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

 

Five Killer Life Insurance And Annuity
Prospecting And Sales Strategies

 

How are the Top Producers in this industry able to continue to attract more prospects then they can handle during these tough economic times?  Why are they still able to... close 9 out of 10 people they meet with and consistently earn high six, and even seven figure incomes?

 

What simple changes are agents making today that is enabling them to go from making a mediocre income... to consistently earn $20,000 - $90,000 per month?  Where are they finding the prospects? 

 
Do they have some special secret knowledge?  Have they found some new, exciting and magical marketing or sales idea, concept or strategy that has people flocking to their doors?  Do these agents have a special new competitive product they are selling, or special market they are working in?  The answer is... No!
 
So, What Are These Successful Agents Doing That You Aren't?

Contrary to what your companies, recruiting organizations, marketing and sales trainers, etc. want you to believe... to be successful today isn't about you finding and implementing a new and exciting competitive product, sales idea or marketing strategy.  Aren't they telling you those things just to get you to sign-up with them, or get you to buy their sales system?  The simple truth as to why these agents are successful, and continue to be successful, in the good times and in the bad, is they are practicing the basics.

 

When are you going to stop listening to all the hype out there and get back to the basics?

 

Here are the Five Killer Life Insurance And Annuity Prospecting And Sales Strategies we eluded to, that are actually just just getting back to and practicing the basics.  If you implement these five basics right now, you can immediately increase your prospects, appointments and sales just like the following agents!  It's easy!

 

"...my finest personal production year ever"

 

"I am finishing my finest personal production year ever, and that is directly attributable to the change in marketing efforts I have instituted since meeting Lew and Jeremy. (7/2008) After 25-years in this business I guess I have proven that you can teach new tricks to an "old dog." 
Tony Brazeal
, RFC, RFP, FMM, MDRT - TX  (25 years in business)
President, Pathfinder Group, LLC a national brokerage agency.


Identify Your Ideal Prospects…

If you want to make your life insurance and annuity prospecting, appointment setting and sales process much easier and much more profitable?  Then identify the prospects you have the best chance of selling!  Hint: Your ideal prospects are people that are most like the best customers you have right now.
 

Take the time right now to review your current client database to determine whom your best customers are, and what they have in common.  What makes them your ideal prospects...  Are they married?  Do they have children at home?  Are they homeowners?  What’s their income range, profession, ages, etc!  What do they have in common with you? 

 
Now, tailor all your marketing messages (using the next tip) to attract those people to you. 
 
Solve A Problem Your Ideal Prospects Have…
If you want to make it much easier to attract people to you, set an appointment, and close the sales, then give your ideal prospects a compelling reason to meet with you.  What problem (s) do they have that you can you solve for them?  How can you help them to... eliminate debt, pay-off the mortgage early, save for retirement, fund a college education, have the retirement income they need, insure they don't outlive their money, and protect the people they love!  Aren't these the real problems people are facing today in this economy, and the problems they need your help with?
 
If you are not solving a problem people currently have, then why should they waste their time meeting with you?
 
To put it another way, how will they benefit right now from meeting with you right now?  What’s in it for them?
 
“If I could show you how to…______________, without taking any additional money out of your pocket or changing your current life style, would it be worth a 20 minutes of your time to talk about it?”  
 

I have submitted over $30,000 of life business…. IN JUST ONE MONTH! 
 

"After doing my first workshop at the end of September, (2008) and after getting back in touch with my current clients (through your newsletters)
I have submitted over $30,000 of life business…. IN JUST ONE MONTH!  Although the additional income is nice, without a doubt, the best part of your whole system is the simplicity in helping clients.  I finally feel that I am offering clients more than just retirement planning.  I know that my clients will be better off after meeting with me than they were before.  Your system is so easy to understand, to explain to clients, and to implement, that it's almost ridiculous.  I am so glad I found you when I did, so early in my career.  I look forward to many years of working with the two of you!  Thanks Again!"

Bryan Schurter
, FMM, RFC - CA (4 years in business)

 
Create A Sense Of Urgency…
No one likes to make hasty decisions concerning long-term commitments.  We all want to think it over so we can make the best decision possible.  The problem is that if we don’t make a decision today, we will probably just continue to put it off.
 
If you want your prospect to buy now, then you must create a sense of urgency!
 
Examples:  Ask questions like...  If the stock market declines tomorrow, how much more money are you willing to lose?  If you are not here tomorrow could your family keep their home?  How much longer are you willing to wait before you start to save for your retirement? 
 
And, include a lower price offer if they buy before a certain date (e.g. age change date for life insurance). Or, a bonus on their annuity if they take action today!

 

"In just one month I've made over half of what I made in previous years."
 

"Following the advice of your competitors, for my first seminar I spent $16,000 and made $22,000.  The second seminar I spent $6,000 and made $1,300.  Then a few weeks ago I found you.  For my third seminar I spent $2,800 and so far I've made $55,000.  (Commissions)  I'll give you credit for 90% of the success I've had with this seminar.  I just followed the advice in your system, for my seminar, the initial interview and the closing appointment and I'm making serious money.  In just one month I've made over half of what I made in previous years.  I'm certainly glad I found you.  Thanks,"

Peter Orange - WA, (only 4 months selling annuities)

 

Make The Buying Decision Easy…
Make the buying decision easy for potential customers and you’ll close more sales.

For example:  Keep It Simple!  Use a simple two-page presentation summary that compares the prospect's current situation and to your recommendation to improve their situation.   
 
Consider, a 20-40 plus page financial plan is impressive, but doesn't it tend to confuse people.  If they don’t understand the plan, then why should they buy?
 
We’ve helped a lot of agents go from closing '1 out of 10' sales, when using a 20-40 page financial plan… to closing '9 out of 10' sales, by adding a simple 2 page summary.  Make it easy for prospect to see and understand the benefits of your recommendations and you’ll close more sales!
 
Stay In Touch…
Selling is not a one step process.  'People buy when they are ready to buy, not when you are ready to sell.'  Most people do not buy something the first time they see or hear about it.  You can sell many of these potential customers with an effective follow-up system.
 
According to the National Sales Executive Association, you’ll increase your sales by 80% when you follow up! Here's why:
  • 2% of sales are made on the 1st contact,
  • 3% of sales are made on the 2nd contact,
  • 5% of sales are made on the 3rd contact,
  • 10% of sales are made on the 4th contact, and
  • 80% of sales are made on the 5th-12th contact!
Your follow-up can be as simple as contacting these people periodically with a new offer.  Or, better yet, follow up periodically with some useful information ...and don't charge them for it - like a client newsletter!  You'll build a supportive relationship that gains their trust.

 

Each of these basic strategies provides you with a simple way to quickly increase your sales and your profits.  They are simple to use, highly effective and require very little if any new expense.

 

By Lew and Jeremy Nason

'The 9 Out Of 10 Guys'

 

Message to Financial Advisors…
Why do you keep putting it off?  You have a great opportunity to really help your prospects to weather this last financial storm.  They need and want your help to achieve the financial security they’ve been dreaming about and deserve.  Aren’t life insurance and annuities a way for us to give these middle income families the safety, guarantees and growth they are looking for?  When are you going to get back to the basics and start actually helping people, instead of just trying to make a sale?

 

Time Is Running Out... Save 35%

Plus, Receive Over $3000 in Special Bonuses


And You Can Finance It Over 3 Months

Click Here For Details

 

You Can Be 'In Front' of More of Your 'Perfect' Prospects Each Month, than Most Agents, Advisors and Planners Will See In a Year!

 

No matter who's hot, new, exciting and revolutionary sales concept and product you are using, our '12' breakthrough marketing strategies, with our personal coaching will put you in front of more of the 'Perfect' prospects each month, than most agents will see in an entire year.

 

Want More 'Perfect' Life Insurance Prospects...

 

Found Money Management Life Insurance Sales Success SystemLearn a Much Simpler and More Effective Way, to Properly (and Ethically) market and use many of the same powerful 'Cutting Edge' concepts found in the 'Money for Life', 'LEAP', 'Missed Fortune', 'Infinite Banking', 'Circle of Wealth',  plus the various 'Retirement Supplement' and 'College Funding' systems... in spite of the economy!
(We are trainers, NOT recruiters!)
Found Money Management
'Advanced' Life Insurance Sales Tool Kit


Want More
'Perfect' Annuity Prospects...

 

Annuity Marketing and Sales Success SystemLearn How to Attract Tons of 'Perfect' Annuity Prospects, using the most comprehensive and endorsed Annuity Marketing, Lead, Seminar and Sales System available today! It's everything you need to attract a steady stream of your IDEAL annuity prospects, and collect 'One Million' of annuity premiums each and every month!
(We are trainers, NOT recruiters!)

Annuity Sales Excellence
Advanced Lead, Seminar and Sales System

 

Get Off To An Incredibly Fast Start In 2009!

We offer a 90 Day, 100% Money Back Guarantee
 

Sales Tips...

 

You Are Sitting On

Acres Of Diamonds!

According to Peter Drucker (world's most influential business guru), you have a:

• 1:14 chance of selling to a new prospect
• 1:4 chance of selling to someone who has bought from you in the past
• 1:2 chance of selling to a current customer.

Before you go out and bombard your current customers with sales calls, keep one key thing in mind: even existing customers aren’t necessarily qualified prospects for an additional purchase. Your current customers must still:

1. Have a need for an additional product/service and be aware of it.
2. Have the legitimate authority and ability to buy the additional product/service.
3. Have a sense of urgency about making a buying decision.
4. Trust you and your organization.
5. Be willing listen to what you have to say.

In other words, you are sitting on acres of diamonds…but you’ve got to know where to dig!
 

If you want to improve your attitude, sales and income in 2009 visit our

Discount Bookstore

And Read One Hour
Each Day!

 

 

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

 

Success Tips…

 

You Have The Choice!

 

When you're in sales, you have the choice to be successful or unsuccessful. You're the only one who sets the limits on your income and your success! Your career in sales is a series of constant challenges. You must use those challenges to motivate and excite you! You must meet and beat those challenges to be successful in sales!

 

There are five basic challenges you face:

  • Prospecting

  • Making contacts / Setting Appointments

  • Qualification / Fact Finding

  • Handling objections

  • Closing Sales

 

Most agents spend the majority of their time learning how to meet and beat one or two of the above challenges, and neglect the others. You will become a top salesperson - only if you continuously work on all five of the above challenges. 

 

The choice is yours! Sales is a constant learning experience, always presenting new and exciting challenges. When you stop learning you stop growing!

 

 

 

If you want to improve your attitude, sales and income in 2009 visit our

Discount Bookstore

And Read One Hour
Each Day!

 

 

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

 

"Discover... How New And Experienced Agents Are Routinely Earning $20,000 - $90,000 Each Month, Within 30 Days Of Attending This Extraordinary Live Training Event"

In Spite Of The Current Economy?

 

Sign-Up 'Today'
To Guarantee Your Seat At The

 ‘Found Money Management’
Financial Advisor Boot Camp


March 18 & 19, 2009
@ Only $1,695
(Register today with a only a $250 deposit)

 

Course Details / Course Agenda / Future Dates

 

Earn the Accredited, FINRA and Industry Recognized 'RFC' Designation from the...
'International Association of Registered Financial Consultants'

 

Hear Three Very Special Guest Speakers...


 

Forrest Wallace Cato, RFMA, RFC, CRR, CPC,

Wally is an 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 has co-authored or ghost written seven books appearing on the New York Times best-seller list.


 

 

Edwin P. Morrow, CLU, ChFC, CFP®, CEP, RFC®,

Ed is Chairman & CEO of the IARFC - International Association of Registered Financial Consultants / Publisher of The IARFC Register® A pioneer in financial planning and insurance, Morrow has developed courses and provided training for thousands of advisors in 19-countries.

 

 

 

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)


Course Details / Course Agenda / Future Dates

Prospecting Update…

14 NO COST Ways
To Attract Prospects

AGENT QUESTION: I could use some help in other marketing areas. I use the phone a lot. I'm on a very limited budget right now and am very frustrated. I love my work, but I'm not doing what I need to do, to be successful. Can you help me?

OUR ANSWER: There are a lot of 'NO COST' or very low cost things you can do to help you find more prospects. You can:

1. Call all your existing clients and ask for referrals...
2. Call all your existing clients and offer them a client workshop. Have them bring a friend... ( tax law up-dates, Medicare & Medicaid up dates, increase returns with no risk, reduce or eliminate income taxes, etc.)
3. Call all people in your local area and use the survey approach...
4. Use some of the articles from our client newsletters (rewrite them a little) to get yourself published in your local newspaper, associations etc. ... Make sure you have a byline with all your contact information and offer a free report...
5. Set up a Joint Venture with a P&C agency, attorney, accountant, doctor, chiropractor, dentist, optician, beautician, auto dealers, etc....
6. Call all the prospects you didn't sell, and do a survey...
7. Put up a flyer offering a free report, or workshop - in grocery stores, car washes, and oil change places. Or, put it on cars in doctor's parking lots, etc.…
8. Put a free report in a nice, 'clear front' binder, with all your contact information, into waiting rooms...
9. Make a list of everyone you do business with... Ask for their help... Have them hand out a flyer to every one of their clients... offering a free report or workshop...
10. Offer a information workshop for churches, women's groups, senior groups and other associations... Starting with your local Church or Synagogue...
11. Make a list of every person you, your parents, friends and relatives know, and then offer them a free educational workshop or report...
12. Offer a free workshop to your local library…
13. Offer an adult education class at a high school or college... (They might even pay you.)
14. Offer to be a guest on a local radio, or TV Show...

These are just a few ideas... What else can you think of?  Be creative...


If you want to improve your attitude, sales and income in 2009 visit our

Discount Bookstore

And Read One Hour
Each Day!

 

 

 

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

Robert Half

Real Advisor Testimonials
& Success Stories…

 

Advisor Evaluations... About Our Live Training Events

 

"I've never been to a class like it. It was original. It gave me a whole new outlook on how to approach people." "The small size of the class allowed much appreciated one on one attention."

 

"Lew Nason's training provides unconventional wisdom that could make a huge difference in your career." "The questioning techniques actually gets clients actively involved in the sales process!"

 

"I recommend anyone who wants to grow their business to attend. Lew breaks down the process into it's simplest form, from opening the discussion to closing the sale."

 

"By far the most beneficial part of the Found Money Management™ Boot Camp was exposure to 'Lew Live' which probably never can be reduced to ink on paper in a manual. Hearing the spontaneous flow of question asking - - the progressive sequencing of one question right after another - - guiding the client to discover/identify their own pain, to have them state it, not me, is invaluable!" 

 

"I can tell you, without hesitation, that if you are sincerely interested in helping people, getting reconnected with your clients and growing your business, then Lew's systems and training are absolutely essential!"

 

"The simple illustrations (5 minute presentations) of the financial concepts were very powerful!"

 

"I think everything in your class will be extremely helpful, from the 5 minute presentations, to the great information on using the products!"

 

"I think that the Fact Finding training will help me the most because it will allow me to get more into what my client really wants."

 

"The information on the life insurance products and the 5 minute presentations will help me to easily convey the information in terms they will understand and allow me to do the best thing for them!"

 

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!

 

© 2009, 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