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Free Live Webinar  ·  Tuesday, May 20th

How to close 2–3 additional
policies per month
using data your clients
actually want to see.

No cold-calling. No complicated tools. No tech degree required.
On May 20th, we'll show you the exact scoring system top agents use
to write more business — by showing clients a report they actually understand.

Claim My Free Seat — May 20th  →

🔒 100% Free  ·  No credit card  ·  Live online event  ·  Limited spots

Webinar begins in:

30 Days
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Scroll to discover what you're missing
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Insurance Agents Using This System
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To Generate a Full Financial Score
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More Policies Per Month, On Average

Watch First

See What's Changing in
Financial Services Right Now

The agents growing the fastest aren't cold-calling more or working longer hours. They're showing clients something different — and it's changing how every meeting ends.

AI Revolutionizes Financial Services
SERVICES COMPANIES THAT ARE INSIDE OUT

The Hard Truth

Stop Unfolding Paper Maps
in a GPS World

Most agents rely on memory, experience, and their reputation to guide clients. That works — until a client can't see why they need what you're recommending. The Financial Scoring system gives every client a clear picture of where they stand, and what needs to change.

01
Most Agents Today

The Paper Map

You know what your clients need — but they can't see it. You're asking them to trust your word on something they can't picture.

Clients rely on your word alone No visual proof to back advice "Let me think about it"
02
Better, But Not There Yet

Printed Directions

Organized tools help you stay on track — but clients are still trusting your interpretation. They see data, not a clear story about their own financial life.

More organized, still manual Data without context clients follow No single "aha" moment
RECOMMENDED
03
The Future. Available Now.

The Financial GPS

Run a complete financial score on any client in under a minute. They see exactly where they stand — in plain language. You become the advisor with answers, not just suggestions.

Score in hand in under 60 seconds Clients see their own gaps clearly Clients ask what to do — you don't push
💡

This isn't about being a tech person. It's about being the advisor clients trust most. The agent who can show a client their own financial picture owns the conversation — and keeps the relationship for life.

Where Are You Headed?

The Agents Growing Right Now
Are Doing One Thing Differently

Insurance and financial services are changing fast. The agents who are growing their book aren't working harder. They're showing clients something different. Where you land depends on which path you take next.

01

Nothing Changes

Same approach. Same conversations. Same results. Clients hear your recommendation but can't see why they need it — so they wait. Meanwhile, the agent down the street who can show them the numbers is closing the case.

More effort, fewer closes —
and shrinking client trust
02

More Tools, No System

You add CRMs, calculators, and apps — but none of them connect. You're busy, but your clients still don't have a clear picture of their financial situation. Activity without direction doesn't build a better book.

Time spent on tools, not
on clients who actually close
RECOMMENDED
03

Run the Financial Score

You sit down with a client, run their financial score, and hand them a clear report that shows exactly where they stand. They see their own gaps. They ask what to do next. You write the policy because they asked for it.

  • Clients understand their situation immediately
  • Conversations that close — because clients ask
  • More referrals from clients who trust you deeply
  • A CSA credential that separates you from every competitor
2–3 more policies per month,
starting with your next client

Why Agents Switch to Financial Scoring

Three Things That Change
When Your Clients Can See Their Score

One system. Three outcomes that directly impact your income, your clients, and your team — starting with the very first meeting you use it in.

Write More Policies

When a client can see exactly where their finances fall short, the conversation changes. They're not being sold to — they're being shown the truth. That shift writes more business without the pushback, every single week.

2–3× more policies per month, per agent

Serve Your Clients Better

Run a full financial score in under a minute and hand clients a clear report showing their retirement shortfall, insurance gaps, and tax inefficiencies — in plain language they understand. Better outcomes for them. Deeper trust for you.

48 financial metrics scored across 5 key areas

Build a Stronger Team

New agents can walk into any client meeting with the structure and credibility that normally takes years to develop. Give your whole team a proven process — not just a script — and watch production climb from week one.

CSA Certified Scoring Analyst credential included

What Gets Measured

A Complete Picture Across
5 Key Financial Areas

The Financial Score isn't a guess — it's 48 individual metrics scored across 5 domains, giving every client a comprehensive view of where they stand and exactly what needs attention first.

Financial Score Range
Needs Attention Below Average Fair Good On Target

Income / Debt

Identifies accessible funds and your efficient deployment of those funds. Highlights your current income-to-expense efficiency and debt utilization relative to income.

Investments

Reveals your risk allocation, investment optimization, and diversification profile. Scores the balanced deployment of new capital and use of tax-efficient programs.

Insurance

Reveals the efficient use of insurance for tax benefits and living benefits. Scores benefit alignment in correlation to your client's specific financial objectives.

Real Estate

Identifies balanced equity position and positive cash flow on investment properties relative to debt service. Scores real estate strategy relative to overall net worth.

Retirement Planning

Reveals total asset value relative to age and risk posture proximate to retirement. Scores tax strategy efficiency, estate planning tools, and drawdown readiness.

What You'll Discover on May 20th

Here's Exactly What We're
Covering on May 20th

No theory. No fluff. Three practical things you can apply the moment you leave the webinar — and a live demo that shows you exactly how it all works.

Secret #1

Why Clients Keep Saying "I'll Think About It"

The real reason your best prospects stall — and how showing them their own financial score changes the conversation from "trust me" to "I can see it myself." When clients can see the gap, they close themselves.

What This Kills: "I need to think about it" — for good.
Show. Don't Tell.
Live Demo
Secret #2

The 47-Second Report That Changes Everything

We'll build a real financial score live on the call — 5 category scores, specific recommendations, and a retirement shortfall in exact dollars — in under a minute. If you can send an email, you can run this. Watch it happen live.

5 Score Categories
47 Seconds to Generate
48 Unique Metrics
What This Kills: "I'm not tech-savvy enough for this."
Secret #3

Why Right Now Is the Best Time to Be in This Business

Clients are more financially aware than ever — and more skeptical. The advisors building the deepest trust right now are the ones who can show clients something concrete. We'll walk you through how to be that advisor — starting this week.

What This Kills: "My clients won't trust a computer."
First-Mover Advantage Starts May 20th
Founding Member Offer

One offer. Only available if you show up live on May 20th.

Not from email. Not from the website. Attendees who join us live get founding member pricing, a permanent price lock, monthly access to founder calls, and their CSA credential at the lowest price it will ever be offered.

Secure My Live Seat →

Spots limited to maintain quality

Don't Take Our Word For It

Join the #1 Webinar Audience
in Financial Services

See what happens when agents stop guessing and start using the Financial GPS to diagnose their clients' true needs — week after week.

"Financial Scoring has become the backbone of how we train and develop our agents at Real Financial. Its clear, standardized process empowers even new agents to ask the right questions, deliver a comprehensive financial roadmap, and build client trust quickly. By combining AI-driven insights with a holistic view of each client's financial health and retirement readiness, Financial Scoring has given our agents confidence, our clients clarity, and our business a scalable system for growth."
Evan Schlang
Evan Schlang
Real Financial
★★★★★
★★★★★
"Financial scoring has allowed my agency to ensure a consistent client experience, at scale. Without financial scoring, the client experience falls to the level and experience of the agent. This tool has made our process structured and duplicatable."
Brad Blomquist
Brad Blomquist
Agency Partner
★★★★★
"After 25 years in financial services, I've developed my own way of asking clients the right questions. Financial Scoring has elevated that process — providing sharper recommendations and making the client experience even better. It's a tool that makes me feel I'm delivering the highest level of professionalism."
Scott Zimmerman
Scott Zimmerman
25 Years in Financial Services
★★★★★
"The financial scoring program has so far been worth its weight in gold for our newer agents to be able to uncover more and more advanced market planning scenarios. The platform offers a nice balance of walking before you run strategizing. I would encourage anyone looking to get into advanced markets to take advantage of financial scoring!"
P
Pete
Financial Professional
The Math Is Simple
+2 Policies/month
×
$700 Avg. commission
×
12 Months
=
$16,800 Additional annual income

Results based on conservative estimates from active Financial Scoring users.

The Uncomfortable Truth

If you are not adapting,
you are doing a disservice to your clients.

Your clients are counting on you to guide them clearly. When they can't see their own financial picture, they delay decisions, underinsure themselves, and leave gaps that hurt them for years. The advisor who can show clients where they stand becomes the one they trust with everything — and refer everyone to. The one who can't is getting replaced.

Don't let your competitors have that conversation while you're still trying to explain why clients need it.
I'm Ready — Reserve My Free Spot →

One Click Away

Reserve Your
Free Spot Now

Seats are limited to keep this interactive. Register now and join thousands of insurance and financial professionals on May 20th — free, live, and worth every minute.

  • ✓
    Live Financial Score Demo Watch a real score built from scratch in under 60 seconds — no setup, no tech skills needed
  • ✓
    How to Write More Policies Per Week The exact approach top agents use to open conversations and close them — without chasing
  • ✓
    How to Serve Clients at a Higher Level Give every client a clear picture of where they stand — and what they need to do next
  • ✓
    Founding Member Pricing — Live Attendees Only The lowest price this program will ever be offered — and only available if you show up
🔒 Your info is safe & never shared
📅 Reminder emails before the event
🎁 100% free — no strings attached
MAY 20
The Financial GPS Webinar
Tuesday, May 20th · Live Online Event

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