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EXCLUSIVE WORKSHOP

Spend A Day with Don

Join us Tuesday, July 30th in San Diego for a rare opportunity to spend 6 full hours with industry legend, Don Blanton!

Join us for a fast-paced workshop training using the proven Circle of Wealth® system.

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Price: $250 (Tuition will be reimbursed on your 1st submitted IUL case after the workshop).  


Take advantage of this rare opportunity to spend 6 hours learning from industry legend, Don Blanton! Whether you are a Master Mentor or completely new to the Circle of Wealth® and Money Trax system, this day could easily double or triple your income in 2019! The confidence and communication tools you will gain are worth every bit of the cost of admission. Don't let this occasion pass by!

Learn how to communicate at the highest levels with your clients regarding financial planning concepts. You'll walk away with proven scripts, software, and a sales process enabling you to get more appointments, have better conversion, and sell larger cases.

10-Step Client Consultation Process

To reach your goals, it's time to invest in your sales and communication skills. Learn the proven sales process to achieving immediate results. 

Easy-To-Use Software Applications

Learn how successful producers are using an extensive suite of software applications to effectively present the many benefits of cash-value life insurance. 

Book Giveaway and Exclusive Offers

Receive a copy of Don Blanton's newly released book, The Personal Economic Model. Gain access to exclusive offers to get started with the Circle of Wealth® system.


Meet Your Host

Don Blanton Founder, MoneyTrax 

Undoubtedly one of the most powerful communicators and well-known trainers in the financial industry, Don Blanton shares his proven insights and best practices. Don is the founder and president of MoneyTrax, an organization that designed a system-driven program to significantly boost communication and analysis among financial advisors and their clients. His reputation as a trusted and passionate financial trainer has led him to develop a unique and powerful set of tools, recognized as the Circle of Wealth® system.  

Don is an experienced professional that has been working within the financial industry for several decades. Over the years, he has developed key insightful concepts and tools that he delivers to some of the most elite financial professionals around the country.  

"It’s one of the most powerful financial and insurance planning communication tools out there. The producers that become fluent with the Circle of Wealth software and scripts do way more business, have much stronger client relationships and receive way more referrals than their counterparts not using the tool." 

Ben Nevejans President, LifePro Financial Services

Registration Details

Date: Tuesday, July 30, 2019

Time: 9:00am - 3:00pm. Registration begins at 8:30am.

Location: LifePro Conference Room; 11452 El Camino Real, Suite 105, San Diego, CA, 92130

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