What is the Velomon Group?

The word “Velomon” is a play on the phrase ‘velocity of money’ – an outcome our company’s distribution partners create for our clients; and an outcome the Velomon business model creates for its distribution partners.

The mission of the Velomon Group is to become a major player in the sale of life insurance and annuities – particularly indexed universal life and indexed annuities.  We will accomplish this by combining the existing brand equity of Education Planning Resources, the Fortune Builder Wealth Plan, and the CharitabLiving Plan – to provide a platform for incredible success – both for our agents and the Velomon Group.

Our goal is to Change the Way America Saves Money and Builds Wealth.  By focusing on the unique and powerful benefits offered by our two primary products, we have an answer to financial security, independence, and retirement income that most Americans don’t know exists – but once discovered, they enthusiastically embrace.

Indexed Universal Life Insurance and Indexed Annuities are among the hottest financial products on the market.  When structured properly, they represent

  1. A risk-free savings and wealth accumulation vehicle,
  2. They produce an extraordinary amount of tax-free income,
  3. They guarantee income for life regardless of age, and
  4. They provide a package of ‘living’ benefits that plug financial voids in peoples’ lives – like long-term-care.

In total, the power of today’s indexed life and annuity products are unparalleled.

EPR is a Detroit-based insurance agency that has developed and perfected a lead generation and fulfillment strategy by offering free college planning to parents and students nationwide.  College costs can be reduced substantially through income and asset repositioning; and indexed life insurance and indexed annuities are ideal recipients of those assets as they escape the FAFSA process, which determines a family’s Expected Family Contribution (EFC), and in turn lowers the cost of college.

Fortune Builder University and the Fortune Builder Wealth Plan are trademarks of Fortune Financial Group, an Indianapolis-based insurance marketing consultancy that provides tools, training, and resources to independent insurance agents nationwide on a subscription basis.  With more than 300 present or past agent/clients to draw from, Velomon’s agent recruiting, training, and coaching will be unmatched in the industry.

The CharitabLiving Plan is also a property of Fortune Financial Group, and consists of a sales and marketing concept to help churches, charities, non-profits, foundations and endowments both 1) raise new money from new supporters without the need for the donor to depart with assets or income, and 2) provides an investment vehicle for foundation/endowment capital that meets the investing criteria of the organization.

Since the number one challenge most independent insurance agents have is getting in front of a sufficient number of qualified sales prospects, the three brands, individually and combined, represent a powerful combination that will be highly attractive to the best agents in the industry; as well as those outside the industry.