Found Money Management™
Advanced Life Insurance Sales Success Tool Kit

Dear Fellow Agents and Advisors,

With so much uncertainty in the air - regarding the economy, the elections, taxes, unemployment, foreclosures and more - how will you succeed in 2012?

Would you like to learn the quickest, easiest and most cost effective strategies for you to generate a Steady Stream of the Highest Quality Life Insurance Leads and Appointments for all the latest and best 'Cutting-Edge' life insurance sales concepts? Plus, be selling your DI, LTCI, Annuities, Investments and more!

Here’s what your associates had to say about our unique, ‘Cutting-Edge’ approach to life insurance marketing, prospecting, appointment setting and sales training!

"It's like the seed put in the soil, the more one sows,
the greater the harvest."  
Orison Swett Marden

“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)

“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 work you and your company are doing.”
Richard C. Moldenhauer, CLU, ChFC, RFC, CEP, MDRT 'Top Of The Table' - NY
(39 years in business)

Section 1 - Intro To ‘Found Money Management™’
This exclusive Found Money Management™ system is about helping a forgotten segment of the population... Middle-Income Families to understand the problems they face now and in the future, so they want to meet with you. Then, it seeks to combine the best financial practices of all of the hot, new cash value life insurance sales concepts, including Found Money Management™, Money For Life, Missed Fortune, Infinite Banking, Circle of Wealth and LEAP... to close more and larger Life Insurance sales. (Whole Life, Indexed Life & Variable Life Insurance) The average case, working with middle income families, is initially $3,000 - $7,000 in commissions.

Getting You off To A Fast Start - If you want to have more prospects than you can possibly handle, then you'll want to be attracting the people you have the best chance of setting an appointment with and selling. And, it's actually incredibly easy, if you follow three critical steps... avoid two common mistakes... and learn one simple truth!

Section 2 - The Found Money Management™ Sales Process
What’s the most important things you can learn to increase your sales and your income in your financial services career?

• Setting The Appointment - w/scripts... If you want to get your prospects to set an appointment with you or buy your products and services. It’s all about finding a problem your prospect has and wants to solve. Or, as many sales trainers will tell you, it’s is about finding your prospects “Pain”!

• The Initial Fact-Finding Interview and Sales Skills Training - w/scripts... "How do you find out what their problem, or emotional hot button really is?" The answer is.. "You shut your mouth after a brief introduction and ice breaker, ask questions and then let them tell you what they're looking for you to do for them."

• The 2nd Interview (FMM Presentations and Closing The Sale) - w/scripts

... Closing is the process you undertake to motivate your prospects into making a decision. Arm yourself with the most compelling and motivating reasons for them to take action on what you are recommending. Keep it simple and sincere. Find the easiest way to make them a client.

• Getting Referrals - w/Referred Lead Talk and Referred Lead Form... Are you referable?

Section 3 - Life Insurance Sales Strategies, Concepts and Training
A review of the concepts and training for... Money for Life, Becoming Your Own Banker, LEAP, Missed Fortune, Circle of Wealth, College Funding, Pension Maximization and SLIRP (Supplemental Life Insurance Retirement Plan) Plus, a detailed explanation of the 'cutting edge' Found Money Management™ concepts and strategies.

Section 4 - Life Insurance Benefits and Sales Training
Understanding the overlooked and under-reported unique benefits and uses of cash value life insurance in the personal financial plans and economies of Americans. (Whole Life, Indexed Life & Variable Life Insurance)

Section 5 - Life Insurance Sales Presentations and Templates
Learn how to close ‘9 Out Of 10’ Life Insurance Sales Appointments using a simple Two Page Presentation!  (Whole Life, Indexed Life & Variable Life Insurance)

Section 6 - Fact-Finding Interview - with the complete scripts, questions and forms
If you want to succeed in this business, then you need to uncover your prospects emotions and motivations to help them 'want' to take action! People don't buy based on their needs, they buy based on their wants. The ability to conduct a good, thorough emotionally based Fact-Find is the ‘Missing Ingredient’ for outstanding success in your financial services career!

Section 7 - Fact-finding Forms - with the complete scripts and questions

Section 8 - Life Insurance Articles for Handouts
Great educational and closing tools for those clients who do not see or understand the value of permanent cash value life insurance!

Section 13 - Financial Software
Basic Time Value of Money, Dispel Buy Term Invest the Rest, Investment Projections and Mortgage Early Payoff Calculator and more…

Section 14 - Life Insurance Sales Letters, Templates and Forms

“Lew and Jeremy, Thank you so much for everything. I don’t know where or how to begin to thank you for all you have done for me. As you know, I have been in this business for 4 years. I was working with another advisor in his office, and have had an average amount of success in helping people. Last year, when I began to work on my own, I knew I needed additional training, knowledge, and support in order to help more people, and to become an excellent advisor. Finding the two of you, and working with the two of you, was the best thing that could have ever happened to me and my clients. I have learned more from the two of you in 3 months than I did in 3 years working with the other advisor in his office (and you are all the way across the country).”

“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 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 this business)

Would you like to learn the very best and most cost-effective life insurance marketing and lead generation techniques used by the Real Top Producers, with all of their ‘insider secrets’ and ‘scripts’ to making them almost foolproof? No more cold calling or buying expensive life insurance leads!

It might surprise you to know the agents, advisors and planners we work with aren't doing anything that’s really any different from what you’re doing.  They've just learned a few little ‘Insider Secrets’ and ‘Tricks of the Trade’ for the marketing strategies below that makes them a little bit better and much more successful at attracting the right prospects to them! 

This unparalleled 'Problem Solving Marketing' system is designed to put you in front of more of the ‘ideal prospects’ each month for the... Money for Life, LEAP, Missed Fortune, Infinite Banking, Circle of Wealth and the various College Funding, Equity Management and Retirement Supplement concepts, than most agents will see in an entire year. (Our competition charges $1,499 just for this Second part of our system)

Section 1 - Intro To ‘Found Money Management™’ Lead Generation
This is an overview of how to use this cash value life insurance marketing, prospecting and sales system with the Money For Life, Missed Fortune, Infinite Banking, LEAP and Found Money Management™ concepts...

Section 2 - Found Money Management™ Quick Start (w/prospecting and appointment scripts)
Discover the easiest, quickest and least expensive way to generate the right life insurance leads... even if you have no money!

Section 3 - Quick Start with Family And Friends (w/prospecting and appointment scripts)
The Quickest Way To Get Appointments. This is ‘NOT’ a ‘Project 100!’

Section 4 - Quick Start with Current Clients (w/prospecting and appointment scripts)
The key to long-term success in every business is repeat and backend business...

Section 5 - Referred Leads And Testimonials (w/prospecting and appointment scripts)
The main reason most sales people have trouble with referred leads, is they haven't made themselves referable!

Section 6 - Joint Venture Marketing (w/prospecting and appointment scripts)
Joint venture marketing is the secret to generating literally thousands of life insurance prospects, in your area, rapidly and with the utmost credibility. Most agents are doing it wrong!

Section 7 - Free Educational Workshops (w/prospecting and appointment scripts)
Workshops are a quick, easy, affordable way to be in front of the RIGHT high quality life insurance prospects.

Section 8 - Using Client Newsletters To Increase Sales
Out of Sight, Out Of Mind Is A Deadly Mistake That Most Agents Make...

Section 9 - Life Insurance Sales-letter System (w/prospecting sales letters & appointment scripts)
If you are sending a sales letter, and you want people to respond, then you need to follow this formula... “The Right Message, To the Right Market, At the Right Time!”

Section 10 - Promote Your Business - Using The Media
Using the Media to Get Publicity. How much easier would it be to get an appointment if the prospect already knows about you, respects you and the work that you do?

Section 11 - Lead Exchange Groups
If you want better leads and want to get well known, then join (or form) a lead exchange group with local business professionals that cater to your ideal prospects.

Section 12 - Mastermind Groups
We all need help identifying and planning our future career moves. Even more important, we need contacts and resources to make our goals a reality.

Section 13 - Where To Buy Leads
We’re not a big advocate of purchasing life insurance leads, but sometimes they are necessary.

Section 14 - Scripts, Objections, Questions For Life Insurance
Telephone Scripts, Overcoming Objections and the Emotional Questions... Having the best life insurance leads is useless, if you can’t turn them into an appointment and then into sale!

“I ordered the (Found Money Management™) advanced life insurance sales tool kit and wow!!!… I wish I had this information years ago. I don’t know why the industry does not provide this type of material to someone immediately after getting their license? It’s not surprising seeing so many agents, good people fail in this business who just don’t have a system like yours that works.”
Jeff Taylor - MI, (15 years)

Plus - A Complete Life Insurance Seminar and Workshop System
This Found Money Management™ system contains a powerful and proven, scripted, "Living Debt Free and Truly Wealthy" seminar presentation. You’ll discover the ‘Insider Secrets’ the Top Producers use to consistently fill their life insurance seminars and workshops with the ‘Right’ Prospects... And, you’ll learn the Secrets to Setting Appointments with ‘9 Out Of 10’ of your Seminar Attendees! (Value $1,499)

Plus - 3 Months of 'Live' Personal, One-on-one Coaching and Support!
We’ll Help You To Get Off To A Quick Start! You'll receive ‘One-on-One’ Personal Coaching Each Month, For 3 Months to help you fine-tune your life insurance lead generation, presentation  and sales process... Plus, case design and development, from one of the most respected and successful teams of life insurance sales trainers and coaches in the industry. (Value $2,400)

Obviously, with everything we offer in this 'Turn-key' Found Money Management™ system, plus the personal ‘one-on-one’ life insurance sales training, coaching and mentoring we could easily charge $3,500 - $5,000 up-front... just like they do for the Circle of Wealth, Missed Fortune, Infinite Banking, LEAP, etc! Plus, each of those systems charge substantial annual fees to continue using their systems. (We don’t!)

More life insurance leads, appointments and sales are just around the corner.

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, Will & Lew Nason
The 9 Out Of 10 Guys...

P.S. 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 affordable life insurance marketing, prospecting and sales training that really works - your satisfaction is 100% guaranteed.