Testimonials

See what users have to say about Real Wealth®!

If you are a leader in the industry, you need to become familiar with Jim Silbernagel’s mission with his Power Session LIVE platform at NAIFA and Real Wealth®. He is having a much needed impact on our industry, the consumers we serve and the advisors who have chosen it as a professional career. Through his unique access to some of the brightest minds in the industry he has created a platform (Power Session LIVE,Real Wealth®) to share and exchange relevant and timely information that is valuable for all industry stakeholders. Go be the judge yourself, learn more about his platforms.

Charles D. Hollander, Jr., Chairman of Board at The Forum 400

What a pleasure to get to know Jim. He has a big heart, big ideas and big energy. Both myself and my clients have personally benefited from his Real Wealth® Program.

 

Willie Schuette, Business Consultant

James is one of the brightest minds I have met in our business. I have personally benefited by using his podcast and listening to him speak at several different venues.

 

Carl Smith, The Smith Group, C2P, PCA

I have found Jim to be a top notch professional in his field. He has given me solid advice, not only professionally, but in many areas that give me consternation in my life. I value him as a trusted resource in my life.

R. Wesley Sierk, III, President and Lead Strategist for Risk Management Advisors, Inc.

I have always found Jim to be a good thinker and sound decision maker. He’s the type of leader you can count on.

Roger A. Seim, Chartered Financial Consultant

Jim spoke at the NAIFA Convention (National Association of Insurance and Financial Advisors) in September of 2013. He created Real Wealth® and showed us how to use it in our business. It is an excellent tool and not hard to use. The ideas he gives are easy to translate to the client. Jim has been a Million Dollar Round Table Top of the Table producer for many years, but you would never know this as he rarely speaks about it. He just goes about his business and is very down to earth, very easy to work with. I am sure that his clients appreciate that he is looking out for them. I would definitely recommend Jim to speak; it will help you to increase your business!

Kathy Mueller, Speaker, Insurance Advisor at WI Medical Society Insurance Services, Inc.

James is a very knowledgeable and trustworthy person who shares his skills and ideas willingly.

   

Warren Steinborn, President at Creative Planning Stratagies

I have worked with Jim for years, and always am impressed by his unlimited energy and passion for his clients. I can’t think of a speaker that conveys more professional, client-first attitude than Jim. I highly recommend him to any individuals looking to work with a successful CFP.

 

 

Corey Westphal, President of Mobile Assistant, Inc.

Jim’s Real Wealth® Program is an outstanding NAIFA member benefit and Jim is a great resource and friend to NAIFA. I highly recommend Real Wealth® as a great value add to NAIFA membership. He is also a great speaker and presenter and will WOW financial advisors with expert sales tips and money-making ideas!

Jan Hartman, State Executive NAIFA-Pennsylvania

Ever since reading the published reports of a negative savings rate in our country, I have had a passion for making a difference in improving our nation’s financial literacy. My vision, through our Real Wealth® podcasts as well as our Power Session LIVE webinars, we will be a positive catalyst for change and motivate others to spread the word.

Jim Silbernagel, CFP®, LUTCF, Co-creator and Host of Power Session LIVE, NAIFA ClientCast® and Real Wealth®, Professional Speaker, Board Member of The Forum 400, Committee Member MDRT Foundation (Court & Top of the Table Qualifier), Member & Past President-Local NAIFA

I was in transit so I listened to it in my car.  Learned a lot.  Keep up the good work. I’ll be there in May.

 

Walt Kraszewski, Detroit, MI, in reference to “Potential Benefits for the Senior Market” with Patty Servaes

That was one of the best webinars I have attended. I have been in the business for almost 20 years and I took away some really good ideas. Some other sessions I have attended like this are typically boring. Frank Maselli was great and I would really be delighted if he were able to conduct ongoing in-depth training sessions.

 

Lynn Lavender, CLTC, Ardsley, NY, in reference to “Prospecting: New Clients-New Assets-New Passion!” with Frank Maselli

I found Alan Pratt’s webinar very insightful; it opened my eyes to the importance of truly understanding the values and the life stories of the clients we deal with in order to serve their best interests. His caring approach to philanthropy “of leading from the heart” is truly important for all of us to remember. His insights about leveraging wealth to empower individuals to give to charities of their choice was both informative and inspirational. Great session.

Barbara G. Shaiman, Founder: Live Your Legacy, in reference to “Moving Clients from “Charitable Giving 101” to “Charitable Giving 401”…with Alan Pratt, past president of Advisors in Philanthropy

This was a fantastic presentation. I have heard similar presentations on the subject but not in these terms or phraseology. Keep up the good work!

 

Darrell E. Westby, CFP, in reference to “Harnessing the Power of the 0% Tax Bracket” with David McKnight

It was interesting to see life insurance compared to real estate as an investment class and also to learn that there are fewer agents and more need for our products than ever before.

 

Liz Pollock, New Berlin, WI, in reference to “Life Insurance as an Asset Class” with John Wheeler

Thanks, this was great. Opens a whole new window to help clients find late-in-life solutions. I look forward to more of these.

   

Mark C. Rogers, Principal Financial Group, Princor Registered Representative, in reference to “Potential Benefits for the Senior Market” with Patty Servaes

Thanks for today’s presentation on Life Insurance as an Asset Class. Very good, very thought provoking. Keep more of these coming whenever possible. Looking forward to the next one regarding changes in the tax laws. Hopefully, there is some good from that mess that has been lost in the shuffle and we can help our clients better prepare for the future with our products.

 

Chuck Stickney, Lansing, MI, in reference to “Life Insurance as an Asset Class” with John Wheeler

I can’t believe you are getting 200+ registrants* for every Power Session LIVE webinar. Those numbers are way above industry standards and higher than we have ever experienced.

 

NAIFA Executive, *Currently 300+ registrants, and growing

Wow I have missed out on a lot of business over the last 39 years. This is the best information I have ever received in a webinar. How can I learn more on understanding and seeing the sales availability?

 

John Davis, Moberly, MO

This was an excellent presentation. I had not read the book, but it was on my list.  This webinar moved me to take action. Thank you.

 

James Boylan, Philadelphia, PA, in reference to “Harnessing the Power of the 0% Tax Bracket” with David McKnight

The Power Session LIVE webinar was excellent. One of the best that I have attended in a long time. I can’t wait to share this educational tool with my prospective recruits.

 

Dawn C. Fanfelle, Recruiting Director, San Antonio, TX, in reference to “Prospecting: New Clients-New Assets-New Passion!” with Frank Maselli

This is great information. I already have two sales ideas and we haven’t even moved off the first PowerPoint slide.

    

Tom Zimnoski, Miami, FL, in reference to “2010 Form 1040 Line by Line”

I do a lot of interviews and presentations and today’s webinar was possibly the best I have ever done. Jim and Tony have a unique understanding of the subject matter allowing us to focus on the most important points of my presentation.

Curtis Cloke, CLTC, LUTCF Guest Speaker on Power Session LIVE, Retirement Income Expert, International Speaker, Author and Adjunct Instructor for The American College RICP Designation, Founder of THRIVE® University

I have worked with Jim in recording podcasts and webinars for a couple of years. Jim has an amazing program that serves or industry extremely well. Jim is a thought leader and a contributing member to our association. My hats off to Jim for a great job well done!

Curtis Cloke, CLTC, LUTCF Retirement Income Expert, International Speaker, Author and Adjunct Instructor for The American College RICP Designation, Founder of THRIVE® University

Jim and I have worked together on a number of his podcasts. The shows are well planned with thoughtful subjects of importance for his listeners pertaining to taking personal financial responsibility in their insurance and retirement planning.

 

 

Marv Feldman, Real Wealth® Weekly Guest, President & CEO of LIFE Happens, Past President MDRT, Top of the Table Chairman of the Board

Jim and his team really know how to facilitate a great show, one of the best I’ve ever been on. As a guest the event was seamless, efficient, fun and full of energy. They have a great grasp on what their audience needs and the questions that should be addressed.

Wayne Breitbarth, Real Wealth® Weekly Guest Social Media Trainer, Speaker & Consultant Author of The Power Formula for LinkedIn Success- World’s Most Popular LinkedIn Book

A week doesn’t go by that I don’t get some kind of client response after distributing Real Wealth® Weekly.

       

Paul Hadel, Owner of Hadel Financial Solutions, Inc, #1 Advisor Woodbury Financial

Love Real Wealth® Weekly—I think it is awesome! I’m going to use the weekly podcasts to educate my clients and train my agents.

 

Jose Feliciano, President & CEO of Feliciano Financial Group, Main Platform Speaker MDRT Atlanta, #1 Advisor Woodbury Financial, Authorof The Two Hour House

I can see how newer advisors, as well as veteran ones, can effectively stay in contact with clients and prospects. Real Wealth® adds credibility to any advisor that makes a commitment to keep in contact with his clients.

         

Justin Gauvin, YAT’er and Past NAIFA SE Wisconsin President

After receiving the Real Wealth® podcasts, my personal coach shared with me that the presentation was extremely professional and that it will help out my business. I am working on growing my email list to increase who I forward the email message and podcast to.

Kevin Mulqueen, New Windsor, New York

I’ve been using the Real Wealth® podcast for several years now and it’s been an instrumental part of my practice. It’s easy and fast to use…it differentiates me from all the other financial professionals.

Ike Trotter, 35 year NAIFA member, Greenville, MS

I distribute the message and podcast monthly to about 280 email addresses and have had only one person opt out. I have decided not to limit who gets the message and am planning to send it to even more potential clients and prospects. I find the podcasts really well done with excellent content. The best part is I receive direct client feedback and business. It only takes me writing one piece of business to make this worth the investment. It is the one DRIP marketing tool that really works and I would recommend it to anyone.

 

 

Lance Lenard, Issaquah, WA

I am a huge podcast fan. We send it out every month to our clients and prospects, and we have received a lot of positive feedback. In fact, last month’s podcast on life insurance helped me write $30,000 of whole life premium.

Adam Solano, Grayslake, IL, in reference to “Life Insurance as an Asset Class” with John Wheeler

Thank you Real Wealth®! We think the podcasts are great. We are using Real Wealth® on our existing website to give our clients reason to connect each month.

Kate Moore

I use Real Wealth® to add value to my current database and provide a prospect “touch” each month for future consideration. They will eventually have a need, so perhaps my ongoing communication and client contact will drive their calls back to my office.

John Ingraham, Shallotte, NC

First of all I think the program is amazing, I send it out to my clients and prospects every month and the feedback has been phenomenal. My clients tell me they love it and bookmark it so that they can go back and listen to it. It’s a great service, keeps me out in front of my clients and will increase my sales. It’s a great way to brand myself and NAIFA as well.

Dawn Santoriello, Clarks Summit, PA

I am a huge supporter of Real Wealth®, both for my practice and as a tool for NAIFA recruitment.  If you don’t use any other marketing, at least use Real Wealth®!

Heather Lindsley, Green Bay, WI

I get 4 to 6 appointments after each podcast that I send to my clients.

Matt Johnson, St. Louis, MO

This is the best NAIFA member benefit offered in my 30+ years in the business! I receive direct client feedback and business.  It only takes me writing one piece of business to make my NAIFA membership worth the investment.

Lance Leonard, Issaquah, WA

Thanks for today’s presentation on Life Insurance as an Asset Class [with John Wheeler]. Very good, very thought provoking. Keep more of these coming whenever possible. Looking forward to the next one.

Chuck Stickney, Lansing, MI

Real Wealth® is one of the greatest member engagement tools that we have; it creates real sales results. Use this marketing tool for recruitment and retention for our association.

John F. Nichols