What Is Real Financial Planning? It Is Helping Average People! 

In 1969, a man with a dream… envisioned a financial planning organization of highly trained, skilled, and dedicated professionals! Who would “Help average people to learn how to spend, save, invest, insure and plan wisely for the future… So they can achieve financial independence.” That man with the vision was Loren Dunton. After many years of hard work and sacrifice, in 1982, he realized the first part of his dream… with the creation of the “Certified Financial Planner” designation! And, then a short time later the International Association for Financial Planning (IAFP) was born.

“When Loren Dunton first envisioned a financial planning profession. It was to serve the needs of the lower and middle classes. Not to help the wealthy make even more money. As the saying goes, healthy people don’t need a doctor.” Thomas W. Johnson, Financial-Planning.com

Today, it seems that most of the people that promote financial planning, and most of the people who call themselves financial planners! Have strayed from Loren Dunton’s vision. Financial Planning has now become all about ‘helping the wealthy to become wealthier.’ Their main focus and training are now on how to make money in the stock market. And then how to transfer that wealth to future generations. So, there is very little financial planner training on “Helping average people to learn how to spend, save, invest, insure and plan wisely for the future… So they can achieve financial independence.”

“Too many “so-called” financial planners are placing all of Middle American family’s assets at risk in the market with stocks, bonds, etc.! Based solely on reaping the highest investment returns. This is totally wrong. And highly unethical.” Forrest Wallace Cato, The Terrible Truths About Financial Planning 

What Has Caused This Change In Training Focus From Real Financial Planning?

The main reason for this change in training focus… Is that the people who are responsible for training planners are focusing almost entirely on the technical aspects of financial planning. And they are spending very little on training financial planners, advisors, and agents on the marketing and sales aspects. The result is that most financial planners do not understand that they are still salespeople. So, when you do not know how to market and sell your financial services, then you are forced into taking the path of least resistance. You end up giving people what they want. Instead of helping average people to get what they really need. Even when you know it is not really in their best interest. Because of the lack of real financial planner training, you are forced into taking the easy sale. For you to make a living.

Without marketing and sales skills you cannot help people to see why they should meet with you.

Then without sales skills, you cannot help people to understand the problems they face today! Or the value of investing in the products and services you provide.

“Loren Dunton was a conceptual salesman, one who believed the key to the sale was sales training.” Edwin Morrow, Former CEO of the IARFC

Get The Real Financial Planning Training For Helping Average People!

This change in financial planning training focus is a major reason why we have serious, financial problems in this country and all over the world. And it is because we are not addressing the concerns and problems that most middle-income families face today! Consumer debt is out of control. Most families have very little if anything saved for their retirement. And it is not going to change! Unless we decide to do something about it.

It’s time for all of us to get back to the basics of REAL financial planning training. We have a duty and obligation to really help people. So we need to stop focusing on investment returns and transferring wealth. Then we need to stop taking the easy sales. Instead, we must focus our efforts on helping average people to reduce and eliminate all of their consumer debt. And then help average people to start saving for their future. And, as Loren Dunton believed, that means we need to work on developing our marketing and sales skills.

Real Financial Planning Training For Helping Average People… Where Do We Start?

It all starts with each of us refocusing our efforts and learning how to help average people. Which is about you taking an hour or more each day to learn (or relearn) the basic marketing and sales skills you need today. It is about you reading everything you can about marketing and sales. And then you take industry courses (Such as the LUTC courses) and attend industry training events. And it is finding the financial training and support organizations that promote working with average people! Such as LEAP, Circle of Wealth, Kinder Brothers, and our Insurance Pro Shop. (Finding the training organizations who are not just recruiters in disguise)

It is about you working with real coaches and mentors such as Bill Goode, Bill Bachrach, Don Blanton, Sandy Schussel, and our team to fine-tune your financial planning sales process.

Note: We are the first and only ‘Full Service’ sales training and sales support resource for advisors… we are NOT recruiters! 

Can You Make Real Money Serving And Helping Average People?

Industry Sales Legends… such as Ben Feldman, John Savage, Sid Friedman, and Mehdi Fakharzadeh (the beloved MetLife super agent) all initially built their businesses and their fame by servicing and helping average people.

Legendary Master Agency Builders… Al Granum and Norman G. Levine (past president of NAIFA, MDRT, and GAMA) each built their agencies and their fame by servicing and helping average people.

Serving and helping Middle-Income families is where the real money is to be made… If you learn the marketing skills needed to attract the RIGHT prospects to you. And then you learn the sales skills you need to help average people to get what they really need and want!

Remember that ‘Real Financial Planning’ is about… “Helping average people to learn how to spend, save, invest, insure and plan wisely for the future… So they can achieve financial independence.”

If we, as financial planners, advisors, and agents, do not help middle-income families – then who will?

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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 middle-income families 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 advisors for over 40 years to help middle-income families So you will 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 middle-income families see and want to solve their money problems. We will also show you how you can help middle-income families 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 advisors to learn how to help middle-income families!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Coaching You Need To Help Middle-income Families… To Want Your Help?

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 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 marketing, sales training, and support 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!

When will you learn to be a real financial planner, to really help middle-income families?

How good would it feel to have a team of dedicated experts behind you to guide you every step of the way? A team you can call whenever you have questions or need help! Experts that can make sure you do the very best for your clients. So you will have complete confidence in your sales presentations to help your clients. (We are NOT recruiters!)

When will you get the tools, training, and support you need to successfully sell insurance? So, you double and triple your income this year?

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When Will You Learn How To Help Average People? So You Get Back To Real Financial Planning

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 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… And so they will have a secure financial future! Only $18.97… PDF, Immediate Download, ORDER Now!


Nothing Will Change Until You Make it Change. Get The Real Financial Planning Training To Help Average People… To Make It Change!

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Recommended By The Members Of The IARFC -What Is Real Financial Planning Training? It Is Helping Average People!