How to Market and Sell Life Insurance And Annuities... Financial Advisor Training

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"Helping Financial Advisors To Make A Positive Difference In People's Lives" ...Will Nason, Jeremy Nason and Lew Nason

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Will, Jeremy and Lew Nason - Trusted Advisor Mentoring ProgramLew Nason, RFC, RTIA, LUTCF, with his sons Jeremy Nason, RFC, and Will Nason, RFA, are the creators of the Insurance Pro Shop, the ‘First Affordable, Full Service Insurance Marketing and Sales 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.’

Lew is a college graduate in business, with three decades of experience in the financial services industry as an Account Representative, Business & Estate Planning Liaison, Branch Manager, Regional General Agent, Recruiter, Author, Speaker, Trainer, Consultant, Coach and Mentor. As an Account Representative, Branch Manager, and RGA, he has qualified for numerous sales conventions and over 30 prestigious awards with Met Life, Jefferson Pilot Life, Aviva Life and Annuity and NAIFA.

For Example, as a Branch Manager for Met Life, from 9/1989 to 1/1994, Lew hired 23 brand new agents.  Over 10 years later, 18 of those agents were still in this business.  That's an '80% Success Rate', verses the industry's 85% failure rate!

Plus, all 18 of those agents were making more than $100,000 per year.  Today, many of them are making $200,000, $300,000 and much more!  Consider, according to LIMRA, the average net income per agent (or advisor) is less than $50,000 per year.  The people Lew trained have net incomes well above $150,000 per year… More than triple the industry averages!

In 2000, with the help of his sons, Jeremy Nason, RFC and Will Nason, RFA they created the Insurance Pro Shop. Since then their family has dedicated their services to providing the very best and most affordable life insurance and annuity sales success systems, tips, tools and training to the members of the insurance and financial services industry. During those twelve years, the Insurance Pro Shop has helped over 10,000 agents, advisors and planners world-wide to double and triple their monthly sales and income, within six months of investing in their insurance systems, tips, tools, training and support.

Lew is a frequent featured speaker at the IARFC events (International Association of Register Financial Consultants), 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 Nason 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 nearly 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)

  • 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 (Will, Jeremy & Lew)

  • Founders and Directors - Insurance Pro Shop™ / Annuity Pro Shop™ - 2000 to Present (Will, 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 Association of Registered Financial Consultants - IARFC

  • National Association of Insurance and Financial Advisors - NAIFA

  • Self Help Centers - Insurance Center Editor

  • 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.

  • Some of Lew’s Personal Production and Agency Building Awards

    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, LUTC Graduate, with his sons Jeremy and Will 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 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 and sales strategies, tips, scripts, 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.