New Online Financial Literacy Course (perfect in this COVID-19 era)!

To learn more about my NEW 10-module financial literacy course, click on the following link:

                Marketing through in-person seminars? Many advisors are freaking out because they can’t do in-person seminars and haven’t seen a new client in weeks (some for months).

What about in-person meetings? Even if you are not doing in-person meetings, many advisors are struggling to close deals because they can’t meet face to face with clients.

What about webinars/Zoom meetings? What I’m hearing from advisors is that these are NOT working. I hear that marketing firms can get you sign-ups but that most of the people are not showing up (which does NOTHING for new sales).

Stop panicking and start educating your way to a profitable year!

10-Module Financial Literacy Course

Marketing through education-I’ve been doing this with my consumer books for over 20 years and it works like a charm over and over! And I recently turned my several consumer books into a “financial literacy course.” When you market through education, consumers buy into what you are doing and it’s an educational experience with an outcome, NOT a sales process.

Online exams! Consumers who go through the course will be able to take a 10-15 question exam at the end of each module. This is a very unique approach to sales. Believe it or not, consumers like to take quizzes, exams, etc., and my exams are designed not to pass or fail someone, but to further teach the course material (which sets up sales to be made).

Consumers who pass the exams are pre-qualified clients. The course is a filter to determine which clients really want help and those who are time wasters.

Online, In-Person, or Webinar Education

Consumers can take the course online, through webinars/Zoom meetings with advisors, or advisors can teach it live. I have all the PowerPoints and scripts for advisors to teach each module.

Topics Covered

Section 1-Bad Advisors; How to Identify Them, How to Avoid Them
Section 2-Debt Management
Section 3-Estate Planning
Section 4-Traditional Wealth Building (why it hasn’t worked)
Section 5-Investment Risk (and ways to avoid it)
Section 6-Understanding Life Insurance
Section 7-Understanding Annuities
Section 8-Asset Protection
Section 9-Retirement Life Cycle
Section 10-Designing Your Plan

This is not your father’s education course. We are going to hit consumers in the face with what’s wrong in the industry and then give them a full disclosure education.

Early feedback

I’ve had feedback from hundreds of people who have read my books over the years and I also Beta tested the new financial literacy course and here’s what you can look forward to…after going through the course consumers will tell you what they want vs. you having to sell them.

Real Examples-I had two consumers take the course in the last 30 days (people I do NOT know and who contacted me after finding me on the web).

1) The first consumer had an existing whole life policy and told me his life agent wanted him to buy another one. After going through the financial literacy course, he asked me if he could 1035 exchange his whole life policy for an IUL and increase the funding.

2) The second consumer was thinking of paying off the debt on his home using HEAP and after going through the course he decided NOT to pay off his mortgage and instead wanted to fund an IUL. He also asked about allocating money to tactically managed strategies as investments.

This is the power and design of my new financial literacy course!

The Anti-Dave Ramsey Offering

The online financial literacy course is also the foundational element used for the faith-based educational platform. If you want to learn more, click on the following link:

Roccy DeFrancesco, JD