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Financial Motivations Consulting & Insurance Services

Virtual Life/Health Insurance Agency & Consulting Firm

BOOK A CALL 

Let us help you reach your next goals via our course catalog, professional service, or group event.


Full service award winning virtual insurance agency helping traditional life/health insurance agents to reinvent their digital insurance businesses by turning their license into a successful dependable business online and offline with NO overwhelm.

The digital shift among consumers is here to stay. By using and simplifying the complex digital landscape, we help agents take back their time, legally break through the individual state license income restrictions, and emerge with a relational business model that cultivates long lasting repeat clients.

As a result, our agents not only improve long-term customer experience, increase their customers lifetime value, decrease operating costs, and alleviate the lead frustration traditional agents’ experience, our agents report that the ultimate benefit is an increase in monthly revenue, community reach, and daily relaxation.  

HOW DO WE HELP OUR FINANCIAL SERVICES COMMUNITY?


Financial Services Clients: We help our financial services clients to create long term financial security, stability, and peace of mind by reposition funds they are losing unknowingly via The 8 Silent Wealth Killers. We then show them how to implement age-old proven wealth strategies to grow and protect their money simultaneously/.


 Life Insurance Agents: We help traditional life insurance agents create a hybrid business model via the use of virtual tools, digital strategies, and automations . Creating a stable business allows you to assist more members of your community with NO overwhelm.

CLIENTS | PARTNERS | SPONSORS

CLIENT TESTIMONIALS

New Life Insurance Agent 

I struggle with consistency online, true organization, perfectionism and procrastination so the tools + community that Stacie L. Daniel has created are a godsend. 

SAFE Investments Client

Stacie explained to me how to protect my money  and made me aware that there was so much I didn't know. She has taken the time to explain it all to me, 


Veteran Agent/Agency Owner

Stacie helped me set up a system to weed out the people who are not serious. I increased my revenue by 80%. Her systems allowed me to help more people and submit more quality business. #RepeatClient

Virtual Business Owner

We had no idea of all the efforts it takes to build your business on social media. After working with Stacie, We can totally see the difference in just a couple months when it comes to attracting clients and how to present your business on social media. #RepeatClient


Virtual Life/Health Agent

I had a broad vision and really no understanding of how to grow my business. I was so overwhelmed with all the components of being a business owner and not just a life insurance agent. 

Financial Services Client

Since doing a 15 minute consultation with Stacie, I moved my 401k out of the stock market and into an annuity which is huge because I lost 15,000 in one day. I have also joined the Motivating Your Money Academy to implement The 8 Silent Wealth Killers. I am also utilizing her services for transitioning my business online. #RepeatClient


The Path To Building 

A Solid Financial Foundation 

Starts Here!

4  WAYS WE HELP YOU CREATE LONG TERM FINANCIAL FREEDOM


DIGITAL PRODUCTS, COURSES, & TEMPLATES

It is our belief that our life insurance agents and financial services clients should have access to the education and  tools needed to reach the level of success they are working towards.

 However, it is our experience that everyone is not privy to this access. It is for that reason we have positioned ourselves and our company as a resource in the form of an on demand e-learning academy accessible from your desktop and all other mobile devices.  

Some of the most popular course are:

  • How to start a virtual life insurance business.
  • Dream Client lead generation on autopilot
  • How to become financially prepared to be a full-time entrepreneur?
PROFESSIONAL DEVELOPMENT & ONSITE TRAINING

However, here’s a list of our most requested topics:

  • Virtual & Hybrid Agent Business Model
  • Top Agent Sales Strategy
  • Social Media Monetization & Automation
  • Digital Performance Improvement
  • Client Life Cycle Management
  • Operational Design & Transformation
  • Life Insurance Agent Passive Income

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We will do live or virtual seminars and training sessions for organizations that are connected to the insurance industry and companies who encourage financial independence. We can tailor a seminar/program that best fits your goals and vision. 

AGENCT CONSULTING & PROJECT MANAGEMENT 

We work best in group settings. We will do live or virtual seminars for companies, organizations, FB Groups, or small workshops of 5+ attendees. Providing accompanying educational material,  we can also tailor a seminar/program that best fits your groups goals and vision.

Review our training style via previous trainings and podcast episodes. 

However, here’s a list of our most requested topics:

  • Monetizing your existing knowledge expertise as a financial consultant
  • Creating passive income via digital/physical products
  • Educating your community in the form of group training & speaking
  • Systemizing the attraction, conversion, and creation of repeat clients 
FINANCIAL SERVICES & INSURANCE 

Here at FMCIS, our mission is to help our clients of Small Business Owners and Working professionals to live a financially independent lifestyle. Our clients are able to GROW, SAVE, SPEND, & PROTECT their money all at the same time. As an added bonus, oftentimes we’re able to add a lifetime monthly GUARANTEED income stream with Tax FREE/Tax Favored benefit as well.

Our most popular financial services programs are listed below.

ADVANCED WEALTH STRATEGIES

  • Safe Investments
  • GUARANTEED Life-time Income
  • Lifestyle Protection From Accidents & Illness

BASIC MONEY MECHANICS

  • ** Cash Flow Control & Daily Deposits
  • ** Personal Finance 

Virtual Life Agent Expert:
(Stacie L. Daniel)

Since 2008, Stacie has been in the Financial Services Industry helping her clients to GROW & PROTECT their money at the same time. Clients of hers are creating GUARANTEED lifetime monthly income so they never have to worry about running out of money now or during retirement.


She also teaches traditional life insurance agents how to do the same via social media tools and virtual strategies so just like her, they can sell life insurance from all over the world, help more people, and make more money without sacrificing their soul!

About The President:
(Stacie L. Daniel)

Write this section in third-person, meaning you should not use the words ‘I’ or ‘We’ or ‘Me’. Instead, talk about the course teacher objectively using 'he' or 'she' even if you are the teacher! It’s time to show off your achievements and prove why you are the right person to be teaching this topic.


But just after you’ve talked yourself up, make sure you end on a friendly note. You don’t want to sound intimidating, you want to sound knowledgeable and friendly.

FMCIS Solves pain points…

Do you assist financial services clients as well as Life Insurance Agents?

Do you have a list of services that you offer including prices?

Can we meet to discuss possible next step for my specific situation?

Do you have power partners list of professionals you trust that who can help we with financial services or complimentary services you don’t offer?

Your personal note

It is my belief that life insurance agents are community super heroes! Its is also my experience that we leave the industry too soon due to lack of product &sales training + mentors teaching business acumen.


It is for that reason I have positioned myself and my business as a resource to help our community fill the financial literacy and wealth gap through education and also why Im almost obsessed with sharing my knowledge teaching other agents because our communities need more of us teaching the power of life insurance as a wealth building and wealth protection tool.

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