Safe Money Savings Strategy – Using Cash Value Life Insurance!

Safe Money Savings Strategy – Using Cash Value Life Insurance!

Safe Money Savings... Cash Value Life Insurance!

We believe that cash-value life insurance is a great safe money savings strategy for most people. And cash-value life insurance is a better and safer strategy for most people to save money… Then when you put it at risk in the stock market!

First of all, when you need life insurance, then the cost of cash-value life insurance protection is a lot less long-term. And you will have the life insurance protection that you need… for all of your life! Unlike term insurance which is not affordable at older ages when you need it the most!

Next, we believe that the money that you need to cover your basic living expenses… should not be in the stock market! The money you need to cover expenses such as… a roof over your head, food on the table, emergency funds, and the savings for your retirement should be safe money – not be at risk. If you can not afford to lose the money, then you should not risk it in the market! You need a safe money strategy so that your savings will be there when you need the money the most!

Finally, because of the favorable tax treatment of cash-value life insurance… your money will grow tax-deferred! And then it can be accessed tax-free (and without a penalty) when you need it! It also does not count as an asset when you apply for college financial aid! So the money you save in cash value life insurance is really safe!

These are just a few of the main reasons why we recommend that most people use cash-value life insurance as their safe money savings strategy when they need life insurance to protect their families.

Why People Need Safe Money In Savings…

Over the past 40 years, we have seen too many people that had their money in the market… end up losing most of their money. So they did not have the money there when they needed to cover their basic living expenses.

Example… If you retired in 2000 and 2008, and you had most of your money in the market, then you would have lost a big chunk of your money. What would that have done to your income? Would you need to cut back? Or, would you need to dig into your savings just to survive? And then would you run the risk of outliving your money?

What if in the 2008 recession, most of your money was in the market, and then you lost your job? Would you have had the money that you need to survive?

If you had all your money in the market when the coronavirus hit, and then you lost your job? Would the money that you need to survive to be there for the 3-6 months?

Unlike money in the stock market, the money that you have in cash-value life insurance is safe and has guarantees! And it can be accessed tax-free (and without a penalty) when you need it the most!

Are you thinking… “I can make more money in the stock market.” Ask yourself if is it worth the risk. (Note: Dalbar reports that most people only earn 3-4% of their money in the market.)

You need safe money that will always be there to cover your basic living expenses. Once you have the safe money that you need to cover your basic living expenses, then you can take chances and invest in the stock market!

This Is About Real Help For People Using Cash Value Life Insurance!

David Lewis, RFC - NC (15 years in the business)“I hired Lew Nason as my coach, who was instrumental in teaching me how to think about not just life insurance, but also financial planning in general. And for that, I owe him a personal debt of gratitude that I’m not sure I’ll ever be able to repay.” David Lewis, RFC – NC (15 years in the business)


It all starts when you deliver a message to people that show them that you care about them. That you are there and you know how to help them with a safe money strategy. Which is about you using information booklets, reports, and your monthly newsletter to get your special message out to them about safe money strategies and why to use cash-value life insurance. So that they will contact you and want to meet with you.

Now when you meet with them, it is about you asking the right questions. So that you can find out what is really important to them and why. Then it is about you listening to them! So you will understand what they need and want.

Finally, it is about you helping every family to ‘find the money!’ So they can spend, save, invest, insure, and plan wisely for their future! So they can… Live Debt Free and Truly Wealthy!

Do you want to survive and thrive today? Then you must deliver your special message, of how you help people to everyone that you know and meet to have a safe money strategy.


Help Your Clients To Have Safe Money In Savings Using Cash-Value Life Insurance? 

Trusted Advisor Success ProgramOur Trusted Advisor Success Program (Life insurance marketing and sales system) is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about you helping middle-income families to find the money to get all the cash-value life insurance they need to protect their families. While you help them find the money to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash-value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal life insurance agent training, coaching, and mentoring… with back-office sales support! All from a team of life insurance marketing and sales coaches that have been training agents and advisors for over 40 years to specialize in helping middle-income families to find the money… So you will earn $250k or more per year selling cash-value life insurance!

We will show you how to find and attract your best life insurance sales leads/prospects. So you will set great sales appointments. Then we will show you how to help middle-income families see and want to solve their immediate safe money problems. We will also show you how you can help middle-income families find the money so that they can buy cash-value life insurance right now!

Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 life insurance sales. So that you will earn $250K, or more this year selling cash-values life insurance, and annuities like the legends.

It is the best-specialized cash-value life insurance marketing and sales system, training, coaching, and support for agents and advisors to learn how to help middle-income families understand and use a safe money savings strategy!

When Will You Get The Best Advanced Life Insurance Marketing, Agent Training, Coaching, and Support You Need Specialize… 

Inside our Trusted Advisor Success Program, you will find all the best life insurance marketing plans, sales strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also get the best life insurance marketing, agent sales training, coaching, and support you need! To find the money to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help middle-income families – not just the wealthy!

Includes Our Found Money Management™ Tool Kit (Life insurance marketing and sales system),
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Training Program And Videos,
With Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Insurance Agent Training, Coaching, and Back-end Sales Support Worth $2,097!

When will you get the insurance sales tools, training, and support that you need to help your clients? So that they will have the safe money strategy they need to save for a secure future! So, you will double and triple your cash-value life insurance sales even in this crisis?


When Will You Read Our Book To Help You To Educate People? So You Can Really Help Your Clients With A Safe Money Savings Strategy!

Living Debt Free And Truly Wealthy - Help Clients To Be Better Money Managers!Middle American Family’s Guide To: Living Debt Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA

We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy”! As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement. So that they will have a secure financial future with sales money! Only $18.97… PDF… Immediate Download! ORDER Now!


Nothing Will Change Until You Make it Change. So It Is Up To You To Help Your Clients To Have A Safe Money Savings Strategy Using Cash-Value Life Insurance!

Free Consult - Best Training For Helping 9 Out Of 10 Insurance Agents and Financial Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Safe Money Savings... Cash Value Life Insurance!

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