GET STARTED TODAY!
To implement the Missed Fortune strategies,
it's a simple three step process.
Step 1: Simply give us a call for a brief 10 minute interview at 888-987-5665 or complete our on-line questionnaire. Based on your input we will match your specific needs with a financial professional that best meets your criteria and
financial situation.
Step 2: Your contact information will be passed directly to the TEAM trained professional/MFA member that best meets your specific needs. Be assured, that
your personal information will be securely handled and will be given only to the
professional that will be contacting you.
Step 3: You can expect to be contacted by this TEAM trained professional/MFA member within just a few days. You can then begin to determine by meeting with this financial professional, how the Missed Fortune strategies will work for you.
Does it cost to meet with someone who will help me determine
how these strategies work for me?
No, it does not. While each professional’s time is extremely valuable, they receive their compensation directly from the insurance company, when you create your own Missed Fortune insurance contract.
What credentials or training should I look for in a financial professional?
Ask your financial professional if they have been TEAM trained and are a current member of Missed Fortune Associates. These in depth trainings are necessary to insure that your financial professional has spent the necessary time and energy to understand these strategies and their proper application. If you would like to know if your financial professional is TEAM trained and a current MFA member contact our Client Relations Department at 888-987-5665 or crd@missedfortune.com
Can I work with the Missed Fortune office directly, even if I don’t live in Utah?
Yes, you can. Just make sure and let us know during the brief interview or on
the questionnaire that you would prefer to work with our office directly.
When working with our office, and you are not in our immediate area, we
meet via the internet with on-line meetings, by phone, e-mail and possibly
face-to-face. This method has worked successfully with many of our
nationwide clients for many years.
If I don’t want to work with the Missed Fortune office directly, how do I
find a financial professional in my area who knows how to implement
these strategies correctly?
Once we get to know your financial needs, we’ll match you with a financial professional that best meets your criteria and financial situation. Your information will be passed directly to the TEAM trained professional/MFA member that best meets your specific needs. Again, your personal information will be securely handled and will be given only to the financial professional that will be contacting you. You can expect to be contacted within just a few days. You can then meet to determine how the Missed Fortune strategies will work for you.
Do all financial professionals understand how to properly apply the Missed Fortune strategies correctly for their clients?
No! Please understand that not all financial professionals understand how to structure these insurance contracts correctly. Ask your financial professional
if they have been TEAM trained and are a current member of Missed Fortune Associates. If you would like to know if your financial professional is TEAM trained and a current MFA member contact our Client Relations Department
at 888-987-5665 or crd@missedfortune.com
What is a TEAM trained financial professional and how does it differ
from Missed Fortune Associates?
TEAM training is an intense three day experience for financial professionals such as insurance agents, mortgage planners, CPAs, attorneys, and real estate professionals. This intense curriculum focuses on the Missed Fortune strategy, application, and client experience. Missed Fortune teaches these professionals how to structure insurance policies in accordance with the Missed Fortune philosophy. Missed Fortune Associates (MFA) is a higher level of designation within the Missed Fortune professional community.
What is Missed Fortune Associates (MFA) and is it important that my financial professional has that credential?
Missed Fortune Associates (MFA) is a federation of financial service industry professionals committed to the highest standards of Missed Fortune implementation in the industry. The MFA membership adheres to a strict Code of Ethics and Rules of Engagement agreement, that serves the best interest of its clients. As a community, its membership is committed to optimize both the financial and human assets of all of its clients. Each MFA member has completed TEAM training, passed a Missed Fortune proficiency exam, signed a Code of Ethics Agreement, had three of their Missed Fortune cases audited and reviewed, and undergone a background check.
Can I get a list of all the TEAM trained/MFA professionals who are in my area?
Based on the information you give us during a brief interview or on-line questionnaire, we match your specific needs with the right financial professional. Our experience over the years has taught us that this by far reduces the amount of work for you and for our trained professionals/Missed Fortune Associate members. We take the guesswork out of it for you.
|