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'Trusted Advisor Success Training'

Annuity and Life Insurance Marketing,
Advanced Lead Generation and Sales Skills Training

For Insurance Agents, Financial Advisors, Financial Planners, P&C Agencies


A Seat is Reserved for You...
You are cordially invited to attend the Financial Advisor Success Training classes.
Limited to 30 people, so guarantee your seat today!

Dear Fellow Advisor,

Are you concerned about the current state of the economy and all the bad publicity?

Tired of high cost lead and seminar programs that make big promises, but don't deliver?

Frustrated with the lack of results you are getting from the 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!

Wonder how you will attract and sell enough life insurance and annuity prospects in 2010?

If you answered yes to any of these questions, then you do not want to miss this important and timely training event.

Special Live Two-Day Training Event

Since 1982, I've enjoyed a good measure of success in this business: eight years in personal sales.  The remainder of that time recruiting and training financial advisors.  And, I can tell you that prospecting doesn't have to be hard, or frustrating.  You don't have to be making 100s of cold calls each week.  You don't have to go broke buying leads.  And, you don't have to take a cut in your commissions to get leads.

You’ll have more leads than you can possibly see...  If you uncover how to identify your IDEAL prospects, and then learn the 'insider secrets' of how to attract them to you!

It’s a sad truth that most agents and advisors never uncover how to have fast, easy, and consistent streams of business.  That’s why we developed this Advanced Annuity and Life Insurance Marketing and Sales Skills Training.

It’s a 2 day event, giving you the secret proven marketing, prospecting, appointment setting and sales skills strategies, which have taken me over 28 years to uncover, refine and perfect. These are the 'Insider Secrets' shared by the true industry legends Ben Feldman, John Savage, Mehdi Fakharzadeh, Frank Bettger, Thomas J. Wolff and others.

You too can be in front of lots of interested, qualified prospects, in only a few days from now, using these 'timeless' proven strategies.  And, within a few months you'll be working a lot less hours, making a lot more money and be enjoying life more!

You’ll learn...

  • 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 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 and annuity leads... even if you have 'No Money!'

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

  • 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 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!’

  • 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!

And, you'll earn a legitimate industry recognized designation...
Earn the accredited, industry recognized 'RFC' designation (Registered Financial Consultant) from the 'International Association of Registered Financial Consultants'

If you want to be ultra successful and earn the significant income you are capable of, then you must learn how to differentiate yourself from all the other agents, advisors and planners out there selling life insurance and annuities.  Your prospects, clients, friends and family must see you as more than just another salesperson. 

You must become the most Recognized and Trusted Financial Advisor in your local community! 

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

Yours in Success,
Lew Nason

P.S. Comparable training from other sources will cost you $5,000 to $10,000!

Current Dates   Agenda   Future Dates   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”

“$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 in the business)

Endorsement from the International Association of Registered Financial Consultants...

“Both Jim Lifter and I really enjoyed the 'Trusted Advisor Success Training.' It was obvious from their enthusiasm that all of the attendees were profiting from your wisdom and very sound practical advice. It was refreshing to be part of the curriculum that was presented to this diverse group of advisors. They received the benefit of your advice, research and experience in a fashion that made it easy to assimilate. You certainly ‘Found Money’ for all of them, and they will find a lot more for their clients when they return to their practice!”

Edwin P. Morrow
,
CLU, ChFC, CFP, RFC, CEP,
Chairman & CEO of the IARFC

Presented by Lew and Jeremy Nason...
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, LUTC Graduate, RFC, with his son Jeremy Nason, RFC are Award Winning Nation 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

 

Special Guest Speaker...  Cato Says: "You Can Cut A Greater Figure!"

Forrest (Wally) Cato, RFC, RFMA, CRR, CPC - Wally is an Internationally Renowned Speaker and Legendary Publicist to the Financial Services Industry who will discuss how to get free publicity... that will make you famous!  Wally has made placements on 60 Minutes, 20/20, etc.  He has interviewed five US Presidents in the Oval Office and has co-authored or ghost written seven books appearing on the New York Times best-seller list.

Plus, you'll earn a legitimate industry recognized designation...
Earn the accredited, industry recognized 'RFC' designation (Registered Financial Consultant) from the 'International Association of Registered Financial Consultants'

Join Us At The... 'Historic Ragsdale Inn'

Historic Bed and Breakfast & Special Event Facility

Within a quick ride the Hartsfield Atlanta Airport 

DATES And TIMES
...
Wednesday, October 20, 2010 / 9:00 AM - 5:00 PM
Thursday,
October 21, 2010 / 9:00 AM - 5:00 PM


Your Investment Is Only... Only $1,695
$250 Deposit - Remainder Billed 14 Days Prior to the Event
Comparable training from other sources will cost you $5,000 to $20,000!

Guarantee your seat today by registering today...

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

 
Agenda   Future Dates   Testimonials

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.

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

Historic Ragsdale Inn

The 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

www.theragsdaleinn.com

The hotel room is at your expense.  You can stay in one of the three beautiful rooms available at the beautiful Historic Ragsdale Inn - special discount - all rooms $69.95, on a first come first serve basis. Or, stay at the Holiday Inn Express, within just a few miles of the Historic Ragsdale Inn.

If you are flying in, we recommend that you make prior reservations to rent a small compact car from Enterprise Rent-A-Car for our corporate rate of approximately $75 for the 48 hours. (Call for our Corp. Account #)  www.enterprise.com 

Or, make prior reservations with United Paulding Taxi which provides transportation directly from the ATL Airport to the Inn or hotel.  770-445-1989

"More Success in 3 Months than Entire Past YEARS!"

"Thanks so much for all you are doing with your coaching and your systems.  I purchased the Found Money Management™ Life Sales system a couple years ago, but like many of us, didn't get rolling on it until last fall.  It was really a big mistake to put off starting in!  I began to earnestly study your questioning techniques and began to apply them to my practice.  I saw increasing results as I began to become more proficient and more confident.  The first 3 months of this year have been more successful than most of my past "YEARS!"  In fact, I am about to do another Found Money Management™ seminar and had to add a 4th day as we are over 185 reservations with about 15 on a wait list. 
My advice to all the other planners is to jump in, do the work, and the results will surely follow." 
Rick White
, RFC, FMM, BA - NC,
(Over 28 years in Financial Services) American Planning Group, Inc.


Financial Advisor Training Agenda

 

"Helping average people to learn how to spend, save, invest, insure and plan wisely for the future, to achieve financial independence."

 

First Day - Consistently Attracting The 'PERFECT' Prospects!

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

  • Making The Transition From Salesperson To A 'Trusted Financial Advisor!'
  • Becoming A True Financial Planner?
  • Review of the Financial Problems People are Facing Today!
  • Identifying Your Best Prospects... The people you have the best chance of attracting and selling!

9:20 - 10:10 AM    Attracting A Consistent Flow Of The Right Prospects...

  • How to attract 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, and more!

Morning Break

10:20 - 11:10 AM    Attracting A Consistent Flow Of The Right Prospects... (continued)

  • 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 or Dinner Seminar?
  • What’s The Main Objective Of A Workshop or Seminar?
  • Why Advisors Are Only Getting A 10-20% Appointment Rate From Workshops and Seminars ?
  • Setting Appointments with 90% of Your Workshop or Seminar Attendees!
  • Getting Your Audience Emotionally Involved!
  • Why You Never Ask For An Appointment!

Lunch Break

12:40 - 1:10 PM  
 Preparation for a Successful Client Workshop or Seminar...

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

1:10 - 2:00 PM     Cato Says: "You Can Cut A Greater Figure..." By Wally Cato RFC, RFMA, CPC

  • The Benefits of Image Branding! 
  • The Value of a Press Kit.
  • How to get $100,000 of FREE Publicity that will make you famous in your local community!
  • How to shut-out your competition!

Afternoon Break 

2:10 - 2:30 PM     Publicity Photos...  (Please Come With A Jacket and Tie)

2:30 - 4:10 PM     How YOU Can Get Off To A Fast Start, Even If You Have No Money...

  • 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 - Fact-Finding and Closing '9 Out Of 10' Sales!

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

  • The Purpose Of A Fact Find?

  • Why Advisors Have Trouble with Fact Finds!

  • Needs Verses Wants!

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

  • Helping Prospects To Sell Themselves!

  • Using the two-call close.

Morning Break   

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

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

  • Trusted Financial Advisor with Emotion Based Questions!

  • Using simple 5-minute presentations to overcome objections.

  • Using simple 5-minute presentations to easily explain the 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 Concepts!

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

Lunch Break

12:10 - 1:00 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!

1:00 - 1:50 PM     Getting Off To A Quick Start... Your Personal Marketing and Sales Plan...

  • What’s The Average Commission Per Case?

  • How Many Sales Per Year?

  • How Many New Prospects Per Week?

  • How Many Second Appointments Per Week?

Afternoon Break

2:00 - 3:30 PM     Fact-Finding Review, Questions & Answers...

3:30 - 5:00 PM     Presentation of Certificates...  Publicity Pictures, Press Release and More...

(Please Come With A Jacket and Tie)

Current Dates   Agenda   Future Dates   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...

Wednesday, December 8, 2010 / 9:00 AM - 5:00 PM
Thursday,
December 9, 2010 / 9:00 AM - 5:00 PM

Current Dates   Agenda   Testimonials

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Helping Agents to become the 'Trusted Advisor' people want to see...
to create endless streams of new, repeat and referral business!

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877-297-4608

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