Webinar: Transform your Client's Financial Future with the Debt Action Plan! by NFI Solutions

About This Webinar

Agency Rocket's Debt Action Plan platform gives you all the tools you need to market to your clients the concept of utilizing participating whole life insurance as their own personal bank they can use to pay off debt, pay for future expenses, reduce taxes, reduce interest payments, and increase their retirement savings!

Want to know more? Join NFI Solutions as we get walk through the platform with Agency Rocket!

Presenters

NFI Solutions

Preferred IMO

At NFI Solutions, we bring our knowledge to work for you. We will always strive to provide the best service and business support possible. It is our goal to exceed your expectations with our wide range of case design and client branding services. Whether you need a professional team to take over your task or help with learning the basics of today’s innovative technologies, at NFI we can help you succeed by showing you how to get better, faster results.

Sean C. Meenan

Chief Executive Officer at Agency Rocket, LLC

As CEO, I oversee the operations, compliance, budgets, and growth of our company as well as the expansion of our marketing teams throughout America. With a team of full time developers on staff, Agency Rocket has invested a considerable amount of time and resources in the creation of a world class state of the art marketing platform, unrivaled in our industry. Because of this innovation in technology and the wide use of social media platforms, we help insurance agents take a marketing approach - not a sales approach - to cash value life insurance.

Professionals from multiple verticals are thriving with the tools and technologies we have developed.

Helping families grow their money Risk Free and Tax Free is our battle cry... and helping professionals inside and outside of the traditional life insurance industry to monetize their client base is our mission.

Providing a system that focuses on educating clients how to buy instead of training agents how to sell is our unique differentiator!

Jon Phillips

President at Agency Rocket

I’ve spent many years developing marketing & sales systems currently used by thousands of insurance agents. The most popular being the “Debt Action Plan”, which is a participating whole life debt elimination/banking system as well as the “My New Retirement” sales system which helps clients build a risk-free, tax-free retirement using an indexed universal life policy.

Having been involved in many start-up companies, I am a results-oriented executive with expertise in leading and scaling business operations while strengthening business performance though agile software development. I have worked on a vast array of systems in numerous industries, with a specialty in financial services. I am a problem solver and skilled diplomat with the ability to communicate with business leaders, technical teams and staff to develop and recommend solutions aligned to business goals.