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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 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!!! 

Found Money Management is the perfect solution for attracting a steady stream of your 'IDEAL' life insurance prospects and closing sales for LEAP, Circle of Wealth, Infinite Banking, Missed Fortune, and more!

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

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

"Agents Are Seeing Immediate Results"

"$67,000 of annual life premiums." (in less than a month)

Tim G. - Albuquerque, NM“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)
Tim G.
- Albuquerque, NM (State Farm)

"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) 

"I have submitted over $30,000 of business (commissions)

Bryan Schurter, FMM, RFC - CA,

"After 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 business…. IN JUST ONE MONTH! Although the additional income is nice, without a doubt, the best part of your whole system (Found Money Management™ )is the simplicity in helping clients. I finally feel that I am offering clients more than just retirement planning. I know that my clients will be better off after meeting with me than they were before. Your system is so easy to understand, to explain to clients, and to implement, that it’s almost ridiculous. 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, FMM, RFC - CA (4 years in sales)

"I’ve written over $270,000 of life premiums in the past two months..."

Randy Delph, RFC, LUTCF, FMM - IN, “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 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, FMM - IN, (35 years in the business)

"In the past three months, I've sold more life insurance premiums,
than I did in the previous 8 years."

John Stewart, FMM - GA (P&C Agency Owner), (16 years) "A while back I found the Insurance Pro Shop and signed up for their (FREE) weekly newsletters and started applying some of their techniques, and they worked. So, nine months ago, I decided to visit with them to meet Lew and Jeremy. After meeting them, I decided to purchase their Found Money Management System and their Fact Finding DVDs. However, with the holidays and running my P&C business, I didn't get to begin to earnestly study their materials until a few months ago, and then I attended their Found Money Management Boot Camp. In the past three months, I've sold more life insurance premiums, than I did in the previous 8 years. I've placed 12 policies with annual premiums ranging from $800 - $30,000. Their systems and training work. And, now I'm here at their Advanced Fact-Finding Techniques Sales Skills Boot Camp to learn as much as I can from them. Lew Nason has the marvelous ability to make the complicated, simple. He gives small practical helps that can only help to make your agency grow. What a mentor! John Stewart, FMM - GA, (Allstate Agency Owner) (16 years)

Discover... Why 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 InsuranceDownload this free exceptionally detailed report NOW on selling Cash Value Life Insurance. It 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.

Found Money Management is the perfect solution for attracting a steady stream of your 'IDEAL' life insurance prospects and closing sales for LEAP, Circle of Wealth, Infinite Banking, Missed Fortune, and more!

 Advisors Guide To Found Money Management
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After all, with so much to gain - and with absolutely nothing to lose - shouldn’t you at least take a look?

Don't Wait Another Minute To Put These Found Money Management Concepts To Work For You!

Found Money Management Tool Kit - Life Insurance Sales System

offers you a complete "Tool Kit" with the very best, proven, turnkey life insurance marketing and lead generation programs, with all of the latest sales strategies and tools specifically designed to take advantage of the hottest life insurance products and sales ideas. Attract life insurance leads, acquire loyal clients, and close more IUL & Whole Life Insurance sales by helping families to 'Find the Money' to 'Live Debt Free And Truly Wealthy' and you'll put serious money in your pocket.

And, the 'real secret' to you extracting wealth from your business lies in the care and nurturing of your existing clients. Most advisors make the mistake of focusing entirely on bringing in new business, while ignoring the "acres of diamonds" in their own back yard. This time tested, 'state of the art' life insurance program provides the simple tools and strategies you need to create 'clients for life' who not only come back again and again, but also spread the word on your behalf to their family and friends.

Learn More About This Incredibly Powerful Tool Kit >>

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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
strategies that most of the leading agents, advisors and planners on the planet use?

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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.