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Found Money Management™
'Advanced' Life Insurance Sales Tool Kit
"Helping Families To Live Debt Free and Truly Wealthy"
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Would you like to learn a Much Simpler and More Effective way... to Properly (and Ethically) market and use many of the same powerful 'Cutting Edge' Life Insurance sales concepts found in Money for Life, Circle of Neighbors, LEAP, Missed Fortune, Infinite Banking and Circle of Wealth.
Only $1,247.95
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Compare and save - Not only do we provide you with more proven life insurance marketing and sales tools, tips and training… We've put it all into one system to save you thousands! Plus, we don't charge annual fees! And, we are not recruiters, so you won't take a cut in commissions! Examples; Missed Fortune - $6,000 up front with annual fees; LEAP - $3,600 up front with annual fees; Infinite Banking - $400 per month
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The 'private site' is our Insurance Marketing & Sales Resource Center™...
It's a Mini University in insurance marketing and sales! The First Month is FREE!
Try it and if you don't want it you can cancel at any time and owe nothing more!
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Dear Fellow Financial Advisors,
Would you like to learn the absolute quickest, easiest and most successful strategies for you to attract a Steady Stream of the 'Right' Life Insurance Leads and Set Appointments?
Would you like get all the life insurance marketing and sales tools, tips and training you need to easily pull down $20,000, $30,000 or more of life insurance commissions per month… Every Month... Even in this struggling economy?
Are you thinking: "Hmm ... Earn $20,000, $30,000 or more per month… Sounds great, but I've heard it all before. Are you REALLY going to help me to learn how to generate more life insurance leads, set more appointments and close more life insurance sales?"
The answer is a very definite - Yes!
During the past 3 decades, working with many of the leading producers and foremost experts in the industry, we've collected, tested and refined the most successful life insurance marketing, prospecting, appointment setting and sales strategies being used today. And, we've put it all into our Found Money Management™ 'Advanced' Life Insurance Marketing and Sales Success System. You'll receive all of the 'time tested' marketing, prospecting and sales training, tools, tips and strategies you need to get off to a 'Quick Start' and be ultra successful selling life insurance, just like all the agents below...
And, It Doesn't Matter Who's Life Insurance Selling System You Are Currently Using...
If you're using the Money for Life, LEAP, Missed Fortune, Infinite Banking, Circle of Wealth, or one of the various College Funding or Equity Management sales systems, you won't need to change your overall strategies. Just by adding our '12' breakthrough life insurance marketing and lead generation strategies, tips and tools, with our coaching and training you'll quickly be in front of more of the 'RIGHT' life insurance prospects in one month, than most agents will see in an entire year. (In spite of this economy)
And, once you learn how to 'find the money' to help your prospects to fund those life insurance sales strategies, you'll consistently close '9 out of 10' cash value life insurance sales… Whole Life, Universal Life, Index Life and Variable Life!
It's entirely up to you...
Important Message…
The life insurance marketing and sales philosophies, strategies, tips, tools and training throughout this Web site and in our systems apply no matter what country you are in or whose products you are selling. And, if you are one of those unfortunate advisors who has a very strict compliance department you'll find this information is extremely critical to your success. (Even if you can't use or have to adapt some of the tools)
So, if you are ready to invest a little time and money to learn the 'insider secrets' to attracting the right prospects, to take your life insurance sales to the top of the industry…
You can be earning $30,000 per month, within a month, just like this advisor!
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"I have submitted over $30,000 of (Life) business…
IN JUST ONE MONTH!"
"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, October 2008 (4 years in this business)
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Using this 'State of the Art' Life Insurance Marketing and Sales System, with our 1:1 personal life insurance training you'll learn how to...
Attract more of the 'Right' Life Insurance Prospects to you each month, than most agents will see in an entire year… in a virtually untapped market!
Help your prospects to 'Find the Money' to eliminate debt, save for retirement, fund a college education and get all the insurance they need to protect their family... Life Insurance, DI insurance, LTC insurance, Health insurance, and More!
Learn the 'insider secrets' to closing '9 out of 10' sales appointments!
Do you believe it's humanly possible for you to close 9 out of 10 of the people you meet with? If you don't believe you can, then maybe that's why you aren't. And yet, aren't most of the leading producers in our industry closing 9 out of 10 of the people they meet with? What is it they know that you don't?
Close more sales by learning a much simpler and more effective way to use many of the cutting-edge life insurance sales concepts found in 'Money for Life', 'Infinite Banking', 'Missed Fortune', 'Circle of Wealth' and 'LEAP'!
Are you ready to learn the 'Insider Secrets' to quickly improve your life insurance marketing, prospecting and sales results? (In spite of the current economy)
Then you've come to the right place...
Proven 80% Success Rate… (documented)
My name is Lew Nason, and my son Jeremy and I have been training agents, advisors and planners for over two decades on how to properly apply these powerful life insurance sales concepts to actually help people. Example: As a Manager for Met Life, from 1989 to 1994, I hired 23 brand new agents. Over 10 years later, 18 of those agents were still in this business. That's an '80% Success Rate', verses the industry's 90% failure rate!
Proven Significant Six Figure Annual Incomes… (documented)
Plus, all 18 of those agents were making more than $100,000 per year. Today, many of them are making $200,000, $300,000 and much more! Consider, according to LIMRA, the average net income per agent (or advisor) is less than $50,000 per year. The people we've trained have net incomes well above $100,000 per year. That's More Than Double and Triple the Industry Averages!
Here's what another winning advisor had to say about our proven system...
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It's The Ultimate Life Insurance Selling System!
Invest Today... and you'll receive all of the latest detailed 'Insider Secrets' on how to sell life insurance in a recession, with all of the time tested, proven life insurance marketing and sales tools! Plus, training audios on life insurance marketing, lead generation, appointment setting and closing sales. You'll have everything you need to collect $20k - $100k of Life Premiums each month! (Updated April 2009)
And, you'll guarantee your long-term success with our personal coaching and exclusive membership to our Insurance Marketing & Sales Resource Center! (our private site)
Disc #1 - Sales Training And Presentations
Button 1 - Intro To 'Found Money Management™' - Understanding the 'Money For
Life', 'Missed Fortune', 'Infinite Banking' and 'Leap' Concepts and the Value Of the
'Found Money Management™' System! You have a great opportunity to make a real
difference in people's lives… One family at a time! A Must Read
Button 2 - Advanced Life Insurance Sales Cycle Training
Page 3 - What Is Sales?
Page 4 - FAQ - "With the Internet, banks, and all the other new distribution channels
entering our industry, how is the life producer going to make it in the future?"
Page 5 - Relationship Selling: Four Steps to Success
Page 8 - Personal Financial Survey
Page 9 - Instructions for Completing the Personal Financial Survey
Page 12 - HOT 'Find The Money'
Page 15 - A Smart Money Move …Wisely Using Your Home Equity!
Page 18 - How To Sell Up To 9 Out Of Every 10 Prospects You Meet With?
Page 23 - Prepare for the close
Page 24 - Highlighted Level Term vs. Universal Life Comparison
Page 25 - Highlighted Level Term vs. Whole Life Comparison
Page 26 - Closing Sales Presentation - Mr. & Mrs. Valued Client
Page 27 - Insurance Alternatives - Mr. Valued Client
Page 28 - Closing Sales Presentation - Brian & Heather
Page 30 - Minor Trial Closes
Page 31 - The Ben Franklin Close
Page 32 - The Three-Question Close
Page 33 - The 'Assumed Consent' Close
Page 34 - Referred Lead Talk
Page 35 - Referred Lead Form
Page 36 - LIMRA Exec Says Life Sales Slide Can Be Reversed
Page 37 - Field Underwriters Commitment to Moral & Ethical Conduct
o It's all about finding the pain- video
Button 3 - Advanced Sales Concepts
Page 3 - Here's What You Do To Get Off To The Quickest Start Selling Life
Insurance!
Page 4 - A Review Of… 'Money for Life' and 'Becoming Your Own Banker'
Page 8 - Overcoming the Bad Financial Advice... From So Called Financial Experts
Page 10 - The 'LEAP' System In A Nut Shell
Page 12 - The 'TAX-BREAK' That Might 'BREAK' Your Retirement
Page 13 - The 'Missed Fortune' Sales Concept
Page 16 - Equity Harvesting & CV Life Insurance!
Page 19 - College Funding Using Life Insurance
Page 20 - Overview of Pension Maximization
Page 22 - 'SLIRP' - Supplemental Life Insurance Retirement Plan
Button 4 - Advantages Of Cash Value Life Insurance
o Life Insurance Sales Training - A Must Read
o LIMRA - American Families At Risk
o What You Need To Know About Life Insurance
o Life Insurance Common Questions
Button 5 - Sales Presentation Templates
o Our Classic 2 & 3 Page Sales Presentation (MS word Format)
o Investments vs. Life Insurance - Is life insurance a good investment? Compare the
two alternatives with this simple sales presentation…
o College Funding Presentation - Simple Sales Presentation comparing different
College Funding Strategies.
o Sample Life Insurance Sales Presentation - Designed using our 'Personalized
Financial Solutions' Software.
o 'Let Me Tell You Everything I Know about Life Insurance' - This simple
PowerPoint life insurance presentation will turn most term life sales into a
permanent CV life insurance sale.
Button 6 - Financial Software - Basic Time Value of Money, Dispel Buy Term Invest
the Rest, Investment Projections and Mortgage Early Payoff Calculator and more…
Button 7 - Mortgage's - A Found Money Goldmine! - This section covers the basic
mortgage concept and some advanced training on the Option Arm Mortgage
Button 8 - Articles for handouts - Personal Stories, real life stories about Life
Insurance - Great closing tools for a client who does not want life insurance!
Button 9 - Things You NEED to Know - Collection of 15 articles on Life and Disability
Insurance, Mutual Fund Performance, etc…
Button 10 - Qualified Plans - Information on "regulated" plans and how to properly
liquidate a plan and just pay taxes. No PENALTIES!
Button 11 - College Planning - 5 Articles; College Planning, Myths and Financial Aid.
Button 12 - How To Prosper In A Recession (Articles)
Button 13 - Sales Training Articles (Articles)
Button 14 - Letters and Forms
o Pre-Approach Letters - (in MS Word)
o Forms - CFNA fact finder, Referred Lead Form (PDF Files Ready to Print)
o Sample Presentations - UL Vs Term Presentation, Whole life Vs Term Presentation
o Reports - What To Do in a Down Market, Guide to Retirement Plans, Guide to
Disability Insurance, (PDF Files Ready to Print)
o Misc. - Disability Letter Referral, Thank You Letter
Disc #2 - Marketing And Prospecting
Button 1 - Introduction and Overview - To the 'Advanced Life Insurance Sales Tool Kit™' Lead and Sales System… 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…
Button 2 - Getting You Off To A Quick Start - What's the easiest and least expensive way to generate the right life insurance leads. Pick one lead generation system, get it going and then add the next one. The idea is to have 3 or 4 lead generation systems working at all times so you never run out of high quality life insurance prospects.
Button 3 - Family And Friends - The Quickest Way To Get Appointments Is To Ask Your Family, Friends, and Acquaintances For Their Help! The right way, without pressure! This is not a 'Project 100'…
Button 4 - Repeat and Backend Sales with Your Existing Clients - The key to long-term success in every business and certainly in this business…
Button 5 - Referred Leads And Testimonials - There is no question among the 'million-dollar' producers that referred leads are one of the best prospects you can get! However, the majority of the agents I talk to are frustrated with them, and aren't using them. Why? The main reason most sales people have trouble with referred leads, is they haven't made themselves referable! People are not going to refer their friends, relatives, or associates to just another sales person.
Button 6 - Joint Venture Marketing - Joint venture marketing is the secret to generating literally thousands of prospects, in your area, rapidly and with the utmost credibility. This is not a passive referral system. Most agents are doing it wrong!
Button 7 - Free Educational Workshops - Workshops are a quick, easy way to be in front of the RIGHT high quality life insurance prospects and you don't have to spend lots of money to get started. And with the right sales presentation and training you can consistently set appointments with 9 out of 10 attendees.
Button 8 - Using Client Newsletters To Increase Sales - Out of Sight, Out Of Mind Is A Deadly Mistake That Most Agents Make… If you want to stop missing the easy sales, then you must stay in front of your friends, neighbors, prospects and clients. You must be the first person they think of when they need help or they are ready to buy!
Button 9 - Sales-letter System - The following formula is used for all marketing. If you are sending a sales letter, and you want people to respond, then you need to follow this same formula. "The Right Message, To the Right Market, At the Right Time!"
Button 10 - Promote Your Business - 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? If you would like that to happen... Then seek free local publicity... Work to become the 'local expert' that reporters contact whenever there is a newsworthy insurance or investment story.
Button 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 and who have already built strong relationships with them.
Button 12 - Mastermind Groups - With the frenzied pace of today's business world, 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.
Button 13 - Where To Buy Leads - While I'm not a big advocate of purchasing leads, sometimes they are necessary. For example: when you are first starting out in this business, or you need leads to fill in a slow period. Here are the best lead sources...
Button 14 - Scripts, Objections, Questions - Telephone Scripts, Overcoming Objections and the Emotional Questions… Having the best leads in the world is useless, if you can't turn them into an appointment and then into sale…
3 Audio CDs... (Value $159.95)
Listen to them on your computer, or in your car! These 3 audios are from our live life insurance training events. You'll receive our intro to Found Money Management; an agent doing the 'Living Debt Free and Truly Wealthy' client seminar; a complete review of the found money concepts; how to set appointments with 9 out of 10 people at your seminar; and how to get off to the quickest start possible selling life insurance!
Exclusive Access To Our 'Private' Site!
You'll receive all the latest advanced Life Insurance marketing, insider sales information and sales training with membership to our 'Insurance Marketing & Sales Resource Center™'... our private site! Discounted to $24.95 per month… (normally $49.95 monthly) The First Month is FREE. You can cancel at any time and owe nothing more!
Advisors Guide To Closing '9 Out Of 10' Appointments!
You'll learn how to overcome every objection and prevent procrastination, by using a very simple two page presentation, that makes it easy for prospects to buy! (Value Priceless)
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Five Bonuses Worth $1,762.00!
If these Five bonuses were sold separately, they'd go for over $1,762.00...
You'll get instant access to...
Bonus #1 - Seminar & Workshop System (Value $499)
Contains 3 powerful and proven client seminar presentations. You'll discover the 'Insider Secrets' the Top Producers Use To Consistently Fill Their Life Insurance Seminars and Educational Workshops With The 'Right' Prospects... And, Learn the Secrets to Setting Appointments with '9 Out Of 10' of your Seminar Attendees!
Bonus #2 - Client Booklet Lead System (Value $499)
"Out Of Sight, Out Of Mind" Is A Deadly Mistake For Any Sales Person! Use your client information booklets and free reports to build immediate trust and credibility to attract the right prospects to you! Stay in touch with all your current clients and prospects!
Bonus #3 - FREE Bonus Gifts (Value $150)
"7 Hidden Psychological Secrets to MAXIMUM Sales" - "Joint Venture Endorsement Marketing" - "The Science Of Getting Rich" - "The Greatest Marketing Secrets of the Ages" - "The Secret to Winning Every Single Time… In Everything You Do" - "How to WOW your Customers" And, Much More…
Bonus #4 - Personal One-on-one Coaching (Value $600)
We'll Help You To Get Off To A Quick Start! You'll receive One Hour of 'One-on-One' Personal Coaching Each Month, for Three Months to help you fine-tune your sales process and for case reviews, from one of the most respected, and successful teams of sales trainers and coaches in the industry.
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Bonus #5 - How I Raised Myself from Failure to Success in Selling, by Frank Bettger (Value $14.00)
What are the selling secrets that raised Frank Bettger from initial failure to unparalleled success, and fame, as one of the highest paid salesmen in America? Encouraged to tell his story by admiring colleague Dale Carnegie, Bettger reveals his proven success formula so that you too can work magic with sales - and multiply your income.
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"More Success in 3 Months than Entire Past YEARS!"
"Thanks so much for all you are doing with your coaching and your systems. I purchased the Found Money Management™ Life Sales system a couple years ago, but like many of us, didn't get rolling on it until last fall. It was really a big mistake to put off starting in! I began to earnestly study your questioning techniques and began to apply them to my practice. I saw increasing results as I began to become more proficient and more confident. The first 3 months of this year have been more successful than most of my past "YEARS!" In fact, I am about to do another Found Money Management™ seminar and had to add a 4th day as we are over 185 reservations with about 15 on a wait list. My advice to all the other planners is to jump in, do the work, and the results will surely follow."
Rick White, RFC, FMM, BA - NC, March 2007
(Over 28 years in Financial Services)
American Planning Group, Inc.
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Obviously, with everything we offer, plus personal 'one on one' training, we could easily charge $5,000 to $10,000 up-front... just like they do for the Circle of Wealth, Missed Fortune, Infinite Banking and LEAP systems!
However, we've kept it very affordable for you!
Your investment is only $1,247.95 for the
'Found Money Management™'
Advanced Life Insurance Sales Tool Kit,
Plus $24.95 monthly if you want access to our Private Site...
If You Act Right Now!
Let us make the decision to invest in your business as simple and Risk-Free as we possibly can, by offering you the following assurance:
You Get A '90-Day' No Risk
'100%' Money Back Guarantee!
Use this fool-proof system and call us for one-on-one coaching, and then if during the first 90 days you don't make enough additional sales to cover the cost of this system, at least '3 times over,' you'll get the entire cost of the system back! There are absolutely no conditions or strings attached. All we ask is that you let us know why you are returning your system so that we can use your input to make improvements. (No refund on shipping)
So, what are you waiting for?
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It is directly because of the two of you that my business has boomed…
YES, even in "this economy"
"Lew & Jeremy, It's been a little over a year now since I first found you on the Internet and ordered the Found Money Management Advanced Life Insurance Tool Kit, and 10 months since I attended my first Boot Camp… and WOW has my life and business transformed. You two make a fantastic team, and it is directly because of the two of you that my business has boomed… YES, even in "this economy" ...as we so often hear.
I am now able to help more clients than ever before. I am now doing for clients what I hoped I would do when I first got into this business…and that is make a positive difference. Without a doubt in my mind, after taking my recommendations (that I learned through you), my clients leave my office better off financially than they were before. It is through your ongoing support and training that I attribute 90% of what I now know in this business. You have been such a great support team to me that I could never thank you enough.
I still can't believe how amazingly helpful and concerned you are about my success. The time you have taken to train, educate, and teach me has been invaluable. It would have taken a decade of training on my own to get the knowledge and expertise I have learned from you in just ONE year. You two are the "real deal." You truly care and you truly want to help make us better informed so that we can better serve our clients and prospects. Thank you so much for all you do for me and my business. With as much as I talk about the two of you at home, I sometimes think my wife gets sick of me saying, "you know what Jeremy and Lew told me today…………."
If any agent is seeking REAL help and training, they won't find a better team of caring, supportive, and knowledgeable people than they will through the two of you.
MAKE IT A GREAT DAY GUYS!!!"
Bryan Schurter, FMM, RFC - CA, May 2009 (5 years in this business)
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'Conquer Life Insurance Sales... Starting Today!'
OK, rush your 'Turnkey' life insurance marketing, prospecting, appointment setting and sales program to me. I get the complete Found Money Management™ Advanced Life Insurance Sales Tool Kit, which includes:
The Life Insurance Marketing and Prospecting Guide: It's 'Twelve' of the Very Best Lead Generation Strategies, including all of the life insurance Sales Letters, Telephone Scripts, Presentation Scripts and much more…for a virtually untapped market!
A Complete Sales Skills Course, with all the Sales Scripts, Questions and Mini Closing Presentations I need to learn how to Sell Cash Value Life Insurance everyday!
Your Advisors Guide To Closing '9 Out Of 10' Sales Appointments! With Samples of your two page presentations that makes it almost impossible for people to say no!
Access To Your 'Insurance Marketing & Sales Resource Center™' (private site) for a special discounted membership of $24.95 per month. (a 50% discount) And, I can cancel at any time and owe nothing more… the 1st month is FREE!
Plus, Five Bonuses Worth $1,762.00!
Bonus #1 - The 'Living Debt Free and Truly Wealthy' Workshop and Seminar System: With all of the invitations, ads, letters, PowerPoint presentations, scripts and tools I need to attract my ideal prospects and set appointments with '9 Out Of 10' attendees!
Bonus #2 - A Complete Client Information Booklet and Free Report System: Designed to get the RIGHT High Quality life insurance prospects to call me!
Bonus #3 - Your Special FREE Bonus Gifts CD…
Bonus #4 - I'll receive up to One Hour of FREE Coaching each month, for 3 months, to get me off to a quick start and for case reviews…
Bonus #5 - How I Raised Myself from Failure to Success in Selling
That's everything you described in this letter, all for just $1,247.95!
Wow, that's an incredible savings of $4,000, $6,000 or more... compared to what others are charging up-front for their latest life insurance marketing and sales systems, with none of the specialized marketing and sales tools you offer, or your coaching. And, I'm not forced into buying anything else, or paying an annual fee to continue using this system!
Plus, I DON'T have to sign up with any other life insurance companies, or give away any of my commissions!
And, I have up to 90 days to review and use your life insurance lead, appointment setting and sales system, and call for coaching... then if I don't make enough sales to cover the cost of the system, at least '3 times over,' I can request a 100%, no hassle refund.
On that basis, here's my $1,247.95…
Plus, $24.95 per month, if I decide to keep my membership to the 'Insurance Marketing & Sales Resource Center™'. My First Month Is Free! (And, I can cancel it at any time)
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Not sure we can help, or if our services are right for you…
Call us today to discuss your situation - 877-297-4608… (M-F, 9AM-5PM, EST)
Yours in success,
Lew & Jeremy Nason
The 9 Out Of 10 Guys...
P.S. What have you done in the last 60 days to increase your life insurance sales? How much longer are your going to wait before taking action?
P.P.S. If you are a current member of NAIFA, GAMA, MDRT, or the IARFC give us a call for your special discount. (If you're NOT a member… You should be!)
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Insurance Pro Shop ®
Helping Agents and Advisors create endless streams of new, repeat and referral business…
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Here's How To Contact Us: M-F, 9 AM to 5 PM, EST
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Toll Free: 877-297-4608
Phone: 770-443-2852
Fax: 800-901-6837
Email: Click The Link Below (24/7)
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Contact Form
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Insurance Pro Shop
150 Watson Drive
Dallas, GA, 30132
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Copyright © 2009 Insurance Pro Shop® All Rights Reserved
All guest articles © their respective authors
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