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Found Money Management The Ultimate Life Insurance Sales System... Tools, Tips and Training

How to Market and Sell Life Insurance
In The Current Recession

Several years 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. 

Important 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 any further. 

What 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 Prospects (Or 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 financial problems. 

Many of the insurance agents who are using the life insurance sales systems like Missed Fortune, Infinite Banking, LEAP, College Funding, Money Merge Accounts and others are having significant problems attracting their Ideal Life Insurance (Or Annuity Prospects), setting appointments and closing sales in this declining economy.   

While those life insurance sales systems are all good, and maybe even great sales ideas, in a good economy, they have two basic flaws in a struggling economy…  

   1.  They are selling a product or service that requires people to spend additional money.  

   2.  They are weak in delivering a strong 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’.


The ‘Found 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.  

Here are 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 cost?  Can 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? 

These 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.’ 

By 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!!! 

Using these Found Money Management strategies, with our help, you can…

Make Your Life Insurance Sales Career... ‘Recession Proof’

Brian Tracy, Renowned Speaker, Sales Trainer and AuthorEndorsement From A Respected Industry Leader

"With Lew and Jeremy Nason's exclusive Found Money Management system you can achieve more than you ever imagined possible!"
Brian Tracy, Renowned Speaker, Sales Trainer and Author
Tracy began his career in the financial services industry where he built a large
sales organization. He is one of America's "most booked" speakers.

Want To Learn More About Found Money Management,
Then Download This FREE Guide...

Discover... Why Top Financial Advisors Are Doubling And Tripling Their Life Insurance Sales, In As Little As 30 Days!

Fast Track Advisors’ Guide To: Found Money Management™ How to Attract Prospects for Whole Life, Universal Life, Index Life and Variable Life InsuranceThis exceptionally detailed 46 page report on selling CV Life Insurance, is designed to help you understand how you can close more and larger CV Life Insurance sales in as little as 30 days using our breakthrough Found Money Management philosophies

You'll learn how to attract your 'Ideal Life Insurance Prospects' to you, to set more Life Insurance sales appointments each day!

How to get your clients to set better 'financial priorities', so they want to take action!

How to help clients to 'Find The Money' to take action on all your recommendations!

Download this free report now, because you will quickly learn how you can close more and larger life insurance sales, then you ever dreamed possible.

'Adviser's Guide To Found Money Management'

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Will You 'Unlock Your True Potential' Like These Advisers?

"We have put together back to back 30k months" (commissions)

Beau Henderson, RFC - RichLife Advisers"Lew, we have put together our 2 most successful months in a row! I took your advice and focused solely on the things that would bring revenue into my business and cut all of the things that were distracting me from that core focus. For me, that effort is primarily speaking to groups of people. We have put together back to back 30k months (commissions) and are speaking to 2-4 audiences per month. The beautiful thing is the more people we help, the more referrals and momentum we build. I’m on track to finish the year two months ahead of my personal goals."
Beau Henderson
, RFC - RichLife Advisers - GA,  (9 years in business)

Beau Henderson, RFC - RichLife Advisers

"I have already written $22,000 this year in just 3 1/2 months,
whereas last year I only made $34,000 for the whole year

Antonio Filippone, RFC - IL"Thanks to your great advice about paying more attention to my existing clientsI have already written $22,000 this year in just 3 1/2 months, whereas last year I only made $34,000 for the whole year. I always felt funny going back to existing clients and I had a tough time doing business with family and friends. Sometimes they would show interest and I would just drop the ball because I didn't want to feel like a pushy salesman. You helped me to see the value in what I do and to realize that these people would rather work with me anyway. Now I jump on the opportunities to help the people who already like me and everyone is a winner. 
Antonio Filippone, RFC - Rockford Retirement - IL (10 years in Business) 

Antonio Filippone, RFC - Rockford Retirement - IL (10 years in Business)

"If you aren’t learning from Lew, you aren’t learning from the best!"

Dennis Postema, RFC - Postema Marketing Group, LLC"I have been working with the Insurance Pro Shop since 2006 and have used each and every one of their products since then. (For my agents and myself) If you want a chance to increase your income and become the successful agent that you want to be, then you have to be learning from the best. I truly believe Lew Nason and his team Will Nason and Jeremy Nason have the tools and resources to help mold successful agents. If you aren’t learning from Lew, you aren’t learning from the best!"
Dennis Postema
, RFC - Postema Marketing Group, LLC - OH (10 years in business)

Dennis Postema, RFC - Postema Marketing Group, LLC

"You guys at Insurance Pro Shop tell the truth and tell both sides of the story." 

Joe Casey, RFC - Casey Wealth Consultants"Being is this business for 2 1/2 years now, I know one thing is true.  There is allot - allot of BS out there! The quest to find the right info has been hard and difficult. Being new in the insurance business I have been on this journey to find the right fit for insurance companies, products, lines of insurance, selling, marketing, and a system to follow. Not really knowing what's good, bad and ugly in this business - I have been sided lined, ran over, ripped off, had success, feast or famine, tried this and that, wined and dinned by the best, etc. One thing I have found out on this journey. You guys at Insurance Pro Shop tell the truth and tell both sides of the story. I just wish I would have realized that sooner. Thank You." Joe Casey, RFC - Casey Wealth Consultants - TN (2 years in business)

oe Casey, RFC - Casey Wealth Consultants

 "Sometimes you get more than what you pay for, thanks for giving us that."

Phil Calandra, RFC“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™ Concept 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
 (1 year in Business)

Phil Calandra, RFC

Real Success Stories, From Real People

Tony Filippone, RFC (14 years in business)

Real Success Stories, From Real People

Bill Constain (15 years in business)

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It's Time For A Change

These advisors understand that... "Nothing Is Going To Change Until You Do!" You have the choice to be successful, or not to be successful. It's entirely up to you! You can sit back, do nothing and hope that things will change. Or, you can take action right now to make things change! What have you done in the last sixty days to increase your sales? Why not learn the marketing, prospecting, appointment setting and sales
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Disclosure…The income statements and examples on this website are not intended to represent or guarantee that every 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 strategies, tips, tools and training in these programs. There is no guarantee you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.