The Most Affordable Marketing and Sales Training For Financial Professionals...

Insurance Pro Shop

IPS Home Page Special Offer's Newsletter Archive Product Catalog

Life Sales Tools, Tips & Systems Annuity Sales Tools, Tips & Systems


The Keys To You Becoming
A Top Sales Professional
 

 

In March of 2006, almost three years ago, we wrote an article about 'The Keys To You Becoming A Top Sales Professional.'  With all the gloom and doom about the economy and our industry right now, we believe the article is very pertinent and is worth repeating.  Because the people who are going to survive and prosper today are those sales professionals who truly know and understand what it takes to succeed in this or any business, and in a struggling economy.  When the economy was flourishing you could afford to experiment, try to go it alone, and take the 'trail and error' approach to growing your business.  But, not right now.

Here's the Article...

You go to your local bookstore and you buy the three definitive books on golfing, written by the three top golfing legends (Gurus) Jack Nicklaus, Arnold Palmer and Lee Trevino.  You buy all their tapes.  You even go to your local Golf Pro Shop and buy a set of golf clubs, endorsed by these legends and have them fitted to you.  Now, what’s the chance of you becoming a good enough golfer to be invited to play on the ‘Pro Golf Tour’ just by reading those books, watching tapes and using those clubs? 

What Are You Missing?

If you said, years of dedication and practice and a coach to help you learn the finer points of the golf game, you are right on.  Becoming a golf professional, isn’t about your knowledge of the game of golf, watching tapes or having the best set of clubs.  It’s getting someone to personally teach you the little secrets (the tricks of the trade) that will help you to use those clubs the right way.  Then, it’s all about continuously practicing to make those secrets your own.  Even the three top golfing legends (Gurus) Jack Nicklaus, Arnold Palmer and Lee Trevino had a coach their entire careers.  And, they continuously practiced to hone their skills.

It’s the same for any profession, whether it’s baseball, tennis, cooking, dentistry, accounting or insurance sales. There isn’t a book or tape (or a system) that is going to teach you everything you need to know, to become an expert in that profession.  And, having the best tools may help, but only if you learn to use those tools the right way. 

If you want to become a top producer in sales, you need to become a student of sales and learn everything you can about sales. You need to have the right products, with the proven sales tools and sales systems. And, you need someone to teach you the finer points of using those tools and systems. Then, it’s continuous coaching and practice to refine and hone your skills!

And, that is just one reason why our programs are far more effective than our competitions programs.  And, why agents and advisors are able to achieve much greater success with our programs.  We provide personal ongoing coaching and support with all our programs!

It's Your Choice!

Do you want Tiger Wood's clubs or his swing?  Are Tiger's clubs what has made him a super star, or is it his ability to use those clubs... his swing?  Are the keys to you becoming a Top Producer your credentials, your great products, and your great new sales idea?  Or, is it your ability to market and sell your credentials, your great products and your great new sales idea?

Yours in Success,
Lew and Jeremy Nason
'The 9 Out Of 10 Guys'

P.S. Most Advisors are doubling their income within two months of studying and applying the proven sales techniques that we've completely laid out and explained in our marketing and sales systems...  with our coaching and support.

 

You have a great opportunity to succeed in this business and in these tough economic times.  But, only if you decide to take action starting today!
 


Thanksgiving Special Sale...
10% Off All Our Products
(Except Our Boot Camps)

From now until Wednesday 26th, 2008 you can get
10% off all our Systems, Videos, Private Site, etc., (Except Our Boot Camps) just by typing the word Thanks into the box marked "Coupon Code" when you make your order on our shopping cart. You will automatically save 10%.  It's that simple!
It's Our Way Of Saying Thank You!

 
Richard Fricks, Lew Nason and Bryan Schurter at our last Boot Camp wishing you a 'Happy Thanksgiving'
Only 50 Spots Left....
150 Agents & Advisor's Have Already Registered!
 

If You Want a CPA to Refer Their Clients to You... You  Must Understand What a CPA Really  Wants From You!
 

CPAs control dozens of affluent clients.  They can be one of the best Joint Venture Partners you can ever have.  Butthey will never send you a single client until you know what they really want from you.

 

Fact #1:  Holding CPE Workshops is a brilliant way to generate relationships and referrals.
Fact #2:  CPAs attend CPE events, and will attend yours.
=======================
Problems:
- What should your CPE workshop consist of?
- How do you get licensed to award CPE credits?
- How do you convert CPAs into referral sources
========================


I've arranged to interview Daryl Logullo, nationally acclaimed referral authority and expert on referrals from CPAs, on a live 30-minute conference call. Best of all this call is 100% no-cost.
 

"Secrets to Using CPE Workshops to Get Referrals from CPAs"
Date:
November 21, 2008    Time: 2pm EST (1pm CST, 12pm MST, 11am PST)

It's easy to gain access. Simply Click the link to register...
Register Here

 

We are NOT recording this call. This is the ONLY chance you have to listen and learn. Register Here

Sales Tips...

Know Their Objectives
 

One of the easiest things for you to learn is 'why' people are meeting with you. They are looking for something. They have a set of goals or objectives, a or a problem they want solved. Ask and you will be rewarded with their business. It is truly amazing what people will tell you when you simply ask them what they are seeking:


“What are you trying to accomplish?”
“Who are you trying to protect?”
“Why is that important to you?”
“Where would you like to go with this?”
“How would that effect your plans or situation?”
“When would you like to be able to…?”


And there are a host more questions you can easily ask about their specific situation.
 

Before you can make a sales presentation and close a sale, you need to know why these people are meeting with you. What are they seeking? Where are they focused? What will make them happy?

 

"It's not the answer,
it's the quality of the question."

Success Tips…

What People Want

 

People want you to do what you say you will do, when you say you will do it.  They will reward you if you go one step further, and deliver more than what they expect sooner than when they expect it.

 

Unfortunately, most auto mechanics still haven't learned this lesson. When they say your car will be ready at noon, and it isn't, you feel miffed. But, if they had said your car would be ready at noon and it was ready at eleven, one hour sooner, you'd be delighted!

 

What if instead of giving you your car back with grease on the steering wheel and dirt on the floor fom the work they did, they washed your car and gave it back to you not only early, but CLEAN!  Wouldn't you feel like doing business with them again.

 

If you want people to do more business with you, and refer more people to you, then not only do you keep your promise, but do it better than you promise.

 

'Under Promise and Over Deliver'

"Success isn't a matter of chance!
It's a matter of the choices you make!"


Get Off To The Quickest Start Possible In 2009?

 

"Discover... How New And Experienced Agents Are Routinely Earning $20,000 - $90,000 Per Month, Within 60 Days Of Attending This Extraordinary Live Training Event"

It's The Last Boot Camp at $1,295…
‘Found Money Management’
Financial Advisor Boot Camp

December 3 & 4, 2008
(Register today with a only a $250 deposit)


 

Important Note: Because of the additions to the program, guest speakers and increasing costs, we are forced to raise the registration to $1,695... for future events in 2009.

Hear 3 Very Special Guest Speakers


Jeffrey "Dragonfly" Reeves,
MA

Author of Money For Lifein good times and bad.

Jeffrey Reeves has been guiding clients for over 30 years as they chart their paths to financial security. During this time clients, insurance professionals and financial advisors have all contributed ideas, strategies and tactics to the arsenal of tools that emerge throughout
Money for Life…in good times and bad.

 


Forrest Wallace Cato,
RFC, RFMA, CRR, CPC

Internationally Renowned Speaker and Legendary Publicist To The Financial Services Industry who will discuss how to get free publicity... that will make you famous! Wally has made placements on 60 Minutes, 20/20, etc. He has interviewed five US Presidents in the Oval Office and ghosted books that made The New York Times top ten best-seller lists.


Jennifer Lowery
,
Senior Marketing Consultant,
Response Mail Express, (RME)
who will discuss how to consistently fill your seminars
and workshops with 100 or more the right high quality prospects every month.
(With a special offer for attendees)


Plus, You'll Earn An Industry Recognized Designation

You'll earn the accredited, industry recognized designation from the IARFC...
'International Association of Registered Financial Consultants'

Prospecting Update…

I'm sure you've all heard the famous story about the farmer who sold his farm and traveled the world in search of his fortune. After he exhausted his resources, he lost hope and threw himself into the ocean. Meanwhile, back on his farm, acres of diamonds were discovered which yielded untold fortunes!


Opportunities are in front of us every day, but we miss them in our search for new horizons. The professional salesperson recognizes that their current clients represent the best source of new business.


There are several ways to expand your business with your current clients, by conducting an annual review:


1) Sell more of the same. If, during your annual review, you see that your clients have the capacity to buy more of your product, suggest that they buy more.

2) Sell them additional products or services. Again, if you see a need, offer a new products/services to your present customers. If they like your original recommendation, they'll listen to your ideas about expanding into other products or services.

3) Upgrade your clients. If a client originally bought term insurance, you may be able to upgrade it to a higher priced, higher quality permanent life product.

 

4) It is important to ask your clients if they know anyone else who may have a need for your services.  Always ask your clients for permission to use them as a reference.
 

After the sale following through is a balancing act. It requires communication, sensitivity to the other person's needs and a commitment to grow together.

“Acting on a good idea is better than just having a good idea.” Robert Half

Real Advisor Testimonials
& Success Stories…

 

"The Found Money Management Boot Camp provides powerful techniques, advice and information for financial advisors, but more importantly for clients. The Simplistic nature of the program is the best part! Lew and the gang are a true credit to the industry!"
Ryan Miller, FMM - UT,

"Lew's coaching and (Found Money Management) system has helped my practice immensely! Learning from Lew on how to ask questions the right way, helped me close $16,800 in commissions in 2 weeks! Thanks Lew!"
Ron Fara, RFC, RIA

 

"Lew and Jeremy, Again....thank you for everything.... I feel so much better informed, educated, and knowledgeable than ever before. I am also excited about reaching my goal of submitting a minimum of $30,000/mo. each month in 2009! Thanks to you guys, I know it's going to happen.  Have a great day!"
Bryan Schurter, FMM, RFC,

 

"Thanks so much for all you are doing with your coaching and your systems. I purchased the Found Money Managementsystem a couple years ago, but like many of us, didn't get rolling on it until last fall. It was really a big mistake to put off starting in! I began to earnestly study your questioning techniques and began to apply them to my practice. I saw increasing results as I began to become more proficient and more confident. The first 3 months of this year have been more successful than most of my past "years!"
In fact, I am about to do another Found Money Management seminar and had to add a 4th day as we are over 185 reservations with about 15 on a wait list. My advice to all the other planners is to jump in, do the work, and the results will surely follow."
Rick White, RFC, FMM, BA, FMM - SC
 

For Securities Licensed Advisors and Planners

COLBECK COACHING GROUP PRESENTS

The Portfolio Repair System:
How to Deal With Bad Markets

  • Investment replacement tactics.

  • Core/satellite investing.

  • Market neutral strategies.

  • Bear market tactics.

  • High yield strategies.

  • Structured products.

  • Option strategies.

  • Creating turnkey systems.

  • Split dollar annuity investing.

  • Referral marketing and portfolio repair

Buy and hold using asset allocation used to be all you needed. Many people have lost money using buy and hold strategies since 2000.  If your clients are wondering what else you can do besides wait for the market to comeback this course is for you. You will not only learn how to repair portfolios, you will gain competitive advantage to help you get new clients during these turbulent markets.

Series of 4 Webinars
Dates: 11/24/08, 12/1/08, 12/8/08, 12/15/08
Times- 3:00 PM to 4:30 PM, EST
Tuition- $295 for all 4 classes.

Register Online at https://www.regonline.com/portfolio

Class 1-Investment Replacement Strategies- Learn specific replacement strategies to repair losses in equity or fixed income mutual funds.

Class 2- Market Neutral Investing- Learn strategies that will be much more stable than buy and hold strategies in a bad market.

Class 3- Client Service Systems- Learn how to create turnkey systems to implement the strategies you learned in the first two classes. Learn how to present, charge, and implement effectively to create a win/win for you and your clients.

Class 4- Marketing with Portfolio Repair- If it’s not broken don’t fix it. Why would anyone change advisors in a good market? Bad markets are when people may find a need to make a change. If their portfolio is down these repair strategies will give you a competitive advantage.

Refund Policy - If you are not satisfied for any reason you may request a full refund. for up to 30 days after the conclusion of the last class.
 


Highly Recommended...
'Money For Life'
How to Thrive in the 21st Century!

$29.95 plus shipping

"We highly recommend this great new book for you and all of your clients, if you want to sell more Cash Value Life Insurance! It's much easier for your clients to read and understand than any of the others! It's a great match for our Found Money Management Strategies"
Lew & Jeremy Nason


Call us today to order... 877-297-4608

 

One Of The Best Ways For You To Succeed,
In Spite Of This Struggling Economy Is To...

Become The Most Recognized and Sought After Financial Advisor In Your Community!

Forrest Wallace Cato is a speaker at the Insurance Pro Shop, where he lectures on How To Become Famous. Cato received a Hollywood Walk-of-Fame Star for his speaking skills. Cato is former Editor-In-Chief of Financial Planning magazine and former Editor-In-Chief of Trusts & Estates: The Journal of Wealth Management. He wrote the introduction to the newly revised version of the classic book How To Sell Your Way Through Life by Napoleon Hill. Cato is also International Editor of Advisor magazine in China. Cato is the legendary 'Image Branding' specialist for financial professionals... www.catomakesyoufamous.com/

ProducersWEB.com Presents...
Daily Industry News

-Hartford applies for thrift charter
-LISA says STOLI is no longer a concern
-MFA: Self-funded plans increase share
-Perino: Bailout shouldn't include auto industry
-Economists expect recession to last 14 mo.
-Citigroup to slash more than 50,000
-International global banks prepare further steps
-U.S. retail sales in U.S worst since 1992
-Freddie Mac posts Q3 loss of $25B
-FDIC unveils plans to help homeowners

ProducersWEB.com Presents...
Most Recent Articles

-Triple your referrals from other advisors
-Soliciting insurance agents to invest in an insurance industry mutual fund
-How to build your business in a down market pt1
-Car pools: A question of coverage
-The Dazzling Dozen: A white paper, Pt. 1
-New President, new taxes: Where do annuities fit in?
-Successful marketing in strange times
-Blended family blues and clues

If You Invest In Just One Program All Year, This is the One You Want!
It's A Mini-University in Insurance Marketing, Prospecting and Sales!


Insurance Marketing and Sales Resource Center

It's Our 'Members Only' Private Agent Support Web Site…

Only
$49.95 per month...

You can cancel at any time and owe Nothing more!
(Discounted to $24.95 per month for owners of our specialized systems!)

Discover... the 'Insider Secrets' to help you to 'Quickly Improve' your insurance marketing, prospecting, appointment setting and selling skills. You'll learn the proven 'Insider Secrets' used by the Top Producers in our industry to consistently generating a flood of the 'RIGHT' high quality sales leads!

Click Here For The Complete Details

Or, Call Us Toll Free @ 877-297-4608 for more information

We Offer A 30 Day '100%' Money Back Satisfaction Guarantee

 

"Agents today have no real training, no mentors, and by offering this type of service you are doing them a real favor. Anyone who does not take advantage of your system is silly if they are to remain in this business."

Roger Craig, LUTCF, Licensed Agent since 1965




Founded in 1984, the IARFC is the fastest growing professional association in the financial services industry, with over 8,000 members. The IARFC is a non-profit professional association dedicated to educate, train, support and advance the professionalism of financial advisors who are helping people spend, save, insure, invest and plan for the future.

www.IARFC.org

Well, that's it for this weeks Insurance Marketing and Sales Tips Mastery Newsletter. I hope you found the information interesting and helpful in your efforts to grow your business.

Lew and Jeremy Nason
'The 9 Out Of 10 Guys'
Marketing and Sales Coaches

P.S. Do you have a friend or associate who is struggling in this business and needs help? Why not tell them about our Web site or better yet, forward this newsletter to them. They'll thank you!

© 2008, Lew Nason, RTIA, RFC, LUTC Graduate - All rights reserved
Lew Nason, with his sons Jeremy Nason and Will Nason are the founders of the Insurance Pro Shop
® and the creators of the… Found Money Management
Advanced Life Insurance Sales System… The most endorsed and successful Life Insurance prospecting and sales system available for today’s insurance professional! Lew has been helping agents and advisors to achieve long-term success in financial services industry for over two decades. His unique perspective, on how to truly help clients, has enabled scores of agents and advisors reach the top levels of their profession. Visit his web site at http://www.insuranceproshop.com/ or call @ 877-297-4608.

Helping Insurance Agents and Financial Advisors create endless
streams of new, repeat and referral business…

www.insuranceproshop.com
Toll Free # 877-297-4608