Amount of money we have is finite. When opening the Circle Talk presentation, you should encourage the client to seek additional advice with a statement like: Please see your professional tax advisor or attorney for more detailed information concerning tax strategies and estate planning. Anytime during the Circle Talk presentation when a client asks a question that requires expertise in an area in which you are not an expert or licensed. You should respond with a generalized statement recommending the person talk to a licensed expert in the particular area (i.e., mortgage banker, certified public accountant or attorney). |
Accumulators & Retirees: This circle represents all the money you will have. Your circle of wealth is larger than some folks, some are larger than yours. There is one thing that all of us have in common as it relates to our circle of wealth, which is that we want it to grow larger. At a minimum we want to keep it from getting any smaller or keep it the same size as it is today. Business Owners: This circle represents all the value of your business. Your business is larger than some folks, some are larger than yours. But there is one thing in common we all have when it comes to our business, and that’s what? That’s right, we want it to grow. |
No math presented on this screen. |
On-Screen Audio Example Script