The Two Pools of Money training helps an agent clearly separate a client’s assets into lifetime income (Pool One) and legacy/inheritance money (Pool Two), making conversations simpler, more logical, and easier for clients to understand and act on.

This clarity builds trust, reduces confusion and objections, and positions the agent as a strategic planner rather than a product salesperson.

The training gives agents a clear, repeatable framework for guiding clients through income and legacy decisions, positioning the agent as a trusted strategist rather than a product salesperson.

Participating agents gain a competitive advantage by simplifying complex conversations, reducing objections, increasing close ratios, and deepening client relationships.

The course includes all presentation collateral—slides, visuals, language, and tools—allowing agents to implement the process immediately with confidence, consistency, and professional polish.