Help Clients To Be Better Money Managers… To Find The Money For A Secure Financial Future!

Coaches Corner... Help Clients To Be Better Money Managers... To Find The Money For A Secure Financial Future!

Today, too many advisors tend to just focus on how to help their clients to earn more on the money that they put into savings! But is that how you really do what is best to help your clients? Is there a lot more you can and should do to help your clients to find the money to plan for a secure financial future? Isn’t it a big part of your job, as an advisor, to help your clients to be better money managers?

The Mission… Help your clients to find the money to spend, save, invest, insure and plan wisely for a secure financial future! So that they can Live Debt Free and Truly Wealthy!

If your focus is just on (or mostly on) earning the best returns, then are you following the mission? Are you making a real difference in the financial lives of the families and communities that you serve? Are you helping your clients to be better money managers?

There are a lot of families out there that struggle because they have too much debt! It is a big problem, even with many of the higher-income families. So, they have a problem finding the money they need to save for their children’s education. Or, to save the money that they will need for their retirement! And is it keeping them from getting all of the insurance that they need to protect their family and have a secure financial future?

Help Your Clients To Reduce Debt… To Be Better Money Managers!

Do you really care about your clients? Then isn’t one of the first things you should do to help your clients is to find the money to reduce or eliminate their debt?

Does it make any sense for your clients to have credit card debt when they are paying 16%, 17%, 18%, or more in interest? When they have money that is only earning 5%-10%. Are they losing money every month? Or do they have some equity in their home? Could they take out an equity line of credit for 3-5% and then use that money to pay off all or most of their debt? How much money would that save them every month? Could they put some of that money in a safe emergency fund, so that they would have access to it for future purchases?

What else can you do to help your clients to reduce their debt? Are they spending money unnecessarily, and in the wrong places?

How much do they spend on car and homeowner’s insurance? What do you recommend that they do, so that they can reduce that cost? Do they have any unneeded policies or unneeded riders that they can cancel to save money?

Do they need to reduce their spending overall? Are they going out to restaurants too often? Making too many trips! Buying coffee every morning on the way to work! Do they need to put themselves on a budget?

They all waste money! Is where they are spending their money more important than planning for their secure financial future?

Help Your Clients To Be Better Money Managers To Plan For A Secure Financial Future!

This is where you will earn your money. If you want to help your clients to make the needed changes, then it must be their idea! You need to ask questions, listen and then ask more questions. So that you can get them to talk about what they want for their future. The more that you get them to talk about what they want, then the more important it will be for them to make it happen! You cannot tell them that they need to have a budget. They need to tell you and then ask for your help.

Do you want to make a positive difference in the financial lives of the families and communities that you serve? Then help your clients to be much better money managers!

Help your clients find the money to spend, save, invest, insure and plan wisely for a secure financial future! So that they can Live Debt Free and Truly Wealthy!

Help families to find the money to get all of the insurance they need to protect their family!

And help families to have a safe and secure emergency fund that will be there when they need it the most!

Robert Lilly, Farmers Insurance, MO (15 years in the business) Help Clients To Be Better Money Managers!“Jeremy, I just wanted to take a minute to thank you for your coaching. Following your sales system (Found Money Management™) and working one on one with you has helped me increase my sales. I know it took some time to get me started but this year I have already doubled my production and written higher quality policies. I look forward to updating you as the year goes on.” Robert Lilly, Farmers Insurance, MO (15 years in the business)


When Will You Learn How To Really Help Your Clients Find The Money To Plan For A Secure Financial Future? 

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 find the money to be better money managers. And secure their financial future. So you will earn $250k or more per year selling 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 money problems. We will also show you how you can help middle-income families find the money so that they can buy life insurance right now! And secure their financial future!

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 life insurance and annuities like the legends.

It is the best life insurance marketing and sales system, training, coaching, and support for agents and advisors to learn how to help middle-income families be better money managers!

When Will You Get The Best Advanced Life Insurance Marketing, Agent Training, Coaching, and Support You Need Specialize In Helping Clients Be Better Money Managers? 

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 to be better money managers to secure their financial future – 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 Decide To Help Your Clients To Be Better Money Managers… To Find The Money For A Secure Financial Future!


When Will You Read Our Book To Help You To Educate People? So You Can Help Your Clients Be Better Money Managers… To Secure Their Financial Future!

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! Only $18.97… PDF… Immediate Download! ORDER Now!


It Is Up To You To Help Your Clients To Be Better Money Managers… So They Find The Money For A Secure Financial Future!

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 - Help Clients To Be Better Money Managers... To Find The Money For A Secure Financial Future!

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