How To Become A Certified Trusted Advisor

How To Become A Certified Trusted Advisor With Found Money ManagementDear Friends… Would you like to be a Certified Trusted Advisor who specializes in Helping Middle-Income Families with their insurance and financial concerns? So that you help your families find the money to eliminate their debt? And then help your families find the money to save a lot more money for their future? While they get all of the insurance they need to protect their family? Then check out our Trusted Advisor Success Program!

As a Certified Trusted Advisor, in insurance and financial matters, you will gain Instant Credibility… With all of your family, friends, neighbors, and clients!

When you decide to be a Certified Trusted Advisor in insurance and financial services… You will become a member of an elite group of highly trained financial and insurance professionals! You will be listed on our Living Debt Free And Truly Wealthy™ client website as a Certified Trusted Advisor for insurance and financial services!

Do You Want To Be A Certified Trusted Advisor In Insurance And Financial Services?

Then you will want to invest in our Trusted Advisor Success Program and get 90 days of personal coaching and sales support in insurance and financial services… to become a Certified Trusted Advisor!

Note: One of the main reasons why the Certified Trusted Advisors that we work with are earning $200,000, $300,000, or more within a year… This is because with our program you will get 90 days of one-on-one insurance and financial services training and coaching to be a Certified Trusted Advisor. We will also help you with 3-5 sales cases to show you how to design a simple insurance and financial sales presentation. So, you will close sales with just about everyone you meet with. Then, if you want more help with your sales cases, we will provide you with full Certified Trusted Advisor insurance and financial Back Office Support… for a small monthly fee!

Trusted Advisor Success Program™

Trusted Advisor Success Program - How To Become A Certified Trusted Advisor To Help Middle-Income Families!Our Trusted Advisor Success Program is about you learning to help middle-income families find the money to Live Debt-Free And Truly Wealthy! It is about helping your clients and prospects to get all the cash-value life insurance they need to protect their families. While you help them 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 insurance and financial training, coaching, and mentoring… with back-office sales support! All from a team that has helped agents and advisors recession-proof their insurance and financial sales for over 40 years to be Certified Trusted Advisors! This is the best Certified Trusted Advisor financial services training to guarantee you will earn $250k or more per year selling life insurance and annuities!

First, you will get the best marketing training… to find and attract your best life insurance sales leads/prospects. Then you will get our proven scripts and the right questions to ask your prospects… to set great life insurance sales appointments.

Next, you will get the best fact-finding training. You will learn to ask prospects the right questions. We will show you how to help families see and want to solve their money problems. We will also show you how to help families find the money… So they can buy the life insurance they need right now!

Finally, you will learn the best sales presentations to close 9 out of 10 life insurance and annuity sales.

Then you will learn how to help families find the money to take immediate action! So you will earn $100K, $200K, or more per year closing sales like the Legends.

It is the best life insurance marketing, appointment setting, and sales training for Certified Trusted Advisors. It is how you will learn to help families find the money to close more and larger insurance sales today!

When Will You Get The Best Marketing Tips, Tools, Training, and Coaching For Certified Trusted Advisors?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans 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 your best prospects and set your best sales appointments! Because your ‘special message’ to everyone will be all about how you help middle-income families find the money to Live Debt-Free and Truly Wealthy!

Inside our Trusted Advisor Success Program, you will also learn how 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 Certified Trusted Advisor success program. Now you will be a Trusted Advisor helping average people – not just the wealthy!

Includes Our Found Money Management™ Tool KitLife insurance marketing, appointment setting, and agent sales training success system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales System, And Agent Success Training Videos,
With 90 Days of Personal Life Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
Also Membership to Our IPS Private Site at $39.95 per month after the first month!

When will you decide to invest in our Trusted Advisor Success Program … To become a Certified Trusted Advisor?


Asking Your Insurance Clients Enough Questions, To Set The Best Sales Appointments, To Close More Sales

Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
By Lewis Nason And Jeremy Nason

One of the recurring topics we write about each week… and talk about every day is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have been asking us for a complete list of probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions?  In this 24-page guide, you will find our goldmine of sales questions that you should be asking your insurance clients to set appointments and close sales.  More Details! Immediate Download…  Order Now!

A huge key to agent success in setting better appointments, closing sales, and increasing your income selling life insurance is and always will be asking enough questions! It is a huge key to being a success as a Certified Trusted Advisor!


Middle American Family's Guide To Living Debt-Free And Truly Wealthy!When Will You Read Our Full-Length Book? So You Learn How To Really Help Middle-Income Families?

Middle American Family’s Guide To Living Debt-Free And Truly Wealthy!

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 the complete strategies, on how you can help middle-income families 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! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


Get The Training In Our Trusted Advisor Success Program To Be A Certified Trusted Advisor… Helping Middle-Income Families!

Seven Traits Of A Top Insurance Agent – The Best In Insurance Sales!

Trusted Advisor Support Program™ – Back Office Sales Support, Case Reviews, and Client Sales Presentations

We Want To Help You Get The Life Insurance and Annuity Sales Training You Need To Take Your Financial Sales Career To The Top Of The Industry!

Members Of The IARFC - How To Become A Certified Trusted Advisor! Check Out Our Trusted Advisor Success Program™ To Help Middle-Income Families!