Tech & Marketing Package

Just what you need to give your business a boost
We will support you in the lead outreach process

In order to provide proper marketing, CRM and tracking, the Tech & Marketing Package is required for anyone participating in leads

Access to leads through Forge Financial
Recurring marketing from Forge to your leads
CRM management though Monday.com
@theFinancialForge.com Email address
Custom Calendly.com scheduling links
$100
/month
There are no refunds for this package. Please give us 30 days notice before cancellation of contract with Forge.
We're not just providing some of the highest quality leads, we're here to help you build a business.

Forge has some of the highest quality partnerships in the industry. As a result, we have consistently higher quality leads for both health insurance and life insurance. We expect a lot from our partners but we give a lot in return.

Build residual income

We want your income to skyrocket - but lets be clear, its going to take hard work.

Tech to match

We know it takes a powerful system to build a profitable business. We work hard to provide both.

Appreciated

We're independent but not alone. We strive to create a group of agents dedicated to providing the highest quality service with the highest quality support.

Training - concept to field

We don't take anyone brand new to sales and financial services. That being said, every product and specialty has its nuances. we'll help you master them.

Just a matter of time...

Ok, and effective effort. But the point is we want you to reach your goal of a passive income stream that provides an excellent quality of life. While we own the book in the beginning, you retain the income so long as the clients stay happy. As we get closer to your retirement goals, we'll have solutions to facilitate.

Multiple paths to success

While a long term business in financial services requires residual income for viability, we also know that takes time. We set up our partnerships in a way to allow larger upfront income while building your long-term book.

Kill the "WAITING" - Move Straight to "Investment-Ready"

We're going to talk about 3 actions you can do to eliminate the extra time spent "waiting" to invest.

Death and Taxes... We Can't Help you Avoid Both

While we can't do anything about your death, we can talk to you about a strategy which could help you avoid taxes when you really need them the least.

There’s so much more to it!

Developing a successful digital product is a complex process that requires choosing the right partner, applying innovative solutions, and following reliable processes.

See our blog
See our Blog