Double Your Production in 2024
Message from Merle Gilley...
This year I have decided to offer a weekly coaching program for a small group of advisors interested in learning:
1) How to MASTER the Circle of Wealth System Spending Game.
I don’t believe there is another tool available in our industry that works as well as the Spending Game to illustrate and validate the 5 major money moves we use for our clients. I can teach you how to master this tool.
2) How to OPTIMIZE max funded Index Universal Life contracts.
I have served on three large companies advisory boards creating and improving these products over the past 20 years. There are very few financial professionals that understand how to use these products to benefit the client as well as I do.
My years’ of experience using a properly designed and properly funded Index Universal Life contracts as the optimal alternative to other financial products has proven to exceed client expectations. Adding this skill along with mastering the Spending Game will make you invaluable and your earnings limitless.
3) How to INCREASE case sizes and client referrals.
4) How to GROW your business with a CRM and streamlined sales process.
5) How to SCALE your business by capturing more leads and automating the follow up.
I have limited bandwidth to mentor 10-15 advisors that really want to roll up their sleeves, dig in, and master these 5 areas that can transform their practice.
If this sounds like something you would like to learn and implement in 2024, click on the button below to book a call with me to see if we are a good fit. I look forward to connecting with you!
Merle Gilley is the President and Founder of TriQuest USA. He has been a successful life insurance agent since 2003 and is considered one of the nation’s leading professional trainers in the financial services industry as an Index Universal Life expert.
After serving four years in the US Air Force’s Strategic Air Command (SAC) with the 93rd Bomb Wing as a B-52 crew chief, he moved back to his hometown of Virginia Beach, VA. There he met and married his wife and together they built a successful family business. He still believes that hard work and a handshake is the best way to do business and be successful.
Frequently Asked Questions
How is this coaching program different than the COW Mentor Program?
Merle’s TriQuest Elite Coaching Program focuses more on mastering case design in the Spending Game, optimizing IUL products, increasing referrals, and using the TriQuest Connect CRM system to market and scale your practice. The program is limited to a small group of advisors and is by application only.
How much does the TriQuest Elite Coaching Program cost?
There is no cost but you are required to contract with TriQuest on specific carriers that Merle will discuss on your call.
How do I get started?
Your next step is to book a call with Merle.