Putting Clients in the Best Financial Position with Don Blanton - Episode 96
Curtis May talks with one of his mentors, Don Blanton, who is the CEO of Money Trax, a company dedicated to training advisors in financial services to improve their level of communication with clients, transfer a greater depth of knowledge on...
Curtis May talks with one of his mentors, Don Blanton, who is the CEO of Money Trax, a company dedicated to training advisors in financial services to improve their level of communication with clients, transfer a greater depth of knowledge on financial topics, and offer reliable guidance through the use of easy to understand conversations designed specifically to increase the financial knowledge of the client. Stay tuned and enjoy!
Curtis’ motto is what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with Don Blanton
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Show Notes
- The power of permanent life insurance - 1:04
- Putting money away for the financial future - 3:58
- Major capital purchases - 4:35
- Talking about the 401 (K) - 6:34
- Banks that loan money: the use of credit cards - 9:13
- You have to have access to capital - 11:32
- Life insurance as an easy access to capital - 12:38
- Contributions to a life insurance policy - 17:1
- Banks don’t give you a lot of benefits but life insurance does - 19:04
- Having capital access to invest - 23:27
- Understanding investment opportunities using an example - 25:00
- What is a maximum efficient contract? - 27:10
- How much do you have to save? - 28:00
- What is Circle Wealth? - 29:30
- One place to put your money - 31:21
- Talking about Don's book - 33:30
- How to have access to capital - 35:06
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