Private Reserve Strategy® Course
Learn how to use the Private Reserve Strategy® to educate and motivate your clients and prospects to save money in a permanent life insurance policy
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About the Course
Learn
  • How to INCREASE savings and REDUCE financial stress for your clients
  • How to effectively communicate the benefits of a permanent life insurance policy
  • How to strategically structure a life insurance policy so it can be used as a private reserve
Demonstrate
  • The true value of LUC = liquidity, use and control of one's money
  • The power of OPM (other people's money)
  • How to help clients SEE that they finance everything they buy
  • Why life insurance is the IDEAL vehicle for a Private Reserve
Resources
  • Four, one-hour, weekly sessions
  • Recordings archive
  • Shared documents and resources
  • Access to your coach(es) during live sessions
  • Ability to email your coach(es) course related questions
  • Pre and post course satisfaction surveys
About the Course
Learn
  • How to INCREASE savings and REDUCE financial stress for your clients
  • How to effectively communicate the benefits of a permanent life insurance policy
  • How to strategically structure a life insurance policy so it can be used as a private reserve
Demonstration Cases
  • The true value of LUC = liquidity, use and control of one's money
  • The power of OPM (other people's money)
  • How to help clients SEE that they finance everything they buy
  • Why life insurance is the IDEAL vehicle for a Private Reserve
Resources
  • Four, one-hour, weekly sessions
  • Recordings archive
  • Shared documents and resources
  • Access to your coach(es) during live sessions
  • Ability to email your coach(es) course related questions
  • Pre and post course satisfaction surveys
Coaches (Instructors):
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind.  Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Coaches (Instructors):
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind.  Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
$300
On-Demand
Gain immediate access to the video recordings and shared resources
settings
Join Now
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