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Last Event For 2012
Financial Advisors To Get Training For...
Recession-Proof Insurance Marketing!

A Seat is Reserved for You...
Trusted Advisor Success Training

TEN NEW AND ALREADY PROVEN STRATEGIES
TO HELP YOU BECOME A "CLIENT MAGNET" DURING THIS RECESSION!

"With Highly Acclaimed Special Guest Speakers"

Dear Fellow Agents, Advisors and Planners,

Remember When… In the good old days you could hang your shingle and get plenty of prospects knocking on your door... There was a time when you could copy the competition and get at least a few clients... Unfortunately for you and me, those times are long GONE. There is no lazy man's way to instant riches. 

And, unfortunately, if you can't give your prospects a good reason to choose you over the competition... things could get much worse.  If you can't give your clients a good reason to keep doing business with you... things could get desperate and at that point... you may not have the financial resources to wait things out, in hopes that things will get better.

The harsh reality is that it’s tough to get and keep enough clients to survive when the economy is working against you.  You must the master the skills needed to thrive in any economy... no matter what.  Whether you are a beginner or a veteran you simply must master these 3 things:

  • attract the right prospects

  • get more of those prospects to hire you

  • get more referrals for highly qualified prospects

Until you can do these 3 things you don't have a financially secure business... you, have a hobby.  Whether you are an attorney, insurance agent, chiropractor, financial planner, dentist, graphic designer, accountant, writer, therapist, or coach... you have to sell your products and services or you don't have a business... you have a very expensive hobby.  

What we are going to show you eliminates every single problem you have (or thought you have) when it comes to getting prospects, filling your appointment book, and getting hired. There's no reason to feel desperate about getting and keeping clients, because you are fully capable of taking the reins and gaining full control over your success.

Your frustration with selling your products and services isn't without merit.  It's always been a whole lot easier to sell a tangible product than it ever is to sell an intangible product or service.

Worse yet... most insurance and annuity marketing and sales training programs offered today just don't work in a struggling economy.

Selling any type of intangible product or service is always a complex high-value sale... and that's exactly why the typical ‘quick fix’ marketing and sales techniques taught today don't work.  In fact, those marketing and sales techniques cause you to burn your bridges and ruin your chances of working with the people you try them on.

Worse yet, most of these marketing and sales programs cost tens of thousands of dollars not including... travel, meals, and lodging costs... or the cost of your time away from your family and business (which you can never get back).  All to learn techniques scientifically proven to fail you!

You need a proven resource that shows you step-by-step exactly how to go from starting a new business with no clients to building a thriving... financially secure business with high-quality clients -- in short order.  On top of that you need to get the help you need... when you need it... on your time schedule not someone else’s!

The last thing you need is to spend your time on things that don't work... you need to limit your focus to the actions that produce results.  You need to stop doing the things you've been told to do that don't work.  Plus, you need to leverage and adapt the things you are already doing.

Bottom line... You need to know how to market and sell WITHOUT acting like an ordinary salesperson.

That’s why we’ve gone through the time, effort and expense to create our specialized systems, with ongoing coaching, plus this Trusted Advisor Success Training live event and our Trusted Advisor Mentoring Program™.

Special Live Three-Day Training Event

If you want to be ultra successful and earn the significant six-figure income you are capable of, then You Must Make The Transition From Just A Salesperson To The 'Trusted Advisor' That People Want to See!

And, you'll learn how, by attending this important event...

You’ll learn...

  • How and why to tap into the virtually untapped Middle Income Family and Retiree markets to consistently sell more life insurance, annuities, investments and your services!

  • How to create your own Marketing Machine - A machine that ensures you have a steady stream of the right prospects... In Spite Of The Current Economy and Bad Publicity!

  • How to consistently generate your 'Ideal' life insurance, annuity, investment and financial planning leads... even if you have 'No Money!'

  • The secrets of how to consistently... set appointments with 90% of your seminar and workshop attendees... right at your events!

  • A much simpler and more effective way to attract the 'right' prospects for... Money For Life, Missed Fortune, Infinite Banking, LEAP and the various Retirement Planning, Pension Max, College Funding and Annuity Sales Programs!

  • How to make yourself referable, to get 40% of your sales from referrals, within a year... without begging!

Plus you learn...

  • How to conduct a proper fact-find to help your prospects to establish their priorities, so they practically sell themselves and you'll... Close '9 Out of 10' Sales!

  • How to 'Find The Money' to fund those cutting-edge life insurance and annuity sales strategies, to consistently close more and much larger sales.

  • How to build strong relationships, credibility and trust to... shut out your competition!

You'll Become The 'Trusted Advisor' People Want To See,
While Earning the Accredited 'RFC' Designation

 from the 'International Association of Registered Financial Consultants'

Yours in Success,
Lew Nason

P.S. Comparable training from other sources will cost you $5,000 to $10,000, not counting the travel and lodging expense!

Dr. Robert Anthony, a noted American psychiatrist, said, “Most often, the thing you resist is the thing you most need to do.”  Stop resisting!  You can always find reasons not to act.  Have the courage to advance your sales in your market now!  Be where you need to be - and then you can go where you want to go.  Be at the next IPS Workshop for your meaningful sales empowering experience.  Take advantage of the great bargain prices (fully tax deductible) now available to you and make the most of your time with Lew, Jeremy, Wally and our special guest speakers.

Current Dates   Agenda   Future Dates   Video Testimonials

 
 

 

 

 

“Discover... How New And Experienced Advisors Are Routinely Earning $20,000 - $50,000 Per Month, Within
30-60 Days Of Attending This
Extraordinary Training”

Watch this video >>>

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

"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)

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

More Video Success Stories

Jim Greer, CSA (18 years)
Missed Fortune TEAM member
More Video Success Stories

Presented by Lew and Jeremy Nason... The 9 Out Of 10 Guys!
Come hear the facts, not theory - Marketing, Lead Generation, Appointment Setting and Sales Strategies designed for financial advisors, and proven to work. 
Lew Nason, RTIA, LUTCF, RFC, with his son Jeremy Nason, RFC are Award Winning National marketing and sales coaches, trainers and mentors as recognized by the 'International Association of Registered Financial Consultants', the state of Kentucky and numerous insurance companies.  To find our more about them... click here

 

Guest Speaker... 'Professor' Rodney D. Ballance, Jr. FIC, CCIA
Dubbed “The Father of Financial Literacy”, Rodney Ballance Jr. uses his 20 years of experience as an award winning, licensed financial professional to educate the public about how money works. He believes that when people know how to make money work hard for them, they don’t have to work so hard for their money. He is the founder of the Financial Leadership Academy and the Ambassador program for financial advisors.

Mr. Ballance is a professor at Mid-Atlantic Christian University where he serves on the adjunct faculty teaching personal finance courses.  He has authored three books, the latest being “The Love of Money” which has been widely accepted as a text book in Universities.  This book has been a top shelf seller in Countries all over the world. Ballance is a professional speaker and a guest on radio and television programs internationally. He is a regular contributor and financial expert for CBN television, the former financial expert for The American Family Association radio network, and the host of his own nationally syndicated radio program called “Ballancing Your Budget”http://rodneyballance.org/

Join Us In... 'Branson Missouri'

 
DATES And TIMES...
Wednesday, April 18, 2012 / 9:00 AM - 5:00 PM
Thursday,
April 19, 2012 / 9:00 AM - 5:00 PM
Friday,
April 20, 2012 / 9:00 AM - 4:00 PM
 

________________________


Your Investment Is Only... $995

$250 Deposit - Remainder Billed 14 Days Prior to the Event
Comparable training from other sources will cost you $5,000
to $10,000,
not counting the travel and lodging expense!

(Download Conference Packet)

 

Guarantee your seat today by registering now..

Seating is limited to only 30 attendees for individualized training - Register Now! 

  
 

“bring your best friend or associate and you both get 25% off.”

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

 

Agenda   Future Dates   Video Testimonials

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 systems to increase your income immediately, DRAMATICALLY...
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.
 

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

“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)

Bill Constain (15 years)
More Video Success Stories

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


Trusted Advisor Success Training... Agenda

Helping Insurance Agents and Financial Advisors to quickly create endless streams of new, repeat and referral business!

First Day - Consistently Attracting The 'PERFECT' Prospects!

9:00 - 9:20 AM    Introduction and Orientation... 

  • Making The Transition From Just A Salesperson To The 'Trusted Professional' That People Want to See!
  • Review of the Financial Problems People are Facing Today... and How To Help Them!
  • Identifying Your Best Prospects... The people you have the best chance of attracting and selling!

9:20 - 10:10 AM    How You Can Become The 'Trusted Professional' People Want To See... 
                              
to create endless streams of new, repeat and referral business!

  • How to consistently generate your 'Ideal' life insurance and annuity leads... even if you have 'No Money!'
  • How and why to tap into the virtually untapped Middle Income Family and Retiree markets to consistently sell more life insurance and annuities!
  • How to attract and set appointments with more of the 'Right Prospects' each month, than most advisors will see in an entire year!
  • Properly using Joint Venture Partners, Endorsements From Local Associations, Booklets and Free Reports, Monthly Newsletters, Annual Reviews and more!

Morning Break

10:20 - 11:10 AM    
How to Create Your Own Marketing Machine - A machine that ensures you have
                                 a steady stream of the right prospects... In Spite Of The Economy and Bad Publicity!

  • Learn a non-threatening way to have your current Clients, Friends and Family to come to you, and be getting a steady flow of great referrals.  And much more!
  • Attracting the right prospects for Money for Life, Missed Fortune, Infinite Banking, Circle of Wealth, LEAP and the various Retirement Supplement, Pension Max, Equity Management, College Funding and Annuity Sales Programs!

11:10 - 12:00 AM    The Power Of Free Education Workshops and Dinner Seminars...

  • Why an Educational Workshop verses a Dinner Seminar?
  • What’s The Main Objective Of A Workshop or Seminar?
  • How to offer an Educational Workshop... for under $100!
  • Why Most Advisors Are Only Getting A 10-20% Appointment Rate From Their Events!
  • The Secrets to Setting Appointments with 90% of Your Workshop or Seminar Attendees!
  • Why You Never Ask For An Appointment!

Lunch Break  (Enjoy Southern Cooking at it's best)

12:40 - 2:10 PM     Preparation for a Successful Client
Education Workshop or Seminar...

  • Where to hold your workshops and seminars!
  • Who to invite! 
  • What's not working!
  • How to maximize attendance! 
  • Follow-up calls! 

Afternoon Break 

2:20 - 4:00 PM     How YOU Can Get Off To A Fast Start, Even If You Have NO Money...

  • Designing YOUR own marketing plan!

  • Who Are YOUR Best Prospects?

  • How Do You Get YOUR Story Out There?

  • How Do You Get YOUR Prospects To Call You?

4:10 - 5:00 PM     Marketing Review... 

-------------------------------------------------------     

Second Day - Join us for a live taping of the 2012 Financial Leadership Conference in Branson, Missouri April 19th, 2012.

-------------------------------------------------------

Third Day - Fact-Finding and Closing '9 Out Of 10' Sales! (Please come with Jacket and Tie)

9:00 - 10:10 AM    Successful Advanced 'Fact Finding' Techniques...

  • Transitioning from a Sales Person to 'The Respected and Trusted Financial Professional!

  • The Purpose Of A Fact Find?

  • Why Advisors Have Trouble with Fact Finds!

  • Needs Verses Wants!

  • Helping Prospects To Sell Themselves!

  • Using the two-call close.

Morning Break   

10:20 - 11:30 AM   Successful Advanced 'Fact Finding' Techniques... (continued)

  • How to conduct a thorough fact-find to help your prospects to establish their priorities, so the practically sell themselves and you'll... Close ‘9 Out of 10 Sales!’

  • Transition To The Fact-Find... with the Script for the first meeting!

  • Becoming the Trusted Financial Professional with Emotion Based Questions!

  • Using simple 5-minute presentations to overcome objections!

Lunch Break

12:10 - 1:00 PM     Successful Advanced 'Fact Finding' Techniques... (continued)

  • A much simpler and more effective way to use the powerful Sales Strategies found in... Money For Life, Missed Fortune, Infinite Banking, LEAP and the various Retirement Supplement, Pension Max, College Funding and Annuity Sales Programs!

  • How to 'Find The Money' to fund those cutting-edge life insurance and annuity sales strategies, to consistently close more and much larger sales!

Afternoon Break

1:10 - 2:15 PM     How To Close '9 Out Of 10' Sales Appointments...

  • How to transition and secure the second appointment for the closing interview!

  • The Closing Interview... Using a Simple Two-Page Presentation to Close 9 Out Of 10!

2:15 - 3:00 PM  RFC Certification Exam and Exam Review...

3:00 - 4:00 PM  Wrap up, Presentation of Certificates, Photos...  (Please Come With A Jacket and Tie)

Current Dates  Agenda  Future Dates  Video Testimonials

“I have submitted over $30,000 of (Life) business…
IN JUST ONE MONTH!”

Lew 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)

Future DATES And TIMES...
'Click On Dates To Register Now'

 April 18, 19 & 20, 2012
In Branson Missouri

Current Dates   Agenda   Video Testimonials

The Best of the Best, Speakers and Advisors alike, enjoy their days at
the Trusted Advisor Success Training with the Insurance Pro Shop.

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every agent or 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 and sales tips, scripts, 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.