Newsletter Archive

Life Insurance and Annuity Marketing and Sales Tips, Techniques and Training... For Financial Advisors

"The great breakthrough in your life comes when you realize, that you can learn anything you need to learn, to accomplish any goal that you set for yourself.  This means there are no limits on what you can be, have or do!"
Brian Tracy

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
                   Agents, Advisors and Planners 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 Forrest Wallace 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!

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Insurance Marketing and Sales Tips

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... Right Now?

March 2009
  03-31-09  What would the father of financial planning say? ABOUT 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, ORBy 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, Financial Author, Speaker, Guide How To Quickly Double Your Income In 2009!
  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

Become The Winner You Were Born To Be!
FREE Moneymaking Marketing & Sales Tips Subscribe TODAY to receive our weekly moneymaking life insurance & annuity marketing and sales 'insider' tips and ideas...  plus a FREE Gift!  Get to know us... before you spend any money.  Tips Archive

We will NOT sell, trade, rent or give your email address away for any reason.
Insurance Marketing and Sales Tips

December 2008
  12-30-08  How To Get Off To A FAST START In 2009
  12-23-08 
The Dazzling Dozen: A White Paper, Pt. 2, By Jeffrey Reeves,                    'Cato Conclusion' Financial Planners That Can Not Plan! By Forrest Wallace Cato,
  12-16-08  What's Preventing You From Earning... $100K, $200K  or More Per Year?
  12-09-08 
The Dazzling Dozen: A White Paper, Pt. 1, By Jeffrey Reeves,
  12-02-08  Make A Difference… And Watch Your Sales Grow!

November 2008
  11-25-08  Be Thankful, By Lew and Jeremy Nason….
Have Your Picture Taken With A Respected Famous Person, by Wally Cato
  11-17-08  The Keys To You Becoming A Top Sales Professional
  11-11-08  How To Sell Life Insurance… In Spite Of Our Struggling Economy!
  11-04-08  Overcoming The Prospect's Concerns About The Stock Market Losses!

October 2008
  10-27-2008  How Are Agents Still Prospering In This Struggling Economy Using The... FMM Principles?
   Special      Tribute - to CHARLIE "TREMENDOUS" JONES
  10-20-2008  How to Survive and Prosper… During This Worsening Economy!
  10-13-2008  'Cato Conclusion'  Financial Services Committee Should Be Voted Out-of-Office! By Forrest Wallace Cato
  10-06-2008  The Secrets To Having More Prospects Than You Can Possibly See... Starting Tomorrow!

September 2008
  9-30-2008  Discover... The Quickest Way To Increase Your Income, Even In This Struggling Economy!
  9-23-2008  Follow-up to You Can Have More Prospects Than You Can Handle!
  9-16-2008  You Can Have More Prospects Than You Can Possibly Handle!
  9-09-2008  Are You Still Searching For The Ultimate Market?
  9-02-2008  Found Money Management - Financial Planning For Middle Income Families Made Easy...

August 2008
  8-25-2008  Finding Your 'Ideal' Life Insurance Prospects For FREE
An Exclusive
Interview With Forrest Wallace Cato - Become Famous In Your Market
  8-18-2008  How To Immediately Increase Your Life Insurance or Annuity Prospects and Sales… Even If You Have No Money!
 
8-11-2008  How To Attract A Continuous Flow Of High Quality Prospects For Your Hot, New, Exciting, Revolutionary Sales Concept Or Product!
  8-05-2008  Overcoming The Bad Financial Advice… From So Called Financial Experts

July 2008
  7-28-2008  You'll Set More Appointments and Close More Sales By… Asking The Right Questions!
  7-22-2008 
An Exclusive IPS Interview - Forrest Wallace Cato Discusses The Importance Of Getting Noticed To Attract Prospects And Sell More!  Is Our "Down Economy" Hurting Your Biz?
  Mastery 7-08  Revealed... The Secrets to setting appointments with '9 Out Of 10' attendees at your Seminars!
  7-07-2008  Will Famous Celebrities Endorse You?
 
7-01-2008  Here's What You Do To Get Off To The Quickest Start Selling Life Insurance!

June 2008
  Mastery 6-08  Setting The Record Straight About…Index Annuity Products!
 
6-10-2008  Even With All The Bad Publicity Top Advisors Are Still Collecting A Million Dollars Of Annuity Premiums Monthly!
  6-03-2008  How to Collect One Million Dollars of Annuity Premiums Each Month In Today's Market

May 2008
  5-27-2008  Become The Recognized Leader In Your Local Market - by Forrest Cato
  5-20-2008 
Help People To Identify Their Problems And Find Their Own Solutions
  Mastery 5-08  Is Your Insurance Marketing Full of Holes?
 
5-05-2008  How To Significantly Reduce Your Lead Costs, While Increasing Your Sales

April 2008
  4-28-2008 Follow-up - Will You Survive…The Bad Publicity In Our Industry!
 
4-21-2008  Will You Survive…The Bad Publicity In Our Industry!
  Mastery 4-08  Are You Missing The Boat!!!
  4-07-2008  'Building Relationships' The Key To Building Your Business
  4-01-2008  Follow-up to - You Are Only An Inch Away From… Outrageous Success!

March 2008
  3-24-2008  Do You Believe In What You're Doing? Do You Own What You Sell?
  Mastery 3-08  Make Your Life Insurance Sales Career… 'Recession Proof' Part III 
  3-10-2008 
Make Your Life Insurance Sales Career… 'Recession Proof' Part II (Media Kits - Wally Cato)
  3-03-2008  Make Your Life Insurance Sales Career… 'Recession Proof'
Part I 

February 2008
  2-25-2008  Special Edition - Two Guest Authors… Forrest Cato and Randy Murray 
  Mastery 2-08  Start a Mastermind Group - by
Barbara Glanz
  2-11-2008  You Are Only An Inch Away From… Outrageous Success!
  2-04-2008  What's The Quickest Way To Increase My Sales Appointments?

January 2008
  1-28-2008  Making Yourself 'Recession Proof' For 2008 and Beyond!
  1-21-2008  Recession… 'Decide NOT To Participate'  Part IV
  Mastery 1-08  Recession… 'Decide NOT To Participate'  Part III
  1-07-2008 Recession… 'Decide NOT To Participate'  Part II

Become The Winner You Were Born To Be!
FREE Moneymaking Marketing & Sales Tips Subscribe TODAY to receive our weekly moneymaking life insurance & annuity marketing and sales 'insider' tips and ideas...  plus a FREE Gift!  Get to know us... before you spend any money.  Tips Archive

We will NOT sell, trade, rent or give your email address away for any reason.
Insurance Marketing and Sales Tips

December 2007
  12-31-2007  Recession… 'Decide NOT To Participate' Part I
  Mastery 12-07  Will You Be One Of Them?
  12-10-2007 
Are You Making This Critical Mistake When You're With Your Prospects?
  12-03-2007  Selling Mortgage Life Insurance… The Easy Way!

November 2007
  Mastery 11-07  How To Make 2008 Your Most Profitable Year Ever!
  11-19-2007  Be Thankful
  11-12-2007 
The First Secret To…Closing '9 Out Of 10' Sales
  11-05-2007  What's The Quickest Way To Increase My Sales?

October 2007
  10-29-2007  Four 'Little Secrets' To Effective Lead Generation In 2008
  10-22-2007  Message From The Founder
  Mastery 10-07 
'Little Secrets' to Generating Lots of High Quality Leads and Appointments!
  10-8-2007  Four Simple Secrets To Selling Large Amounts Of C.V. Life Insurance!
  10-1-2007 
The Key Ingredients To A Successful Dinner Seminar… with Lots of Sales Appointments!

September 2007
  9-24-2007  Help People To 'Find The Money' And You'll Close More Sales!
  Mastery 9-07  What's The Foundation… Of A Successful Insurance Agency!
  9-11-2007  Selling Mortgage Insurance The Easy Way!

 
9-4-2007   Multiline Agencies Are Missing Out On A… Huge Profit Center!

August 2007
  8-27-2007  How To Attract 50-150 Of The Right Prospects Every Month!
 
8-20-2007  Why Do Advisors Struggle Selling Fixed and Indexed Annuities?
  Mastery 8-07  Great News For The Users Of Our' Found Money Management™' Concepts!
  8-6-2007
  Why Do Advisors Struggle Selling Fixed and Indexed Annuities?

July 2007
  7-30-2007  New 'Low Cost' Tools To Help You… Generate More Sales Leads! Set More Appointments! Close More Sales!
  7-24-2007 
Rebuttal to… "Stop Selling Life Insurance!"
  Mastery 7-07 Stop Selling Life Insurance!
  7-10-2007 
It Is Not Being Taught Today!
  7-02-2007  The Wrong and Right Ways To Use Equity Harvesting!


June 2007
  6-25-2007  How To Increase Your Life Insurance Sales… Even If You Have No Money!
  Mastery 6-07  Follow-up to… "What is Real Financial Planning?"
  6-11-2007  Discover… The TOTAL Success Formula

May 2007
  Mastery 5-07  Equity Harvesting & Life Insurance

April 2007
  Mastery 4-07 Five Tips For The Agent Who Seeks Greater Selling Power!  By Mehdi Fakharzadeh, RFC

March 2007
  Mastery 3-07  Share Clients And Prospects… With Other Sales People?

February 2007
  Mastery 2-07  Discover… What Most Agents, Advisors and Planners Don't Know!

January 2007
  Mastery 1-07  Providing A Lifetime Retirement Income?

More FREE Marketing And Sales Tips
If you're looking for the ultimate in life insurance and annuity marketing, prospecting, appointment setting and sales solutions, with long lasting results, then check out these articles to get started on your way to earning $20,000 to $90,000 every month!

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Financial Advisor Testimonials and Success Stories...

"Sometimes the change we seek is right under our nose.  Where it's hardest to see.  Hidden from view because our success can fool us into thinking we "already know".  Like how to listen.  R-e-a-l-l-y listen.  Not to be confused with the absence of talking!  That and Lew's mastery of the art of question asking are an indispensable part of unearthing a client's real needs and wants.  Go there!  Get connected to the INSURANCE PRO SHOP and revitalize your business and yourself." 
Rhona C. Porter, RFC, MSM, FMM - CA, (See Article)

"Personally, I have been in the financial services industry for about 13 years and I have only been receiving coaching from Lew in the last 3...  Some of Lew's coaching may at times come across as, "oh I knew that", or "yeah, yeah I could do that, but that's not what I want to do." Do not dismiss what this man has to say. He knows from years of experience what he is talking about. He can lead you to the easiest and least expensive way to literally explode your production. Listen, Listen, Listen and shorten your learning curve. If Lew tells you to do something, at least try it. If you don't get the results you were expecting call him, tweak it and try it some more. You will not be disappointed."
Tony Filippone, RFC, FMM - IL, (See Article)

"I started with Lew roughly two years ago. He has helped me tremendously with his phone coaching. I was able to give him information about my prospects and clients, so that he would give me the CORRECT questions to ask them, to lead them to the sale… my business has grown significantly because of his help with the right questions as well as helping me put together some simple marketing techniques that go a long way. Lew truly helps you have that slight edge."
Joseph F., RIA - NJ, (with a National Bank)

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every financial advisor will achieve the same or similar results.  Each individual's success will be determined by his or her desire, dedication, marketing background, products, effort and motivation to work and use the material, tips, advice 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.