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"We work with agents and I do recommend resources to them. I purchased the Found Money Management system from you guys about 2 years ago and love it."
Rusty Carlson, Life Sales Consultant, February 2008
American Financial Marketing, LLC., MN
"My partner, my staff and I regularly attend Lew Nason's live training events and we have been using his 'Found Money Management ' System for almost two years. I can tell you, without hesitation, that if you are sincerely interested in helping people, getting reconnected with your clients and growing your business, then Lew's systems and training are absolutely essential!"
I. Jeff Eshun, Ph.D., HD, RFC - IARFC Canadian Chair - Jeff is the President & Co-founder of Solutions 21 Financial & DSC Lifestyle Services, Ontario, Canada. (7/2007)
"Dear Mr. Cato, I met you at Lew Nason's home recently during his (Found Money Management ) training program. Somehow I missed finding out how to stay in touch with you and discovered just now how available you are. It was a joy to be among some of the best that this industry produces - men of character and conviction. You are among the reasons I joined this business almost 11 years ago, and had forgotten, to be truthful, that such men and women still roam the earth. I needed Lew's shot in the arm and I deeply needed to know that character still matters and can be found. On my return from the trip I have met with my business partners- a mortgage broker and a realtor- and have decided to jointly build a venture that will alter our lives as well as those of many, many others. You might recall a line from The Gladiator in which Maximus instructs a subordinate to "unleash Hell." Our plan is to 'unleash certainty.' Thank you for your kindness and your approachability last week. You are an amazing man and it is my delight to have met you.
Tom Dodd, Venice FL, April 2007
"Thanks so much for all you are doing with your coaching and your systems. I purchased the Found Money Management system a couple years ago, but like many of us, didn't get rolling on it until last fall. It was really a big mistake to put off starting in! I began to earnestly study your questioning techniques and began to apply them to my practice. I saw increasing results as I began to become more proficient and more confident. The first 3 months of this year have been more successful than most of my past "years". In fact, I am about to do another Found Money Management seminar and had to add a 4th day as we are over 185 reservations with about 15 on a wait list. My advice to all the other planners is to jump in, do the work, and the results will surely follow."
Rick White, RFC, FMM, BA - NC, March 2007 (Over 28 years in Financial Services)
American Planning Group, Inc.
"By far the most beneficial part of the 'Found Money Management ' Boot Camp was exposure to 'Lew Live' which probably never can be reduced to ink on paper in a manual. Hearing the spontaneous flow of question asking - - the progressive sequencing of one question right after another - - guiding the client to discover/identify their own pain, to have them state it, not me, is invaluable!" Rhona C. Porter, MSM, RFC, FMM - CA, December 2006
"I have been a part of the 'Found Money Management' boot camps since the very beginning and I can't begin to tell you what a big believer I am in the program. I have seen advisors change their entire practices (and their income brackets) using the tools they learn from Lew and his team. Found Money Management is the best system out there for reaching Middle America and is a priceless resource for advisors looking to move away from the senior market."
Jennifer Lowery, Senior Marketing Consultant, FL, December 2006
Response Mail Express
"Your Found Money Management Boot Camp is very pragmatic, easy to understand and makes it easy to implement the ideas. Great passion Lew, thanks for having me here. Keep winning." Roger Blair, Co-founder of Solutions 21 Financial & DSC Lifestyle Services.
Woodbridge, Ontario, Canada. December 2006 (25 yrs. in business)
"Lew is one of the most genuinely kind and interested person in truly helping people I have met. He is making a real difference in the lives of his clients and associates in the industry by teaching them to get down to the basics of human communications and needs selling."
Brian Gibbs, (Missed Fortune TEAM Member), CA, Dec. 2006 (27 yrs. in business)
"The fact finding, 5-minute presentations and 2-page presentations are all invaluable! I really appreciate your helpfulness, philosophy and ethical, non-greedy approach."
Kevin McKinney - GA, December 2006
"The Found Money Management Boot Camp provides Powerful Techniques, Advice and Information for financial advisors, but more importantly for clients. The Simplistic nature of the program is the best part! Lew and the gang are a true credit to the industry!"
Ryan Miller - UT, December 2006
"Sometimes the change we seek is right under our nose. Where it's hardest to see. Hidden from view because our success can fool us into thinking we "already know". Like how to listen. R-e-a-l-l-y listen. Not to be confused with the absence of talking! That and Lew's mastery of the art of question asking are an indispensable part of unearthing a client's real needs and wants. Go there! Get connected to the INSURANCE PRO SHOP and revitalize your business and yourself." Rhona C. Porter, MSM, RFC, FMM - CA, November 2006 (See Article)
"Personally, I have been in the financial services industry for about 13 years and I have only been receiving coaching from Lew in the last 3... Some of Lew's coaching may at times come across as, "oh I knew that", or "yeah, yeah I could do that, but that's not what I want to do." Do not dismiss what this man has to say. He knows from years of experience what he is talking about. He can lead you to the easiest and least expensive way to literally explode your production. Listen, Listen, Listen and shorten your learning curve. If Lew tells you to do something, at least try it. If you don't get the results you were expecting call him, tweak it and try it some more. You will not be disappointed."
Tony Filippone, RFC - IL, October 2006 (See Article)
"Thank you for the dynamic, simple principles you shared with me and others at the Found Money Management Boot Camp two weeks ago. Yesterday I made my first calls to share the Found Money Management principles with an existing client, a referral, and a friend at a property and casualty agency I refer business to here in town. And, I'm batting three for three because I used the questioning techniques you taught me."
Mark Davis, ChFC, RFC - FL, October 2006 (See Article)
"Thanks for everything. I've written over $270,000 of life premiums in the past two months since attending the (Found Money Management ) boot camp in December. Freedom Equity Group has asked me to do a teleconference to explain how I've accomplished this dramatic increase in my business. I'll be recommending your (Found Money Management ) system and your boot camp to everyone on the call."
Randy Delph, RFC, LUTCF - IN, March 2006 (Freedom Equity Group) (35 years)
"I ordered the advanced life insurance sales tool kit and wow!!!
I wish I had this information years ago. I don't know why the industry does not provide this type of material to someone immediately after getting their license? It's not surprising seeing so many agents, good people fail in this business who just don't have a system like yours that works."
Jeff Taylor - MI, March 2006
"Using the found money management seminar and Lew's other great ideas I currently have more people to see than I can handle on my own. And, thanks to Lew I now actually know how to help them."
"I found one other key difference in Lew's systems than the other systems I have purchased. Other systems show you how to present yourself as an expert. Lew has helped me and encouraged me to become an expert. Huge difference!"
Tony Filippone, RFC - IL, January 2006
"Lew's coaching and (Found Money Management ) system has helped my practice immensely! Learning from Lew on how to ask questions the right way, helped me close $16,800 in commissions in 2 weeks! Thanks Lew!" Ron Fara, RFC, RIA - IL, Mar. 2006
"If there is anyone out there that is wondering if it's worth the trip and the money to come and see Lew, I have to tell you my opinion on this: YOU'RE NUTS IF YOU DON'T!"
"In December I attended a (Found Money Management ) boot camp Lew was hosting, and it focused a lot on the fact finding and presentation process. Well, about a few days after I returned home I set up an appointment to see a client. I'm not going to tell you that everything went smooth because this was my first attempt at doing what Lew calls a "good fact-find". But, tonight I was able to close that case for a $9,600 target premium, which I doubt very much I could have done without the training."
"And
when I asked for referrals, and asked them "Do you feel the time I've spent with you has been extremely valuable?" I got the most heartfelt testimonial an agent could ever get. The wife at one point stopped and said, "You know, we didn't know what we were going to do (for retirement). We were looking at a few ways to get these bills paid off but no matter what way we looked at it we wouldn't be able to save for retirement. We'd be out of debt, but have no retirement savings. Now we can sit back and take a breather because we know everything's going to be alright"
"These clients have agreed to refer me to the husband's mother and a friend of theirs. That's my story, just wanted to share."
"P.S. This is the best I've ever felt about writing a life insurance policy."
Dave Lewis, RFA, FMM - NY, January 2006
"I would like to share something special with you. A long time friend of mine, Lew Nason, who is the founder/creator of the Insurance Pro Shop, has asked me for two years to attend his 'Advisor Boot Camp' called 'Found Money Management '. Well I finally did on December 1st and 2nd of 2005 and I wish I had gone to it two years ago."
"It was a wonderful learning experience. Lew's Boot Camp shows you a very simple approach to use with your existing Clients and Prospects to help them to become Debt Free and Truly Wealthy. And, it incorporates many of the new, powerful concepts used in the Missed Fortune, Infinite Banking, Circle Of Wealth and Leap Sales Systems, only a lot simpler and a lot easier to use. He's designed the system to be used with Middle American families, so there is virtually no competition. Plus, it's not just a sales system, it's also a complete prospecting system. I was very impressed and feel that this is an easily transferable approach that everyone can understand and be able to use in a very short time."
Tim Smith, IMO - Index Marketing Group, December 2005
"Your (Found Money Management ) Boot Camp was Excellent - It's the best coaching I've ever had at one time. Please use me as a referral for future attendees."
Peter Lampert, CPA - VA, December 2005 (20+ year veteran and member of LEAP)
"I wanted to Thank you again for a great seminar (Found Money Management ) Boot Camp) last week in Atlanta. The concepts really opened my eyes to tremendous opportunity for both my clients and myself. It was more than I expected - and these days, that doesn't happen too often. Again, I really enjoyed meeting all of you and look forward to working together."
Joe Adelizzi, JD, RFC - CA, December 2005 (23 years)
"Your (Found Money Management ) boot camp turned my business around. Once we get to the 6 month point (mid-Jan.) I'll give you an earnings update." Alisa Le Sueur - TX, October 2005
"I just did my first seminar using the FMM (Found Money Management ) presentation. I did it at my public library where everything was done for free (event mailers, press releases and in-library ads). Most of the people were in awe. 90% of the people submitted the evaluations sheets (with all of their contact info) and most of them liked the presentation. I never thought I would be doing seminar selling. For the past few years, I was nervous just thinking about it and just did direct mailers and cold calls. After doing this 1 event, I feel like doing seminars every week now. Thanks Lew,"
Charles Amith - CA, September 2005
"The Found Money Management training is extremely valuable. It's made what Doug Andrew taught me work: It's pulled it all together for me - Fits My Market - Easier"
Jim Greer - OH (Missed Fortune TEAM Member) September 2005
"I used a seminar mailing service (RME) and sent out 5000 mailers plus had them mail my personal mailing list of 400. I had 3 dates and a 40 people per night limit. I had 40 people per night sign up. Only about 50% showed up and 50% of them booked appointments. I have been doing business with nearly all of them. I used the Found Money Management seminar and it really got a great reaction and positioned me as the expert. I plan to do another one in January, as I will be busy from this one and my client base until the end of the year."
Tony Filippone, RFC - IL, August 2005
(Tony just had his first seminar in July 2005 and has already closed cases for over $23,000 in commissions. It's his best month ever.)
"We attended your (Found Money Management ) boot camp last month and are applying everything you taught us. It really is a turnkey program. We already have over 160 people who have registered for our first series of client seminars."
Al B. & Dave W. - AL, June 12, 2005
"Per our conversation this morning I wanted to let you know how the (Found Money Management ) program is working for me so far. I got the CD package on or around May 1st. Today is May 24th and I have set a total of 5 appointments by loosely following the word track on the appointment setting CD. Of those 5 appointments, I have already had 3 of them, and we have started the underwriting process on all 3 totaling $67,000 in annual premiums. (Life Premiums) I have the other two appointments next week."
"It is amazing how powerful these (Found Money Management ) concepts are, and how receptive people are to discussing them. I have given a general presentation to a couple of clients who own mortgage companies, another client who is a CPA, and a fourth client who is an estate planning attorney. They all buy into the concept and we will be working with RME to set up some joint venture seminars. I have a feeling that I will have enough leads just by mentioning this concept to people that I meet, but I really want to try the seminars to get even more leads. Thank you for this program, my career will never be the same."
Tim G. - NM, May 24, 2005
"The seminar (Found Money Management ) was a very successful means of providing client leads to jump start my business. Although not everyone becomes a client, most of the people that attended were impressed by the presentation and saw value in the concepts. I came out of my three seminars with enough business to keep me busy for two or more months and that doesn't include the referrals I will get from the seminar attendees that become clients. The great thing about the seminars is that, when you meet with the attendees afterward, they are already sold on the concept. I personally plan on hosting at least 2 or 3 more seminars later this year." Vito M. - GA, April 2005
"Do you always get what you pay for? Sometimes NOT. Lew, I have to tell you I have purchased thousands of dollars of training, development materials, seminars and yours is by far the greatest value I have seen. All your programs have a firm foundation of sales and marketing basics. In addition you deliver so much detailed, turn-key, real world ideas, things that I can start using today. The Found Money Management program is incredible. I put down the big money to attend the other training out west, it was good, but your material is "over the top". Thank you! Sometimes you get more than what you pay for, thanks for giving us that."
Phil Calandra, RFC - GA, April 2005 (Missed Fortune 'TEAM' Member)
(As of this post, Phil has been in this business for less than two months and is already generating over $40,000 per month in commissions!)
"Thanks for the opportunity to comment on the success I've had using the Found Money Management concept. It is amazing how responsive the prospect is when you can help them with a new low interest mortgage and then use a cash-value life policies to hold the cash generated by the lower monthly mortgage payments. In my many years of financial services work I've never seen any concept with as much power to help clients as this one produces. People love lower house payments, tax-favored growth and withdrawals from life contracts, and the increased amount of coverage they get in the bargain. The mortgage people we are working with are superb and the seminars are producing great prospects. All and all, I haven't been nearly as satisfied or passionate with what I can offer in years. Best Wishes,"
Gerry Williams - GA, April 2005
"What a deal! The Found Money Management Concept is amazing. This seminar system shows clients how to fix the hole in their financial accumulations buckets and divert money from their transferred assets bucket (most people are unknowingly and unnecessarily transferring assets to their banks and Uncle Sam)".
"I've had great success doing this Life Insurance/Equity Management Seminar. I had been doing Senior Seminars and had great success but the market became crowded and attendance went down. The response rate for the market we now deal with doing our Home Equity Management/EIUL seminar is beyond outstanding. Our very first mailing to 5000 clients yielded $38,000.00 in target premium IN ONE MONTH!...and several new home loans! And we're still not finished with the follow-up calls."
"The best part is: NO ONE ELSE IS DOING SEMINARS for our demographic groups with these concepts, strategies and products! Clients say things like: "How come no one ever told me this before?" Our best clients seem to be the most astute: professionals, managers, CPA's."
"We are doing for Middle America what no one else is doing. It's a win-win situation. You can feel good about that. Nine out of ten attendees ask for appointments. Nine out of ten that we see become clients. Average life premium is around $500 per month. Instead of being a "Termite" we are now seeing people actually ask how much they can put into cash value life insurance (I prefer Equity Indexed Life! I just closed a $950.00 per month premium today.) This (Found Money Management ) seminar and planning package has taken our practice to a new level!"
"I road on my first insurance case in 1981 and have never been more excited. Other seasoned professionals I associate with say the same thing: this is the biggest window of opportunity ever for our field and it promises to stay open for the next ten years! I decided not to become part of the "Shoulda, Woulda, Coulda Club" and made a smart decision to act decisively and swiftly to dominate my market area. Happy Selling," Doug Moore - GA, April 2005
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