Private Reserve Strategy

We just finished up hosting a 2 day training session that featured Don Blanton and the Private reserve Strategy. If you are not familiar with Don, or Circle of Wealth, or the Private Reserve Strategy, then I encourage you to check it out.

(user name and password : prs)

As good as the website might be, there is nothing like hearing Don explain the thought process and the ideas behind the Private Reserve Strategy. Here are some great tidbits from the training – or what some people might call “Blantonism’s”-

  • Agents always say they need more people to talk too. I think there are plenty of people to talk too…we just need the right thing to say
  • People do not borrow money from their life insurance policy. They borrow against it.
  • Imagine how it would change your income if the client wants to buy all the life insurance the carrier is willing to issue?
  • The MEC I am interested in is the ‘”Maximum Efficient Contract” – that is overfunding a life policy up to the IRS limit.
  • The rate of return in the life policy is not important…it is the access to the cash value that makes this concept sizzle.
  • We are all moving closer to becoming uninsureable…so the time to take action is now.

For anyone who has heard Don…you know that the time just fly’s by…and the ideas are relevant to our daily practice. If you want to know more about this great concept let me know…I am now a believer!


About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
This entry was posted in Bersonal Posts. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s