Financial Motivations Consulting & Insurance Services

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ZOOM SESSION:

15 Minute Session

we'll determine Life Insurance needs OR Life Agent Need & determine can we Reach professional & revenue goals.

How WE can help:

a Consulting, digital products, strategy sessions, & other programs. 

(This Is NOT A Strategy Session)

Results of Call:

walk away with specific ways that I can help you or the contact information to a Trusted power partner that can help you. 

Our Objective:

Short Session to identify Your Path to success whether that's with Us or not.

REQUIREMENT:

google form must be completed prior to call

***Click the link above to compete form.

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ZOOM SESSION:

60 min oR 2 hr session 

leads & Sales Audit of Life Insurance business to find missed Opportunities, blind spots,  & hot leads. 

How WE can help:

(Consulting) 1-3 mo Packages [virtual Branding, Digital Products, Sales]

Results of Call:

We Will Create A Step By Step Blueprint. You Get Tools, Common Pitfalls, & Best Practices. will provide Text Support And Accountability Along The Way.

OUR OBJECTIVE:

To Review & fix your current business plan, marketing & sales strategy, & Client Acquisition funnel

requirement:

Complete Forms 48 hours Prior To Start of Consulting.

***All new clients must schedule a FREE 15 min consult first.

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ZOOM SESSION:

90 Min Session

Cash Value Life Insurance strategies Grow & protect Your money simultaneously + lifetime GUARANTEED income 

HOW WE CAN HELP:

Tools, strategies, & concepts used by the wealthy to increase cash flow, growth similar to the stock market w/out risk, reduced takes, and secure retirement

RESULTS OF CALL:

Set up of SAFE INVESTMENT tools. Complete analysis of all areas of you financial house. Advanced wealth Strategies identified. 

OUR OBJECTIVE:

To review and adjust your personal long-Term / short-Term Safe Investments strategy

REQUIREMENT:

Complete Financial Needs Analysis. Emailed To You Once Appointment confirmed.

***All new clients must schedule a FREE 15 min consult first.