You can be up and running in 1 day by starting with the Online Training Course.
100% Video Trained – No Manuals to read!
The Lifetime Income ProcessTM is a complete system that identifies three areas of your business for focus, improvement and alignment. Those areas include Practice Management, Marketing, and Selling. The system goes one step further than many others out there and incorporates the Non-Convincing Language philosophy alongside the most understandable retirement planning software on the market…for you and the client.
LIP simplifies your business, increases production, and increases referrals.
Couple this with industry-leading training and you will begin to experience the power of LIP in your practice.
How is this for easy, “Mr. & Mrs. Client, green is what you want, red is what your model can support.” Then just site quietly for the response. Most models will fall short and that moment can be dramatic.
This is a graph with a green line, representing how most of us want to retire. Notice how the green line starts at your current age, and slowly increases throughout the rest of your lifetime and even through retirement ages.
Many retirement analysts suggest we take a reduction in our standard of living (or income) in retirement so our savings can meet our needs during that time. However, who wants to live on LESS money as the cost of living goes up? No one! No one wants to live on 50%-85% of what they’re making once they hit retirement. We don’t want to live on less, we want to live on an income that continues to increase with the cost of inflation and our standard of living. Heck, why not have a pay raise when you retire.
This is where the power of LIP really makes things easy. After testing LIP on over 2,000 retirement plans with Americans all over the country and with a variety of socio-economic backgrounds, incomes, savings, etc…THIS (image to the left) is how about 95% of them look. The red line falls off the green line significantly before age 90, and many fall short in their early 70’s. This simple graph will create some amazing emotions in your client meetings without having to convince or say anything. It really does change behavior and cause your client to take action!
We challenge you to put your clients’ data in the LIP software. What do their models look like? Are you 100% positive you have all the needed information from your clients to give them a complete picture of their retirement outlook?
The Package Non-Convincing Language Philosophy Training → Learn a language that helps you easily sell: – Life Insurance – Annuities – Investments – Disability Income Insurance – Long Term Care insurance … to clients without convincing them and remaining product neutral. → Learn how to get out of the convincing business and get into the sorting business. → Learn how to eliminate sales pressure from you and your client. → Learn why we try to convince and how to battle against it. → Learn the 4 Pillars of NCL and how to apply them to all conversations.
The Lifetime Income Process TM Software
→ LIP Software is a retirement planning tool that can be used from basic planning to full comprehensive planning. You can actually demonstrate a basic client model in less than 5 minutes!
→ You get 2 software licenses.
→ FINRA Reviewed
→ Learn why many traditional beliefs in retirement planning are way off the mark.
→ Learn how to get out of needs based planning and get into wants based planning.
→ Learn how to dramatically impact and change the behavior of your client in ONE meeting.
→ Learn how LIP helps you get ALL of your clients information easily and comfortably.
→ Increase your multi-line sales.
→ Easily demonstrate real life events and how they impact your clients retirement future in seconds.
→ Financial Calculators
– Future Value Calculator
– Present Value Calculator
– Payment Calculator
– Rate Calculator
– Time Period Calculator
→ Simple, Comprehensive, Visual, Fast, Impacting, and most importantly … UNDERSTANDABLE!
The Lifetime Income Process TM Materials
→ Opening Meeting Client Presentation (video trained)
– A presentation that helps you introduce the LIP philosophy to your clients.
– After this presentation, your client will want to see their personal financial model on LIP!
→ LIP 1 page fact finder
– Eliminate the barrier to getting started that 10, 15, 20 page fact finders can cause.
→ LIP 1 page referral guide
– Start working on referrals from the first meeting and in every meeting.
LIP Online Training Course: Your training headquarters!
→ Gain access to the online training center for LIP.
→ No manual to read or study. Learn at your own pace.
→ LIP is 100% video trained. Even the LIP materials have videos to explain them.
→ NO TRAVEL NEEDED TO SEMINARS OR WORKSHOPS! LEARN IN YOUR PAJAMAS!
→ All videos and materials are inside LIP U!
Basic Training Videos
→ Contact Tab Video→ Income Tab Video
→ Liabilities Tab Video
→ Investment Tab Video
→ Real Estate Tab Video
→ Insurance Tab Video
→ Legal Tab Video
→ Life Events Tab Video
→ LIP Model Tab Video
→ Income Sheet Tab Video
→ Pay Down Tab Video Selling Videos → Life Insurance Training Video → Annuities/Investments Training Video → Disability Income Insurance Training Video → Long Term Care Insurance Training Video LIP Materials & Training Videos → Two Kinds Of People Download w/ Training Video
→ Cash Flow Model Download w/ Training Video
→ History of Federal Taxation Download w/ Training Video
→ History of Inflation Download w/ Training Video
→ U.S. Household Income Download w/ Training Video
→ U.S. Savings Download w/ Training Video
→ The Ideal Financial Product Download w/ Training Video
→ Life Events Timeline Download w/ Training Video
→ Fact Finder Download w/ Training Video → Referral Guide Download w/ Training Video
Plus more to come …
Your subscription price includes all of this and future updates on more training, more software tools and calculators, more materials, and … did I say more! You will not get nickel and dimed to death on up-sales!
We will continue to release more of the tools and ideas we have developed over the last 20 years to add value to your involvement with the mission of LIP: bringing financial balance back into the family.
Why develop another system?
As a financial professional, you have access to a wide variety of asset allocation software systems, customer relationship management tools and planning widgets. LIP works alongside all of these and actually helps clients understand their current position much more clearly. By using LIP first in the meeting process, you will define your recommended strategies so clients can make decisions more quickly. The complexity of long spreadsheets and pie charts is no longer in your way. Clients immediately understand the 2-line graph and will be asking you for the products that will solve their retirement challenges.
Ultimately, LIP challenges the status quo of retirement planning and helps clients easily see and understand whether or not their long term plan is in balance and on track to a secure retirement. It allows you to remove confusion for faster decision making.
LIP enhances the way you do business, it does not interfere with it!
We don’t like to think of LIP as a cost.
A cost is something that takes away money.
An investment is something that should make money.
Simplify your practice, increase your production, and eliminate sales pressure!
Email for LIP Purchase and/or Pricing
support@lifetimeincomeprocess.com
* Email us at support@lifetimeincomeprocess.com for bulk pricing for agencies or groups.