Making the Found Money Management™and the Annuity Sales Excellence™systems 'TURNKEY' and getting you off to a 'QUICK START!' (Life and Annuity Systems Sold Separately) Seating is limited to 20 attendees to provide individualized training. Register Today!
First Day(Attracting The 'PERFECT' Prospects)
9:00 - 9:20 AM Introduction and Orientation… - The Transition From Sales Person to Financial Advisor… - What Is Real Financial Planning? - Why Serve Middle Income Families and Retirees? - Review of the Financial Problems People are Facing!
9:20 - 10:10 AM 'Living Debt Free and Truly Wealthy' Client Presentation… Morning Break
10:20 - 11:00 AM 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
11:00 - 12:00 AM Found Money Management Concepts… Helping people to 'Find The Money' without asking them to spend more money, take more risks or sacrifice their current lifestyle. - Reduce and Eliminate Consumer Debt - Reduce Insurance Costs - Reduce Income Taxes - Increase Household Income - Increase Tax Deferred and Tax Free Savings
Lunch Break
12:30 - 1:10 PM Found Money Management Concepts... Continued
1:10 - 2:00 PM Properly Using Home Equity… - What's The Best Type Of Mortgage? - The Problem With Option Arms! - Rising Interest Rates and Borrowing Money? - Deductibility Of Home Mortgage Interest. - Tax Consequences and Ethical Issues Of Investing Equity Properly Using Mortgages & Reverse Mortgages… - Why thetraditional home mortgages and equity loans are still the best options to reduce and eliminate debt! - Why 'Option Arms' and 'Interest Only' mortgages are a bad idea for many people and can prevent you from closing sales. - Understand the income tax regulations for the deductibility of home mortgage interest. - Why most financial advisors are giving misleading information to many of their clients that could cause them serious income tax problems in the future. Afternoon Break
2:00 - 3:30 PM How to Get Started, Even If You Have No Money! - Free Educational Workshops - Joint Venture Partners - Endorsements From Local Associations - Current Clients and Referrals - Friends and Family - And much more!
3:30 - 4:20 PM Setting Appointments w/ 90% of Seminar or Workshop Attendees! - What's The Main Objective Of A Seminar or Workshop - Why Advisors Are Only Getting A 10-20% Appointment Rate From Their Seminars and Workshops! - Getting Your Audience Emotionally Involved! - Why You Never Ask For An Appointment!
4:20 - 5:00 PM Review of the Found Money Concepts, Client Benefits, Seminars and Educational Workshops.
"I'm batting three for three because I used the questioning techniques"
"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, FMM - FL
Jerry Royer, RFC, CEO of Group-10 Financial, LLC (43 years) receives FMM Certification from Lew Nason.
Second Day(Closing 9 Out Of 10 and Getting Off To A Fast Start) 9:00 - 10:10 AM Successful Advanced 'Fact Finding'Techniques... - The Purpose Of A Fact Find? - Why Agents Have Trouble with Fact Finds! - Needs Verses Wants! - Transitioning from a Sales Person to 'The Respected and Trusted Financial Advisor' with Emotion Based Questions! - Helping Prospects To Sell Themselves!
Morning Break
10:20 - 11:30 AM Successful Advanced 'Fact Finding'Techniques… Continued - Using simple 5-minute presentations to overcome objections and help your prospects to buy into each of the 'Found Money Management' Concepts. - How to transition and secure the appointment for the closing interview. How To Close 9 Out Of 10 Sales Appointments… - The Closing Interview Using a Simple Two-Page Presentation! Lunch Break
12:00 - 1:00 PMGuest Speaker 'You Can Cut A Greater Figure…' Image Branding! 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
1:00 - 1:50 PM Getting Off To A Quick Start, Your Marketing Plan! - Who Are Your Best Prospects? - What's The Average Commission Per Case? - How Many Sales Per Year? - How Many New Prospects Per Week? - How Many Second Appointments Per Week? - How Do You Get Your Story Out There? - How Do You Get Prospects To Call You? Afternoon Break
2:30 - 4:00 PM Exam For FMM Certification... Review of Exam Answers, Evaluation Sheet Presentation of FMM Certificate… 16 CE Credits for RFC members IARFC
4:00 - 5:00 PM Publicity Pictures, Press Release and More...
"$270,000.00 of Life Premiums in Only 2 Months" "Thanks for everything. I've written over $270,000.00 of life premiums in the past two months since attending the (Found Money Management™) Boot Camp in December... ($190,000 in commissions) 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 system and your boot camp to everyone on the call." Randy Delph, RFC, LUTCF, FMM - IN, March 2006 (Freedom Equity Group) (35 years in the business)
If you are a current member of NAIFA, GAMA, MDRT, or the IARFC...
Give us a call for your Special Discount off the normal investment!
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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?
"I am finishing my finest personal production year ever, and that is directly attributable to the change in marketing efforts I have instituted since meeting Lew and Jeremy Nason. (July 2008) After 25-years in this business I guess I have proven that you can teach new tricks to an "old dog."
Tony Brazeal, RFC, RFP, FMM, MDRT - TX (25 years in business)
President, Pathfinder Group, LLC a national brokerage agency
Tony Brazeal
Endorsements From Respected Financial Leaders and Advocates
"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 Jeremy. 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, Response Mail Express
Can't make it to our Live Event or justify the time away.
Presented by Lew Nason - Consultant, Coach and Trainer…
Only$287.95
If you want to get off to the quickest start possible, with the...
Found Money Management™ 'Advanced' Life Insurance Sales Tool Kit…
Then you must have these 12 training videos (DVDs). They are 8 hours of the best training from our FMM Boot Camps. It's the next best thing to being there!
Offer A 90 Day '100%' Money Back Satisfaction Guarantee
"It's the best coaching I've ever had"
"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)
"Well worth the time and money!"
"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
Peter Lampert
Janet Ricker
Lew Nason, RTIA, RFC, LUTC Graduate, the creator of Found Money Management™, withI. 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.
Endorsements From Respected Financial Leaders and Advocates
"Many of our industry super-achievers owe a large part of their success to Lew Nason."
Mehdi Fakharzadeh,
"The most successful living and active insurance sales agent
in the United States." Leader's Magazine
"We all love Lew Nason. How could you not be impressed with the man who earned fame for turning 'nine-out-of-ten' prospects into satisfied clients! I wish I had met Lew when I was selling insurance."
Charles E. "Tremendous" Jones
Author, Life Is Tremendous and The Books You Read
"Lew Nason is great! He is great for our industry."
H. Stephen Bailey, CEBA, LUTCF, CEP, RFC® Founder and President of HB Financial Resources, Ltd.,
President of the IARFC
FREE E-Book - Download It Now!
Fast Track Advisors' Guide To:
'Found Money Management™'
Cutting-Edge Strategies For Selling Cash Value Life Insurance
And Properly Using Money for Life, Missed Fortune, Infinite Banking and LEAP!
This '55 page' E-book is an introduction to the proven financial strategies the wealthy have used for generations to accumulate and retain real wealth!It's about truly helping Middle Income Families to significantly improve their financial lives. It's helping these families to establish their financial priorities... and then helping them to 'Find The Money' to fund those priorities! Includes a complete outline of our Found Money Management™ 'Advanced' Life Insurance Sales Tool Kit, with a quick sample of the PowerPoint Seminar Presentation. Found Money Management™ is about…
Helping Middle Income Families to Live Debt Free and Truly Wealthy!
Immediate Download - Click Below!
Endorsements From Respected and Trusted Industry Leaders
"Learning how to find quality prospects and convert them into quality clients is the lifeblood of any sales professional. But marketing and selling Life Insurance and Annuities is an art in and of itself. I've been training and coaching sales professionals for years in marketing and selling insurance, but I've learned to stay away from trying to help improve the results of life and annuity professionals. The skills and techniques needed to succeed in selling life insurance and annuities are unique to those industry specialties.
Lew and Jeremy Nason... and their programs are right on the money. Learning from people who are experts in the Life and Annuity fields is extremely valuable. My advice is that if you are a Life Insurance professional or an Annuity professional, don't bother spending your time or money with anyone else. Lew and Jeremy (and their programs at the Insurance Pro Shop) are the answer to your sales and marketing needs."
Michael Beck
"Michael Beck is the nation's leading expert on recruiting independent sales representatives."
XLeaders.com
(Left to Right) James Lange, CPA, JD, RFC®, author of the recently released book Retire Secure; Phil Calandra, RFC®, FMM; Financial Planning's Media Advocate Forrest Wallace Cato, RFC®, RFMA, CPC, CRR; and Jamie McGarry, RFC®, MBA brain storming on to how to help Advisors Sharpen Their Blades using Found Money Management, with The "Nine Out Of Ten" Guy - Lew Nason
Become The Winner You Were Born To Be!
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