Page 19 - Education Issue
P. 19

Women of Distinction


        two states, and now there   daughter. Through our con-  and find myself again. I finally   a 5-star dude ranch in Colora-
        are events hosted in over   versations, she decided she   found my voice and was able   do with 90 of her colleagues
        40 states. We’re growing by   wanted Living Benefits. About  to leave the trauma of an   from around the U.S., a family
        double digits every year.”  two years later, she went in   abusive marriage.”     reunion she’s really looking
           So, what happens at these   for a routine physical and was   Nicole’s personal life has   forward to. Plus, she’s on the
        events? “Wine, Women &     diagnosed with colon cancer.   come full circle. Her son is   brink of being promoted to
        Wealth creates a safe place,   She contacted me in the   doing well and just started   Executive Vice President and
        a community, where wom-    hopes that she could access   college, and she is getting   will marry the love of her life
        en can freely ask questions.   money to have alternative   married this coming Decem-  at the end of the year…And
        We don’t discuss the hottest   treatments. I was able to get   ber. “I found a wonderful   she says she’s just getting
        investment tips, or where   her $325,000. Not only did   Retired Naval Officer who   started!
        to put your money. We talk                                                           After seeing the changes
        about our money mindset,                                                          in her own life over the past
        mental roadblocks that have                                                       seven years, Nicole is passion-
        been put in our way that                                                          ate about hiring new women
        limit our financial success as                                                    into an incredible company
        women. There’s a network-                                                         and industry.
        ing component that allows                                                             “After what Five Ring
        women to make amazing                                                             Financial has created in my
        connections. Some women                                                           life, I’m so excited to pay it
        find their best referral partner,                                                 forward by mentoring other
        their next best client or a new                                                   women who are looking for a
        best friend. It’s really cool to                                                  new career. Whether wom-
        watch this magic happen.”                                                         en are looking to get out of
           In addition to hosting                                                         a bad situation or up their
        women-centric events, Five                                                        game financially, Five Rings
        Rings Financial also hosts a                                                      Financial is a place where
        co-ed educational class called                                                    that can happen. They did it
        Money 101. This event covers                                                      for me, and they can do it for
        the 6 Key Money Principles                                                        you.”
        that every American needs                                                            For more information on
        to know, one of the most                                                          Nicole Caplette’s company,
        exciting of those being                                                           Anchor Financial or to find
        Indexed Accounts. “An index                                                       out how you can become a
        account protects your money.   Photos by SNAP Savvy Strategies                    part of Five Rings Financial
        It shields the retirement                                                         contact Nicole at:
        dollars you don’t want to lose   she get the treatment she   is truly a gentleman. He is
        from any downside risk due   wanted, but she was also able   extremely supportive. He is   Nicole J Caplette
        to stock market loss, while   to have some much-needed   always there for my son and   Anchor Financial
        giving you upside potential   travel time with her young   me. He is trustworthy and has   Executive Vice President
        without any fees. Plus, if this   daughter.” (See the testimo-  the most integrity of anyone I   Five Rings Financial
        account is set up properly,   nial video link below to hear   have ever known.”
        you could access all that   the whole story).            This past year has been   nicole@fiveringsfinancial.com
        money tax-free.”              Not only does Five Rings   record-breaking for Nicole.   (858) 705-3644
           Another key concept we   Financial help their clients,   She ended last year as the
        cover in Money 101 is Living   in Nicole’s case, it was her   #2 producer at Five Rings Fi-  Testimonial Video:
                                                                                          https://youtu.be/OYqO-eYsBDA
        Benefits. If a client becomes   lifeline. “After 20 years in an   nancial for the Index Account
        seriously ill, they can access a   abusive marriage with an al-  portion of the businesses,   Website:
        cash reserve that helps them   coholic husband and a special  which qualified her and her   https://livingbenefitsexperts.
        cover all of their expenses   needs son, I was in survival   fiancé for an all-expense   com/nicole
        so they can focus on getting   mode with no self-esteem.   paid Alaskan Cruise. She was   vCard: http://m.mvcard.me/nc
        better instead of worrying   Finding Five Rings Financial   invited as a VIP speaker to
        about money. “As an example,   changed my life. It saved my   address a room full of 300 of   Facebook:
        one of my clients who was   life. The personal develop-  her peers about the power of   https://www.facebook.com/
        a healthy vibrant woman    ment, the support, and the   Living Benefits. She’s about to   njcaplette
        from Germany came to me    loving environment gave me   attend Five Rings Financials’   LinkedIn: https://www.linkedin.
        about saving money for her   a place and a space, to grow   Annual Leadership Retreat at   com/in/ncaplette/

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