Would you invest 12 months to jump your success ahead by 30 years?
Now you can with Power of Platinum ™ – a 12-month program developed by Mark Halpern and Jim Ruta that will change your life and your business forever.
This unique program combines top advisor training and mentoring from Mark and world-class coaching from Jim with the tips, tools, and techniques you need to move smartly upmarket and explode your results.
Field-tested for 5 years by financial professionals across North America, Power of Platinum™ continues to achieve outstanding results.
Watch “The New Philanthropy”, Mark’s talk at Moses Znaimer’s IDEACITY conference. His signature story of Philanthropy is at the heart of the Power of Platinum™ Program.
My name is Sim Gakhar.
I have been part of Platinum Group since I was referred to it by my tactical coach, Jim Ruta. Jim introduced me to Mark Halpern, and I have learned a great deal from both Mark and Jim in this unique Mentoring and Coaching program.
Mark has shown me a lot of great ideas about working successfully in the High Net Worth Market and Platinum has been instrumental in helping me double and triple my production.
Before meeting Mark I was an MDRT member with Court of the Table qualification. Platinum coaching definitely added a lot to my production and today I am Double Top of the Table. Mark and Jim definitely helped me scale my business.
If you want to learn how to access top markets and top premium business, take advantage of the next Platinum program with Mark and Jim. It is the best investment I did for my business
It’s well worth the investment.
IS GOOD ENOUGH STILL GOOD ENOUGH FOR YOU?
01
Goals
Do you aspire to grow your business and insurance sales volume?
02
Results
Are you underperforming your own expectations and potential?
Resources
Do you want to access better opportunities with better tools for better results?
You can be more and do more – Now
The Power of Platinum™ financial advisor development program gives you:
Access to and Application of the ideas and processes of a world class producer already doing what you want to do.
Acceleration of your performance so you don’t have to wait 20 years to learn what you need to know to get to the top, and
Achievement of your dream goals in the business when you follow the process.
Meet Power of Platinum ™ Co-founder Mark Halpern
CFP TEP MFA-P
CEO of WEALTHinsurance.com, Mark Halpern is one of Canada’s top Life Insurance advisors with significant expertise in the high net worth and ultra high net worth markets.
His specialty is wealth preservation and tax minimization with unique philanthropic strategies using Life Insurance that convert taxes to generous charitable gifts.With more than 30 years experience and top industry accomplishments, Mark is a marketing wizard and leader– he changed the industry with illnessPROTECTION.com
He shares his methods and all that he does to help anyone who wants to put in the time, effort, and resources achieve his performance too.
Mark has spoken at the MDRT twice and was a Main Platform speaker at the Top Of The Table.
His business strategies and best practices are spotlighted in Power of Platinum™ and are proven to show you the way to do what he does too.
Meet Power of Platinum™ Co-founder – Jim Ruta
Power of Platinum™ partners with veteran tactical coach and president of Advisorcraft Media, Jim Ruta BA RHU EPC. From the prestigious Main Platform of the Million Dollar Round Table Annual meeting to corporate and association events around the world, Jim is well known for his high-energy presentations that instruct and inspire excellence.
He is a best-selling author, host, and producer of Power of Platinum™. Jim adds the practical application and scalability advice drawn from his decades of personal sales and coaching experience with iconic advisors like Van Mueller. Jim will make sure that all of Mark’s wisdom and knowledge is scaled into your unique situation.
Member Testimonials
Here is the Power of Platinum™
Power of Platinum™ has 12 monthly 2-hour live zoom meetings with Mark and Jim focusing in 6 separate categories. Each segment comes with its own handouts, video recording, and written AI transcript so you won’t miss a thought, even if you can’t make a meeting.
You will also receive all the material to study, review, naturalize, and implement in your own time. You are building a world-class sales library for yourself. The 6 module categories are:
- HNW Philanthropic Sales Strategies (3 Parts)
- Advanced Business Sales Concepts (2 Parts)
- Ultra-High Net Worth Life Insurance Strategies (2 Parts)
- The Estate Planning Approach (1 Part)
- The WEALTHinsurance® Sales Process (2 Parts)
- Mark Halpern’s Annual Planning Process – Practice Management
- Review, Overview, and Questions
Is Power of Platinum™ Right for You?
Power of Platinum™ is for insurance-based financial advisors (Life Insurance agents) or top financial advisors who want to access the HNW and UHNW life insurance market.
Minimum Requirements
- At least 10 years of successful experience in the industry
- Earning at least $250,000 per year or qualifying production for the Million Dollar Round Table.
- You have earned one or more professional designations.
- You don’t want to take 20 (more) years to make it to the top.
- You want to dramatically shorten your learning curve and maximize your income now.
- You are a business-oriented sales professional with a desire to focus, simplify, clarify, and multiply your results and at the same time be able to enjoy more personal and family time.
- You want to be inspired.
- You don’t want to continue doing the same old thing and are tired of going it alone.
- You recognize that learning one idea from Mark Halpern could result in substantial revenue for you and your family.
- You are willing to meet virtually and confidentially with Mark or Jim to confirm your qualifications.
The Power Of Platinum ™ Promise
You will receive world class mentoring and coaching ideas to help you move your business up-market. This will include:
- Inspiring and engaging 2-hour monthly session with Mark and Jim with time before and after to network with other members
- Optional monthly one-on-one 30-minute coaching sessions with Jim to “get” the ideas we learn each month and implement them into your practice.
- You will be part of the Power of Platinum ™ WhatsApp study group to connect with other members and discuss your learning and progress. This can be a lonely business at times, and this is a great forum to share wins, learnings and have your questions answered by Mark and Jim in real time.
- You will receive a short bi-weekly video from Mark or Jim with a new idea or opportunity to keep you inspired throughout the month
- You will gain access to all of Mark’s professional resources that he refers clients to in his business.
- You will be able to join an optional performance study group team with other members. Mark has been part of a group like this for 27 years and it has changed his life.
- Power of Platinum ™ members also receive license to use WEALTHinsurance.com proprietary materials such as PowerPoints slides, The TaxLetter, One Pagers, Charts and Diagrams with permission during the year of the program.
- “Learn & Earn”. In the right circumstances, you can collaborate with Mark to work with you and your HNW prospects, professional COI’s, Charities, Family Offices, etc.
You will:
- Gain confidence and develop clarity on how to access the HNW and UHNW market
- Never again worry about what you are going to say. You will have the best interview template for every situation that gets prospects asking for your help
- Discover how to execute your plan consistently
- Enjoy more consistent production and income at higher levels
- Improve your skills, knowledge, and abilities in the HNW and business market
- Gain expertise in Life Insurance products and services
- Consistently see the right people
Learn what it takes to attract more affluent clients - Attract bigger clients more often
Learn new strategies that attract higher premiums - Be better organized and more productive
- Get more done in less time
- Achieve your potential
- Have much more fun!
Your Commitment
When you join Power of Platinum ™, you commit to the entire 12-month program. Many of our early adopters have been with us since the beginning.
Your tax-deductible investment in yourself is $1,250 CAD per month on an automatic credit card charge for 12 months. You may also pay $15,0000 CAD in one payment if you want the tax deduction in one year.
Make a one-month deposit and then $1,250 per month for 11 months.
Please Note: There are no cancellations or refunds once the program has started.
Welcome to Power of Platinum™! Please fill the question form after payment so we will be able to serve your business better.
Would you like to tap into the knowledge and expertise of the best of the best in the insurance industry?
Well, I did with Power of Platinum™
by Mark Halpern and Jim Ruta.
And now you can, too!
After 30-plus years in the business, I simply “didn’t know what I didn’t know!”
Power of Platinum™ gave me the confidence to engage with high net worth clients and place larger insurance cases.
I even paid for my investment in Power of Platinum™ in the first two weeks of the program with a strategy I learned and implemented from Platinum.
If you want to discover THE best ROI for your practice . . . it’s Power of Platinum™
I joined Platinum because after watching the masterclass with Jim and Mark I realized that there was a level of knowledge that I was missing. Despite all the books I have read, CE credits I have taken, and designations I have earned, there was a gap in my skillset in talking about complicated tax issues. This gap greatly affected my value and offer to clients.
After the Platinum programme, I was able to have truly informed and robust conversations about the most complicated cases; specifically, I was able to discuss more advance-level tax-minimization strategies dealing with insurance. The concepts and strategies taught in these sessions are not readily found in textbooks or study material in preparation for a designation. Instead, these are advanced strategies that include handouts, illustrations, and roleplay. To say these strategies boosted my confidence is an understatement.
It took working with Jim and Mark to uncover that my calling was to help people and their families and really uncover what matters to them instead of spending my time focusing on investments portfolio designs and gaining alpha. Without the guidance of Mark and Jim I likely would have adjusted my systems and continued up that ladder. I have uncovered a passion that had seemed lost for quite some time – to advise successful business owners and professionals to be able to provide more to their families and loved ones while they are alive and to help them uncover and create lasting legacies that can help others long after they have passed. I am excited to be able to make more of a difference in peoples lives and being in the Platinum group with the knowledge and guidance of both Jim and Mark has been absolutely invaluable.