Life Insurance Marketing, Lead Generation, and Selling System... Tools, Tips, Training,
What Is... ‘Found Money Management™?’
Fortune, Infinite Banking, LEAP, and More... made much easier!
agents, advisors and P&C agencies have asked us:
“What is Found Money Management™?”
Found Money Management™
is the only complete,
'Turnkey' Life Insurance
Marketing, Lead, Prospecting, and Sales Success System...
with 3 month of personal training, coaching
for Serious Insurance Agents and Financial Advisors!
“And, what’s so
different about the Found Money Management™
Life Insurance Sales System, verses Money for Life, Missed
Tax-Free Retirement, Circle of Wealth, Infinite Banking, or LEAP
Before we get into
that, you should know that the life insurance sales concepts presented in the Money for Life,
Circle of Wealth, Missed Fortune, Infinite Banking, Tax-Free Retirement and LEAP...
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 life insurance sales 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, Tax-Free Retirement and LEAP for over 30 years.
Below are just some of
the major differences... and a brief explanation of
Found Money Management™.
First Major Difference
The Missed Fortune, Infinite Banking and LEAP are
insurance sales systems,
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™ life insurance sales system we’ll show you how to help your
middle income prospects to… Find
The Money to take action on your recommendations!
Second Major Difference
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 set appointments and to close life insurance 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!!!
Third Major Difference
Circle of Wealth, Missed Fortune, Infinite Banking and LEAP
systems don’t have a solid marketing,
prospecting and appointment setting program that is transferable and puts
you in front of your
'Ideal Life Insurance 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™
Marketing, Lead, Prospecting, and Sales
Success System... we’ll
show you how to have a consistent stream of your 'Ideal Life Insurance Prospects' using a proven, ‘Turnkey’ marketing,
lead, prospecting and appointment
setting system! (More Leads, More Appointments and More Sales!)
Major Differences include:
Found Money Management™ is NOT
just 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 30 years of 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 Found Money Management™ system and we are not recruiters!
The Only Training & Systems Endorsed By Over
Industry Legends & Experts!
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
The Found Money Management™
The Basic Strategy
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:
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 positive difference in peoples lives!
What’s In Our System?
In our ‘Turnkey’ Found Money Management™ system you’ll learn how to:
Be in front of '40' of the
'Ideal Life Insurance Prospects' every month, using proven
life insurance lead generation
techniques, including low-cost client educational workshops, joint
ventures, endorsements, dinner seminars and more...
'Ideal Life Insurance Prospects'…
Set Appointments With 9 Out of 10
of Your Life Insurance Sales Appointments...
Close 9 Out of 10
Earn an Average Life
Insurance Commission of $5,000
per Household… and you’ll be earning $20,000 to $90,000 per month, every
Become the Respected Advisor Middle
American Families… Want To See!
The best part is you’ll
receive 3 months of personal, one-one-one coaching,
from people who have actually done it themselves! And, they
have been training, coaching, and mentoring agents and
advisors for over 30 years!
agents and advisors are making today, and enable
you to get off to a fast start!
being left alone to try to figure it out on your
own! We'll be there to guide you every step of
Plus, we'll help you
to evaluate, design, and present
to ensure you learn how to provide the best solutions to your clients. So, you
will consistently close more and significantly larger life
(Using your companies!)
No more selling guaranteed issue policies, term policies, etc. for an average
of $600-$1,000 in commissions!
personal coaching will save you TONS of time, money, and
If you really want to
help your family, friends, clients and prospects to ‘Live Debt Free and Truly
Wealthy’ while you make a solid, high six figure income, then it's time to find
out more about us and our Proven, ‘Turnkey’
Found Money Management™
'Advanced' Life Insurance Sales Success Tool Kit.
Think about it... If this business
were really about having the best products and sales ideas, like people
are telling you, then why are 90% of the new advisers failing and why is
the average income for advisers only $40,000-50,000?
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 cost-effective life insurance
marketing, lead, prospecting and sales training that really works - your
satisfaction is 100% guaranteed.
Discover, What You Must Know And Do Today To Successfully Attract And Sell Your Ideal
Life Insurance Prospects!
The Secrets To You Quickly Doubling
Your Life Insurance Sales & Commissions!
Learn how to help your clients to
'Find the Money'
to save more for their retirement; fund their children's
and get all the life insurance they need and want
to protect their family! You'll
close more and much larger life insurance sales...
in the next 30-90
Get Your FREE guide to
'Found Money Management™'
sell, trade, rent or give your email address away for any reason! -
Advisors Are Immediately Doubling and Tripling
Their Life Insurance Sales...
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)
Family Is Dedicated To Helping You To Succeed...
give us a call for a FREE 15 minute, no obligation consultation, so we can
review your situation to find the
best ways to help you achieve the success you desire.
Toll Free In
"Is it worth 15 minutes of
your time to see if we can help you
to take your business from ordinary to Extraordinary?"
|Judge Us By The Company We Keep!
learned and re-learned more in two days with you than I learned in almost 40
years of continuing education training and self-study. You have put together the
strongest and most straightforward marketing and sales training program I
have ever experienced, and you deliver it impeccably. If someone's aim is
greatness in financial sales, they need your training."
Money for Life,
The Dazzling Dozen
Five Great Gifts of Whole Life Insurance.
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
About Us... And Our Affordable, 'Cutting-Edge' Life
Insurance & Annuity Sales Systems, Tools, Tips, Training, & Support For
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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