Proven Life Insurance Marketing and Sales Training, Techniques, Tools, Tips and Ideas!

What Is... 'Found Money Management'

It's Missed Fortune, Infinite Banking and LEAP made much easier!

(More 'Found Money Management' Articles)

"The indispensable first step to getting the things you
want out of life is this: decide what you want."
Ben Stein

Many agents, planners and advisors have recently asked us:

"What is Found Money Management?" 

"And, what's so different about the Found Money Management system, verses  Money for Life, Circle of Wealth, Missed fortune, Infinite Banking and LEAP ?"

Before we get into that, you should know that the concepts presented in the Money for Life, Circle of Wealth, Missed Fortune, Infinite Banking and LEAP systems... Are NOT New!  Many of the concepts they use are the tried and proven concepts that some of the wealthiest people in the world have used for centuries to accumulate wealth.  And, these same concepts have been used by many of the top producers in the financial industry for decades.  We've been using and training agents to use the concepts found in Money for Life, Circle of Wealth, Missed Fortune, Infinite Banking and LEAP for 28 years.

Below are just some of the major differences... and a brief explanation of Found Money Management.

The First Major Difference is that the Missed Fortune, Infinite Banking and LEAP systems are designed primarily for use with the more affluent prospects.  For example: The underlying premise behind each of these sales concepts is that you get your prospects to put as much of their money as they possibly can, as quickly as they can, into a cash value life insurance policy!  In many cases they just expect prospects to magically come up with the money from their current income.  Would you agree that very few people, except the wealthy, have any extra money?  Using the Found Money Management™ system we'll show you how to help your middle income prospects to… Find The Money! 

The Second Major Difference is that working with more affluent prospects (the wealthy) puts you in direct competition with all the other advisors out there.  Doesn't that make it much more difficult to get appointments and to close sales?  Using the Found Money Management™ system we'll show you how to tap into the virtually untapped Middle Income Family market and avoid all that competition!  And, you'll close more sales!!!

The Third Major Difference is the Circle of Wealth, Missed Fortune, Infinite Banking and LEAP systems are primarily just sales systems.  They don't have a solid marketing, prospecting and appointment setting program that is transferable and puts you in front of your ideal prospects on a daily basis.  Would you agree that it doesn't matter how good a sales system is, if you don't have a continuous stream of people to see?  Using the Found Money Management system we'll show you how to have a consistent stream of the 'Right' highly qualified prospects using a proven, 'Turnkey' marketing, prospecting and appointment setting system!  (More Leads, More Appointments and More Sales!)

Help Us, To Help Your Friends and Associates!

Other Major Differences include:

  • Found Money Management is NOT about Harvesting Home Equity to put into life insurance.  In fact many of the cases do not involve using home equity at all!
  • When refinancing is appropriate for the clients situation, we 'DO NOT' recommend using an Option ARM to remove home equity!  In fact, in my 27 years using these concepts I have never recommended, or used an Option ARM with my clients!
  • You'll learn the 'proper' way to use the home equity harvesting concepts!
  • You don't have the exorbitant cost of their systems and their training!  Their systems are $4,000 and more upfront, with ongoing expenses!
  • Plus, to get the ongoing support you need with their systems, you are generally forced to sign up with one of their primary companies and take lower commissions!
We charge considerably less for our system and we are not recruiters!

The Found Money Management Marketing Difference

The Basic Premise
We believe that Middle Income Families are a virtually untapped market.  And, you won't have the competition with the other advisors.  Many Middle Income Families are struggling financially and are looking for real help, which makes them much easier to see.

Consider, until now, most Middle Income Families have been at a distinct disadvantage when it comes to managing money and accumulating wealth.  Most of the financial information being passed on by the major publications and many of the self-proclaimed financial experts is really geared towards people who are already wealthy.  These are the people who can afford to take risks with their money.

These wealthy people live in a different world.  They are not concerned about qualifying for college financial aid, so their children can afford to go to college.  They are not concerned about eliminating debt to improve their cash flow, so they can afford health insurance or put braces on Samantha's teeth.  They don't have to worry about whether there will be food on the table or a roof over their family's head, if something happens to them. 

Our objective is to show you how to truly help Middle Income Families by using the little known, unconventional strategies that the wealthy have used for decades to accumulate and hold on to their money.  The reason most Middle Income families continue to struggle today is because the conventional financial wisdom that has been passed on from generation to generation doesn't work to accumulate wealth.  This conventional wisdom is what our grandparents learned they had to do to survive during the tough economic times, such as the great depression.

The Basic Concepts
We've developed a unique educational financial presentation, based on many of the concepts found in
Money for Life, Missed Fortune, Circle of Wealth, Infinite Banking and LEAP.  We've tailored them to help you to correctly and ethically help Middle Income families to:
  • Reduce Or Eliminate Consumer Debt - Families need real help to Find The Money to break the chains of debt.
  • Maximize The Amount They Can Invest From Current Income - Families need your help to Find The Money to put into savings.
  • Guarantee The Safety Of Their Investment Principal - With the recent losses in the stock market, most Middle American families recognize they can't afford to lose any more of their hard earned money.
  • Minimize Income Taxes - Is there any question that income taxes can significantly reduce the amount of money available for savings!
  • Position Their Money To Provide Current Liquidity - Families need to have access to their money, without penalties, prior to age 65, for college, emergencies and other family expenses.
  • Maximize Investment Income - It's not how much money you've accumulated. It's how much income you have to spend. Tax Free provides more spendable retirement income than Tax Deferred!
We'll show you how to make a real difference in peoples lives!

What's In Our System?
In our 'Turnkey' marketing and sales system you'll learn how to:
  • Be in front of '40' of the Right Qualified Prospects every month, using proven lead generation techniques, including low-cost client educational workshops, joint ventures, endorsements, dinner seminars and more...
  • Set Appointments With 9 Out of 10 of Your Ideal Prospects…
  • Close 9 Out of 10 of Your Sales Appointments...
  • Earn an Average Commission of $5,000 per Household…and you'll be earning $20,000 to $90,000 per month, every month!
  • Become the Respected Advisor Middle American Families… Want To See!
If you really want to help your family, friends, clients and prospects to 'Live Debt Free and Truly Wealthy' and make a solid, high six figure income, then it's time to find out more about us and our Proven, 'Turnkey' Found Money Management system.

It Doesn't Matter What Life Insurance Sales System You Are Using...

Whether you are using the Money for Life, LEAP, Missed Fortune, Infinite Banking, Circle of Wealth, or one of the various 'College Funding', 'Equity Management' or 'Mortgage Early Payoff' sales systems. Our 12 breakthrough marketing strategies, with our personal coaching and training will put you in front of more of the 'RIGHT' life insurance prospects in one month, than most agents will see in an entire year. And, when you really learn how to help your prospects to find the money to fund the strategies in those systems, you'll consistently close more sales.

It's the most comprehensive and effective training for Money for Life, LEAP, Missed Fortune, Infinite Banking, Circle of Wealth, and the various 'College Funding', 'Retirement Supplement' or 'Mortgage Early Payoff' life insurance sales systems!

There simply isn't a better, easier and more cost effective way for you to learn how to help families and sell large cash value life insurance policies! Additional Benefits

Ask yourself why some of 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?  (Endorsements)

P.S.  We've been using and training agents on the same 'Cutting Edge' concepts found in Infinite Banking, Circle of Wealth, Missed Fortune and LEAP Systems for three decades... long before they wrote their books or created their $4,000 to $10,000 systems!

Testimonials and Success Stories for the...
Found Money ManagementSales System
and the Financial Advisor Boot Camp

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every financial advisor will achieve the same or similar results.  Each individual's success will be determined by his or her desire, dedication, marketing background, products, effort and motivation to work and use the material, tips, advice 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.