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Lew Nason & Jeremy Nason's Credentials

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Over 250 Advisor Testimonials    Over 40 Industry Endorsements

Lew Nason, RFC, LUTCF, CFLA with his son Jeremy Nason, RFC, CFLA are the creators of the Insurance Pro Shop, the ‘First Affordable, Full Service Life Insurance and Annuity Marketing, Prospecting and Sales Training Resource for Today’s Serious Financial Services Professional’ and Found Money Management™, a complete ‘Turnkey’ life insurance marketing and sales system dedicated to helping Middle Income Families to ‘Live Debt Free and Truly Wealthy.’

Since opening IPS in 1999, each year Lew and Jeremy and their family have helped hundreds of career and independent agents, advisors and planners, from all over the world, to quickly double and triple their incomes. The top producers they 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!

Lew and Jeremy have become two of the most recognized and successful insurance marketing and sales trainers, coaches and mentors in the insurance and financial services industry. Their family has dedicated their services to providing the very best and most affordable life insurance and annuity sales success systems, tips, tools, training, coaching and mentoring to the members of the insurance and financial services industry.

In fact, the typical advisor they 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 how to really help people, instead of just making a quick sale!

Lew and Jeremy are a frequent featured speakers at the IARFC events (International Association of Register Financial Consultants), IFLA (International Financial Leadership Association), IMOs, General Agencies and Marketing companies.

In 2006 Lew, Jeremy, Will and Stacey Nason each received the highest honor awarded by the State of Kentucky for meritorious service to the citizens of Kentucky, ‘The Honorable Kentucky Colonel’.

In 2008, the US Flag was flown over the United States Capitol to honor Lew Nason for his fiduciary work assisting citizens in accomplishing their money goals and related objectives.

In 2011 Lew was featured on the cover of the IARFC Register (magazine), with a feature article about the Insurance Pro Shop and his sons Jeremy and Will Nason.

For over three decades, Lew’s unique perspective on how to truly help clients has enabled scores of insurance agents and financial advisors to quickly reach the top levels of their profession.

Education:

  • Associates Degree in Business - Massasoit Community College (Lew)

  • Personal Insurance Graduate - Life Underwriters Training Council, NAIFA (Lew)

  • Business Insurance Graduate - Life Underwriters Training Council, NAIFA (Lew)

  • Disability Insurance Graduate - Life Underwriters Training Council, NAIFA (Lew)

  • LUTCF - Life Underwriters Training Council, NAIFA (Lew)

  • Metropolitan Life Insurance Graduate in: Personal Insurance Planning, Business Insurance Planning, Estate Conservation, Wealth Accumulation Planning, Retirement Planning, “As A Manager” Training (Lew)

  • Financial Planning Process™ course -  International Association of Registered Financial Consultants (Will & Jeremy)

  • 'Selling By Attraction™' program - Sales Academy (Jeremy & Lew)

  • Trusted Advisor Success Training - Insurance Pro Shop (Will & Jeremy)

  • Advanced Questioning and Fact-finding Training - Insurance Pro Shop (Will & Jeremy)

Experience:

  • Founders and Directors - Found Money Management™ - 2005 to Present (Jeremy & Lew)

  • Founders and Directors - Insurance Pro Shop™ / Annuity Pro Shop™ - 2000 to Present (Jeremy & Lew)

  • Founders and Directors - Independent Agents Insurance Group™ - 1995 to Present (Jeremy & Lew)

  • Founders and Directors - Found Money Consultants™ - 1995 to Present (Jeremy & Lew)

  • President and Director - South East Insurance Concepts, Inc. - 1994 to 1995 (Lew)

  • Branch Manager, Metropolitan Life - August 1989 to January 1994 (Lew)

  • Business and Estate Planning Liaison, Metropolitan Life - 1986 to 1989 (Lew)

  • Associate Branch Manager, Metropolitan Life - July 1985 to August 1989 (Lew)

  • Account Representative, Metropolitan Life - July 1982 to August 1989 (Lew)

  • Agency Awards:

  • Chairman’s Trophy, President’s Trophy, New Agent Production Leader, Two Million Dollar Club/ Life Premium Club - Aviva Life and Annuity - 2007  (Jeremy & Lew)

  • ‘Honorable Kentucky Colonel’, the highest honor awarded by the Governor of the Commonwealth of Kentucky for meritorious service - 2006 (Will, Jeremy, Stacy & Lew)

  • Management President’s Club, Jefferson-Pilot Life - 1995 and 1996 (Lew)

  • #2 Regional Sales Manager in National Sales, Jefferson-Pilot Life - 1995 (Lew)

  • #7 Regional Sales Manager in National DI Sales, Jefferson-Pilot Life - 1994 (Lew)

  • Branch Managers Leaders Conference, Metropolitan Life - 1991 and 1992 (Lew)

  • Personal Production Awards

  • Presidents Conference, Metropolitan Life - 1988 (Lew)

  • Leaders Conference, Metropolitan Life - 1983, 1985 and 1987 (Lew)

  • Affiliations:

  • International Financial Leadership Association - IFLA

  • International Association of Registered Financial Consultants - IARFC

  • National Association of Insurance and Financial Advisors - NAIFA

  • Featured Author in numerous publications and web sites - IARFC Register, Probe, Senior Market Advisor, producersweb.com, etip.ca, fsc.fsonline.com, fjplife.com, insurancesalestools.com, etc.

  • Seen here is Howard Maxwell, Georgia State Representative, Chairman of the
    Retirement Committee, (Right) presenting the American Flag that was flown over the
    United States Capital
    , in Lew Nason's Honor. Presented at the Beautiful Ragsdale
    Inn
    in Dallas Georgia, this US Flag was flown for Lew Nason for his fiduciary work
    assisting citizens in accomplishing their money goal and other objectives.

    Lew Nason, RFC, LUTCF with his son Jeremy Nason are Financial Advisors
     in Dallas, GA, dedicating their services to helping Paulding County families to...

    'Live Debt Free and Truly Wealthy!'
    Found Money Consultants - 877-297-4608

    Lew Nason (front row, 2nd from left) and all the Leaders Conference Qualifiers
    for the
    MetLife, Southeastern Region, New England Territory, 1983.

    Lew Nason (third row, 2nd from right) and the Graduates of the
    MetLife Estate Conservation Planning School
    at
    Dartmouth College.

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