Will Nason, Jeremy Nason and Lew Nason... Insurance Marketing and Sales Trainers, Coaches and Mentors

Insurance Pro Shop ®
Helping You Become The 'Trusted Adviser' People Want To See!

Call Us Toll Free @ 877-297-4608

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Lew Nason had major surgery on February 13, 2014 and is doing very well. However, traveling over the next few months is a problem, so we are forced to cancel the Branson event. The next event is in Dallas, GA...  May 15 & 16, 2014



Finally, Take Control of Your Business & Guarantee Your Success... No Matter What Happens In This Economy!

Trusted Adviser Success Training

The Most Requested and Recommended Core and Advanced Life Insurance and Annuity Marketing, Lead Generation, Fact-finding, Sales Presentations and Sales Skills Training For Today's Serious Financial Advisor.

Join Us In Branson, Missouri... April 30 & May 1, 2014

Trusted Adviser Success Training™ Registration $1,250
$250 Deposit - Remainder Billed 14 Days Prior to the Event
Register Early
because seating is limited to only 30 attendees for
individualized training. Registration Ends April 1, 20

$250 Registration Deposit

“bring a friend or associate and you both get 25% off.”
Call 877-297-4608 for the Discount & Group Rates...

Important Message...
There is a huge difference between the self-proclaimed experts who are really recruiters in disguise and will promise you anything and everything to get your business, verses people who have over 30 years of experience training advisers and are actually dedicating their lives to helping you to succeed in this business.
We are dedicated insurance marketing and sales trainers, coaches and mentors... NOT recruiters!

Specialized 'Live' Two Day Training Event

Let's face it, 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 agents, and a very disappointing income of only $40,000 - $60,000 (after expenses) for most experienced agents and advisers.

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, along with the Boomer 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 IDEAL 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 'IDEAL' 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 new sales from referrals, within a year... without begging or even asking!

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!

Yours in Success,
Lew Nason

P.S. We've kept this exceptional, in depth training very affordable. Do your own research, and you'll find that comparable training from other sources will cost you $5,000 to $10,000, not counting the travel and lodging expense!


Sound To Good To Be True...

Check us out, because with our affordable programs and individualized coaching, we've helped over a thousand agents, advisers, planners and 'MDRT' members EACH YEAR to double and triple their incomes within 60-180 days ...in spite of this economy!

The top advisers, we worked with last year, earned over $1,000,000 and many others who were earning $40,000-$60,000 per year, now earn $150,000-$350,000 per year. And with our affordable insurance marketing and sales systems, ongoing one-on-one training and custom coaching, you can do the same. And we’ll be by your side every step of the way. 

Our Credentials    Industry Endorsements    Meet Our Team   Testimonials and Success Stories  

Here is what new and experienced financial advisors are saying about our affordable, the TAST training and our ongoing support...

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

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 with Lew or Jeremy.
We guarantee you'll be glad you did! 877-297-4608 (M-F, 9AM-5PM, EST)

Featured Presenters

Will Nason, Jeremy Nason and Lew Nason... Insurance Marketing and Sales Trainers, Coaches and Mentors Jeremy, Will and Lew Nason... The 9 Out Of 10 Guys!
Come hear the facts, not theory - Insurance Marketing, Lead Generation, Appointment Setting and Sales Strategies designed for financial advisors, and proven to work. 
Lew Nason,
RTIA, LUTCF, RFC, FMM, CFLA with his sons Jeremy Nason, RFC, FMM, CFLA and Will Nason, RFA, FMM, 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.  To find out more about them... Click Here

'Professor' Rodney D. Ballance, Jr. FIC, CCIA 'Professor' Rodney D. Ballance, Jr. FIC, CCIA, CFLA, RFC, FMM
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 International Financial Leadership Association and the Financial Leadership 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”International Financial Leadership Association

Sandy Schussel
Sandy is a speaker, coach and author of 'Become A Client Magnet' and 'The High Diving Board'. As a speaker and workshop leader, Sandy has empowered firms and sales teams with systems designed specifically to engage or enroll more or better clients. As an author, he has introduced thousands of readers to simple strategies to win over prospects and to overcome the fears that keep them from doing the things they know they need to do.  As a business and life coach, he has encouraged hundreds of individuals to figure out what they really want, to develop a plan to go get it, and to take action on that plan.

Sandy’s coaching programs are specifically for individuals who are committed to dramatically increasing their results in life, both personally and professionally — for professionals who say what they’re going to do and then follow through.  You must be willing to alter your behaviors and actions as needed to get the results you desire. Coaching with Sandy is not for the faint of heart!   www.SandySchussel.com


Join Us In...
'Branson Missouri


TAST Course
Wednesday, April 30, 2014 / 9:00 AM - 5:00 PM
May 1, 2014 / 9:00 AM - 5:00 PM

Registration... $1,250
$250 Deposit - Remainder Billed 14 Days Prior to the Event
Register Early
because seating is limited to only 30 attendees for
individualized training.
Registration Ends April 1, 2014

$250 Registration Deposit  Branson

“bring your best friend or associate and you both get 25% off.”
Call 877-297-4608 for Discount & Group Rates...

Note: If you have attended the TAST event you can come back as
many times as you want for a minimum investment... currently $200.

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.

Trusted Adviser Success Training

Helping Insurance Agents to become the 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)

Introduction and Orientation... 

Understanding The Problems Families Face Today...

Recession - Proof Marketing... Attracting The 'IDEAL' Prospects!...

Full Lunch (On Us)

How to Create Your Own Lead Generation Machine... 

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

How YOU Can Get Off To A Fast Start, Even If You Have NO Money... 

Marketing Review... 


Second Day  (8:30 AM - 5 PM)

Full Breakfast (On Us)

Closing '9 Out Of 10' Sales... Advanced Fact-Finding and Sales Presentations... 

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

Getting The Fact-finding Interview Started...

Successful Advanced 'Fact Finding' Techniques...

Full Lunch (On Us)

Guest Speaker (TBA)

Using Simple 5-minute Presentations to Sell The Concept... 

Overcoming Objections Before They Happen...

How To Close '9 Out Of 10' Sales Appointments...

Fact-finding Review... 

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

Accommodations: TBA

AIRPORTS:  Branson, MO www.flybranson.com    Springfield, MO  www.flyspringfield.com

 IPS Trusted Advisor Success Training and The filming of the 2012 Financial Leadership Conference

Financial Advisors on stage with Professor Ballance during the filming of the 2012 Financial
 Leadership Conference
were Michael Hill, Scott Roussel, Brad Stewart, David Mays,
 Lee Dillon, Alex Onulak, Sam Bryson, John Dandridge
and Lane Schollenbager.

Make Your Trip To Branson A Mini Vacation!

Many of our attendees have come to Branson with their spouse and stayed the entire week!

Branson, Missouri is an incredible value with more than 50 live performance theaters, three pristine lakes, 12 championship golf courses, an international award-winning theme park, dozens of attractions and museums, a Historic Downtown district, and a full range of dining options.

Branson is America’s affordable, wholesome family entertainment capital that emphasizes fun, comfort and the feeling of being right at home. The community embodies essential American values such as patriotism, faith, courage and generosity of spirit in a warm inviting atmosphere that is truly genuine and heartfelt!

What's available in the Branson area!

Branson, Missouri - 50 Live Shows     Historic Downtown Branson, Missouri

Showboat - Branson, Missouri      Live Shows - Branson, Missouri

“$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)

"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)

"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, IN,
(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 Adviser 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 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)

"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), April 2012

"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), April 2012

“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)

Get Away From the Typical Hustle and Bustle... 
To Get the Most Sought After Advisor Marketing and
Sales Training In the Financial Services Industry

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

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

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

Our Credentials   Meet Our Team   About Us   FAQ   Adviser Testimonials   Endorsements   Privacy/Legal    Bookstore   Industry News   Advisors In The News   Prudent Man Award   Site Map   Contact Us

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 - 877-297-4608  (M-F, 9AM-5PM, EST)

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that
every insurance agent or financial adviser 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.