Who has worked with the The Institute of Financial Wellness?

[Waterfront Financial]

My current IMO had a presentation by The Institute of Financial Wellness that would give us access to a Tom Hegna Approved Software: "That is a game-changing tool endorsed by Tom Hegna himself, proven to enhance your closing rates and boost your success" was the pitch.

We would have a dedicated call center with consumers opting in for a webinars and agents work virtually with consumers in different states where those consumers make appointments with agents. The price is pretty high and the agent would need to get appointed per state in order to close deals.

Erik Sussman CEO was on the presentation and pretty much wanted to be transparent and stated to not expect to generate closings by the 1st to a couple of months and it would take time. I googled them and they only have 7 reviews with a 2.7 score and some agents that are not happy and 42 Facebook reviews that are mostly crypto scams and they have bothered to clean up?

 

[adjusterjack]

The Institute of Financial Wellness

The name itself screams SCAM.

 

[Lloyds of Lubbock]

I know Eric Sussman, he would not be involved in a scam.
Whether or not his system has value, I don't know.
I believe this is a new venture for him.

 

[Waterfront Financial]

I know Eric Sussman, he would not be involved in a scam.
Whether or not his system has value, I don't know.
I believe this is a new venture for him.

My impression is 50/50 on Eric. I do have a 1 and 1 with him to go over the system and be sold on it in April. Its very expensive system even with writing business for my IMO as a discount

 

[Life Hawk]

It's more about contact than content... meaning systems don't close people, people do.

 

[Lloyds of Lubbock]

None of these systems close sales for you.
Whether it's is LEAP Circle of Wealth or whatever, they don't close the sale....you do.
If you are an old baseball fan you may remember Yogi Berra.
When he came up to bat he used to genuflect.
He was once asked if it helps he said "only if you can hit"
If you can't close there is no system that will do it for you.

 

[honestabe]

If you want to spend thousands of dollars for almost ZERO "high quality" appointments as promised, IFW is for you!

And when they can't come through, they offer deferred financing and insurance 101 referral tactics to "beef up your numbers" so you can get the number of appointments they promise with their nonsensical marketing.

I wasted nearly $30K on this pipe dream. Head my words so you don't as well. Easily the biggest waste of marketing money in my many years in the business.

 

[adjusterjack]

Pity you didn't see my comment back in March. I hope others heeded it.

 

[DHK]

I consider Tom Hegna a friend.

That being said, I think Tom Hegna would lend his name to any program that helps consumers to make informed decisions and for agents to make ethical product recommendations. The IFW software - okay. Annuity Genius too.

I haven't (yet) seen Tom Hegna put his name for any particular prospecting system, other than his own seminar selling program.

As Lloyds said - no system will make the sale for you or close it for you.