when we discuss buying life insurance? Listen as
COW Tales Podcast 074: All the Premium the Government Allows Read post →
There is a line below the Modified Endowment Contract (MEC) limit, called the Maximum Efficient Contact. Listen as Don Blanton discusses how we need to
COW Tales Podcast 072: Maximum Efficient Contract (MEC) Read post →
Listen as Don Blanton shows you how to overcome the negative preconceptions that clients have about life insurance. You will see how Circle of Wealth®
COW Tales Podcast 069: Life Insurance: The 3 Legged Stool Read post →
In this podcast, Don Blanton is excited to discuss how the next 15 years in the life insurance business will be the best it has
COW Tales Podcast 068: Accumulation vs. Distribution Read post →
Listen as Don Blanton describes the life-changing experience of visiting the grand canyon. Don explains how Circle of Wealth® software allows you to conceptually take
COW Tales Podcast 067: The Grand Canyon Read post →
Don Blanton shares his experience on advising people nearing being a recipient of social security benefits and their disappointment around taxes. Don shares how to
COW Tales Podcast 066: Social Security in a Lump Sum and Deductible Read post →
In this Podcast, Don Blanton shares a story about the poor financial habits of an average American who is missing out on properly managing their
COW Tales Podcast 063: The Average American Read post →
Don Blanton describes the IRS code regulations on Mortgages. He covers these sections so that you can speak to your client and understand what they
COW Tales Podcast 057: Section 121 and 163 Read post →
Did you know that January is National Mentoring Month? The campaign started in 2002 and aims to raise awareness about the need for more Mentors
Invest in Yourself Read post →
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Get Started Course Read post →
Listen as founder Don Blanton, describes the dilemma we are left with at our funeral with passing on our home to our children. Are you
COW Tales Podcast 054: Your House is for Sale Read post →
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All Downloadable Documents Read post →
With the end of 2021 right around the corner, many advisors are already planning annual reviews. When was the last time you reminded your client to
The Importance of Updating Your Beneficiaries Read post →
Hosted by our Support Team to help members start using the Spending Game presentation with their prospects and clients. Schedule & Conferencing Info Hosted once
Intro to Spending Game Webinar Read post →
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Case Study Webinars Read post →
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Marketing Resources Read post →
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Spending Game Fundamentals Read post →
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Training Video Library Read post →
Listen as Don Blanton walks you through the conversational side of delivering the mortgage master. Don says, “If the lending institutions made the same amount
COW Tales Podcast 052: Mortgages, the Right Choice Read post →
The IFR is designed to talk about three strategies that are affecting people that are currently compounding interest in taxable accounts. The tool illustrates what
COW Tales Podcast 051: Three Choices in the IFR Read post →
Listen to the (IFR) Increasing, Flattening, and Reducing Taxes Tutorial. In this podcast, Don Blanton discusses the 3-ways to pay taxes in taxable environments. Using
COW Tales Podcast 050: Increasing, Flattening, and Reducing Taxes (IFR) Tutorial Read post →
training, live training, event, retirement planning
Retirement Planning Fundamentals Read post →
How are you currently explaining to your client, “How Do You Get Paid?”. Listen as Don Blanton explains the two ways you get paid, including
COW Tales Podcast 045: How I Get Paid Read post →
Listen as Crystal Langdon & Jeremy Bryant discuss, “What is AFEA” and how does the program benefits Circle of Wealth® Members.
COW Insights Episode 062: Circle of Wealth® Partnership with AFEA Read post →