This is our Training Program For Agents in eLearning Form please enroll and move at your on pace, the faster you are done the faster you start helping people. If you are looking to offer a unique financial solution, that attracts the largest market in the world, middle class individuals, families, homebuyers and business prospects. You are in the right place!
Prospects come to us because they want to pay debt and liabilities early. These people do business with us because they would like to turn their debt and liabilities in to lifetime income and generational wealth. In most cases they are not looking for life insurance, however we sale a lot of life insurance. That is what we teach!
Are you ready to be the best you can be? Are you ready to go against the grain?
Bolstered by the 2020 Cares Act!
Is this the way to fix a problem or get the desired result? Over a million Americans died from COVID-19, which affected life insurance companies because they had to pay death benefits for all of these people.
With all these deaths the bond market faced huge challenges and Congress had to step in to help stabilize things. What changed during the COVID-19 crisis were IRS codes and how much money we could put in life insurance.
Because of the changes in the IRS codes in the 2020 Cares Act, a life insurance policy can be overfunded with a homeowner’s liabilities or debt, and now anyone can bank like a bank, using life insurance.
Is This a Big Market?
Household Debt Climbs to $18.20 Trillion (NY Fed)
Consumers Spent More Than $5.28 Tillion on Retail in 20243 (Nat. Retail Fed.)
In 2024 Consumers Paid $12.1 Billion on Bank Overdraft/NFS Fees
Confused about my direction, I was not even sure where my next client was coming from?
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After Your Course
Now I can help anyone, from wherever they are now, I have major tools and resources.
Hear from our past students…
★ ★ ★ ★ ★
“I was so glad I found the course and it sure worked for me. I had major objections in the beginning but decided to take a risk, and it ended up paying off big time!”
Toyin Kalu
★ ★ ★ ★ ★
“Before the course I was in a tight spot with my problem. I was ready to make a change and am so glad I found this course. I got the result in 8 weeks and life is so much better.”
Kathy Johnson
★ ★ ★ ★ ★
“I am a completely different person now after this course. I came for some tips and tactics, but this course ended up transforming who I was from the inside out.”
Rocco Balboa
Course Curriculum Below!
The Course Teaches You About A Game Changing Solution!
Debt Elimination
Learn how you can save your clients thousand of dollars on their interest.
Bank Like a Bank
Teach your clients how to use their life insurance policy as the ultimate bank.
Become an FLGPE
Show your clients how they can build generational wealth and develop lifetime income.
How It Works
This course Here’s what you get when you join the Bank Like a Bank course.
✔ Online Courses
Multimedia lessons so you can learn the key ideas, strategies and tactics fast
✔ Sales Training
Daily sales training for technology & Life Insurance & annuities to support you on the path
✔ Community Access
A community of peers that totally “get” you and can support you on the way
Lesson 1 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Betterment Inc Video
Lesson 2 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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What is Financial Wellness?
Lesson 3 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Betterment Inc – B2B Website
Lesson 4 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Worksite Productivity Presentation
Lesson 5 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Employee Preventive Care
Lesson 6 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Why Brokers Should Partner with Betterment Inc
Lesson 7 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Financial Wellness Benefit Brokers
Lesson 8 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Financial Wellness PEO
Lesson 9 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Mega HSA – Fund Matching Account
Lesson 10 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Financial Wellness Video
Lesson 11 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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Great Employee Benefit!
Lesson 12 of 12 within section Module 14 – B2B – Betterment Inc. – Financial Wellness Ecosystem.You must enroll in this course to access course content.
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A Properly Constructed IUL?
The CARES Act, passed in 2020, brought several changes to the IRS codes 7702 and 101(a), which impacted the Index Universal Life (IUL) insurance policies, along with other life insurance policies.
Difference 1
The technology acts like a GPS, directing funds in the most efficient way to pay off debts earlier than the standard term.
Difference 2
This is an advanced financial strategy that goes much further than the “Infinite Banking Concept” or “Bank on Yourself.
Difference 3
Earnings within this policy are not taxable. Furthermore, loans against the policy typically aren’t considered taxable income.
Meet Your Instructor
Ron Harris
Ron Harris, MBA, MBE, Certified Financial Educator (CFEI), Author, Insurance Professional and CEO of Financial Literacy Group, LLC, was born in Los Angeles, CA. Ron earned a master’s degree in global marketing and communications at the University of Essex, UK.
Ron Harris is an entrepreneur who has over 20 years’ experience researching, developing integrated sales and marketing strategies that have launched new solutions and technological products for startups, SMEs, and corporations. Ron has worked with companies such as Union Bank of CA, Prudential, KCBS, KCAL, KTLA, FatBurger, the Dial Corporation, Sunkist, MSE, ILG and DocuWise.
For the last 7 years Ron has been helping people on Main Street manage their finances like people who work on Wall St.
Ron has traveled across the US and to over 40 countries to study causes of wealth disparity so that he could apply this knowledge at home in the United States. Ron is dedicated to helping working class people optimize their personal financial positions, improve their lives, retire with dignity and build generational wealth.
He has been there and done that. He’s here to accelerate your progress and save you years of research.
Stop the Frustration!
Get Off The Hamster Wheel!
Frequently Asked Questions
Will it work for me?
If you are serious, qualified, and ready to put some effort into it, then very likely yes!
When does the course start and finish?
This course is “evergreen” and self-paced, which means you can enroll and begin at any time.
What do I do if I need help?
Email us anytime and come with questions to the daily or weekly sales calls.
The course is free?
No Charge. We stand behind our training 100%. Send us an email with your request.
When will I get access to the course?
After checkout, you will get full, instant access immediately.
You will receive a special code!
Yes Free! When you go to check out you can pay using the code we sent to you.
Now Is Your Time!
Danger In Staying The Same Or Choosing The Wrong Guide & Carrier…
⚠ More Of The Same
What happens if they keep doing the same thing trying to fix the problem?
⚠ Be The Answer
What happens if they choose the wrong people or company to help them?
Call To Action—It’s Time To Make a Move!
Will you join us on a journey that has changed the lives people just like you, who have reached great success through our unique method and incredible support?
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