Centered in Chittenden County and serving the entire state of Vermont and other clients nationwide
The COW Community is a networking opportunity for agents that make a commitment to the Circle of Wealth® system. They meet on a regular basis to share best practices and to continually hone their skills. They learn how to more effectively support the needs of their clients while leveraging the resources available through The Vermont Agency and MoneyTrax, Inc.
The Circle of Wealth System is a third-party software system used to graphically illustrate many of the features and benefits of fixed, permanent life insurance, and how it might be used as a financial solution for a client’s situation. Corey Hevrin, Financial Services Representative affiliated with The Vermont Agency uses tools within this system to demonstrate financial principles, and to explore your situation.
The Circle Talk refers to a process we use to help you define your personal circle of wealth. This includes: accumulated money, transferred money, and lifestyle money.
In this candid discussion we will together develop a picture of your financial health.
Our specialty is the ability to find the money needed to improve your financial health without changing your lifestyle. We can’t always guarantee we can find the amount of money you may need or want, but we can guarantee that we will exhaust all our efforts to make sure that what you are doing financially is as efficient as possible. It begins with completing a simple questionnaire.
I have been in business
for 14 years.
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Your home is probably the largest personal investment you will make. How you decide to pay for it can create unnecessary wealth transfers. Wealth transfers occur no matter how you decide to pay for your house.
If you're financing, you transfer interest to the lending institution for the privilege of using their money.
If you pay cash, you save interest, but you lose interest too because that money is no longer earning interest for you.
Understanding where the wealth transfers occur in your mortgage can prevent unnecessary losses.
When working with our clients, we explore questions to assure that you are comfortable with the decisions you are making and the long-term implications of those decisions.
Have you taken the time to visualize your financial future? Do you know what you want it to look like?
Most people don’t realize how money actually flows and the decisions you make on a daily basis can impact you. We can introduce you to a unique concept we refer to as the Personal Economic Model, to help you gain a true picture of how your money flows.
We help people just like you change their economic outlook, putting them in a better position to realize their future goals and dreams.
Our Private Reserve Strategy is designed to help you develop or improve your financial position by avoiding or minimizing unnecessary wealth transfers, and accumulate an increasing pool of capital providing accessibility and control. A fundamental key to the Private Reserve account is that your money must be accessible through collateralization.
We help to make sure you understand this concept!
The Circle of Wealth system is a third party software system owned by MoneyTrax, Inc., which is independent of the companies of National Life Group. Circle of Wealth is a registered trademark of MoneyTrax, Inc.