Found Money Management… Financial Planning For Middle Income Families Made Easy And Profitable!

By Lew Nason

“What’s so different about the Found Money Management concepts, verses the Circle of Wealth, Missed fortune, Infinite Banking and LEAP concepts?”

Found Money Management is much more than a selling system. It’s a complete financial philosophy for helping Middle Income Families to “Live Debt and Truly Wealthy,” without them spending any additional money, or changing their current life style! It’s about helping people to understand and face the serious financial challenges we are all encountering right now, and then helping them to reposition their money and spending to achieve financial security and independence for the future. As the late Loren Dunton, the creator and founder of Financial Planning, said: “It’s about helping average people to learn how to spend, save, invest, insure and plan wisely for the future, to achieve financial independence.”

Found Money Management incorporates many of the best financial concepts presented in the Circle of Wealth, Missed Fortune, Infinite Banking and LEAP systems… And, these concepts are NOT New! They are the proven, ‘timeless’ financial concepts that most of the wealthiest people in the world have used for centuries to accumulate their wealth. And, they are the same concepts that have been used by many of the top producers in the financial services industry for decades. We’ve been using and training agents on how to adapt and use these sound financial concepts for the past 26 years.

Below are just some of the major differences between Missed Fortune, Infinite Banking, LEAP, Circle of Wealth… and Found Money Management.

The First Major Difference is that the Missed Fortune, Infinite Banking and LEAP systems are designed primarily to be used with the more affluent prospects. For example: The underlying premise behind each of these sales concepts is that you get your prospects to put as much of their money as they possibly can, as quickly as they can, into a cash value life insurance policy! In many cases, they just expect prospects to magically come up with the money from their current income. And/Or, they must come up with the money for the increased mortgage payments.

Would you agree that very few people, except the wealthy, have any extra money?

Using the Found Money Management concepts you’ll discover how to help your middle income prospects to ‘Find The Money’, so they can take advantage of these concepts without spending any additional money, or changing their current life style!

The Second Major Difference is that working with more affluent prospects (the wealthy) puts you in direct competition with all the other advisors out there. Doesn’t that make it much more difficult to set appointments and to close sales? Using the Found Money Management strategies, you’ll learn how to tap into the virtually untapped Middle Income Family market and avoid all that competition! And, you’ll close more sales!!!

The Third Major Difference is the Circle of Wealth, Missed Fortune, Infinite Banking and LEAP systems are primarily just sales systems. They don’t have a solid marketing, prospecting and appointment setting program that is transferable and puts you in front of your ‘Ideal Prospects’ on a daily basis. Would you agree that it doesn’t matter how good a sales system is, if you don’t have a continuous stream of people to see? Using the Found Money Management philosophies you’ll soon be attracting a steady stream of the ‘Right’ highly qualified prospects. You’ll have More Leads, More Appointments and More Sales!

Other Major Differences include:

Found Money Management is ‘NOT’ about ‘Harvesting Home Equity’ (refinancing) to put large amounts of money into cash value life insurance. In fact, many of the cases do not involve refinancing at all!

When refinancing is appropriate for the clients situation, we ‘DO NOT’ recommend using an Option ARM to remove home equity! In fact, in my 26 years using these concepts I have never recommended, or used an Option ARM with my clients!


You’ll learn the ‘Proper’ ways to use home equity!

All of their systems are very complicated. Found Money Management is a much simpler, common sense approach to helping people

You don’t have the exorbitant cost of their systems and their training! Their systems are $4,000 and more upfront, with annual re-licensing fees!

You are generally forced to sign up with one of their primary companies and take lower commissions to get the ongoing training and support you need with their systems!

Finally, we charge considerably less for our system, with ongoing training! And, we are not recruiters!

The Found Money Management Marketing Difference

The Basic Premise

We believe that Middle Income Families are a virtually untapped market. And, you won’t have the competition with all the other advisors. Many Middle Income Families are struggling financially and are looking for real help, which makes them much easier to see.

Consider, until now, most Middle Income Families have been at a distinct disadvantage when it comes to managing money and accumulating wealth. Most of the financial information being passed on by the major publications and many of the self-proclaimed financial experts is really geared towards people who are already wealthy. These are the people who can afford to take risks with their money.

These wealthy people live in a different world. They are not concerned about qualifying for college financial aid, so their children can afford to go to college. They are not concerned about eliminating debt to improve their cash flow, so they can afford health insurance, or put braces on Samantha’s teeth. They don’t have to worry about whether there will be food on the table or a roof over their family’s head, if something happens to them.

Our objective is to show you how to truly help Middle Income Families by using the little known, unconventional strategies that the wealthy have used for decades to accumulate and hold on to their money. The reason most Middle Income families continue to struggle today is because the conventional financial wisdom that has been passed on from generation to generation doesn’t work to accumulate wealth. This conventional wisdom is what our grandparents learned they had to do to survive during the tough economic times, such as the great depression.

The Basic Concepts

We’ve developed a unique educational financial presentation, to help people see and understand the financial problems they are facing today. Then we help them see there are simple solutions, based on many of the concepts found in the Missed Fortune, Circle of Wealth, Infinite Banking and LEAP. We’ve tailored these concepts to help you to correctly and ethically help Middle Income families to:

Reduce Or Eliminate Consumer Debt! – Families need real help to ‘Find the Money’ to break the chains of debt.

Maximize The Amount They Can Invest From Current Income! – Families need your help to Find The Money to put into savings.

Guarantee The Safety Of Their Investment Principal – With the recent losses in the stock market, most Middle American families recognize they can’t afford to lose any more of their hard earned money.

Minimize Income Taxes – Is there any question that income taxes can significantly reduce the amount of money available for savings!

Position Their Money To Provide Current Liquidity – Families need to have access to their money, without penalties, prior to age 65, for college, emergencies and other family expenses.

Maximize Investment Income – It’s not how much money you’ve accumulated. It’s how much income you have to spend. Tax Free provides more spendable retirement income than Tax Deferred!

We’ll show you how to make a real difference in peoples lives!

The Found Money Management System!

Using the Found Money Management marketing and sales system, you’ll learn how to:

Be in front of ’40’ of the Right Qualified Prospects every month, using proven lead generation techniques, including low-cost client educational workshops, joint ventures, endorsements, dinner seminars and more…

Set Appointments With 9 Out of 10 of Your Ideal Prospects

Close 9 Out of 10 of Your Sales…

Earn an Average Commission of $5,000 – $12,000 per Householdand you’ll be earning $20,000 to $90,000 per month, every month!

Become the Respected Financial Advisor Middle American Families Want To See!

If you really want to help your family, friends, clients and prospects to “Live Debt Free and Truly Wealthy” and make a solid, high six figure income, then it’s time to find out more about us and our Proven, ‘Turnkey’ Found Money Management system.

And, It Doesn’t Matter What Life Insurance Sales System You Are Currently Using…

Whether you are using the LEAP, Missed Fortune, Infinite Banking, Circle of Wealth, or one of the various ‘College Funding’, ‘Equity Management’ or ‘Mortgage Early Payoff’ sales systems. The twelve (12) breakthrough marketing strategies, with our personal coaching will put you in front of more of the ‘RIGHT’ life insurance prospects in one month, than most agents will see in an entire year. And, when you really learn how to help your prospects to ‘find the money’ to fund the strategies in those systems, you’ll consistently close more sales.

There simply isn’t a better, easier and more cost effective way for you to learn how to help families and sell large cash value life insurance policies!

About the Author: Claim your free Report “How to Attract & Sell Your Perfect Prospects” at

Where you’ll learn how to make 6-figures a year in insurance.


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