Life Insurance and Annuity
Marketing and Sales Resources

Insurance Marketing & Sales Systems, Coaches & Trainers

Annuity & Insurance Leads, Direct Mail and Prospect Lists

Note: These links are merely what we think are useful for research purposes,
and contain different views. We do not endorse nor guarantee the accuracy
of the contents, and are not liable for any consequences.
 

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Trusted Resources For Financial Advisors
These are the people and organizations we’ve come to know well and trust!

Cato Makes You Famous
Sales Promotional, Media Exposure and Image Branding...
To Significantly Improve Your Marketing And Sales Results... For The Serious Financial Services Professional!
(Wally is our PR guy)
Forrest Wallace Cato,
615-547-4668

eurekonomics.com
Learn how to help clients to take charge of managing their money and creating wealth for their family, properly using participating Whole Life Insurance. There are only a handful of books, written by financial professionals who have 40 years or more of real life experience working with and helping families. One such book, recently self-published, is Money for Life, by Jeffrey Reeves, MA... with Dr Agon Fly.

IFLA - International Financial Leadership Association
Introducing the... The Ultimate Referral Generation and Sales System for Christian Insurance Agents and Financial Advisors.
What if there was an easier way for you to be consistently in front of upper middle income families who understand the value and benefits of permanent 'cash value' life insurance and who are presently searching with caution for advice on where they should put their money now? Can you imagine being recommended to church leaders, heads of associations and families by a famous TV personality like Clark Howard, Dave Ramsey, or Suze Orman? Well then it's time for you to meet Professor Rodney Ballance!

IARFC - International Association of Registered Financial Consultants
The IARFC is dedicated to providing continuous value-added services to professional financial advisors who are helping people do a better job of spending, saving, investing, insuring and planning. Earn the coveted Registered Financial Consultant (RFC) designation.

Index Marketing Group (IMO)
Marketer of Indexed Life and Annuity Products - Index Marketing Group is proud to be one of the preferred marketing organizations authorized to offer agent contracts for over 50 life and annuity companies. This is a credit to our strong relationship with all of our carriers as well as our agents. If you’ve never placed a case with us, now is your chance to join a market leader in the support of experienced independent agents. With over 45 years of experience in the industry, we have enjoyed tremendous success helping
experienced independent agents and agencies. Kevin Smith, 800-546-9968

Postema Marketing Group LLC (IMO)
AN [IMO] WITH A TWIST... Welcome to Postema Marketing Group. If you are a new or newer agent, then take a look around our site, and you’ll quickly see we’re not like most Independent Marketing Organizations (IMO). We like to have fun, but we’re also VERY good at what we do… Providing Endless Opportunities for our clients.
Paul Mallett, 877-512-9287

SandySchussel.com
If you’re frustrated because your service business or practice isn’t growing, or by how difficult it is to get it moving, especially in this economy, GET HELP NOW! For the past 12 years, Sandy has been helping advisors, consultants and their firms who feel stuck, frustrated and burnt out find more and better clients and turn them into passionate referral advocates.
(Sandy is our coach at IPS)
Sandy Schussel, 888-289-5551

WebPrez Videos
Interest More People in the Insurance or Annuity Concepts You Sell - We develop, compose and produce sales concept videos (using "neuro" and "psycho" linguistics) that help financial sales professionals introduce insurance and annuity concepts to their clients, prospects, leads and referrals. Dan Vinal

Annuity Wholesalers / Recruiters
Index Marketing Group - #1 Marketer of Indexed Life and Annuities...  Top Commissions.  Call 800-546-9968 for more information… (Tim and Kevin Smith)

Postema Marketing Group LLC (IMO)
AN [IMO] WITH A TWIST... Welcome to Postema Marketing Group. If you are a new or newer agent, then take a look around our site, and you’ll quickly see we’re not like most Independent Marketing Organizations (IMO). We like to have fun, but we’re also VERY good at what we do… Providing Endless Opportunities for our clients.
Paul Mallett, 877-512-9287


Wealth Financial Life - is a national marketer serving thousands of independent agents as well as brokerage organizations nationwide for the past two decades.  We offer a wide array of highly reputable life insurance and annuity companies, from which we create the most sensible insurance program or plan for a client's personal, business and retirement needs. (Arsy Grindulo Jr. and Alvin Reyes)

Client Newsletters
IPS Insurance Pro Shop - Stop Missing The Easy Sales!!!  For just pennies each... get a newsletter designed so your clients will believe that you wrote it.  This client newsletter provides you with instant credibility and more…  The only way to stay in front of your prospects, friends, family, neighbors and clients is with a monthly newsletter...  so, when they're ready to buy, you're there.  Out of Sight, Out of Mind, is a Deadly Mistake!

Education & Motivation Resources

www.wisdomtimes.com  Financial Planning - Wisdom Times is India's #1 online destination for self improvement and personal development. Wisdom Times provides tips on personal development, personal finance, financial planning, personality development, career improvement and information on what is happiness, Swami Vivekananda and more.

IPS Annuity Lead Generation Tips, Ideas and Strategies
FREE Financial Advisors Guide To: Affordable Annuity Marketing, Prospecting and Sales... On This Web Site You'll Learn The Cutting Edge Annuity Marketing, Prospecting and Sales Strategies The Top Annuity Marketing and Sales Authorities In Our Industry Use Every Day. (Lew Nason)

Dearborn Financial Institute - Insurance & Securities Licensing Training

IPS Discount Books, Videos and Audios Store - From Executive Books... the Premier Supplier of Sales and Motivational Media on the Internet. "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)

Financial Advisor Marketing "Marketing ideas and links for Making Big Profits from your Financial Advisory Business" Grant Hicks, co-author of Guerrilla Marketing For Financial Advisors.

IPS Trusted Advisor Success Training
The leading Annuity and Life Insurance... Marketing, Lead Generation and Sales Skills Training for Financial Advisors.  (Lew and Jeremy Nason)

IPS Insurance Marketing and Sales Resource Center™
Discover The Advanced Marketing 'Insider Secrets' Million-Dollar Producers Use To… Generate A Steady Stream Of the Ideal Annuity and Insurance Leads, Easily Set High Quality Sales Appointments, Close 9 out of 10 Sales Presentations, and Earn A Six Figure Income… While Working Less Than 40 Hours Per Week! If You Invest In Just One Insurance Lead Generation And Sales Program All Year, THIS Is The One You Want. - It All Starts Here!!! (Lew and Jeremy Nason)


IPS Insurance Marketing and Sales Moneymaking Newsletter 
FREE Every week you'll receive the all the latest proven strategies, ideas and tips the Top Financial Advisors use to get their ideal prospects to call them. (Lew Nason)

The Advisor's Advisor 
FREE Marketing Advice for Financial Advisors - Do yourself a favor, and check out the free TIP email newsletter. I GUARANTEE it will help your business! 604-261-2194  donpooley@eTIP.ca - Donald F. Pooley, CFP, CLU, CHFC

EXECUTIVE COACHING / LEADERSHIP DEVELOPMENT - Coaching For Insurance Organizations and Recruiters. Visit The Insurance Coach website to learn more about our CD Programs and Training Workshops covering Recruiting, Prospecting, Marketing, Effective Communication, Leadership and Business Success for Insurance Organizations. Michael Beck

www.PensionMax.com Offers the most accurate and ethical pension maximization evaluation on the market today covering all 5 post retirement scenarios. Our actuarially calculated reports address factors such as life expectancy at every year in retirement, COLA and taxes. The insurance death benefit and premiums allow for maximum client income every year in retirement. Download a free sample report and see how you can sell a unique product to an untapped market.

Pension Concepts - Making the Pension Maximization Sale. Informational, CD's lead you through the closing of the Pension Maximization sale. Audios cover introduction and advanced concepts. Plus, comprehensive, 36 slide, screen show for clients and prospects. Also, offers videos.

YouBeTheBank.com
Learn how to help clients to take charge of managing their money and creating wealth for their family, properly using Cash Value Life Insurance.  There are only a handful of books, written by financial professionals who have 40 years or more of real life experience working with and helping families. One such book, recently self-published, is Money for Life, by Jeffrey Reeves, MA... with Dr Agon Fly.

Financial Links
IPS Found Money Management - Helping Middle American Families to Live Debt Free and Truly Wealthy

Morningstar - Mutual Fund Updates

Roth IRA Advisor - Cutting edge strategies for IRA owners (Jim Lange)

Listen to Ballancing Your Budget with Rodney Ballance Jr.

Impaired Risk Wholesales
United Underwriters - We give you Same Day sales illustrations & 24-hour service on impaired risk illustrations, competitive product analysis.

Industry Organizations
If you are not a current member of one or more of these industry associations... you should be!

GAMA - General Agents Management Association

IARFC - International Association of Registered Financial Consultants
The IARFC is dedicated to providing continuous value-added services to professional financial advisors who are helping people do a better job of spending, saving, investing, insuring and planning. Earn the coveted Registered Financial Consultant (RFC) designation.


IFLA - International Financial Leadership Association
Introducing the... The Ultimate Referral Generation and Sales System for Christian Insurance Agents and Financial Advisors.
What if there was an easier way for you to be consistently in front of upper middle income families who understand the value and benefits of permanent 'cash value' life insurance and who are presently searching with caution for advice on where they should put their money now? Can you imagine being recommended to church leaders, heads of associations and families by a famous TV personality like Clark Howard, Dave Ramsey, or Suze Orman? Well then it's time for you to meet Professor Rodney Ballance!


MDRT - The Million Dollar Round Table has the best to offer in books & tools that inspire industry and life achievement.

NAIFA - National Association of Insurance and Financial Advisors

Industry Publications
Advisor Today has the largest circulation among insurance and financial planning advising magazines. Founded in 1906 as Life Association News, Advisor Today is the official publication of the National Association of Insurance and Financial Advisors. Our mission is to provide practical information, sales ideas, resources and business strategies to help insurance and financial advisors succeed.

Financial Services Journal - is the first and largest financial services publisher and portal on the Internet. Our publications include Financial E-News, Financial Services Journal Online and Messages From The Masters, which are available at no cost on our Portal.

Life Insurance Selling Magazine - is the magazine for top life, health, and financial services producers. The magazine provides producers with practical, transferable sales ideas and information, both editorial and advertising, about products they can offer to clients. Leading producers share their successful techniques in feature articles. Product survey reports several times a year list characteristics of products from life and health insurance companies. Regular departments describe policies, books, sales aids, computer products, and educational programs designed for producers.

ProducersWeb.com  The producer's preferred resource for premier industry content

Senior Market Advisor Magazine - if you are working with seniors you must read this magazine… it's free...

Annuity Leads, Life Insurance Leads, Direct Mail and Prospect Lists  A list of the best lead resources for insurance agents, financial advisors and planners.

Marketing & Sales Systems, Coaches & Trainers
A list of the best systems, coaches and trainers for insurance agents, financial advisors and planners.

Life Insurance Wholesalers / Recruiters
Index Marketing Group - #1 Marketer of Indexed Life and Annuities. Top Commissions. Core Company is Aviva Life and Annuity. Call 800-546-9968 for more information...(Tim and Kevin Smith)

Postema Marketing Group LLC (IMO)
AN [IMO] WITH A TWIST... Welcome to Postema Marketing Group. If you are a new or newer agent, then take a look around our site, and you’ll quickly see we’re not like most Independent Marketing Organizations (IMO). We like to have fun, but we’re also VERY good at what we do… Providing Endless Opportunities for our clients.
Paul Mallett, 877-512-9287


Wealth Financial Life - is a national marketer serving thousands of independent agents as well as brokerage organizations nationwide for the past two decades. We offer a wide array of highly reputable life insurance and annuity companies, from which we create the most sensible insurance program or plan for a client's personal, business and retirement needs. Arsy Grindulo Jr. and Alvin Reyes

Technology, Software and Web Site Resources
Financial Planning Consultants - 'Practice Builder' the Client Relationship Management (CRM) system for today's financial advisor. 'Plan Builder' developing comprehensive financial plans, powerfully and swiftly. 'Client Builder' is a presentation system for financial advisors that motivates the prospect to engage your services on your preferred basis. Edwin Morrow - 800-666-1656

Torrid Technologies Inc.  From Retirement Software and Financial Planning Software, to Web site Design and Hosting, Torrid Technologies does it all for Financial Institutions, Financial Advisors, Insurance Companies, and Insurance Agents.

WebPrez.com Interest More People in the Insurance or Annuity Concepts You Sell
We develop, compose and produce sales concept videos (using "neuro" and "psycho" linguistics) that help financial sales professionals introduce insurance and annuity concepts to their clients, prospects, leads and referrals. Dan Vinal

Insurance Web Designs - Customized, Affordable Insurance Agent Web Sites by someone who was actually in the insurance business.

Useful Links
Elder Law Updates

IPS Found Money Management - Helping Middle American Families to Live Debt Free and Truly Wealthy

IPS Insurance Sales Tools - This is a new web site designed to help agents and advisors find all the best insurance marketing, prospecting, leads, tools, sales training and more that they need to be successful in this business…

Sold On Seniors  - if you are marketing to seniors this is a must web site…

Total Return Annuities - A great resource for Annuity, Life Insurance and all kinds other financial information and history. Highly Recommended!

Note: These links are merely what we think are useful for research purposes, and contain different views. We do not endorse nor guarantee the accuracy of the contents, and are not liable for any consequences.

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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.