Insurance Pro Shop... Newsletter Archive for Financial Advisors

The Most Requested Marketing and Sales Newsletter By Financial Professionals...

IPS Newsletter Archive

Discover... What Most Agents & Advisors
Don't Know, And May Never Find Out...
Because It Isn't Being Taught Today!

Insurance Marketing, Prospecting, Appointment Setting and Sales...
Insider Tips and Training... for Today's Serious Financial Advisor!

May 2012
05/15/12 Sorry You Missed the Event in Branson
                  Psychology of a Prospect, By Rodney Ballance
                 Are You Really In Sales?, By Steve Lewit
05/08/12 How To Attract 50 Or More Of The 'Ideal Prospects' To You Every Month!
                 Ditch The Email Approach, By Sandy Schussel
                 Three Quick Tips
05/01/12 Is Your Insurance Marketing Full of Holes?
                  Personal Examples Help Your Prospects Understand The Need, By Dan Vinal
                 Three Quick Tips
April 2012
04/24/12 Stop Selling Life Insurance…
                  BE… DO… HAVE…, By Sandy Schussel
                  It's The 'Little Things!'
04/17/12 Four ‘Little Secrets’ to Generating Lots of High Quality Leads and Appointments!
                  Three Dynamic Sales Success Tips
                  Direct recognition, indirect recognition and the dangers of agent misinformation, By Jeffrey Reeves
04/10/12 What’s The Foundation… Of A Successful Insurance Agency!
                  Make Them A Client... First!
                  How Financial Advisors Can Help Clients Tend Their Financial Gardens, By Rodney Ballance
04/03/12 The Neasham Case… What Can We Do?
                  Annuity Sales: Annuity Laddering By Dan Vinal,
                  Providing Retirees With An Income They Can’t Outlive

March 2012
03/27/12 Why and How to Conduct an Annual Client Review
                  Discover... The TOTAL Success Formula
                  Will Social Security still exist when I retire?
03/20/12 What’s The Best Way To Increase My Annuity Sales?
                 LIFE & DEATH By: Don Pooley, CLU, CFP, CHFC
                  How Do You Maximize Your Retirement Pension & Increase Your Estate?
03/13/12 An Interesting Conversation About The Validity of Traditional Fixed Annuities
                Increasing Your Annuity Sales Appointments... For Under $100
                 The Funny Thing About Money... By Paul J. Cross
03/06/12 Supplemental Life Insurance for Retirement Planning (SLIRP)
                  How To Get Off To A Quick Start With... Found Money Management! By Mark Davis
                  Shorten Your Learning Curve! By Tony Filippone

February 2012
02/28/12 101 Of The Very Best Insurance Marketing And Prospecting Tips, Ideas And Advice
02/21/12 Selling Annuities To Boomers & Seniors, ...The Missing Ingredient
                 Insurance Sales: Investment Advisors Ignore The Obvious, By Dan Vinal
                The Split-Annuity Concept (Or Annuity Laddering)
02/14/12 Is What You Don't Know Killing Your Life Insurance Sales?
                  Be a River, By Sandy Schussel
                  George Washington introduced a personal finance model to 21st century Americans in 1766,
                  By Jeffery Reeves
02/07/12 What's Keeping You From Obtaining The Success You Want And Deserve?
                  2011 - 1040 Tax Filing Tips
                 Selling Insurance: Database Prospecting, By Dan Vinal

January 2012
01/31/12 How To Double Your Life Insurance Appointments and Sales In 60 Days!
                  Choosing The Best Life Insurance Companies And Investment Grade Life Insurance Products
                  Get the best return on your investments... By Rodney Ballance
01/24/12 Putting It All Together With ‘Found Money Management™’
                  A Financial Plan, Is Your Road Map To Accumulating Wealth... By Jeremy Nason
                  Let Me Send The Public To You The Way Dave Sends People To The "Termites" By Rodney Ballance
01/17/12 The Biggest Obstacle To Your Secure Financial Future
                  The 10 Most Common Wealth Accumulation Mistakes By Jeremy Nason
                  And How Are You Today? - Yuck! by Sandy Schussel
01/10/12 "What’s The Quickest Way To Increase My Leads And Sales?"
                  Are You As Competent As Phyllis Diller? By Forrest Wallace Cato, RFMA, RFC
01/03/12 EARNING TRUST BEFORE COMMISSIONS By Rodney D. Ballance, Jr.
                  Five Ingredients of Superstar Insurance Professionals By Jeremy Nason

2011

December 2011
12/27/11 Five Quick Tips To Help You Get Off To A Fast Start in 2012!
                  The Law From Jeffery Reeves
12/20/11 The ‘Impossible Mission’ Made Possible!
                  Has Wall Street Become Mafiosi Street? By Paul J. Cross
                  Insurance sales: Does this make sense? By Dan Vinal
12/13/11 In The Shadow Of The Flag By Jeffery Reeves
                  Should I Save or Invest? By Professor Rodney Ballance
                  Do You Believe In What You’re Doing? Then Prove It! By Jeremy Nason, RFC
12/06/11 You Can Make The Difference... In 2012 For You And Your Clients
                  Are You Misleading People About Fixed Indexed Annuity ‘Income Benefit Riders’
                  MF Global’s Missing $1.2 Billion Makes Eleven Factors Obvious To Your Prospects
November 2011
11/29/11 DO YOUR SHOES NEED SHINING NOW? By Forrest Wallace Cato
                  Are You... “The Portal to the Financial World”? By Professor Rodney Ballance
                  Selling Cash Value Life Insurance for Private Equity Banking
11/22/11 JACK GARGAN’S RULES, The IARFC Founder Offers 22 Success Habits for You - By Jack Gargon
                  FMM Strategy- To Sell More Cash Value Life Insurance... Find The Money!
                  You Can Make The Difference... Christmas 2011 - Birth of a New Tradition
                  2012 Schedule - Trusted Advisor Success Training
11/15/11 FMM Strategy- The Found Money Management Principles
                  You Can Make The Difference...
                  2012 Schedule - Trusted Advisor Success Training
11/08/11 Your Alliance Made In Heaven - Financial Leadership Academy
                  A Great Endorsement Is Worthless For You Unless You Get It And Use It! By Forrest Wallace Cato
                  YOU Can Make The Difference! - What Are Kids Learning About Money? By Rodney Ballance
                 Investing For Middle America - Putnam Study
11/01/11 FMM Strategy- Guiding Your Clients To... Selecting The Best Advisor
                  YOU Can Make The Difference! - THIS IS HOW YOU FIX CONGRESS...
                  Investing For Middle America - Where Did America Go Wrong? By Paul Cross

October 2011
10-25-11 10 Common Mistakes That Most Agents Make And How You Can Fix Them!
                   Retirement income: What are your clients relying upon? By Chris Conklin
                   Investing For Middle America - Saving Money? Not In This Economy – 22 Facts That Prove
                   Middle Class Families Are Being Savagely Crushed
10-18-11 FMM Strategy- Do I Need A Financial Advisor?
                   Ten Young Advisors You Should Know About Because They Are Each Getting Very-Very Rich!
                  By Forrest Wallace Cato
                   Investing For Middle America - Two secrets the IRS and Wall Street don’t want you to know!
                   By Jeffrey Reeves,
10-11-11 'NO COST' Advertizing
                  Help Your Clients Be Heroes, By Sandy Schussel
                   Investing For Middle America - Save or Invest? By Rodney Balance
10-04-11 FMM Strategy- Investment Grade Life Insurance
                   Aiming At Specific Benefits for You? By Forrest Wallace Cato
                   Investing For Middle America - What's The Best Life Insurance Policy Out There?

September 2011
09-27-11 What Can You Learn From Dave Ramsey, Clark Howard and even Suze Orman?
                  BEING AVERAGE IS NOT GOOD ENOUGH FOR YOU! By William "Joe" Casey, MBA, FMM
                  Investing For Middle America
09-20-11  FMM Strategy- The Best Retirement Investment Options
                   Frank Bettger’s 13 Secrets To Sales Success! Week #13
                   Investing For Middle America
09-13-11 Why Aren't More People Successful At Selling Insurance?
                   Frank Bettger’s 13 Secrets To Sales Success! Week #12
                   Investing For Middle America
09-06-11 FMM Strategy- Unrealistic Investment Expectations
                  Frank Bettger’s 13 Secrets To Sales Success! Week #11
                   Be the Subject Of A VIP INTERVIEW With You, By Forrest Wallace Cato

August 2011
08-30-11 Thank you to all of our loyal readers, followers, members and clients...
                   Frank Bettger’s 13 Secrets To Sales Success! Week #10
                  Do You WANT to... or do you CHOOSE to? By Sandy Schussel
08-23-11 FMM Strategy- The Problem With… Traditional Qualified Retirement Plans
                   Frank Bettger’s 13 Secrets To Sales Success! Week #9
                   HOW YOU CAN AVOID IMAGE BLUNDERS! Part Three, by Forrest Wallace Cato
08-16-11 And How Are You Today? - Yuck! by Sandy Schussel
                  Frank Bettger’s 13 Secrets To Sales Success! Week #8
                   HOW YOU CAN AVOID IMAGE BLUNDERS! Part Two, by Forrest Wallace Cato
08-09-11 FMM Strategy- A Smart Income Tax Reduction Strategy
                   Frank Bettger’s 13 Secrets To Sales Success! Week #7
                   HOW YOU CAN AVOID IMAGE BLUNDERS! Part One, by Forrest Wallace Cato
08-02-11 Double Your Life Insurance Sales... In The Next 30 Days!
                 Frank Bettger’s 13 Secrets To Sales Success! Week #6

July 2011
07-26-11 FMM Strategy- Reduce Your Insurance Costs!
                   Frank Bettger’s 13 Secrets To Sales Success! Week #5
                   Celebrity Endorsements Can Boost Your Sales Now! by Forrest Wallace Cato
07-19-11 Today This 90-Year Old Man Embodies SALES GREATNESS!
                   Frank Bettger’s 13 Secrets To Sales Success! Week #4
07-12-11 FMM Strategy- Is It a Need? Or, Is It a Want?
                   Frank Bettger’s 13 Secrets To Sales Success! Week #3
07-05-11 Playing Golf and Selling Life Insurance!
                   Frank Bettger’s 13 Secrets To Sales Success! Week #2
                   Special Report HOW TO PROTECT YOUR FAMILY IN THESE UNCERTAIN TIMES THE 101
                   COURSE PART II, by Hal Chorney

June 2011
06-28-11 FMM Strategy- Would You Like To Escape The Chains of Debt?
                   Frank Bettger’s 13 Secrets To Sales Success! #1
06-21-11 A Very Important Message From Lew Nason
                   Discover… What Most Agents, Advisors and Planners Don’t Know!
06-14-11 FMM Strategy- Solving The Financial Challenges Middle Income Families Face Today!
                   Make A Positive Difference!
06-07-11 A Quick Way To Generate Leads, Appointments and Sales!
                   Indexed insurance products set 2010 sales records despite challenges. by Sheryl Moore,
                   http://www.IndexedAnnuityNerd.com

May 2011
05-31-11 FMM Strategy- Understanding The Financial Problems Middle America Families Face Today
                   Mister Cato, I’ll have sex with you if… by Forrest Wallace Cato, RFMA, RFC
05-24-11 How To Promote Your Business By Using The Media To Get Free Publicity
                   Bad Financial Advice From The Media
05-17-11 Gold Medals? Or Alligators? by Sandy Schussel
                 Create And Use Your Rules! by Wally Cato
05-10-11 Comments On... "Does trading in an SUV for a gas-efficient car make economic sense?"
05-03-11 How To Set More Life Insurance Sales Appointments From Your Leads

April 2011
04-26-11 Did you know that less than 5% of the Insurance Agents and Financial Advisors who enter this
                   business end up making any real money?
04-19-11 How To Close More Sales and Make More Money, In The Next 30 Days!
Special Report Five Ways To Become Famous by Wally Cato
04-11-11 What You Don't Know Is Costing You Big Time & You Don't Even Know It!
04-05-11 What Do Jack Nicklaus, Lee Trevino, Tiger Woods and Arnold Palmer... Have To Do With
                   Insurance & Annuity Sales?

March 2011
03-29-11 How Do You Convince People To Buy Cash Value Life Insurance?
03-22-11 How To Cut Your Lead Costs By 66%!
03-15-11   Achieving Financial Freedom Is Really About Setting Your Priorities!
03-07-11   How To Set More Appointments With The People You Meet!

February 2011
02-28-11 Are You Prospering In This Recession? Plus an Important Message
02-22-11 Selling Yourself First - Plus a Special Report on Consultative Selling
02-15-11 Rebuttals To The Recent Bad Press About 'Fixed Indexed Annuities'
Plus 3 Special Reports About Fixed Indexed Annuities
02-08-11 Help Middle American Families And Watch Your Sales Soar! Plus... Are Seminars Still Working
02-01-11 The Missing key To You Becoming A Top Sales Professional! Plus... 2 Tax Guides

January 2011
01-25-11 Five Lessons About The Way We Treat People, Plus... Thinking Positively
01-18-11 Are You Missing This Huge 'Insider Secret' To Earning A Significant Six-Figure Income?
                  Plus... The 5 Great Referral Myths Maribeth Kuzmeski
01-11-11 How To Quickly Increase Your Life Leads, Appointments and Sales… Even If You Have No Money!
                   Plus... New Opportunities
01-04-11 Special Report...What You Can Do For A Better 2011! By Wally Cato,

2010

December 2010
12-28-10 How To Double Your Sales Appointments In 60 Days Or Less!
12-21-10 Turn Your Clients Into Fiercely Loyal Advocates - Sandy Schussel
12-14-10 Are You Tired Of Being Misled?   Those Who Can Speak Close More Sales - Maribeth Kuzmeski
12-07-10 Here's The Quickest Way To Find Great Life Insurance Leads

November 2010
11-30-10 Follow-up to… The Great Mehdi Fakharzadeh Shares His Secret To Success
11-23-10 The Great Mehdi Fakharzadeh Shares His Secret To Success
11-16-10 Are You Catching The 'Cash Value' Life Insurance Wave?
11-09-10 The 'Insider Secret' To Setting More Appointments In 2011
11-02-10 How To Keep Your Life Insurance Lapse Rate Under 5%!

October 2010
10-26-10 The Top 7 Ways To Generate High Quality Leads... For Long-Term Success!
10-19-10 The Secrets To Success... With The Infinite Banking Concept!
10-12-10 Have We, As An Industry, Lost Our Way?
10-05-10 Are You "Recommendation Worthy?"

September 2010
09-28-10 Provide A Guaranteed Income Retirees Can't Outlive
09-21-10 Why do so many people struggle to succeed in this business?
09-14-10 Where Can You Make The Most Money?
09-07-10 How to Sell '9 Out Of 10' Life Insurance (Annuity) Prospects You Meet With.

August 2010
08-31-10 Would You Like To Get Your Ideal Prospects To Call You?
08-24-10 What's The Best Way To Get Started Selling Annuities? (Or, Increase Your Annuity Leads,
                  Appointments & Sales?)
08-17-10 What's Your Best Chance To Make Money In Insurance Sales?
08-10-10 Are You "Recommendation Worthy?" By Sandy Schussel
08-03-10 The Amazing Secret To Getting A Flood Of Hot, Qualified Prospects To Call You!

July 2010
07-27-10 *** Is It True ***
07-19-10 *** Fixed Indexed Annuities Saved *** '151 Vacated'
07-12-10 Are You Your Own Worst Enemy?
07-06-10 How to Generate Constant Referrals Without Spending Money

June 2010
06-29-10 Stop Following The Herd... Become The Leader You Were Meant To Be
06-22-10 The Ultimate Niche Market… Where Can You Make The Most Money?
06-15-10 What Does It Take Today, For You To Become A Successful Producer In The Insurance And
                   Financial Services Industry?
06-08-10 How To Attract More High Quality Prospects In A Month, Than Most Advisors Will See In A Year.
06-01-10 Don't Invest One Cent Of Your Hard-Earned Money Until You Check
Out This Guide...

May 2010
05-25-10 How To Get More Sales From The People You Meet
05-18-10 Selling Annuities… The Missing Ingredient
05-11-10 What's The Quickest Way To Increase Your Sales and Your Income?
05-04-10 How To Quickly Double Your Response Rates

April 2010
04-27-10 How to Instantly Become Your Client's Trusted Advisor
04-20-10 ...Doing Nothing Costs A Lot More!
04-13-10 Guarantee You'll Never Lose Another Easy Sale, By Getting Your Prospects To Call You First...
04-06-10 How To Use Your Articles... To Become The Most Trusted Advisor In Your Community! By Wally Cato

March 2010
03-30-10 How Can You Consistently Close '9 Out Of 10' People You Meet With?
03-23-10 Why, 'Found Money Management', Is The Talk Of The Industry...
03-16-10 The Most Expensive Mistake of Your Career
03-09-10 Learning From Mr. Mehdi Was A Life Changing Experience!
03-02-10 Discover The Quickest and Simplest Way To Find Life Insurance Leads, Set Appointments and Make Sales!

February 2010
02-23-10 Dump your 401(k): Common Sense vs. Conventional Wisdom
02-15-10 How to sell Fixed, Indexed and Variable Annuities despite the bad publicity!
02-09-10 How to Sell Cash Value Life Insurance.
02-02-10 Keeping Yourself Visible With FREE Advertising!

January 2010
01-26-10 How to Properly Use The Internet To Generate Free Life Insurance Leads
01-19-10 Finding Free Life Insurance Sales Leads
01-12-10 The Secrets To Using... The Infinite Banking Concept
01-05-10 Decide Today, To Make 2010... Your Best Year Ever!

2009

December 2009
12-29-09 Ten Tips For An Outstanding 2010
12-22-09 A Christmas Wish From Our Family To Yours
12-15-09 Make Your Life Insurance Sales Soar In 2010!
12-08-09 Master The Fundamentals To Win The Sales Game!
12-01-09 "The Great Mehdi's" Golden Sales Nuggets

November 2009
11-24-09 Sometimes We Forget To Say It… Thank You!
11-17-09 What Are The Best Ways to Generate Life Leads, To Get New Sales...
11-10-09 The Truth, The Whole Truth, And Nothing But The Truth!
11-03-09 Discover... Your 'Acres of Diamonds'

October 2009
10-27-09 "What's The Quickest Way To Generate More Leads, To Get In Front Of More Prospects, To
                     Increase Your Sales?"
10-20-09 When Do You Know If It's Working?
10-13-09 How To Earn A Significant Six-Figure Income In 2010?
10-06-09 Why Do Some Advisors Succeed… While Others Always Seem To Fail?

September 2009
09-29-09 Understanding The Benefits Of... 'Creating Your Own Bank'
09-22-09 "Steepest Six Month Drop in Life Insurance Sales In Almost 70 Years..."
09-15-09 How To Sell Life Insurance... In This Struggling Economy ...Revisited!
09-08-09 Are You Missing These Crucial 'Insider' Secrets and Tips?
09-01-09 2009 Has Been A Tough Year For Many Agents, Advisors and Planners!

August 2009
08-25-09 What Everyone Ought To Know... About Annuity Seminar Attendance
08-18-09 How To Get More Sales From The People You Meet
08-11-09 Are You Missing These Two Crucial Success Strategies?
08-04-09 A Poll Of 100 Agents Revealed 75% Have Wasted Valuable Marketing and Training Dollars On
                    Other "So Called" Lead & Sales Systems Before Finding Us.

July 2009
07-28-09 For Advisors Who Don't Have The Time Or Money To Hire A Personal Coach Or Attend Live
                   Training Events! Important Message
07-21-09 What You Must Know About Selling Life Insurance!
07-14-09 Guns, Gold And Groceries… The 101 Course To Protect Your Family, Hal Chorney, TIA, RFC
07-07-09 The Power Of Mentorship

June 2009
06-30-09 Selling Annuities… The Missing Ingredient!
06-23-09 How to Attract Retirees and Sell Annuities In Today's Market!
06-16-09 How To Generate $60,000 of Life and/or Annuity Commissions In The Next 60 Days!
06-09-09 Quit Trying To Re-invent The Wheel!
06-02-09 How To Attract And Sell More Life Insurance And Annuity Prospects... And, It's FREE!

May 2009
05-26-09 What's Stopping You From Selling More Cash Value Life Insurance?
05-19-09 How to Close 9 Out Of 10 Sales!
05-12-09 Are You Missing This Huge 'Insider Secret' To Earning A Significant Six-Figure Income?
05-05-09 How To Attract And Sell More Life Insurance Prospects In One Month, Than Most Advisors And
                    Planners Will See In An Entire Year!

April 2009
04-28-09 Is Cash Value Life Insurance A Good Savings Vehicle?
Special Exclusive - How Finding Good Reasons To Do Less Leads To Failure - By Alan W. Altmann
04-21-09 Benefits Of You Owning Permanent Cash Value Life Insurance
04-14-09 Helping Folks Create A Rich Life - By Beau Henderson, RFC
04-07-09 What Can I Do Today To Increase My Life Insurance and Annuity Appointments and Sales... Now?

March 2009
03-31-09 What would the father of financial planning sayAbout Our Economic Crisis? By Page Lambert
03-24-09 How To Get Off To A Quick Start Selling Life Insurance And Annuities!
                   YOU CAN BE TYPICAL AND AVERAGE, OR… By Forrest Wallace Cato
03-17-09 Are You A Selling Systems Junkie?
03-10-09 What's The Quickest Way To Increase My Life Insurance and Annuity Sales?
03-03-09 Special Report… LIFE AGENTS ARE STARVING'

February 2009
02-23-09 The 'System' Vs 'Live Training',
                   Financial Planners Emerging As America's New Heroes, By Wally Cato
02-17-09 How to Survive… 'The Current Recession'
02-10-09 Five Killer Life Insurance And Annuity Prospecting And Sales Strategies!
02-03-09 Where Should You Be Investing Your Money?

January 2009
01-27-09 The Dazzling Dozen: A White Paper, Pt. 4, By Jeffrey Reeves,
01-20-09 You Can't Please All Of The People, All Of The Time!
                   'Cato Conclusion' "What Makes A Pain-In-The-Ass?" By Forrest Wallace Cato
01-13-09 "Success 'In Sales' Is Simply A Matter Of Luck… Just Ask Any Failure!"
01-06-09 The Dazzling Dozen: A White Paper, Pt. 3, By Jeffrey Reeves, Financial Author, Speaker, Guide

Not sure we can help, or if our services are right for you... Don’t Wait... Call us Now, to schedule a No Obligation, Free 15 Minute Consultation with Lew or Jeremy.
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And, as our way of saying 'Thank You', you can immediately download this
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Trusted Advisor Success Training to the Agency Leaders of WFLife in La Joya, California.

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877-297-4608

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 ideas, 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.