Trusted Advisor Mentoring Program

Become the 'Trusted Financial Advisor' People Want to See!

We are dedicated insurance marketing & sales trainers & coaches - NOT recruiters! 

Do you want to gain a significant competitive advantage over the other insurance agents, financial advisors and financial planners in your local community? Plus, obtain valuable expert knowledge to take you to the level of success, that most people can only dream of?

The Trusted Advisor Mentoring Program is designed to give you the ongoing education, expertise, credentials and tools you need to work confidently and profitably with the virtually untapped Middle Income Family and Retiree Markets.

You’ll have a significant competitive advantage over all the other insurance agents, financial advisors and financial planners in your community, who have not made the effort to establish themselves as "A Cut Above!"

You’ll stand out from the crowd and significantly enhance your career!  

The Trusted Advisor Mentoring Program is our most in-depth and exclusive financial advisor insurance marketing and sales training and coaching opportunity. We will personally take you under our wing. We will explain why, and show you how to use many of the advanced life insurance and annuity marketing and sales strategies. Plus, we'll help you with case development and product design.

The real power of the Trusted Advisor Mentoring Program is in how you can master the entire sales process, from consistently attracting the right prospects to you, to closing the sale. It's understanding the unique psychology behind every step you take with a prospect. We are in the business of helping people to establish a clearly defined set of financial priorities. Ultimately helping families to spend, save, invest, insure and plan wisely for the future, to achieve financial independence.

However, few people will want to meet with you, or take action, just based on facts, numbers or promises. To be successful, you MUST learn how to get them emotionally involved in the entire process! The Trusted Advisor Mentoring Program’s primary focus... is about making you a master communicator. So, you become the respected, trusted financial advisor people want to meet with!

If you want to attract more of the right prospects to you, set more appointments and improve your closing ratio to '9 Out Of 10', then you must get involved in the Trusted Advisor Mentoring Program.

$197.00 per month...        

Invest in, study and receive 3 months of individualized custom insurance marketing and sales coaching with one of the following systems...

• Found Money Management™ Life Insurance Sales Success Tool Kit

• Annuity Sales Excellence™ Annuity Lead Generation, Seminar and Sales Success Tool Kit

• Mortgage Insurance Tool Kit™ New Agent Fast Start Marketing, Leads, Appointments & Sales Success System

Trusted Advisor Mentoring Program... Membership Benefits

As a member of the Trusted Advisor Mentoring Program you’ll receive the following tools and services for only $197.00 per month...

• Use of a personalized monthly Client Newsletter that gets people to call you and refer people to you. Email it, post it on your web site and mail it to your clients, friends, family and prospects. (value $59.95 per month)

• Be listed as a Trusted Advisor and a Certified Found Money Manager with all your contact info, plus a link to your web site on...  www.foundmoneymanagement.org

• Receive ongoing education as a member of the Insurance Marketing and Sales Resource Center, our private web site. (value $50.00 per month)

• Receive ongoing support, by sharing ideas and getting help from other Trusted Financial Advisors and Found Money Managers.

• Receive one-on-one insurance marketing and sales coaching and mentoring each month from one of the most respected and successful teams of sales trainers, coaches and mentors in the industry. We'll help you 'fine-tune' your entire insurance marketing and sales practice, based on your style, personality, preferred markets and budget. (value $1,000 per month)

• Receive ongoing case study support which focuses on evaluating, designing and presenting real-world case scenarios using the Found Money Management™ strategies, tools and techniques. The program consists of two case studies per month. (value $400 per month)

• Discounted ‘Image Branding Services’ from Forrest Wallace Cato... Wally is an internationally renowned speaker and Legendary Publicist to the Financial Services Industry who will help you to get $100,000 of free publicity... that will make you famous and continuously attract the right prospects to you! (discount $500 per month)

• Annual Updates for the Found Money Management™ Life Insurance Sales Success Tool Kit, or the Annuity Sales Excellence™ Annuity Lead Generation, Seminar and Sales Success Tool Kit. (for only $100.00/ includes shipping) (value $297.95)

That's over $1,500.00 worth of monthly benefits, for just $197.00 per month!

The bottom line is you’ll be a member of an exclusive team of trusted financials professionals who are dedicated to helping... Middle Income Families To Live Debt Free and Truly Wealthy!

And, you’ll never be alone again!

  $197.00 per month...          

"The best part is your follow-up and one-on-one coaching...
 (which is so encouraging and is priceless)"

"Hi Lew, I had never seen any coaching and training system like you have. You deliver much more than what you promise. The best part is your follow-up and one-on-one coaching with you - Lew (which is so encouraging and is priceless). We will be referring our agents to you for coaching. I hope more people will make use of the unique coaching system you offer. Keep up the good work. Regards,"
Bir I. S. Grewall, Financial Advisors of America Inc., CA, (33 years)

"You offer the best client presentation, and marketing and
lead generation strategies I have ever seen."

"I have been in the insurance and securities industry since 1965. I was a stock/broker and Life Insurance and Annuity Coordinator for E. F. Hutton for the state of North Carolina in1978. In 1981, I was president of FSC Agency (a large broker dealer in Atlanta). From 1982 to 1987, I was president and founder of Pilot Financial Services, a FINRA broker dealer. I have attended sales training for dozens of large insurance companies. You offer the best client presentation, and marketing and lead generation strategies I have ever seen. Sincerely, Your friend Steve Patterson." 
Steve Patterson, RVP at Cherry Financial Partners, Ltd., NC, (47 years)