To join:
To graduate:
Due to Covid considerations, first-half of the year you will meet with Don and the members of your group online:
If Covid considerations are removed, second-half of the year you will meet with Don and the members of your group:
In addition to sessions with Don:
Don Blanton is the owner and president of MoneyTrax, Inc, a company dedicated to the development of innovative communication tools for professionals in the financial services industry. (Learn more about Don)
Crystal is a Certified Financial Planner TM, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. (Learn more about Crystal)
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. (Learn more about Jeremy)
Fred joined the Circle of Wealth® community at COW College in January of 2019. He dove head first into learning the system and mastering process. (Learn more about Fred)
Starr Barnum has been in the financial services business for 15+ years, working primarily with families and business owners. He uses a unique approach in that he helps people find money that they’re currently transferring away unknowingly and unnecessarily. (Learn more about Starr)
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising. (Learn more about Matt)
Beatrice Schultz, CFP®, BSc, MSM, is the co-founder of Westface College Planning, Westface Financial & Insurance Services and Westface Financial Advisory, a registered investment advisory firm. (Learn more about Beatrice)
Beth is a mom on a mission. She collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Working with families all over the county (Learn more about Beth)
To completely remove any risk from you making the decision to invest in this program, we've included a guarantee. If you do not reach the minimal production level of $250,000* in life premium within the 12-month program, you can attend a future Mentor Group having the normal registration fee waived (only paying for basic food and hard expenses; currently $500 per live session) until you reach the $250,000* level. To qualify for this guarantee policy, you must have completed all the requirements to graduate listed above.
* Guarantee $65,000 in life premiums for P&C Captive Agents
Refresher*
Starts January 28, 2021
*Graduate mentors only
Not sure if you are ready for the Mentor Program?
Call (321) 369-9470 option 3 to speak with our Training Coordinator who can answer yours questions.
Options to Save $$$
Circle of Wealth® system by MoneyTrax
321-369-9470 | moneytrax.com