Up Coming Live Events

Trusted Advisor Success Training
Important Update: Effective immediately our live events will only be for the owners of our specialized systems who have received personal coaching. The change is because
you need the proper tools and a basic understanding of our philosophy to benefit the most from this in depth training.   

(Click Here For Information About Our Group Training)

Trusted Advisor Success Training with the Insurance Pro Shop, in Dallas, GA.

Registration... $1,250.00
$250 Deposit - Remainder Billed 14 Days Prior to Event

Previous attendees can revisit for only $250

2015 Events

$250 Registration Deposit Join Us In Dallas, Georgia...
Thursday, December 10, 2015 / 8:30 AM - 5:00 PM
December 11, 2015 / 8:30 AM - 5:00 PM
Registration Ends November 25, 2015.


2016 Events

$250 Registration Deposit Join Us In Dallas, Georgia...
Thursday, March TBA, 2016 / 8:30 AM - 5:00 PM
March TBA, 2016 / 8:30 AM - 5:00 PM
Registration Ends February TBA, 2015.

$250 Registration Deposit

Join Us In Dallas, Georgia...
Thursday, June TBA, 2016 / 8:30 AM - 5:00 PM
June TBA, 2016 / 8:30 AM - 5:00 PM
Registration Ends May TBA, 2015.

$250 Registration Deposit Join Us In Dallas, Georgia...
Thursday, Sept TBA, 2016 / 8:30 AM - 5:00 PM
SeptTBA, 2016 / 8:30 AM - 5:00 PM
Registration Ends August TBA, 2016.

$250 Registration Deposit Join Us In Dallas, Georgia...
Thursday, December TBA, 2016 / 8:30 AM - 5:00 PM
December TBA, 2016 / 8:30 AM - 5:00 PM
Registration Ends November 25, 2015.


Call 877-297-4608 for Discounts & Group Rates.

Cancellation Policy:
The $250 deposit is non-refundable, but can be applied toward a future boot camp.

100% Money Back Guarantee...
And, you have our guarantee... so you can't lose. You can come to the entire training event, and if at the end you’re not 100% satisfied and believe you can install these programs to increase your income immediately, then just take me or one of my staff aside and let us know and we’ll process your refund right there on the spot.
(There are no refunds once you leave the event.)

Members Of the Better Business Bureau of Atlanta... Since 2005     Secure Payments By PayPal

Financial Advisors Get In Depth Training For...
Recession-Proof Insurance Marketing and Closing 9 Out Of 10 Sales Calls!

Dear Fellow Agents, Advisors and Planners,

Let's start by facing up to a glaring reality. There are only a handful of salespeople in the the financial services industry who are consistently making most of the sales and making most of the money. What is it that they know, that 98% of the other salespeople don’t know?

They know that the 'Hot, New' products and sales ideas that are being hyped, along with the 'Old Fashioned' typical insurance marketing and sales techniques that have been taught during the past 40 years by our companies, recruiters and even the industry gurus have resulted in a deplorable 90% failure rate for new insurance agents, and a very disappointing income of only $40,000 - $60,000 (after expenses) for most experienced agents and financial advisors.

Yes I know, there was a time… before this recession... when you could simply copy the competition and you would stumble upon enough prospects to earn an adequate living... even if you didn't know or understand many of the proven methods and critical strategies of insurance marketing, lead generation, appointment setting and sales.

Unfortunately, those days are LONG GONE!

If you want to take your income to the top of the industry, then you must know what the 'Top 2% Of Producers' know and do what the 'Top 2% Of Producers' do!

At these Exclusive TAST Financial Advisor Training Programs, we'll share what we've learned, tested and refined during the past 30 years, working very closely with the Top 2% of Producers in this industry. Names like Mehdi Fakharzadeh, Edwin Morrow, Jack Gargon, Forrest Wallace Cato, Sandy Schussell, Ben Feldman, Tom Wolfe, John Savage, Van Mueller and others, who shared their "Keys to Success" with us!

You'll learn the exact methods and strategies you'll need to improve your brand, your website, your client communications, your prospecting activities, your events, your messaging, your referrals and your sales skills - all guaranteed to dramatically improve your sales results and profits in 60-180 days!

Yours in success,
Jeremy & Lew Nason
The 9 Out Of 10 Guys...

Working Together, We Can Help You To Make A Positive Difference In People Lives...
 While Helping You To Earn The Significant Six-figure Income You've Been Dreaming About!

Trusted Advisor Success Training - Agenda

Helping Insurance Agents to become the Trusted Financial Advisors people want to see, to quickly create endless streams of new, repeat and referral business!

First Day  (8:30 AM - 5 PM)

Full Breakfast (On Us)

Becoming The Trusted Financial Advisor People Want To See... Introduction and Orientation 

Understanding The Problems Families and Seniors Face Today...

How to Create Your Own Lead Generation Machine in Your Local Community... 

How to Get The Most Out Of Your Seminars and Workshops... 

Full Lunch (On Us)

How to Generate Repeat Sales

How to Generate a Flood of Referrals

How and Why Use Life Insurance and Annuities... Safe Money Concepts


Second Day  (8:30 AM - 5 PM)

Full Breakfast (On Us)

Closing '9 Out Of 10' Sales... Introduction 

Helping Your Prospects to “Get Emotionally Involved In The Entire Sales Process!”... 

How to Get The Fact-Finding Interview Started...

Successful Advanced 'Fact-Finding' Techniques...

Full Lunch (On Us)

Using Simple '5-minute' Presentations to Sell The Concept... For Life Insurance & Annuities

Overcoming Objections Before They Happen...

How To Close '9 Out Of 10' Sales Appointments... The Two Page Presentation

Fact-Finding Review... 

Test, Wrap up, Presentation of Certificates, Publicity Photos...  (Please Come With A Jacket and Tie)


Not sure we can help, or if our services are right for you... Don’t Wait...
Call us toll free to schedule a No Obligation, Free 15 minute consultation. We guarantee you'll be glad you did! Toll Free In US... 877-297-4608 / Direct Line... 770-443-2852 (M-F, 9AM-5PM, EST)

Featured Presenters

Jeremy Nason and Lew Nason... The 9 Out Of 10 Guys!
Come hear the facts, not theory - Advanced Life Insurance and Annuity Marketing, Lead Generation, Appointment Setting and Sales Strategies designed for financial advisors, and proven to work. 

Lew Nason, LUTCF, RFC, CFLA, with his son Jeremy Nason, RFC, CFLA are Award Winning National insurance marketing and sales coaches, trainers and mentors as recognized by the International Association of Registered Financial Consultants, the International Financial Leadership Association, the State of Kentucky and numerous insurance companies.  Click Here for more about them.

Here's what these very successful advisors had to say about our Trusted Advisor Success Training

Roger Brown, RFC, CSA, CFE, MDRT
(41 yrs in the business)

Joe Casey, MBA, FMM
(5 years in the business)

Lewie Wood, CLU, LUTCF, RFC
'MDRT Life Member' - 34+ years

Jim Greer, CSA (18 years)
Missed Fortune TEAM member

Bill Constain (15 years)
More Video Success Stories

Tony Filippone, RFC (14 years)
More Video Success Stories

Get Away From The Typical Hustle and Bustle...

Historic Ragsdale InnThe Ragsdale Inn is a grand southern home constructed in 1905, and filled with antiques that reflect a timeless era.  From the beautiful wrap around front porch to the spacious parlors and banquet rooms, it's like stepping back in time...

103 Ragsdale Place, Dallas, Georgia, 30132 - 770-490-7630


The lodging is at your expense.  You can stay in one of the 3 beautiful rooms available at the Historic Ragsdale Inn. All rooms are on a first come first serve basis, so make reservations early.

Or, you can stay at the one of the several inexpensive hotels within just a few miles of the Historic Ragsdale Inn - Best Western Hiram Inn & Suites, or the super economy Days Inn (not recommended)

If you are flying into the Atlanta Hartsfield Airport, we recommend that you make prior reservations to rent a compact car from Enterprise Rent-A-Car for approximately $150 for the 4 days.  www.enterprise.com  Or, make prior reservations with United Paulding Taxi which provides transportation directly to and from the Atlanta Airport to the Inn or Hotel.  770-445-1989  (approximately $80 one way)

Make Your Trip To Dallas, GA... A Mini Vacation!

Many of our attendees have come to Dallas, Georgia with their spouse and stayed the entire week to enjoy the exceptional golf, fine dining, wineries, historic sites, civil war museums and much more available in the Atlanta area!

Georgia AquariumGeorgia Aquarium
Dive into a one-of-a-kind aquatic experience at the Georgia Aquarium, where imaginations go to play. At the world's largest aquarium, you’ll discover graceful beluga whales, spectacular whale sharks, playful penguins and aquatic animals from around the globe.

Atlanta History Center
The Atlanta History Center features 32 acres of gardens, wildlife trails and woodland areas. The complex includes the 1840s Tullie Smith Farm and the fully restored 1928 Swan House mansion. The museum offers exhibitions on the Civil War, African-American heritage and Southern folk art, with a wing dedicated to the 1996 Olympic Games.

Centennial Olympic Park

Centennial Olympic Park
This unique 21-acre park performs a dual mission: it serves as Georgia’s lasting legacy of the Centennial Olympic Games and it anchors efforts to revitalize residential and commercial development in Georgia’s capital city of Atlanta.

Golf In Atlanta GaGolf in Atlanta
Atlanta has more than 100 golf courses, public and private, in the metro area. Enjoy in-town hot spots such as Charlie Yates Golf Course, North Fulton Golf Course, and Bobby Jones Golf Course. Championship links just outside the perimeter include Stone Mountain Golf Club, Legacy on Lanier Golf Club, Canongate Clubs, and Bear’s Best. If you are in Atlanta in September you can watch the pros at East Lake Golf Club during the finale of the PGA TOUR Playoffs at THE TOUR Championship presented by Coca-Cola.

Georgia Day Trips
Just a short drive north of Atlanta you’ll find gorgeous mountain scenery and hometown hospitality. Wolf Mountain Vineyards is elegantly simple, offering delicious plates paired with Georgia wines. The town of Helen, a re-created alpine village complete with cobblestone alleys and old-world towers is a fantastic family option. Babyland General Hospital, home to the Cabbage Patch Kids, is a unique place where you can take home a hand-stitched baby of your own!

“$270,000.00 of Life Premiums in Only 2 Months”

Randy Delph, RFC, LUTCF, FMM"Thanks for everything.  I've written over $270,000.00 of life premiums in the past two months since attending the (Trusted Advisor Success Training™) boot camp in December... ($190,000 in commissions) Freedom Equity Group  has asked me to do a teleconference to explain how I've accomplished this dramatic increase in my business.  I'll be recommending your system and your boot camp to everyone on the call."
Randy Delph, RFC, LUTCF, FMM - IN, (Freedom Equity Group) (35 years)

"I don't know if would have succeeded in this business except for the systems, training and coaching offered by the Insurance Pro Shop"

"I have followed Lew Nason for 3 years, investing in almost every system and video they offer. I don't know if would have succeeded in this business except for the systems, training and coaching offered by the Insurance Pro Shop. If I could go back 3 years, I would have attended their 'Trusted Advisor' workshop right from the beginning. What a learning experience!"
Alex Onulak,
(4 years)

"I learned from Lew things that were never taught by any of the insurance company trainers that I’ve worked with in the past." 

"With over a dozen years in the financial services industry, I learned from Lew things that were never taught by any of the insurance company trainers that I’ve worked with in the past.  This hands-on “Trusted Advisor Training” in Branson, MO, was absolutely the BEST!  I have previously used several of the other training programs available from the Insurance Pro Shop, but the live interaction with Lew and the other attendees at this training made for a great learning experience.  Any agents or reps looking for the most exceptional training available anywhere in the financial services arena need to call Insurance Pro Shop! Again, thanks for all your efforts as well as the great time and training.  I didn't want the training sessions to end in April and now I can't wait till I'm able to join you all again for another live training.  I look forward to talking to you sometime soon."
Brad Stewart, CA, Family 1st Financial Solutions, (12+ years)

“I have submitted over $30,000 of (Life) business…

Bryan Schurter, FMM, RFCLew and Jeremy, Thank you so much for everything. I don’t know where or how to begin to thank you for all you have done for me. As you know, I have been in this business for 4 years. I was working with another advisor in his office, and have had an average amount of success in helping people. Last year, when I began to work on my own, I knew I needed additional training, knowledge, and support in order to help more people, and to become an excellent advisor. Finding the two of you, and working with the two of you, was the best thing that could have ever happened to me and my clients. I have learned more from the two of you in 3 months than I did in 3 years working with the other advisor in his office (and you are all the way across the country).”

“After doing my first workshop at the end of September, and after getting back in touch with my current clients (through your newsletters) I have submitted over $30,000 of business…. IN JUST ONE MONTH! Although the additional income is nice, without a doubt, the best part of your whole system is the simplicity in helping clients.  I finally feel that I am offering clients more than just retirement planning.  I know that my clients will be better off after meeting with me than they were before.  Your system is so easy to understand, to explain to clients, and to implement, that it’s almost ridiculous.  I am so glad I found you when I did, so early in my career.  I look forward to many years of working with the two of you!  Thanks Again!”
Bryan Schurter
FMM, RFC - CA, (4 years in this business)

"one of the best decisions I have ever made - in my life!"

"Lew, having the opportunity to come to Branson for the Trusted Advisor Success Training ranks as one of the best decisions I have ever made - in my life! The knowledge I've gained in three days is more than I learned in over eight years in the insurance business. Lew, your approach to teaching allowed me to relax and be myself. Again, thanks." John V. Dandridge, IL, (8+ years)

"I learned more in those three days,
then in any other period in my 16 year career."

"The three days I spent with Lew Nason in Branson, Mo. was the most important training I have ever received. I learned more in those three days, then in any other period in my 16 year career. If I had paid twice as much, I still would have paid less than the true value of the course. I wish I would have found his course 16 years ago. The information and format of the overall Trusted Advisor Success Training was invaluable. Thanks Lew!" Michael Hill, SD, (16 years)

"the information we got out of it is life changing."

C.C. Koo, Marketing Director,“Thank you very much for the eye-opening and the best training boot camp I have attended so far. And also thank you very much for your hospitality. The boot camp is worth more than what we paid for and the information we got out of it is life changing. After attending, I now have no doubts about you and your system. You guys are the most honest and truthful people I have met. I wish I had attended the boot camp when I first bought your system about a year ago. From now on I will discard all the other so-called "systems" out there and just follow your system and ingrain it into me so that it becomes a part of who I am and what I represent... "helping people to live debt free and truly wealthy". Thank you very much and hope to see you soon. Yours sincerely,”
C.C. Koo
, Marketing Director, World Financial Group, Canada,
(7 years)

"Every Financial Advisor should learn what you teach"

"Thanks Lew for making your information available. Every Financial Advisor should learn what you teach in your Trusted Advisor Success Training workshops. There are so many things I will be able to put into practice right away. I only wish I would have known all of these things years ago when I was just starting." Lane Schollenbarger, CPA - OK, (20 years)

"the best investment I could have made in my practice!"

 Kevin Davis, NY“Many ‘experts’ claim to have the answers on how to grow your insurance business. It is nice to actually meet someone who really has the tools and strategies needed to succeed. Lew Nason is the person who truly delivers. I attended his boot camps in 2005 (Trusted Advisor Success Training)
and purchased his training kits (Found Money Management) and it was the best investment I could have made in my practice!" Kevin Davis, NY (18 years w/Northwestern Mutual)

 Get The Most Sought After Financial Advisor Marketing and Sales Training In The Financial Services Industry

Learn More About Us...  And Our Affordable, 'Cutting-Edge' Life Insurance and Annuity Sales Systems, Tools, Training and Support For Financial Advisors!

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Keeping The American Dream Alive... One Family At A Time!Keeping The American Dream Alive... One Family At A Time!Keeping The American Dream Alive...
One Family At A Time!

"You Can Make The Difference"

Working Together, We Can Help You To Make A Positive Difference In People's Lives...
   While Helping You To Earn The Significant Six-figure Income You've Been Dreaming About!

Insurance Pro Shop
150 Watson Drive, Dallas, GA 30132-
 (M-F, 9AM-5PM, EST)

Copyright © 2000-15 Insurance Pro Shop® All Rights Reserved
All guest articles © their respective authors

Members Of the Better Business Bureau of Atlanta... Since 2005     Secure Payments By PayPal

Disclosure… The income statements and examples on this website are not intended to represent or guarantee that
every insurance agent or financial advisor will achieve the same or similar results. Each individual's success will be
determined by his or her desire, dedication, effort and motivation to work and use the life insurance and annuity
marketing, prospecting and sales ideas, strategies, tips, tools and training in these programs. There is no guarantee
you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.