 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Found Money Management™
Boot Camp Agenda
Live Marketing and Sales Training For Financial Advisors!
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Boot Camp - Details, Dates, Location, Register / Video Testimonials
Making Found Money Management™ …
'TURNKEY' and getting you off to a 'QUICK START!'
Seating is limited to 20 attendees to provide individualized training.
First Day - Wednesday
9:00 - 9:20 AM Introduction and Orientation
9:20 -10:10 AM In Depth Review of the Found Money Management™ Presentation
'Living Debt Free and Truly Wealthy' Why Serve Middle Income
Families! Why the financial advice from past generations doesn't work
today! What's changed and how you can help prospects to embrace
these new financial strategies!
Morning Break
10:20 -12:10 AM Review of the Found Money Management™ Concepts...
Learn the New Smart Money Management Strategies Middle Income
Families Need to Use Today to Eliminate Consumer Debt and Save for
their Future. Correctly and Ethically help people to 'Find The
Money' without asking them to spend additional money or sacrifice
their current life style. Help them by finding and repositioning money
they are spending unnecessarily on Income Taxes, Deductibles, Riders,
Credit Cards, Auto Loans, Qualified Retirement Plans and much more.
Simplified Missed Fortune, Infinite Banking and LEAP training.
Lunch
12:40 - 1:10 PM Guest Speaker
Preparation for a Successful Client Seminar…
Who to invite! Where to hold your seminars! What's not working!
How to maximize your attendance! Follow-up calls! Fulfillment
services. Special offers and bonuses! By Jennifer Lowery, RME
1:10 - 2:00 PM Properly Using Home Mortgages to 'Find The Money'...
Learn why the traditional home mortgages and equity loans are still the
best options for most homeowners! Learn why 'Option Arms' and
'Interest Only' mortgages are a bad idea for many people and why they
can prevent you from closing the sale. Understand the income tax
regulations for the deductibility of home mortgage interest and why
most insurance agents, financial advisors and financial planners are
giving misleading information to many of their clients, that could cause
them serious income tax problems in the future.
Afternoon Break
2:10 - 3:00 PM Setting Appointments with 90% of your Seminar or Workshop
Attendees! Learn how to get your seminar or workshop audience
emotionally involved by asking the right questions during your
presentation! The importance of writing and speaking at a sixth grade
level! And, why you must never ask for an appointment!
3:00 - 4:20 PM Questioning to Help Your Prospect to Sell Themselves and Simple
'5 Minute Concept Presentations' to Help Your Prospects to
Understand the Concepts and Benefits (Lew Nason)
4:20 - 5:00 PM Review of the Found Money Concepts, Client Benefits, Seminars
and Workshops
Second Day - Thursday
9:00 -10:10 AM Successful Emotional 'Fact Finding' Transitioning from Sales
Person to Financial Advisor! (Lew Nason)
Morning Break
10:20 -11:30 AM Conducting The Initial Sales Interview (Lew Nason)
Lunch
12:00 -12:30 PM Guest Speaker
The value of a press kit and how to use it to get FREE Publicity
that will make you famous. By Wally Cato RFC, RFMA, CPC
Legendary Media Advocate To The Financial Services Industry
12:30 - 1:20 PM How To Close 9 Out Of 10 Sales - The Closing Interview Using a
Two Page Simple Presentation… (Lew Nason and Jeremy Nason)
1:20 - 2:10 PM The Investment Grade Life Insurance Illustration with The 2 Page
Sales Presentation (Jeremy Nason and Lew Nason)
Afternoon Break
2:20 - 3:10 PM How to Get Started, Even If you Have No Money!
Learn how to generate a consistent stream of the RIGHT high quality
prospects daily... using Free Educational Work Shops, Endorsements,
Referrals, Friends, Family, Current Clients, Associations and more!
3:10 - 3:30 PM Questions & Answers (Will Nason, Jeremy Nason and Lew Nason)
3:30 - 5:00 PM Exam For FMM Certification and RFC Designation. Review of
Exam Answers, Evaluation Sheet, Presentation of FMM
Certificate… Completion of the application for the Registered
Financial Associate RFA or Consultant RFC Designation from the
IARFC, with 16 CE Credits.
--------------------------
Plus, This Month Only, You'll Receive The...
Found Money Management™ Boot Camp In A Box
FREE (Normally $287.95)
You'll be able to continually review what you learned at the 'Live' Found Money Management™ Financial Advisor Boot Camps... It's 12 videos (DVDs)
containing 8 hours of the best training from our past 'Live' Boot Camps.
It's the next best thing to being there!
----------------------
If you are a current member of NAIFA, GAMA, MDRT, or the IARFC...
Give us a call for your Special 25% Discount off the normal investment!
----------------------
Guarantee Your Reservations Today…
Ask yourself why the most successful and recognized names in this industry are speaking at our live training events, writing articles for our web sites and are endorsing our systems, tools and training?
Boot Camp - Details, Dates, Location, Register / Video Testimonials
|
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
 |
|
|
|
|
|
|
 |
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Advisor Testimonials and Success Stories...
"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 FMM 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 (See Article)
"Your 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, FMM - VA
(20+ year veteran & member of LEAP)
"I've spent thousands on other systems and boot camps. The cost of this Boot Camp was minimal compared to the value received. Excellent! Excellent! Excellent! Well worth the time and money!"
Janet Ricker, RFC, FMM - TX
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
There simply isn't a better or more cost effective way for you to really help people and sell large indexed, and whole life insurance policies. Our competition is charging $4,000 and up for similar training, without all the sales skills and marketing training we provide!
Yours in success,
Lew Nason
Lew Nason, RFC, LUTC Graduate
The 9 Out Of 10 Guy
Consultant, Coach… Mentor
P.S. This is NOT a recruiting seminar! The Found Money Management™ Financial Advisor Boot Camp is for every advisor who wants to learn how to help their family, friends, clients and prospects to 'Live Debt Free and Truly Wealthy. There is no recruiting allowed before, during or after the Boot Camp.
P.P.S. If you are a current member of NAIFA, GAMA, MDRT, or the IARFC give us a call for your special discount. (If you're NOT a member… You should be!)
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
Lew Nason, RTIA, RFC, LUTC Graduate, the creator of Found Money Management™, with I. Jeff Eshun, Ph.D., HD, RFC, President & Co-founder of Solutions 21 Financial and DSC Lifestyle Services of Ontario, Canada, and Forrest Wallace Cato, RFC, RFMA, CRR, CPC, making plans to introduce Found Money Management™ to the agents and advisors in Canada.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
Insurance Pro Shop ®
Helping Agents and Advisors create endless streams of new, repeat and referral business…
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
Here's How To Contact Us: M-F, 9 AM to 5 PM, EST
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Toll Free: 877-297-4608
Phone: 770-443-2852
Fax: 800-901-6837
Email: Click The Link Below (24/7)
|
|
|
|
|
|
|
|
Contact Form
|
|
|
|
|
|
|
|
|
|
Insurance Pro Shop
150 Watson Drive
Dallas, GA, 30132
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Copyright © 2008 Insurance Pro Shop® All Rights Reserved
All guest articles © their respective authors
|
|
|
|
|
|