Fortune Builder Selling System
The Fortune Builder Selling System is designed to introduce powerful retirement wealth building tools that provide market like results without the Wall Street Wealth Killers: Risk, Taxes, and Fees. The Fortune Builder System is designed to shift your client’s mindset toward retirement savings. Conventional wisdom says that to build retirement savings you must accept things like market risk, taxes, and fees or commissions as a necessary price for growing your money.
The Fortune Builder system challenges conventional wisdom. We shift the conversation from growing your savings to protecting them from the erosion of the Wall Street Wealth Killers.
To successfully make this case, we need to tell our story and educate our clients and prospects. The Fortune Builder Wealth System does not focus on a solution. In fact, before we can even begin to consider a solution, we need to confirm with the prospect that they see a problem. Once we’ve gotten them to agree that stopping the losses is at least as important as growing their money, we can move to the solution.
Step One – Training
Understanding the process is the key to selling success. To begin using the Fortune Builder system, start with our Fortune Builder Bootcamp in Learnaversity. This quick start eLearning course will train you on our entire system. That includes selling strategy, marketing tools, presentation scripting, case design tools, and presenting the solution. Once you have completed bootcamp, additional training is available by clicking the Training icon below.
Step Two – Marketing and Lead Generation
Finding prospects is the next challenge. The Fortune Builder Selling System has a variety of marketing tools to help you generate interest. Fortune Builder Marketing Tools are to be used for individual outreach or in partnership with others who work with your target prospect.
Step Three – The Pain Presentation
The first presentation is designed to tell the Fortune Builder story. It includes a professionally laid out workbook that the client gets to keep. This is designed to get them engaged and keep them motivated to move forward.
Step Four – The Solution: Prosperity Road Map
Once you’ve moved to the solution, our case design team will build you a Prosperity Road Map. This is a customized report for your client. It tells the story of how we can reposition their money to eliminate the 3 Wealth Killers and help them realize the 5 Money needs. The result also identifies any questions or concerns and allows them to understand how our products – Index Universal Life Insurance – achieve the outcomes they desire.
