Certified Trusted Advisor - How To Close '9 Out Of 10' Sales
Are you tired of begging for appointments and sales? Then it's time to learn a simple approach that frees you from typical 'high rejection' prospecting and sales scripts.

Set The Most Recommended Advanced Questioning, Appointment Setting and Fact-finding Training.

The Certified Trusted Advisor is the first and only 'Sales Skills' training specifically designed for financial professionals. And, it is only available through the Insurance Pro Shop.

In this critical Trusted Advisor Success Training you'll receive 16 hours of the most requested and recommended advanced questioning, appointment setting, fact-finding and sales sales presentations training for today's serious financial advisor!

You'll learn a simple procedure for the initial contact and the questions you need to ask to get your prospect emotionally involved in the entire process, so they want to meet with you and will practically sell themselves.

Can you afford to miss out on this exceptional Certified Trusted Advisor training? Register Today!

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

$250 Registration Deposit Join Us In Dallas, Georgia...
Thursday, October 16, 2014 / 8:30 AM - 5:00 PM
October 17, 2014 / 8:30 AM - 5:00 PM
Registration Ends October 3, 2014. 

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

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

Registration Ends TBA.

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

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

***Certified Trusted Advisor***

How To Close 9 Out Of 10 Sales
Specialized Live 'Two Day' Sales Skills Training

Let's keep this real simple. The reason that most people in the the financial services industry are struggling, is that they are so focused of finding prospects, that they forget there are four distinct, critical steps to success in this business...

  1. Marketing & Prospecting

  2. Setting Appointments

  3. Fact-finding

  4. Closing Sales

Consider, you can have hundreds of prospects, but if you can't get them to set an appointment with you, or take action on your recommendations, what good are they?

For example... The reason most agents aren’t closing 90% of their sales calls is they are winging it during their initial fact-finding interview. They don’t have a set procedure for the initial interview, let alone a series of open ended questions to ask the prospect. And, when they don’t close the sale, it’s easier for them to make excuses and say it’s because the prospect is just a shopper and doesn’t have any money, than to admit they aren’t as good at selling as they should be.

Learning to ask the 'RIGHT' questions is the critical key to you consistently
...Setting high quality appointments, with your 'IDEAL' prospects!
...Closing ‘9 out of 10’ sales! ...Doubling Your Commissions!

(Includes Breakfast, Breaks and Lunch on us)

First Day

  8:30 -  9:00 AM    Breakfast (On Us)

  9:00 -  9:20 AM    Introduction and Orientation 

  9:20 -10:10 AM    How Do I Get My Prospects Emotionally Involved In The Entire Sales Process?

  • Do People Really Buy Based On Emotions, And Justify Their Decisions Based On Logic?

  • How Will Asking 'Questions' Get People To Talk About Their Problems, And Tell Me What They Really Want?

  • Will Asking The 'Right Questions' Really Help People To Understand That I Can Help Them, So They Will Want To Meet With Me... and Buy From Me?

  • How Would You Feel If You Could Set Appointments With The Majority Of People You Talk To?

Morning Break

10:20 - 11:00 AM   What Problems Can I Solve For My Prospects? 

  • If My Prospects Doesn't See They Have A Problem, Is The Any Reason For Them To Take The Time To Meet With Me?

  • What Are Young Families Really Looking For?

  • What Are Retirees Really Looking For? 

  • What Are Business Owners and Affluent Families Looking For?

11:00 - 12:00 AM   What Are The Best Questions To Ask To Set An Appointment?

  • What Questions Do I Ask To Set Appointments With Young Families?

  • What Questions Do I Ask To Set Appointments With Retirees?

  • What Questions Do I Ask To Set Appointments With Business Owners?

12:00 - 12:30 PM   Lunch (On Us)

12:30 -  1:20 PM    What’s the Real Purpose Of A Fact-Find?

  • Why Do Most Agents Have Trouble With Fact-Finds?

  • Do People Buy What They Need, or What They Want?

  • What Is The Difference Between The Soft Facts, And The Hard Facts?

  • How Do I Help My Prospects To Tell Me What They Really Want?

 1:20 -  2:10 PM     How Do I Get Started With The Fact-Finding Process?

  • Is There A Simple Way (Script) To Get The Fact-finding Process Started?

  • How Do I Transition From The Typical Salesperson To The ‘Respected and Trusted Financial Advisor’ People Want To Business With?

  • What Are The Who, What, Where, When, How and Why Questions?

  • Can Asking The Right Questions Really Get My Prospects To Practically Sell Themselves?  

  • How Do I Transition And Secure The Closing Interview?

Afternoon Break

 2:20 -  3:30 PM     Why Do I Need Simple ‘5 Minute Presentations’?

  • Would You Like Simple ‘5 Minute Presentations’ To Overcome Objections?

  • Would You Like Simple ‘5 Minute Presentations’ To Help Your Prospects To Buy Into Each of The ‘Solution & Sales Concepts’ You Present?

 3:30 -  4:20 PM     How Do I Consistently Close ‘9 Out Of 10’ Sales?

  • Why Do Most 30 Page Presentations Confuse Prospects and Prevent Them From Buying?

  • Is There A Simple Two Page Presentation I Can Learn And Then Use To Close ‘9 Out Of 10’ Sales?

 4:20 -  5:00 PM     Review of the Fact-Finding Concepts, Client Benefits, and Setting Appointments  


Second Day

 8:30 -  9:00 AM     Breakfast (On Us)

 9:00 - 10:00 PM    Can I Set Appointments With ‘9 Out Of 10’ Seminar and Workshops Attendees?

  • How Do I Get My Seminar or Workshop Audience Emotionally Involved So They Want To Set and Appointment With Me?

  • Why Is It Important To Write And Speak At A Sixth Grade Level?

Morning Break

10:10 -12:00 AM    Role Playing The Fact-Finding Interview and Critique! 

  • Split into two person teams and one person role plays the fact-find for 30 minutes. Then critique your partner. 

  • Change Roles, and the next person role plays the fact find for 30 minutes. Then critique your partner. 

12:00 - 12:30 PM   Lunch (On Us)

12:30 -  1:30 PM    Review of Role Playing and Critique!

  • What did you learn?

  • The importance of practice. 

 1:30 -  2:20 PM    Guest Speaker

Afternoon Break

 2:30 -  3:20 PM    Setting-up your Short-term and Long-term Marketing Plan to guarantee your success!

  • Finding the best prospects to get started!

  • The secrets to generating lots of Referrals!

 3:20 -  5:00 PM     What To Do Next! Getting You Off to A Quick Start!

  • Employ these questioning and presentation techniques by making slight changes to your practice, and you’ll see dramatic results within two weeks.

  • Course Critique

  • How To Close 9 Out Of 10 Sales Certificate Presentation & Publicity Pictures (Business Attire)

Includes These Gifts…

How To Close '9 Out Of 10' Insurance Sales
By Asking The Right Questions... Videos & Audios

How to Close 9 Out Of 10 - Fact-Finding Training DVDSHow To Close '9 Out Of 10' is a new sales mindset that frees you from unnatural selling scripts. Instead, you'll learn how to begin new conversations with prospects, naturally - no pitching, no persuading and no pushing. 

You will receive over 6 hours of appointment setting, fact-finding and sales training videos (3 DVD Set) and over 6 hours of audio (MP3) containing all the critical info from our live Advanced Fact-Finding Techniques Boot Camp. This is real question-based, sales skills training, for insurance agents and financial advisors, with many of our unique '5 Minute Sales Presentations.' Regularly sold for $399.00


Mastering Client Referrals AUDIO - NOW AVAILABLE on a USB Flash Drive... By Sandy SchusselMastering Client Referrals

(Flash Drive) This LIVE recording of Sandy Schussel’s 9-week Teleconference Series will give you his 10-Step Referral System for getting clients that has already doubled and tripled the income of hundreds of financial advisors and insurance professionals who have put it to use. Regularly sold for $59.95


"There is no scarcity of opportunity to make a living at what you love;
there's only scarcity of resolve to make it happen."

Wayne Dyer

Featured Presenters

Jeremy Nason and Lew Nason... The 9 Out Of 10 Guys!
Come hear the facts, not theory - Advanced 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.

Guest Presenter

'Professor' Rodney D. Ballance, Jr. FIC, CCIA 'Professor' Rodney D. Ballance, Jr. FIC, CCIA, RFC, CFLA, 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

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

Bill Constain (15 years)

Tony Filippone, RFC (14 years)

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

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)

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

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

If you can't come to the 'LIVE' Trusted Advisor Success Training Boot Camp right now,
or you want to relive the experience, then you must have the...
Version 2011
Trusted Advisor Success Training, Boot Camp In A Box - DVDs!

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   While Helping You To Earn The Significant Six-figure Income You've Been Dreaming About!

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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 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.