Testimonials

See What Our Customers Are Saying!

“This system is simple yet sophisticated and makes absolute sense! Clients pick up on it right away!”
- Lee Pickering, CLU, ChFC, Lee Pickering, CLU, ChFC
“WBC is more than a selling system, it’s retirement planning truth. Any retirement planning done not using WBC is simply sub-optimal. Every one of us in the business of helping clients plan for the long-term owes to their clients and themselves to understand how real planning works. Every planner would like to believe they’re maximizing every dollar for their client’s retirement savings. The problem is, how do they know? WBC answers the question beyond any doubt, so that the client can implement the most effective and efficient savings strategies for the long-term.”
- Jason Lohnes CFP®, CLU, Jason Lohnes CFP®, CLU
“With the risk of retirement being transferred squarely back to the individual, the WBC "beginning with the end in mind" is a great way to communicate those issues to our prospects and clients. WBC clears the air on how financial products should work together for both maximum protection during the accumulation phase and maximum income during the retirement phase of life.”
- Randy Gorsuch CLU, ChFC, LUTCF, Randy Gorsuch CLU, ChFC, LUTCF
“For years we have been helping our clients understand that the only reason they save money is to be able to spend it someday. With Wealth Building Cornerstones, our advisors have the tool they need to help our clients clearly see the impact investments and life insurance have on their retirement income. WBC’s pinpoint accuracy and its amazing ease of use is priceless”
- Ken Grace, CLU, Ken Grace, CLU
“WBC goes where no other program has ever gone!....WBC delivers the truth to client of personal economics!---WBC demonstrates that we must have more than a big pile of assets and savings to get interest from---we must have interest and actuarial science on our side to overcome obstacles of life and provide the income we will need----Thanks for making the job of being a financial truth-teller a lot easier...and thanks from my clients for making it simple and removing complexity--clients lose focus down the road when things are complex....they stay with it when is delivered as focused and uncomplicated as WBC.” “WBC does in one meeting what I have tried for years to accomplish in multiple meetings-----it demonstrates boldly that properly funding whole life insurance and building their assets/savings simultaneously is the most powerful financial decision one can make in their financial life....anything less doesn't compare!”
- John Logan, CFP®, CLU, John Logan, CFP®, CLU
“With WBC our advisors are now able to bridge the gap between the investment and insurance industries. It gives our clients, both Pre-Retirees and Retirees, an easy to understand step-by-step process, truly amazing!!”
- Jamie Chesser, Jamie Chesser
“The Cornerstones program has worked well for my clients and me. This program is not only dynamic but also has an ease of understanding that will grab the client's attention and interest regardless of their respective educational back grounds. Clients appreciate that Cornerstones is fast paced. At the end of each day we have the satisfaction that we have served others well. Cornerstones has my enthusiastic recommendation to financial professionals.”
- Jody Rhodes, CLU, ChFC, LUTCF, Jody Rhodes, CLU, ChFC, LUTCF
“Wealth Building Cornerstones has had a significant impact in our firm. Our clients now understand that permanent life insurance is the foundation of their financial success not just in their accumulation years but in retirement. Because clients have never seen anything like this, they want their friends to know about it. They are making introduction before we ask. I have been an agency builder since 1987. I have never worked with a process that is so powerful and yet easy for the producers to learn and become productive with. The Wealth Building Cornerstones website is simple to use and turn key for training, support and assistance. As you can tell, I highly recommend WBC, it’s a game changer.”
- Dwight Spence, CFP®, CLTC, Dwight Spence, CFP®, CLTC
“I’ve used numerous financial systems in my 30 plus years of helping clients. WBC is arguably the cleanest, clearest, and easiest system for a client to understand. There are many systems that tout various ways to build/grow assets during the Accumulation Phase of wealth building, but I have found WBC to be the very best in helping the client understand the wealth de-accumulation phase during the Distribution/retirement phase. WBC helps me, the advisor, to structure client’s asset/insurance in such a way that maxes out the amount of retirement income and the options that can be enjoyed. It is not at all unusual to increase the client’s retirement income stream by 75% to as much as 300% without the client ever having to reduce their current lifestyle or take on any more risk. I use WBC as a stand-alone system or in tandem with my holistic planning system.”
- J.G. "Woody" Woodall, CFP®, J.G. "Woody" Woodall, CFP®