Overview

Do you know what makes the best financial professionals stand out from their competitors? Do you know what makes them so referable and appreciated? It's simple. They have a system and a process. Financial Foundations™ is a CRM system and process that is based in tried, true, and tested principles that span the history of modern economics and personal finance. Understanding and applying basic practices for financial security and success is incredibly important to your clients' current and future financial well-being.

Financial Foundations is a software suite built to create a comprehensive and systematic approach to PIRs (Professional Insurance Reviews) and new client approaches. It offers education for your clients and illustrated calculations to SHOW them how best to protect their income and assets now and in the future. Furthermore, it stores important client information, offer task and pipeline management, and provides comprehensive reports for each client individually. With Financial Foundations, you're not just telling your clients what they need, you're educating them and SHOWING them what they need and why they need it, and you're keeping valuable record of it all for them too. Each profile and report is printable and deliverable for your clients’ and your continued reference. Show them; don't tell them. That's the power of Financial Foundations.

The Financial Foundations process itself addresses the steps needed to achieve current and future financial security and success and discusses the prioritization of each step in a way your clients will easily understand. Along with this process and a library of presentations and educational material, you'll have access to powerful financial tools used to put the value of financial products into perspective.

Use the Life Insurance Needs Analyzer to show your clients exactly how much life insurance they should have.

Use the Disability Protection Analyzer to determined how much disability protection your clients should have.

Use the Net Worth & Liability Analyzer to show your clients how much of their assets are at risk without an umbrella policy or the adequate level of liability coverage on their auto policy.

Use the IUL Income Comparison Tool or Retirement Optimization Tool to show the value of prioritizing income before liquid savings and to show how efficient an IUL is at producing future retirement income.

Use the Deferred Annuity Income Comparison Tool to show a soon-to-be retiree the great impact a deferred annuity with an income rider can have on reaching their retirement goals.

Use the Long-Term Care Planner to show your retiree or soon-to-be retiree clients how to use permanent life insurance as an asset-based long-term care solution.

And More...

Coupled with these tools, you'll have access to the systematic process of Financial Foundations, complete with training videos on how to use the tools, CRM elements, and presentations to serve your clients in ways you never could before. Help your clients see the big picture, and help them achieve their financial goals with more efficiency and security. This is the first and fundamental priority of our industry, but in case you didn't connect the dots just yet, here's how this helps you and your practice: you're going to sell more life insurance, annuities, and umbrella policies along the way, more than ever before. Shoot, you're going to sell more insurance of all kinds: auto, homeowners, health, business insurance, etc. (if you're licensed for those as well), partly because of how much this system and approach is going to make your clients happy to work with you and happy to refer you. Follow the links above to learn more about the steps to the Financial Foundations system and approach.