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What Can I Do Today
To Increase My Life Insurance and Annuity Appointments and Sales... Right Now?

It’s the first question I ask myself every morning!  It’s the question every agent and advisor should be asking himself or herself everyday!  What can I do right now that will increase my sales and income, today? 

 

When was the last time you asked yourself that question?  What was your answer?

 

Was your answer; Buy more leads?  Run an ad in the local newspaper?  Send our more direct mail and postcards?  Offer more dinner seminars?  Contract with a different marketing company that offers leads and take a reduction in your commissions?  While these are all viable solutions, aren’t you just throwing more and more money at the problem?

 

Isn’t there a better way?

 

Three ways to grow your sales and your income

As all of the marketing gurus will tell you, there are three ways, and only three ways to grow your sales and your income.  You can:

  • Find and attract more new prospects. 

  • Convert a higher percentage of your prospects into appointments and sales.

  • Increase the size of each sale, or make more sales from each prospect. 

Most agents are only focusing on the first way… finding more new prospects.  Unfortunately, isn’t finding new prospects the hardest, most time consuming and most expensive way to grow your business?  Aren’t each of the viable solutions mentioned in the above third paragraph all focused on bringing in new prospects?

 

Do you want to increase your sales and income right now?  Do you want to stop throwing more and more money at the problem?  Would you like to spend less time calling prospects (leads)? 

 

Then you must learn how to convert more prospects into appointments and sales!  And, learn how to close more and larger sales from each prospect!

 

Converting more prospects into appointments and sales

What if, starting today, you could double your sales and income?  And, dramatically decrease your expenses?

 

Converting more prospects into appointments

If you are currently setting appointments with one out of every five prospects (leads), then in order to have 10 appointments per week, don’t you need 50 prospects (leads) per week?  At a minimum of $20 per prospect (lead), wouldn’t you spend $1,000?  Plus, how much time are you (or your staff) spending calling those prospects (leads) to set appointments?

 

If, starting today, you could set appointments with just two out of five prospects, then in order to have 10 appointments per week, wouldn’t you only need 25 prospects (leads) per week?  Haven’t you just cut your lead expenses and appointment setting time in half?  Isn’t that a savings of $25,000 per year?

 

Converting more prospects into sales

If you are currently closing one out of every three appointments, then in order to average 3 sales per week, don’t you need a minimum of 9-10 appointments per week? 

 

If you could increase your closing ratio right now to two out of every three sales appointments, then wouldn’t you double your sales to 6 out of 9-10 appointments?  Wouldn’t you double your income?

 

How much better off would you be?

 

Closing more and larger sales with each prospect

Now what if, starting today, you could increase the size of each sale, or make more sales from each prospect?

 

If you are closing three sales per week at an average of $600 per sale, doesn’t that mean you would be grossing about $1,800 per week, or about $90,000 per year?  Subtract the expenses ($60,000 for leads, gas, etc.) and wouldn’t you net about $30,000?

 

If you could increase the size of each sale to $1,000 (or close multiple sales), doesn’t that mean you would be grossing about $3,000 per week, or about $150,000 per year?  Subtract the expenses ($60,000 for leads, gas etc.) and wouldn’t you net about $90,000?

 

Are you ready to learn the secret to increasing your sales and income… starting today? 

 

Here’s The Secret

What’s the secret to setting more appointments, and closing more and lager sales?  It’s learning how to help your prospects (leads) to see and understand the problems they are facing now and in the future. 

 

If your prospect doesn’t believe they have a problem, then is there any reason
for them to set an appointment with you, let alone buy from you?

 

Isn’t setting an appointment the first sale you have to make to your prospects?  Aren’t you selling them on why they should meet with you?  However, if you tell them they have a problem, will they believe you?  After all, aren’t you just a salesperson in their eyes?  As far as they are concerned aren’t you just trying to get them to spend more money that they don’t have?

 

Telling is not selling! 

If you want more people to set appointments with you and buy from you, then you must get them emotionally involved.  And, that’s by asking questions to get them to tell themselves they have a problem!  The more questions you ask during your appointment setting process the more appointments you’ll set.  And, if you learn how to conduct a good thorough fact-finding interview, you close more and larger sales!

 

You can increase… Your Life Insurance and Annuity Appointments and Sales… Right Now!  And, you can cut your expenses!  It’s easy! 

 

Consider, if starting right now you could close just one additional sale, or close one larger sale per week what would it mean to your income… to your family…  to you?

 

By Lew and Jeremy Nason

'The 9 Out Of 10 Guys'

 

"...helped me close $16,800 in commissions in 2 weeks!"
 
"Lew's coaching and 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 - IL,  (19 years in this business)

 

Message to Financial Advisors… Stop 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?

 


Increase Your Life Insurance and Annuity Appointments and Sales… Starting Today?

 

You Can't Help People, If you Can't
Set The Appointment, Or Close The Sale.

 

Unbelievably, this is the best time to be selling Life Insurance, Disability Insurance, LTC Insurance, Annuity products, and Investments.  If you learn how to help people to spend, save, invest, insure, and plan for their future, to achieve financial independence.

Unfortunately, most agents, advisors, and planners are pushing products and investment returns instead of helping people to solve their financial problems, and they've become a part of the problem.  People are looking for real help, not another pushy salesperson.

(Pic - Wally Cato shares Image Building tips with advisors during break at IPS Boot Camp)

 
Most advisors do not understand that two critical steps of the sales process are 'Appointment Setting' and 'Fact-Finding.'  These are the steps where you ask the 'who, what, where, how, when, and why' questions to uncover the prospect's attitudes and opinions, their unspoken feelings and their innermost desires.  It's how you get your prospects emotionally involved in the sales process to set an appointment and it's what makes them WANT to solve their financial problems right now!  It's how you establish immediate trust with your prospects to build strong and lasting relationships!


It's Why The Insurance Pro Shop's

 
Advanced
Fact-Finding Techniques
Sales Skills Boot Camp

 

Is So Important To Your Success

  • Not Only will you learn how to use effective questioning techniques to close '9 out of 10' of your sales appointments... You'll also learn how to use these same questioning techniques to set appointments with almost everyone you talk to.

  • You'll learn the importance of keeping it simple and how that alone can be the difference between a "Sale" and "Let Me think About It"...

  • Learn several short "Keep It Simple" visual concept presentations that will leave your clients in awe...

  • Learn the critical difference between gathering the hard facts and soft facts...

  • Learn how to eliminate the objection, before it costs you the sale...

  • Use direct questioning to raise buying desire...

  • Use powerful questions to make your prospect want to buy...

  • Sell the feeling, not the product...

  • Raise your self-confidence, self-esteem, and expectations...

If you truly want to grow your business and you really want to improve your own financial success, as well as your clients, in these difficult financial times, then we believe there is no better training on the market today.  Attending our Advanced Fact Finding Boot Camp, in person, on April 29 & 30, 2009 is definitely the best way to go. 

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

'Advanced Fact-Finding Techniques'

Sales Skills Boot Camp


April 29 & 30, 2009
@ Only $1,295
(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'

 

Plus, Hear A Very Special Guest Speaker...
 

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.

 

Cato says: "You Can Cut A Greater Figure!"
________________________________

 

Advisor Testimonial

"Lew Nason's Fact-Finding approach to selling life insurance, eliminating debt, and accumulating wealth is exactly what I've been looking for to help my clients.  Whether you have been in the life insurance business for five (5) days, or fifty (50) years, I would strongly suggest everyone spend some time with Lew and Jeremy Nason to advance their talents, increase their earnings, and provide a better lifestyle."
Terry Bialek
, Canada, April 2008 (30 years in the business)
 

Sales Tips...

 

Question, Question, Question

 

A salesperson who does all the talking is one who shows little regard for what the other party thinks.

 

Get the prospect to talk and he or she will have an immediate--and crucial--sense of empowerment.

Using questions is the best way to elicit the information you need and to put customers at their ease. The right questions when calling to set an appointment will tell you whether a prospect is worth your time and resources.


Questions that clarify information during the fact-find will also demonstrate that you are "in touch" with your prospects and prepared to deliver on all agreed-upon conditions to a sale.

 

Ask enough questions and the prospect will sell themselves!

 

Click On Book To Order
 

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…

 

Don't Worry About Failure

 

You've failed many times, although you may not remember.
 

You fell down the first time you tried to walk.  You almost drowned the first time you tried to swim, didn't you?  Did you hit the ball the first time you swung a bat?  Heavy hitters, the ones who hit the most home runs, also strike out a lot.

R.H. Macy failed seven times before his store in New York caught on.


English novelist John Creasey got 753 rejection slips before he published 564 books.


Babe Ruth struck out 1,330 times, but he also hit 714 home runs.

Don't worry about failure.  Worry about the chances you miss when you don't even try.

 

Click On Book To Order

 

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!"

 

 

Opportunities Abound for Financial Advisors!

Markets have been in turmoil for months!  
Consumers are worried about their future!  
Few families have a personal financial plan!  Opportunities abound for financial advisors!
 
Financial plan delivery has enabled thousands of financial advisors to acquire higher net worth clients, place their money under long-term money management arrangements, sell insurance contracts. 

Increase your income by adding Plan Fees.
 
Many financial advisors are not equipped to deliver plans!
 
The acquisition of a respected designation, such as Certified Financial Planner, Chartered Financial Consultant or Certified Financial Advisor, does not equip the student to Close the Engagement, Collect a Fee and Prepare an impressive personal financial Plan.
 
You need the Tools, Techniques, Samples, Training and the Software to acquire your share of the millions of households that are in serious distress and uncertainty.   Now you can obtain all five essentials.
 
The comprehensive Financial Planning Process™  course will equip you to obtain the dramatic results achieved by Don Owens, who is the subject of this interview in the IARFC Register magazine.  There are three opportunities, but you must enroll now, due to class size limitations:

May 4-7, Atlanta, Georgia
June 22-25, Las Vegas, Nevada

 

The IARFC reserves the right to change venue to assure adequate course participation.
 

Make 2009 the year to double your income and the value of your practice. 
Register Now!

Sincerely,
Ed Morrow, Chairman and CEO
Edwin P. Morrow
CLU, ChFC, CFP®, RFC®

Chairman & CEO of IARFC
800.532.9060
info@IARFC.org

 

Prospecting Update…


Be a Guest On Talk Radio


H
ere's one of the best ways to get free advertising, to build your image to make it easier to set appointments and close sales. 

 

Take a few minutes of your day to be a guest expert on a talk radio show.  "Expert? Me?"  If you are in business, you certainly know something that other people would also like to know. 

 

It's talk radio's job to help you share your knowledge with thousands of listeners.

Talk radio has become a major force in big media. There are now well over 1000 full-time talk stations.  In the US alone, there are almost 5000 talk show hosts looking for guests like you.

To get on a talk show, simply write a letter or place a phone call to a talk show host or their producer. Explain what kind of information you can share with their listeners and why they will be interested.

Don't worry about how you will sound on the air.  It's the talk show host's job to help you sound like a pro.

 

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

Robert Half

Real Advisor Testimonials
& Success Stories…

"If there is anyone out there that is wondering if it's worth the trip and the money to come and see Lew, I have to tell you my opinion on this: YOU'RE NUTS IF YOU DON'T!  In December I attended a boot camp Lew was hosting, and it focused a lot on the fact finding and presentation process. Well, about a few days after I returned home I set up an appointment to see a client. I'm not going to tell you that everything went smooth because this was my first attempt at doing what Lew calls a "good fact-find". But, tonight I was able to close that case for a $9,600 target premium, which I doubt very much I could have done without the training."  "And… when I asked for referrals, and asked them "do you feel the time I've spent with you has been extremely valuable?" I got the most heartfelt testimonial an agent could ever get. The wife at one point stopped and said, "You know, we didn't know what we were going to do (for retirement). We were looking at a few ways to get these bills paid off but no matter what way we looked at it we wouldn't be able to save for retirement. We'd be out of debt, but have no retirement savings. Now we can sit back and take a breather because we know everything's going to be alright" "These clients have agreed to refer me to the husband's mother and a friend of theirs. That's my story, just wanted to share." "P.S. This is the best I've ever felt about writing a life insurance policy."
Dave Lewis, RFA, FMM - NY, (1 year)

Cato says: "You Can Cut A Greater Figure!"

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

   Forrest Wallace Cato is a frequent 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 ManagementHe 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.  He is the legendary 'Image Branding' specialist for financial professionals!

 www.CatoMakesYouFamous.com

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