Best Advisor Training To Help Families Find The Money They Need For Financial Security!

Best Advisor Training To Help Families Find The Money They Need For Financial Security!

Best Advisor Training To Help Families Find The Money They Need For Financial Security!09/22/2020… For the past twenty years, we have been training financial advisors to help families to find the money they need in good and bad times. So that they can achieve the financial security they want for their family. And, how you can make a big difference in people’s lives. So that you will be the Trusted Advisor that they will want to see and do business with. While you earn the significant six or seven-figure income that you have been dreaming about!

Our strategy is for you to help families to find the money to reduce or eliminate their debt. So that they will have the money that they need to save for a secure future… even right now!

The beauty is that this is a simple, common-sense approach that will help families to make more of their money work much better for them. So that you can help them to be financially secure… without them sacrificing their lifestyle… or them taking unneeded risks.

You can help to put families on the road to real financial security, even right now, when you…

  • Change The Traditional Approach to Financial Planning! Because what worked for our parents and grandparents does not work well today.
  • Help families find the money they need to reduce or eliminate debt! So that they can save the money they need for their future.
  • Take advantage of the unique tax benefits of cash value life insurance! So that they can build real wealth… with safety and guarantees!
  • Start a family bank with cash-value life insurance! So that they can now borrow money from their family bank and then pay the interest to themselves.
  • Save for a college education with cash-value life insurance! Because life insurance does not count as an asset when they apply for college financial aid.
  • Use cash value life insurance to provide a ‘tax-free’ retirement income. Because that income will not be used to determine the income taxes on their Social Security Income.
  • Use Life Insurance to protect the family in the event of death.
  • Use Life Insurance to replace income, in the event of disability or loss of income. You can use the cash values in the life insurance policy to cover any loss of income.

By helping people to find the money to over-fund a cash value life insurance (up to the seven pay rules – MEC) you can make it more of an investment vehicle. While you retain the unique tax advantages of life insurance.

Help Families Find The Money For Emergency Funds

Helping People - Best Advisor Training To Help Families Find The Money They Need For Financial Security!

When it comes to financial security, one of the priorities for families is to have the money that they will need to meet emergencies. Like what is happening now! Most advisors recommend that families have at least six months of expenses in an emergency fund.

Unfortunately, a lot of people look at the equity that they have in their home, as their emergency fund. However, there are three critical problems with seeing the equity in the home as an emergency fund.

  • Does having equity in the home help the home to appreciate? No! Then is the money that you have tied up in your home growing? No! Then from a financial perspective, does it make sense for you to have that money tied up in the home… When you can borrow it out, invest it and make more than it costs to borrow?
  • If you have equity tied up in your home and you become disabled or lose your income, can you get at that money when you need it? No… Some people think that as long as they have an open equity line of credit they are fine. However, if you use that line of credit, then you will have another bill to pay?
  • What if your home were destroyed by a flood, hurricane, tornado, or fire? Can you get at the equity in your home if you need it? No!

Removing the equity from your home can be a smart move to pay off their debt. So that you can help families find the money to set up the emergency fund that they need. And with interest rates so low, this will work right now!

Help Families Find The Money To Eliminate Consumer Debt

Do you agree that debt is what keeps a lot of families from saving for their future? A big part of our job should be to help families to find the money to get out of debt… as soon as possible!

One of the quickest ways to eliminate debt is to use the assets they already have.

  • Does it make sense to have money sitting in savings (CDs, IRAs, 401Ks, etc.) earning 3-7% interest? When you are paying 8-25% interest on loans and credit cards? Can you use that money to reduce or eliminate their debt? Note: The average credit card is 18.9%. If you use a store card such as Sears, etc. your interest rate may be a lot higher. Often these cards are 2.4% per month or 28.8% per year.
  • Does it make sense to have equity in your home earning 0% interest? When you can take that equity out at a low-interest rate? Then why not use that money to pay off that high-interest debt?
  • If you don’t have money in savings or equity in your home, then you may want to refinance your home to a 30-year mortgage loan… with a lower interest rate. By refinancing your home you could lower your monthly mortgage payments. And free up money that you could use to reduce your debts.
  • Does it make any sense for you to pay for low deductibles or unneeded riders on policies… when you have high-interest debt?

Using your savings, removing the equity from your home, and reducing insurance costs is a smart move to help families find the money to eliminate debt. They need to balance what they want right now, with what they will need later.

Yes, it can mean that they may need to change their habits and ways of thinking. But the rewards of reduced worries and a higher quality of life, are well worth the effort?

Help Families Find The Money To Save For Financial Security!

Once you help families to find the money they need to eliminate their debt… then it is time for you to help them to save for a secure future.

At this point, they may be tempted to use the money you found to improve their lifestyle… or go on a shopping spree. Don’t let them do it! If they get used to that extra money, they will never put it into savings. Remember, the key to financial security is to ‘Pay Yourself First!’ 

  • Do they have access to a 401k? Will their company match a portion of their contributions? Then they should consider putting money into the 401k up to the amount the company will match.
  • If they don’t need life insurance… Because they do not have anyone that depends on them. Then they may want to consider using a Roth IRA.
  • Once they maximize their contributions to the Roth IRA… Then they may want to consider putting some of their money into tax-free municipal bonds.
  • However, if they need life insurance and/or they are already paying for life insurance! Then they should strongly consider putting their money into cash value Life Insurance.

As we have stated in many of our newsletters, there is a very serious lack of real financial training for advisors. No one out there is training financial advisors to help families to find the money to Live Debt Free and Truly Wealthy.’ Most of the training insurance agents, financial advisors, and planners receive today is just about selling their products and investment services.

As a nation, we are facing some very serious problems. We need to help families to get a lot better at managing debt and saving for a secure future… if we want to remain the strong leader in the world.

When are you going to put these simple Found Money Management principles to work for your clients… and for you to achieve financial security?

“If you would be wealthy, think of saving as well as getting.” Benjamin Franklin

Summary Of Best Advisor Training To Help Families Find The Money They Need For Financial Security!

Do you want help families to find the money they need for financial security!? Do you want to feel more confident and more enthusiastic about your ability to help families? Then you should get the advisors training to help families to find the money to achieve financial security.

Oliver Chamberlain, PA (12 years in the business) Help Families Find The Money They Need For Financial Security!“I think anyone who has experienced Insurance Pro Shop in any capacity knows the first class training that Lew and Jeremy Nason offer agents, both new and experienced. But the one thing that makes the Nason’s special is how much they care about not only us, as THEIR clients… But OUR clients as well. The Nasons will not only help you increase your income. But if you apply what they teach you, you will truly become a trusted advisor of your community. You will also learn to sell the RIGHT way. The Nasons are wonderful people and I am very fortunate to have met them!” Oliver Chamberlain, PA (12 years in the business)

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Have you watched our Sales Videos, to get the best financial advisor training to help families to find the money? So that you can take your life insurance sales to the next level… And then well beyond that? Not a member… click here!


Tony Filippone, RFC - IL,

“I did it the hard way for 10 years (selling mortgage insurance) and most of your numbers were dead on for me. My average case size was just a little over $600. And I was struggling to earn between $40,000 to $50,000 just like you said. You guys had me up to $80,000 in about six months. And then $160,000 to $180,000 in about year 3 of working with you. I tell new agents about you every chance I get. I had to kiss a lot of frogs to find my prince. And you guys were it. 15 years later I’m still in the business and just had my best year ever. Let’s just say a strong six-figure year. To think I was ready to quit when I found you.

I know I’ve thanked you before, but you guys really put me on a great path to success. And I can’t express my gratitude enough.” Antonio Filippone RFC, FMM – IL (24 years in the business)


When Will You Get The Best Life Insurance Sales Training For Advisors To Help Families To Achieve Financial Security?

Our Specialized Life Insurance Marketing, Leads, And Sales System…
With 90 Days Of Personal Agent Training, Coaching, And Sales Support!

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families to 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 agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and financial advisors for over 40 years to earn $250k or more per year selling life insurance!

We will show you how to find your best life insurance and annuity leads/prospects. So you will set great sales appointments. Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects to find the money so that they can take action 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 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 and training for insurance agents and financial advisors!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Coaching You Need To Help Families Find The Money They Need For Financial Security?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, 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 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 to find the money to Live Debt Free and Truly Wealthy!

You will also learn the best marketing and sales training 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 average people – not just the wealthy!

Includes Membership To Our Insurance Marketing And Sales Resource Center – With Live Weekly Training!

Check Out Our Exclusive Members-Only Website, because as a member, you will gain immediate access (24/7) to the Greatest Collection of insurance marketing and sales strategies, systems, and training ever gathered in one place for agents and financial advisors. This includes all of the proven insurance marketing and sales tools… sales letters, prospecting scripts, sales presentations, questions, and so much more! (monthly fee… less than $1 a day)

You will also receive 3 Live Hour Coaching Webinars each month; Live Group Coaching; Case Design Class; & Insurance Marketing & Sales Strategies Training with immediate access to all of our Past Coaching Webinars! You will finally learn all the insider secrets you need to set the best sales appointments. And how you can really help families. So that you will close more and larger sales right now!

When will you get the best financial advisor training and sales support that you need to help families? So that they will have the money they need to save for a secure future! So, that you will double and triple your sales in as little as 30 days?


When Will You Read Our Book To Help People? So That You Will Help Families To Find The Money To Achieve Financial Security?

Living Debt Free And Truly WealthyMiddle 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 the 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, by the end of the book, you will understand our philosophies, concepts, and techniques. 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… And so they will achieve financial security for their families! Only $18.97… PDF, Immediate Download, ORDER Now!


Nothing Will Change Until You Make it Change. So Get The Best Financial Advisor Training To Help Families!

Call Us For A Free 15 Minute Consultation - 877-297-4608. Get The Best Advice For Your Career Selling Insurance!

Recommended By The Members Of The IARFC - Best Advisor Training To Help Families Find The Money They Need For Financial Security!