Curriculum Outline

  • Your Personal Philosophy
  • Door Openers
  • Personal Economic Model® (PEM)
    • Overview
    • Position A
  • Retirement Ready or Not
  • Four Toughest Questions
  • 10 Step Client Process
  • Step 1 10 Open Ended Questions
  • Step 2 Circle Talk
  • Step 3 Introduce Questionnaires & Schedule Next Appointment
    • Confidential Questionnaire
    • Communication Profile
    • Schedule Next Appointment
  • Step 4 Explain How You Get Paid
  • Step 5  Referrals and Introduction
  • Step 6 Review Questionnaires
    • Review Communication Profile
    • Review Confidential Questionnaire
  • Transition
    •  Circle of Knowledge
    • Income Game
  • Step 7 Finding the Money
  • Mortgage Strategies
  • Taxable Account Strategies
  • Major Capital Purchases
  • Step 8 Listen, Explore, Educate
    Step 9 Introduce Products

    • Life Insurance
      • Needs vs. Wants
      • 10 Minute Lesson
      • Policy Loans
  • Step 10 Take Action
    • Conceptual Close
    • Validation Close

Class Times

  • 9 am to 12 noon: Training
  • 12 – 1 pm: Lunch
  • 1-2:45: Training
  • 2:45-3 pm: Snack
  • 3-5:30 pm: Training
  • 6 pm: Optional Dinner

Meeting Location

  • Eagle’s Landing Country Club, 100 Eagle’s Landing Way, Stockbridge, GA 30281.  Approximately 30 minute drive from the Atlanta Airport ATL (depending on traffic, expect heavy traffic between 4-6pm).

Nearby Hotel / Motel Accommodations

  • Holiday Inn Hotel & Suites: 638 HWY 138 WEST, Stockbridge, GA (678) 782-4000.  Rate: Approximately $119  (IPOLT)
  • Fairfield Inn & Suites McDonough: 30 Mill Road, McDonough, GA.  (770) 305-0180.  Rate: Approximately $119
  • Microtel Inn & Suites (Budget Motel): 195 Country Club Dr, Stockbridge, GA (678) 870-4837 (3/4 mile from club.) Rate: Approximately $75 per night
  • Red Roof Inn (Budget Motel): 637 Hwy. 138 W.,Stockbridge, GA 678-782-4100 Rate: Approximately $75 per night
  • Fairfield Inn & Suites Stockbridge: 825 HWY 138, Stockbridge, GA (678) 216-1200 Rate: Approximately $119

Dinner Location

  • Weather Depending:
    • Fair Weather:
      • MoneyTrax President’s (Don Blanton) Residence, 704 Summerbrooke Ct., McDonough, GA 30253
      • A bus take you from the club to Don’s house and back to the club
    • Hot, Cold or Stormy Weather: Dinner will be served at the club

Transportation

  • Please be advised that you are responsible for your own transportation to and from the airport and to the meeting location.