Finding The Money
Show them the money they didn't know they had
WHy Use Our Process?
Find the money
Help your customers “find the money” within their existing budget without additional outlays, essentially offering financial optimization as a free service that comes with the agent’s advice.
Trust
By educating customers, the agent builds trust and credibility, making it more likely that the customer will purchase products from someone they view as an expert.
The Client is the winner
The customer personally benefits from the financial strategies discussed, making the advice highly relevant and personalized.
Empower
By the end of the conversation, customers are meant to feel more in control of their financial decisions, which not only encourages them to take immediate action but also fosters a longer-term relationship with the agent.
No Brainer Pricing
Sale Price $250 per year
Step into the realm of elite financial management with our “Finding the Money” process, available to you for $250 per year.
This premium offering is your gateway to mastering financial strategies that typically remain the domain of the most savvy financial experts.
Secure your access to this powerful sales process.
By investing in this learning, you’re not just spending money; you’re investing in a tool that will multiply your income and professional growth.
HEre is a break down of how the process works
Educate - Identify - Offer
Educate:
Educate the client on basic financial principles, including the different types of money—lifestyle, transferred, and later money. This foundational knowledge helps clients understand where their money is currently going and sets the stage for deeper insights.
Indentify:
Identifies specific opportunities or life events (such as receiving a raise or selling property) that can trigger financial reassessment. This step involves a detailed analysis of the client’s current spending, debts, and financial habits to pinpoint inefficiencies.
OFfer:
PURCHASE OUR ENTIRE LINE UP OF SALES PROCESSES
6 More sales processes to add to your Skills
StaIrs And Buckets
Achieve perfect sales every time!
A repeatable, simple 4-minute video tool to consistently educate your customers.
Save time and make $100,000+ using Stairs and Buckets
Processes Package
- Large Premium Life with FCB Rider
- Medicare 101
- Understanding Money
- The Liability Wall
- Protect and Participate
- Millionaire Money
Disclaimer
Insurance Agency Training and Stairs and Buckets does not have a Master Services Agreement in place with your Insurance Company. We have worked closely with your compliance department and agents are not prohibited from using our services.
Specific vendors in which your Insurance Company has an approved Master Services Agreement in place and the scope of the vendor services received are considered a company approved vendor within the scope of the agreement determined by your company.
Insurance Companies do not generally dictate what vendors and independent contractors use. It is the agent’s responsibility to ensure that the vendors they engage with do not raise concerns.
Unauthorized Vendors: Specific vendors that your company has identified as being unauthorized for use due to the risks posed to your company by engagement with the vendor. Agents should not use an unauthorized vendor. If an agent does use an unauthorized vendor, it could impact the relationship between the agent and their appointed companies.
Please feel comfortable and use our services appropriately!
