Jeremy and Lew Nason

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Financial Advisor and Financial Planner Training

Discover... What Every Financial Advisor and Financial Planner Ought To Know About Growing Your Practice...
In This Troubled Economy!

Become The Winner You Were Born To Be!
FREE Moneymaking Marketing & Sales Tips Subscribe TODAY to receive our weekly moneymaking life insurance & annuity marketing and sales 'insider' tips and ideas...  plus a FREE Gift!  Get to know us... before you spend any money.  Tips Archive

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Insurance Marketing and Sales Tips

"Developing the Next Generation of Leaders
for the Financial Planning Industry!"

Dear Fellow Advisor,

Congratulations!

You have just stumbled across...
The Most Effective and Affordable Marketing and Sales Training for Today's Financial Professional... with Highly Specialized Life Insurance, LTCI and Annuity Marketing, Prospecting, Appointment Setting and Selling Systems!  All of which have been field tested and proven to work.

And, it's not just us saying so!

Member of the Better Business Bureau of Metro Atlanta
Better Internet Bureau - Certified Quality Site
Member of the International Association of Registered Financial Consultants

The IARFC Register magazine, Feb. 2007 edition;
"Lew Nason directs the famous Insurance Pro Shop, possibly the most successful training source for insurance agents in the United States."   

Member of the National Association of Insurance and Financial Advisors

Financial Services Advisor Magazine reported,
"Lew Nason just may be the most effective sales improvement coach of all time."

"Lew Nason Ranked as the #1 Expert"
By the readers of
Producersweb.com (6/09 to Date)
Lew is the most read expert on Producersweb.com and has 50% more fans than the next closest expert. 

What do the readers of Financial Services Magazine, The IARFC Register, Producers Web, Financial Services Journal, Insurance News Net, Probe and many of the highest performing agents, advisors and financial planners in our industry all have in common?

They all rely on the proven moneymaking marketing and sales tips, strategies and methodologies we've developed over the past '
27 years' training agents, advisors and planners, to become top performing producers, who quickly grow their financial practices to new levels of success previously thought impossible.

Many of these agents, advisors and  planners are now at the very the top of our industry, and are consistently bringing in...
Significant 6-figure and even 7-figure yearly incomes.

So, if you are really interested in learning how to
attract the highest quality insurance and annuity prospects, set more appointments, close more cases, to significantly increase your commissions, assets under management and/or your fee income, then we've got to clear the air and get real serious for just a moment...

I'll get straight to the point.

Whether you're new to the financial services industry, or an old pro...

Whether you are fee based financial planner, or commission based...

Whether you are earning $5,000 per month, or $50,000 per month...

...The next few pages, along with our
free weekly moneymaking newsletter (above) and our free e-book (below) could hold the vital keys to making your financial services career a lot simpler, more enjoyable and lead to a very substantial increase in your Commissions, Assets Under Management and/or Fee Income!

That's if you're prepared to keep an open mind...

Let's Start With The Bad News.
In case you haven't noticed, there are literally hundreds of people in your immediate area that are marketing and selling the same products and services you offer.  It seems that everyone today is calling themselves a financial advisor or planner.  The competition in our industry has become extremely fierce from Banks, Brokerage Houses, Accountants, Attorneys, Mortgage Brokers and the Internet.  Everyone is chasing the most affluent prospects.  It's tough out there.  And, it isn't going to get any easier, any time soon.

To make matters worse, our industry has had a lot of negative publicity: deceptive sales  practices, low interest rates, stock market losses and companies teetering financially and going under.  It's made most people very nervous and much more cautious.  They just don't know who to trust.  And, who can blame them?

It's time to face up to a glaring reality.  Your 'Best Prospects' aren't going to call your toll-free number, access your website, mail in your reply card, talk to you on the phone, attend your financial seminars, or set an appointment with you if they believe you're just another salesperson after their money.

If you want to be successful and earn the income you are capable of, then you must find a way to differentiate yourself from all the other agents, advisors and planners out there.  Your prospects must see you as more than just another salesperson..  You must find a way to start building strong relationships, credibility and trust.  You must find a way for you to be recognized as the 'Trusted Financial Advisor' in your local community!

Charlie 'Tremendous' Jones and Lew Nason
Medhi Fakharzadeh "The Worlds Most Successful Living and Active Insurance Agent" with Lew Nason

Cato says,
"You can cut a greater figure."

Are you on the list of leaders that Cato works to promote?

"...makes interviews exciting as well as rewarding."

"I must say that as a Financial Consultant with a securities license, I admit I was a bit apprehensive in getting your material. But, I did purchase the Advanced Fact Finding Techniques Video, which in turn convinced me to get involved with your personal coaching and the members only site. For the amount of money I spent, for the amount of such useful information, it is just incredible. I've logged hours, upon hours, of reading of such priceless, quality and helpful material on just about every aspect of the business imaginable. I've done Annuity Seminars for about a year now with marginal results. After applying what I've learned from you in just a few short weeks, I not only improved the quality of my existing seminar, but the appointments I've have made from the seminars have become much stronger. Potential clients come into my office, ready for me to help them. Gone was the skeptical attitude of, OK, what can you do for me? Replaced by, do you think you could help me too? Plus, they brought in all their statements, 1040 forms, old annuities, life insurance policies and long term care policies as well. Also, after just a few of your coaching sessions, which I highly recommend, have helped me put all of this together very quickly. Your smooth and simple, yet thorough approach to your Advanced Questioning Techniques, have not only helped me improve my questioning, but makes interviews exciting as well as rewarding." "Thank You."
John Guntkowski, RFC, CSA - FL, (20 years in business)

John
Guntkowski

Now For The Good News!
You can learn how to get in front of the highest quality prospects everyday and shut out your competition - with the right help, training, coaching and guidance.

And, it
doesn't require trickery, grandiose claims, replacement, bait and switch tactics, or any of the other less than ethical schemes being taught and used out there today.

I know it all seems impossible.  You were probably told the same things when you entered the financial services industry.  However, you'll have to bear with me for a couple of minutes, because this time it's all true.

And, in case you are wondering…

My sons and I have been coaching and training agents, advisors and planners for 27 years.

Look, there are only a handful of agents, advisors and planners in this industry who are making most of the money.  What is it that they know, that 95% of the other financial professionals don't know?  That's the information we're going to share with you.

Important Message... Unfortunately, most people are looking for a quick fix, something new and exciting that requires very little time or effort on their part.  If that's what you are looking for don't bother reading any further. 

The truth is, there is very little, if anything, that is actually new or exciting about the marketing and sales strategies being used today.  Contrary to all the hype, it's all been done before.  The real problem is that most people are missing the 'Insider Secrets' and 'Tricks of the Trade' that makes these proven marketing and sales strategies work. 

The reason why people love our newsletters, e-books and systems so much, and are so successful using them, is you get all the 'Insider Secrets' and 'Tricks of the Trade', to make these marketing and sales strategies almost foolproof

As in life, most times it's the littlest things that can make the biggest difference.

What most agents, advisors and planners fail to realize, is that in a good economy almost any marketing you do, good or bad, will produce some positive results and you can make an adequate living.  But, if you want to be earning a consistent six or seven figure income in this economy, you must get back to real marketing and sales and learn the 'Insider Secrets' and 'Tricks of the Trade.' 

And, most of all you must be really helping people!


So, if you are ready to invest a little of your time to learn the real
'insider secrets' to attracting the right prospects, you can take your sales to the top of the industry…

George Flack and Lew Nason

"...revitalize your business and yourself."

"Sometimes the change we seek is right under our nose.  Where it's hardest to see.  Hidden from view because our success can fool us into thinking we "already know".  Like how to listen.  R-e-a-l-l-y listen.  Not to be confused with the absence of talking!  That and Lew's mastery of the art of question asking are an indispensable part of unearthing a client's real needs and wants.  Go there!  Get connected to the INSURANCE PRO SHOP and revitalize your business and yourself." 
Rhona C. Porter, RFC, MSM, FMM - CA, (See Article)

"...the easiest and least expensive way to literally
explode your production."

"Personally, I have been in the financial services industry for about 13 years and I have only been receiving coaching from Lew in the last 3...  Some of Lew's coaching may at times come across as, "oh I knew that", or "yeah, yeah I could do that, but that's not what I want to do." Do not dismiss what this man has to say. He knows from years of experience what he is talking about. He can lead you to the easiest and least expensive way to literally explode your production. Listen, Listen, Listen and shorten your learning curve. If Lew tells you to do something, at least try it. If you don't get the results you were expecting call him, tweak it and try it some more. You will not be disappointed."
Tony Filippone, RFC, FMM - IL, (See Article)

Rhona Porter

Tony
Filippone

Slash Your Learning Curve To Just Weeks!
Discover... the Leading, Most Affordable and Complete Sales Success Systems, Tools, Support and Advanced Training and in the Financial Planning Industry!

There is a reason why... we have endorsements from many of the most respected and trusted names in the financial services industry... and our competition doesn't!

There is a reason why... successful financial advisors, financial planners and MDRT qualifiers who have received training from other organizations, are now investing in our systems and live training events... and are recommending us! 

There is a reason why... these advisors are doubling and tripling their income within 30-60 days! And, these advisors are consistently earning $20,000 to $90,000 per month!

Now the question is - Would you like to be a member of this elite group of Top Financial Advisors and Planners?  All it takes is an
open mind, a willingness to learn and a commitment to make it happen… and then (as the Nike commercial says)...

Just Do It!

Discover Why '9 Out Of 10' Financial Advisors and Planners Are Able To Double and Triple Their Monthly Income Within 30 to 60 Days Using These Time Tested, Proven Financial Marketing, Prospecting, Appointment Setting and Sales Techniques. 

Here's what some of your associates are saying about our incredible, comprehensive training, coaching, support and sales systems for financial advisors and planners...

Lew Nason and Norman G. Levine "Master Agency Builder"  Past President of the MDRT and GAMA

Video Testimonial
Roger Brown, RFC, CSA, CFE
('MDRT' - 38 yrs in business)

Video Testimonial
Lewie Wood, CLU, LUTC
('MDRT Hall of Fame' - 40+)

Endorsements From Respected Financial Leaders and Advocates

"Lew Nason deals with the true issues of financial planning.  Issues that have been forgotten by most agents, advisors and planners.  It's that missing link!  If you really want to be helping people, get reconnected with your clients and grow your business, then Lew's systems, and training are absolutely essential!" 
I. Jeff Eshun, Ph.D., HD, FMM, RFC, IARFC Canadian Chair
Jeff is the President & Co-founder of Solutions 21 Financial & DSC Lifestyle Services. Woodbridge, Ontario, Canada.

More Endorsements

Jeff Eshun

FREE Marketing And Sales Training
For Financial Planners and Advisors
If you're looking for the ultimate in marketing, prospecting, appointment setting and sales solutions, with long lasting results, then check out this free e-book to get started on your way to earning $20,000 to $90,000 every month… even in this economy!

Free E-book...
How To Attract
And Sell Your
'Perfect Prospects'

In Spite Of This Economy
Download It Now!
How To Attract Your Ideal Prospects

"I am so glad I found you when I did, so early in my career. "

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 clientsI 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, (2008) and after getting back in touch with my current clients (through your newsletters) I have submitted over $30,000 of life 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 business)

Bryan Schurter

We are here to help you.  Please call us toll free at 877-297-4608… (9AM - 5PM EST)

Yours in success,
Lew & Jeremy Nason
The 9 Out Of 10 Guys
Consultants, Coach… Mentors


P.S.
If you feel hesitant for any reason, ask yourself this important question: "What have I done in the last 90 days to increase my sales and my profits?"  Please take a few minutes and visit our Free Marketing and Sales Tips pages and get to know us before you invest in any of our systems, tools and training. Then give us a call, toll free @ 877-297-4608!

P.P.S.
If you are a current member of NAIFA, GAMA, MDRT, the IARFC or a graduate of The American College give us a call today for your special discount!  If you are not a member of one or more of these industry associations... you should be!

Help Us, To Help Your Friends and Associates!
Lew Nason and Edwin Morrow

Endorsements From Respected Financial Leaders and Advocates

"Lew Nason, RFC, FMM, is a highly respected, proven and admired practice building coach.  He has been particularly effective in guiding financial services advisors to increased effectiveness and higher sales."
Edwin P. Morrow, CLU, ChFC, RFC, CEP, 
CEO of the International Association of Registered Financial Consultants

"Lew Nason and Jeremy Nason of Dallas, GA, are emerging as the
marketing consultants most in demand today for insurance agents,
financial advisors and planners.  There is a good reason why they are
called
The nine-out-of- ten guys!"
Forrest Wallace Cato, RFC, RFMA, CRR, CPC,
Editor-In-Chief  Financial Services Advisor® magazine
"Legendary Media Advocate For The Financial Services Industry"

Jeremy Nason and Forrest Wallace Cato "Legendary Publicist to the Financial Planning Indusrtry"

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