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THE WEALTH MAXIMIZATION METHOD
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THE WEALTH MAXIMIZATION METHOD
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This course is currently closed
Course Content
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How to market to the affluent client
2 Topics
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Lesson Content
0% Complete
0/2 Steps
Sample Invitation for Live Dinner
Sample Invitation for Webinar
How to prepare for your Wealth Max Dinner Series
5 Topics
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Lesson Content
0% Complete
0/5 Steps
Broker Version of the Wealth Maximization Book
Presentation Training Video Part 1
Presentation Video Part 2
Live Recording of John’s Wealth Max Dinner Presentation
Virtual IRA Max Presentation
How to deliver the right message to the right audience
9 Topics
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Lesson Content
0% Complete
0/9 Steps
Helpful “Hints” of Hosting your Dinner Discussion
Handout breaking down how the wealth maximization method works
Handout explaining the phases of the process
Sample Introduction letter to your prospective clients
Response Sheet
Appointment card
Asset Breakdown Sheet (PDF)
Asset Breakdown Sheet Excel
Sample workshop confirmation letter
How to conduct a successful “Workshop” meeting
6 Topics
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Lesson Content
0% Complete
0/6 Steps
“Tips” on conduction a Successful client workshop
Workshop Training Video Part 1
Workshop Training Video Part 2
Workshop Template
Information exchange booket
Sample letter confirming their next appointment
How to conduct your first Wealth Planning meeting
6 Topics
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Lesson Content
0% Complete
0/6 Steps
Sample Agenda
Asset Breakdown Sheet
Cash Flow & Tax Analysis
Sample Maximization Blue Print
Preliminary Retirement Incomed Analysis
“Tips” on conduction a successful first planning session
How to conduct your second Wealth Planning meeting
6 Topics
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Lesson Content
0% Complete
0/6 Steps
Sample Agenda
“IRA MAX” Q&A
Jackson Nation v Brokerage Account
Supporting pieces for Jackson National
Pacific Life Q&A
Wealth Max Tools Video
How to conduct additional Wealth Planning meetings
9 Topics
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Lesson Content
0% Complete
0/9 Steps
Sample of Agenda
“PIP” Training Video
“Preferred Income Plan” (PIP) Q&A
Investor Advantage Q&A (Lincoln Nation)
Capital Gain Part I
Capital Gains Training II
Avoiding Capital Gains Taxes Flow Chart
Informational Handouts on the Charitable Remainder Trust
Risk Free Investing for Heirs Flow Chart
How to market your brand
5 Topics
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Lesson Content
0% Complete
0/5 Steps
Wealth Max Webinar Version
Capital Gains Webinar
Moving America
John’s Commercials
Get Connected with our Marketing Team
