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?
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!
Trusted Advisor Mentoring Program...
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
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
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.
Trusted Advisor Mentoring
How To Qualify
Invest in, study and receive 3 months of
individualized custom insurance marketing and sales coaching with one of the following
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
Trusted Advisor Mentoring Program...
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
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
Found Money Managers.
insurance marketing and sales
coaching and mentoring
from one of the most
respected and successful teams of sales trainers, coaches and mentors in the
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)
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
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
(which is so encouraging and is priceless)"
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.
Bir I. S. Grewall, Financial Advisors of America Inc., CA,
"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."
at Cherry Financial Partners, Ltd., NC,
is a great coach and mentor... His ideas are
is a great coach and mentor and really
knows how to motivate and educate. His
ideas are priceless and I have never
spent time with Lew and not come away
with a new great idea and focused
direction. He can help you grow your
business in a way that is good for both
you and your clients.”
Antonio Filippone, RFC, FMM,
IL (17 years)
From Respected Industry Leaders
our industry super-achievers owe a large part of their success to
- "MDRT Life Member"
successful living and active insurance sales
agent in the United States." Leader's Magazine
Industry Leader Endorsements
Learn More About Us...
And Our Affordable, 'Cutting-Edge'
Insurance and Annuity Sales Systems, Tools, Training & Support!
Meet Our Team
About Us FAQ
Advisors In The News
Dream Alive... One Family At A Time!
Can Make The Difference"
Working Together, We Can Help You To Make A Positive
Difference In People's Lives...
While Helping You To Earn The Significant Six-figure
Income You've Been Dreaming About!
Insurance Pro Shop
150 Watson Drive
Dallas, GA 30132
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All guest articles © their respective authors
Disclosure… The income statements and examples on this
website are not intended to represent or guarantee that
insurance agent or financial advisor will achieve the same or
similar results. Each individual's success will be
determined by his
or her desire, dedication, effort and motivation to work and use the
life insurance and annuity
marketing, prospecting and sales ideas,
strategies, tips, tools and training in these programs. There is no
you will duplicate the results stated here. You recognize
any business endeavor has an inherent risk for loss of capital.