Life Insurance Marketing, Lead Generation and 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 Prospects (Or Annuity Prospects)!
We are still 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, (whole life, index universal life... along with 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 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 struggling 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
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
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 in our system, so you can
help your prospects to ‘Find The Money.’
Found Money Management™ strategies and learning how to
deliver your special marketing message, you'll attract a steady stream of your
Ideal Life Insurance 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™
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,
‘Found Money Management™’
strategies, with our help, you can…
Your Life Insurance Sales Career... ‘Recession Proof’
Lew and Jeremy Nason's exclusive
Money Management™ system you can achieve more
than you ever imagined possible!"
Renowned Speaker, Sales Trainer and Author
Tracy began his career in the financial services industry where he built a
sales organization. He is one of America's "most booked" speakers & sales
Discover What You Need To Know Today To Get Off
To A Fast Start And Have A Long Term Successful Career
Selling Cash Value Life Insurance!
Advisor's Guide To:
Found Money Management™
By Lew Nason, LUTCF, RFC, FMM and Jeremy Nason, RFC, FMM
You Have A Vision... We Know How To Get You There!
Fill out the
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The Ultimate Life Insurance Marketing,
Prospecting and Sales Guide
This exceptionally detailed, free report on selling cash value life
insurance, is designed to help you understand how you can
immediately capture the unlimited power of our breakthrough Found Money
Management™ strategies, along with the Infinite
Fortune, Circle of Wealth
and LEAP concepts.
About A Virtually Untapped
Market For Selling Your 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 Dizzying
finally know what you can do to
double and triple your Cash Value Life Insurance sales in the next
You will be amazed at
how quickly you can improve your cash value life insurance
sales, just by downloading and reading this detailed free
Working Together, We Can
Help You To Make A Positive Difference In People's Lives...
While Helping You To Earn The Significant Six-figure Income You've Been Dreaming
"Agents Are Seeing Immediate Results"
And You Will Too!
"$67,000 of 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
"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."
to your great advice about paying more attention to my existing clients, 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. 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
RFC - Rockford Retirement - IL (10 years in Business)
submitted over $30,000 of
IN JUST ONE MONTH!"
"After doing my first workshop at the end of September,
and after getting back in touch with my current clients (through your
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™
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)
written 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.” 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."
"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
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
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!
FMM - GA, (Allstate
Agency Owner) (16 years)
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give us a call for a FREE 15 minute, no obligation consultation, so we can
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best ways to help you achieve the success you desire.
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your time to see if we can help you
to take your business from ordinary to Extraordinary?"
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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
You can sit back, do nothing and hope that things will change. Or, you can take
right now to make things change! What have you done in the last sixty days to
your sales? Why not learn the marketing, prospecting, appointment setting and
strategies that most of the leading agents, advisors and planners on the planet
Success Training - Jeff Cody, Laura Viall, Lew Nason,
Denise McManus, Ronda Duranand,
Jay Millard, Kurt Humphies
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income statements and examples on this website are not intended to represent or
guarantee that every agent or 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 advanced life insurance and annuity
marketing, prospecting and sales ideas, 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