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How to succeed selling Llife Insurance... tips, tools and trainingWhat Every Agent Ought To Know About
Infinite Banking-
Becoming Your Own Banker

 How to Find & Attract the 'IDEAL' Leads / Prospects for Infinite Banking!

The 'Road To Outrageous Success' with the 'Infinite Banking' concept starts by you making the decision today to get the tools, training, coaching, and support you need... to know what the top producers know... and do what the top producers do to attract their ideal prospects to them everyday! Then it is about you helping families to 'find the money' to spend, save, invest, insure, and plan wisely for the future, to achieve financial independence!

If you are serious about helping people and taking your sales to the next level, then please check out our free report today (right) and call us so we can discus your situation!



Becoming Your Own Banker - Infinite Banking Concepts, Tips and TrainingAbout The 'Infinite Banking' Concept...

In 1994, Nelson Nash self-published his book 'Becoming Your Own Banker', based on what he called the 'Infinite Banking' Concept. Since then, there have been several other people who have written books, are promoting and are training financial advisors on how to make sales with the Infinite Banking concept, using cash value life insurance.  Now, there's 'Money for Life' by Jeffrey Reeves (my personal favorite); 'Bank On Yourself' by Pamela Yellen; and 'Discovering Hidden Treasures' by Dan Thompson, just to name a few.

Understanding The 'Infinite Banking' Concept...

The premise is that most people are spending huge amounts of money each year on financed debt for large purchases, such as homes, autos and major appliances. During their lifetime, the interest paid to financial institutions for these items can add up to hundreds of thousands of dollars for families.  Unfortunately, this financed debt is what is keeping most people from saving for their future.

The average family is not able to save any money... because they’re spending approximately 34.5 cents of every dollar on interest, to finance their lifestyle through banks and finance companies.     

What if it were possible for these people to recapture the principle and interest that they are paying to banks and finance companies, and they were able to put that money away for their future?  

By creating their own personal private bank, using cash value life insurance, they are able to take loans from their bank.  Then, each year as they repay the principle and interest, it's going back into their policy, where it's growing tax-deferred and can be taken tax free for their financial future.   

How The 'Infinite Banking' Concept Works... 

Simplistically, to create your own personal private bank, you'll want to sock away as much money as you possibly can, as quickly as you can, into a good participating (Dividend paying) whole life policy.  You funnel your money into the whole life policy for five to seven years.  You over-fund the policy up to just below the MEC guidelines.  Then, whenever you need to make a big purchase, you can borrow the money from your own personal bank, instead of borrowing from a commercial bank. (or a credit card company, etc.) 

Now, you pay the loan back to yourself, plus the interest you would have paid to the commercial bank.  You are now making the big profits on your money, that the bank would have made. Consider, whenever you make a purchase you are financing it. You are either paying interest to someone else - a bank, credit card company, etc.  Or, if you pay cash for your purchase, you are giving up the interest you could have earned on that money.

The ‘Infinite Banking' Concept Isn’t New...

Variations of this concept have been used by many of the industry legends for at least 40 years, by people like Mehdi Fakharzadeh, Woody Woodson, John Savage and Ben Feldman. Forty plus years ago, these industry legends would explain to their clients how the money they're putting into their participating whole life policy could be used for emergencies, to take advantage of business opportunities, to fund college, to buy a car, and much more.  However, if you take money out prior to age 65 (retirement) you’ll want to pay the loan back, plus the interest, so you will have the retirement funds you planned on.

It Works Better Today...

As well as the concept worked 40 or more years ago, it works much better today because of the paid-up additions rider that was introduced in the late 1980’s.  Today, using a paid-up additions rider, you can dramatically over-fund a participating whole life policy up to the MEC guidelines and make it an exceptional wealth accumulation vehicle.

Why Use A Participating Whole Life?

The reason you use a participating whole life policy is that it offers several unique benefits, the other investment vehicles don’t offer... 

  1. It builds a liquid cash reserve of safe money.  Generally, it can be accessed within 5 to 10 business days.   

  2. Cash Value Life Insurance guarantees your investment principle, and offers you minimum growth guarantees for the life of the contract. 

  3. You can put in as much money as you want... limited only by the size of the whole life policy, which you can make as large as you need. (Not so, with qualified plans)  

  4. All of the money you put into a cash value life insurance policy builds tax-deferred.  You avoid paying income taxes every year, so your money builds faster.

  5. You can borrow the money from the policy tax free, without having to qualify for the loan and without contractual withdrawal penalties.  

  6. There are no early withdrawal penalties from the Federal Government. (Not so, with qualified plans or annuities)   

  7. Loans against the policy come from the general assets of the insurance company, and not from the policy cash values.  In many cases, you can actually be earning more on your money than the loan is costing you.    

  8. The policy is self-completing, because you have a disability waiver of premium rider that will continue to put the money in for you, if you ever become disabled.  (Only life insurance offers this unique benefit)  

  9. Life insurance provides a death benefit that gives your family the money you intended to save; in the event you can’t be there.  

  10. In most states, life insurance is not attachable by creditors.   

  11. Life insurance cash values don’t count as an asset when applying for college financial aid.

 Final Review of the Infinite Banking Program...
'Becoming Your Own Banker'

We at the Insurance Pro Shop believe the Infinite Banking Program, can be a great financial concept for the right clients. We have been using it for over 30 years personally and with our clients.

However, to make the Infinite Banking Program really work, you must also have a dynamic marketing and lead generation system in place that consistently attracts your IDEAL prospects to you!

Plus, you must learn how to help people to 'find the money' to fund the concepts, to get prospects to want to take immediate action on your recommendations.

That is why many of the people who are active in the Infinite Banking Program have also invested in our Found Money Management Life Insurance Marketing, Lead Generation, & Sales Tool Kit!

Will you be our next success story?

Here's Proof That Our Training and Tool Kits Work,
And They Will Work For You!

"I’ve written over $270,000 of life premiums in the past two months..."

Randy Delph, RFC, LUTCF, FMM - IN, "Thanks for everything. I’ve written over $270,000 of life premiums in the past two months since attending the 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 Found Money Management system and your boot camp to everyone on the call." Randy Delph, RFC, LUTCF, FMM - IN, (Freedom Equity Group)
(35 years in the business)

This year our life production is up almost 100% over
last year
and I believe it will double again."

“Dear Lew; As you are aware I have been in the industry for 39 years and am a consistent MDRT ‘Top of the Table’ qualifier. I have spoken at MDRT, and at several major companies top producer meetings. In 2000 I went from being a Agency Development General Agent to a Personal Producer. The transition was challenging, but it worked. The one thing I lost along the way was the focus on life insurance sales. I tried several refresher programs, and was able to modestly upgrade life production. Then I found your company. Eventually, I purchased several of your programs including Found Money Management and How to Close 9 out of 10The material is excellent and I have spent many hours reviewing it. This year our life production is up almost 100% over last year and I believe it will double again. Thanks for your personal consulting time, the programs and most of all your sincere belief in the good work you and your company are doing.”
Richard M. CLU, ChFC, RFC, CEP,  (39 years in business)

"I ended up closing 5 out of 7 appointments... for $350,000 for the week."

John Holmes - LA"I bought the Annuity Quick Start plan with the hope of getting a system that will keep me in front of the money. The first day after reading some of Lew's ideas on presenting and closing sales, I closed 3 out of 3 appointments! I ended up closing 5 out of 7 appointments for $350,000 for the week (all were one call closes). I have to give Lew credit, I made some slight changes in my overall approach that produced immediate results. I now feel confident that Lew can help me when I begin to set up my marketing game plan. Nobody will ever be any more skeptical than I was, when I ordered this program. The very first appointment after implementing these techniques, I paid for the plan almost 20 times over just off of that first sale."
John Holmes - LA

Tony Brazeal, RFC, RFP, MDRT - TX"I am finishing my finest personal production year ever"

"I am finishing my finest personal production year ever, and that is directly attributable to the change in marketing efforts I have instituted since meeting Lew and Jeremy. After 25-years in this business I guess I have proven that you can teach new tricks to an "old dog."
Tony Brazeal
, RFC, RFP, MDRT - TX, (25 years in business)
 President, Pathfinder Group, LLC a national brokerage agency

"I have submitted over $30,000 of business (commissions)

Bryan Schurter, FMM, RFC - CA,

"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 (Found Money Management)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 sales)

"In the past three months, I've sold more life insurance premiums,
than I did in the previous 8 years."

John Stewart, FMM - GA (P&C Agency Owner), (16 years) "A while back I found the Insurance Pro Shop and signed up for their (FREE) weekly newsletters and started applying some of their techniques, and they worked. So, nine months ago, I decided to visit with them to meet Lew and Jeremy. After meeting them, I decided to purchase their Found Money Management System and their Fact Finding DVDs. However, with the holidays and running my P&C business, I didn't get to begin to earnestly study their materials until a few months ago, and then I attended their Found Money Management Boot Camp. In the past three months, I've sold more life insurance premiums, than I did in the previous 8 years. I've placed 12 policies with annual premiums ranging from $800 - $30,000. Their systems and training work. And, now I'm here at their Advanced Fact-Finding Techniques Sales Skills Boot Camp to learn as much as I can from them. Lew Nason has the marvelous ability to make the complicated, simple. He gives small practical helps that can only help to make your agency grow. What a mentor!" John Stewart, FMM - GA (P&C Agency Owner), (16 years)

Here's What Trusted Industry Leaders Are Saying...

Brian Tracy, Renowned Speaker, Sales Trainer and Author

"With Lew and Jeremy Nason's exclusive Found Money Management
system you can achieve more than you ever imagined possible!"
Brian Tracy, Renowned Speaker, Sales Trainer and Author
Tracy began his career in the financial services industry where he built a large
sales organization. He is one of America's "most booked" speakers.

Loren Dunton, Founder of the financial planning profession. "I know and respect many leading financial planners who credit Lew Nason for the key role his famous Insurance Pro Shop played in increasing their professional skills and success. Lew has grown into
one of the most powerful people in our industry when it comes to increasing sales and improving services for clients."
Loren Dunton, Founder of the financial planning profession.

Mehdi Fakharzadeh, RFC - "MDRT Life Member"
“Working with IPS, there is no reason on earth why you can not become
a sales super-star who ranks equally among MDRT all-time sales leaders like Ben Feldman, Norman G. Levine, Tom Wolff, John Savage, Guy Baker, Walton Rogers, and other top producers.”

Mehdi Fakharzadeh,
RFC - "Life and Qualify Member MDRT"
World’s most successful living and active insurance sales agent according to the MDRT.

A Very Important Message... From Jeremy & Lew

What sets us dramatically apart from the vast majority of insurance companies, IMOs, FMOs, etc. is they are primarily focused on recruiting as many agents and advisors as possible to sell their products, to maximize their commission overrides! Accordingly, they need to spend the majority of their time training you on the features and benefits of the products they offer. They have very little time left to train you on the skills you need to become more than an average producer.

Our complete focus is on ‘helping you to earn the income you were promised, want, and deserve!’ Accordingly, all of the tips, tools, training, and one-on-one coaching we provide is on…

  • How to attract more of your 'IDEAL' prospects in a month, than most advisors see in a year!

  • How to easily set appointments with your 'IDEAL' prospects!

  • How to help your prospects’ discover their innermost desires, so they want to take action!

  • How to use that knowledge to craft an offer that is irresistible to them!

The Result...

The typical advisor we work with, within a year, is working 40 hours or less per week and earning a net income (after expenses) of $150,000-$350,000 per year, because they have learned and applied the 'insider secrets' the very best advisors use to 'ATTRACT' a constant stream of their 'IDEAL' prospects to them!

And, their income keeps growing year after year, because they are out there really helping families to solve their financial problems, instead of just trying to make a quick sale!

Is that where you want to be?

When are you going to get the tips, tools, training and ongoing support you need to make it happen?

Remember... We are trainers, coaches and mentors, NOT recruiters!

Our Family Is Dedicated To Helping You To Succeed...
Please give us a call for a FREE 15 minute, no obligation consultation, so we can review your situation to find the
best ways to help you achieve the success you desire.

Toll Free In US 877-297-4608 / Direct Line 770-443-2852

Judge Us By The Company We Keep!

Charles “Tremendous” Jones, International Speaker

“We all love Lew Nason. How could you not be impressed with the man
who earned fame for turning ‘nine-out-of-ten’ prospects into satisfied
clients! I wish I had met Lew when I was selling insurance.”

Charles “Tremendous” Jones,
International Speaker
and former "top five world-wide insurance sales producer

One of the most influential people in our lives was Charlie 'Tremendous' Jones.
We Love You and Miss You...

Rosemary and Lew Nason with Charles “Tremendous” Jones, International Speaker and Gloria Jones      

“You are the same today as you will be in
 five years except for two things: the people
you meet and the books you read.”
Charlie ‘Tremendous’ Jones

Learn More About Us...  And Our Affordable, 'Cutting-Edge' Life Insurance & Annuity Sales Systems, Tools, Tips, Training, & Support For Financial Advisors!

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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 advanced 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.