Found Money Management™
Life Insurance Sales System... Tools, Tips and Training
How to Market and Sell Life Insurance
In The Current Recession
ago, in anticipation of the current meltdown of the economy, I wrote a series of
articles about how you can make your life insurance sales career ‘Recession
Proof’! I think many of the life insurance marketing, prospecting,
appointment setting and sales ideas, tips and strategies in those articles
need repeating today in view of what's happening.
Message… Unfortunately, most agents are looking
for a quick fix, something new and exciting that requires very little time or
effort on their part. If that's what you are looking for don't bother reading
most agents fail to realize is that in a good economy almost anything you do
will produce some results, but in a struggling economy you must get back to the real
marketing, prospecting and sales basics. You must be actually helping people, if
you want to attract the
Ideal Life Insurance and Annuity Prospects!
We are receiving
hundreds of phone calls and emails every week from insurance agents, financial
advisors and financial planners who are having a very tough time selling life
insurance, (and their other insurance products, investments and services) during
this recession, because most people are not willing to add to their monthly
expenses. In fact, most people are looking for places and ways to cut their
expenses. They are worried about what might happen if prices continue to rise,
mortgage interest rates increase, real estate values drop, the stock market
continues to collapse and they lose their job.
However, if you
think about it, people's overall financial concerns aren’t much different than
at any other time in their lives. They are still concerned about meeting their
financial obligations each month; making their mortgage payment; saving for
their children’s education; and saving for retirement.
The only real difference
is that during a recession, like this one, people are forced to focus their
attention and deal with their financial problems right now. They are looking for
real help and immediate solutions to their financial problems! They want to
reduce or eliminate their debt, cut unnecessary expenses, reduce income taxes,
revise their investment strategies, and more! And, the great part for you is
they are much more willing to sit down and talk with a financial advisor, if
that advisor is adept at, and focused on, helping them to solve their immediate
Many of the insurance agents who are using
the life insurance sales systems like Money for Life, Missed Fortune, Infinite
Banking, LEAP, College Funding, Money Merge Accounts and others are having
significant problems attracting their Ideal Life Insurance and Annuity
Prospects, setting appointments and closing
sales in this declining economy.
While those are all good, and maybe even
great sales ideas, in a good economy, they have two basic flaws in a struggling
They are selling a product or service that
requires people to spend additional money.
2. They are weak in delivering a
message that attracts the right prospects.
If you want to
sell your products and services when money is tight, then you must focus on
addressing and solving peoples’ immediate financial problems. You must deliver a
special marketing message to become the financial advisor people want to see.
And, you must help people to ‘Find the Money’.
Money Management™’ marketing message is…
“We help people to get what
they need and want… without them taking any additional money out of their
pockets! It’s about helping people to wisely reposition their spending and
assets to eliminate debts, improve their cash flow, and reduce income taxes.
And, we’ll show you how you can do it all, without changing your current
lifestyle!” The main theme of Found Money Management™ is, “Helping
People To Live Debt Free and Truly Wealthy.”
just a few ideas we use to help prospects to reduce or eliminate debt, reduce
income taxes, improve their cash flow, and get all the life insurance they need
and want… Without them taking any additional money out of their pockets, or
changing their current lifestyle!
Can you help them to reduce or eliminate debts to improve their cash flow?
Can they refinance their mortgage, to lower their monthly payments to
improve their cash flow?
Can they reduce the premiums on their existing insurance policies to improve
their cash flow?
Do they have low deductibles on their health, auto or homeowners insurance?
If they increase their deductibles, how much money
will they save?
Do they qualify for health insurance through their employer at a reduced
they cut benefits to reduce their costs?
Do they have a Critical Illness policy, DI policy, or Long Term Care
Insurance policy with long-term benefits?
Do they have low priority riders on the above policies?
Could you free up money by removing these riders?
Are they putting money into a Roth IRA?
Doesn't a cash value life insurance policy build tax-deferred and generate
tax-free income just like the Roth IRA?
Are they putting more money into a 401k, than is matched by their company?
Can you help them to reduce their income taxes?
are just a few of the ways we explain in great detail on our members' only
private site and in our system, so you can
help your prospects to ‘Find The Money.’
following these Found Money Management™ strategies and learning how to
deliver your special marketing message, you'll attract a steady stream of your
Ideal Life Insurance and Annuity Prospects to you,
to set more appointments and close more sales. You’ll
really be helping people to improve their current financial situation, without
asking them to spend more money or change their current lifestyle. You’ll
become the advisor people want to see!!!
these ‘Found Money Management™’
strategies, with our help, you can…
Your Life Insurance Sales Career... ‘Recession Proof’
Sound To Good To Be True...
Consider, there are a few very good life insurance sales ideas
out there, like LEAP, Circle of Wealth, Infinite
Banking, Missed Fortune,
and others to help you present
and sell your
hot, new, life insurance products, once you're in front of the right
prospect. However, besides their incredibly high cost, the problem is they are
missing three critical
They don't provide you with the superior life insurance marketing tools
and techniques, with the essential tips and training
you need to consistently attract the IDEAL annuity prospects to you.
2. They don't
provide you with the advanced questioning and fact-finding techniques you need to get
your prospect emotionally involved, so they WANT to set better
priorities and take immediate action on your recommendations.
3. They don't help
you to 'Find The Money' to fund those concepts.
Think about it... If this business
were really about having the best products and sales ideas, like people
are telling you, then why are 90% of the new advisers failing and why is
the average income for advisers only $40,000-50,000?
You can fill in all three of those 3 critical missing pieces with
members' only private site and with our
Found Money Management
Not sure we can help, or if our services are right for you... Don’t Wait...
Call us Toll Free to schedule a No
Obligation, Free 15 Minute Consultation with Lew or Jeremy. We guarantee you'll
be glad you did! 877-297-4608 (M-F, 9AM-5PM, EST)
Yours in success,
Jeremy & Lew Nason
The 9 Out Of 10 Guys...
Don't wait to get started, take action now!
You'll get everything we've promised, and much, more! Go ahead and hold
our feet to the fire to provide you with the marketing, prospecting and sales training that really works - your satisfaction is 100%
Life Insurance Marketing and
From A Respected Industry Leader
"I began by selling financial services and I can assure
you that Lew
one of our greatest authorities
on improving financial sales!"
Renowned Speaker, Sales Trainer
Tracy began his career in the financial industry where he built a
organization. He is one of America's "most booked" speakers & sales
Still Not Sure We Can Help You...
Download This Free Life Insurance Sales Report Now, Because It's
The Quickest Way For You To Learn How To Help Your Clients To 'Find The
Money' To Explode Your Life Insurance Sales, In As Little As 30 Days.
About A Virtually Untapped Market For Selling Cash Value Life Insurance!
A Simpler Way To Find Prospects and Close Sales For
Infinite Banking, Missed Fortune,
How To Help Clients To 'Find The Money' To Take Action
On All of Your Recommendations!
How To Create A Constant Stream Of Referred Leads!
Dozens More Critical Steps to Taking Your Cash Value Life Insurance Sales to
you hit the submit button you’ll instantly get access
revealing (46 page)
FREE Cash Value Life Insurance Sales Report...
Advisors' Guide to Found Money
We will NOT sell, trade, rent or give your email
address away for any reason.
You Can Cancel At Any Time. Read our
The Ultimate Life Insurance
Lead and Selling System
Advanced Appointment Setting & Sales
Skills Video & Audio Training
guarantee, that if you follow the simple ‘Step by
procedures, that you'll find in our 'Turnkey'
Found Money Management™ system, you can experience a boost in your life
sales almost overnight.
Found Money Management™
Life Insurance Marketing & Sales Tool Kit
It's The Very Best
Questioning, Presentations and
Sales Training From Our 'LIVE' Boot Camps...
Videos: 6 hours (DVDs)... Audios: 6 hours (CDs)
Scripts, Questions & more (Text CD)
How To Close '9 Out Of
By Asking The Right Questions
annual life premiums.” (in
less than a month)
“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... $67,000 of annual life premiums.”
(In less than a month)
- Albuquerque, NM
over $270,000 of life premiums in the past two months...”
“Thanks for everything.
I’ve written over $270,000
of life premiums in the past two months
since attending the boot camp in December. ($190,000 in
commissions) Freedom Equity
Group has asked me to do a teleconference to explain how I’ve accomplished
increase in my business. I’ll be recommending your
Found Money Management™
and your boot camp to everyone on the call.”
RFC, LUTCF, FMM
(Freedom Equity Group)
(35 years in the business)
“This year our
life production is up almost 100% over
“Dear Lew; As you are aware I have been in the industry for 39 years and am a
consistent MDRT ‘Top of the Table’
qualifier. I have spoken at MDRT, and
at several major companies top producer meetings. In 2000 I went from being a
Agency Development General Agent to a Personal Producer. The transition was
challenging, but it worked. The one thing I lost along the way was the focus on
life insurance sales. I tried several refresher programs, and was able to
modestly upgrade life production. Then I found your company. Eventually, I
purchased several of your programs including
‘Found Money Management™’ and
‘How to Close 9 out of 10™’. The material is excellent and I have spent many hours reviewing it.
This year our life production is up almost 100%
over last year and I believe it will double again. Thanks for your personal
consulting time, the programs and most of all your sincere belief in the good
you and your company are doing.”
Richard C. Moldenhauer,
CLU, ChFC, RFC, CEP,
last year and I believe it will double again.”
'MDRT Top Of The Table' -
(39 years in business)
"I have submitted over $30,000 of life business….
IN JUST ONE MONTH!"
doing my first workshop at the end of September, and after getting back
in touch with my current clients (through your newsletters) I have submitted
over $30,000 of life business…. IN JUST ONE MONTH! ...I am so glad
I found you when I did, so early in my career. I look forward to many years of
working with the two of you! Thanks Again!"
Bryan Schurter, RFC - CA, (4 years in business)
Boot Camp Is Life Changing"
you very much for the eye-opening and the best training boot camp I have
attended so far. And also thank you very much for your hospitality. The boot
camp is worth more than what we paid for and the information we got out of
it is life changing.
After attending, I now
have no doubts about you and your system.
You guys are the most honest and truthful
people I have met. I wish I had attended the boot camp when I first bought your
system about a year ago. From now on I will discard all the other so-called
"systems" out there and just follow your system and ingrain it into me so that
it becomes a part of who I am and what I represent...'helping people to live
debt free and truly wealthy.' Thank you very much and hope to see you soon.
Marketing Director, World Financial Group, Canada
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and Annuity Sales Systems, Tools, Training and Support For Financial
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Disclosure… The income statements and examples on this
website are not intended to represent or guarantee that
insurance agent or financial adviser 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.