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How To Attract And Sell More Life Insurance And Annuity Prospects... And, It's FREE!

Most of the agents, advisors and planners we talk to are spending thousands of dollars each month on direct mail, ads in the newspaper, phone dialers, dinner seminars and/or internet leads.  Then they are complaining about their low response rates, low seminar attendance, difficulty setting appointments and trouble closing sales.

One of the reasons for their problems is they are not doing anything that makes them stand out from the crowd of all the other agents, advisors and planners.  They are not taking advantage of the huge opportunities to receive a $100,000 or more of 'Free Advertising' each year that would make their direct mail, newspaper ads, seminars, dialers and leads much more effective and extremely profitable.

How nice would it be if the people in your local community already knew about you, your credentials and the services you provide, before they see your ad, get your invitation, or get a phone call from you?  How much easier would it be to set appointments and close sales if these people believed you were the most recognized, respected, trusted and sought after financial advisor in their community?

Consider, your neighbor gets two invitations to a dinner seminar or educational workshop about "Living Debt Free and Truly Wealthy, In This Troubled Economy," which of the two events do you think they will attend?
 

Financial Advisor #1 - You send an invitation with your picture and with your long list of credentials, alphabet soup designations after your name.
 

Financial Advisor #2 - Your Competition sends an invitation with a picture of her/him receiving an award from their local state representative.  She/he also has a long list of credentials, alphabet soup designations after their name.  And, she/he includes endorsements from several national celebrities.
 

Plus, your neighbor has heard Financial Advisor #2 being interviewed on the local talk radio or television station, has seen her/his articles in the local magazines and newspapers, and heard from a friend that the advisor has recently been a guest speaker at their local association meeting.
 

Which of these two Financial Advisors' dinner seminars or workshops will your neighbor decide to attend?  Who's more credible, and trustworthy to your neighbor?  Who's the bigger perceived authority?
 

As Forrest Wallace Cato will tell you, if you want to be interviewed on a local radio or television program, get your articles published in a local newspaper or magazine and be a guest speaker at a local association meeting, it starts by creating and sending your Press Kit to newspaper and magazine editors, radio and TV hosts, heads of associations, potential joint venture partners, etc.

 

_________________________

 

 

Your Press Kit Is Your Identity; Your Identity Is Your Destiny!

By Wally Cato


All celebrities have press kits, as does every Fortune 500 CEO, senator and congressman.  Anyone of importance has a press kit; you are important and should have your own press kit!  Your press kit presents the identity that positions you; your true identity becomes reality and is your destiny.


Do you want to be considered an important "name?"  If you are a highly successful financial planner, leading insurance agent or top financial advisor, you already have a press kit.  Outstanding leaders in any profession (with the possible exclusion of "hired killers") have long-used press kits.  You get the idea; either you are a "name" or you are not a "name."  If you are a "name" then you are "someone" who is recognized, established, known, and a leader!  Either you are important, or you are not very important!  If you do not have a press kit then you are announcing that you are not a "name," thus not important, not a leader, not a top producer, not well-known, not highly established, not recognized, etc.


At this point in your career and profession, you should be using a press kit and should understand its use and purpose.  Use your press kit to better market your services and improve your image while advancing your earnings.


If you want to see an example of a press kit, ask the most famous or successful life insurance and annuity producers for theirs.  Since your goal is to become more successful and assist many more clients, you should start your press kit immediately.  Your press kit is the same as a fact file, or information folder, or media record.


Explain What is Unique and Special About You!
Your press kit works for you.  The leaders who compete with you all have Press Kits working for them, and know how to use their press kits.


You "stuff," or "insert," items into your press kit according to what you are going to use your press kit for, such as how you desire to be positioned to the person (s) receiving it.  Your press kit should contain any items that convey your desired destiny, status, prestige, image, accomplishments, anything positive and impressive about you and your work!  It should reveal what is unique and special about you, because it is both your identity and your destiny!

Cato's Ten Items Your Press Kit Should Contain

  • Your black and white and/or color photo (s). Size 5x7 is most often used.

  • Your lengthy biographical sketch. This contains "everything" about you but should not include "puffery," lies, embellished, misleading data, or exaggeration. This should include all your designations and degrees.

  • Your short bio-sketch (a condensed version) limited only to the most important credits you have.

  • A copy of your speaker's introduction used by those who introduce you when you are about to appear at a speaker's podium. This also implies that you are frequently introduced to audiences. When you are introduced have the person doing the honors read your introduction copy several times in advance. How many unprepared people have you seen who presented someone by stumbling through their introduction?

  • Copies of any print media exposures you have received, especially a cover of a magazine or large-space feature articles.  These reprint "inserts" separate the men from the boys, and are considered important "proof" that make important decisions click in your favor.

  • Print proof of anything else that is impressive or enhances your credibility, such as proclamations, awards, honors, recognition certificates, endorsements from celebrities, etc.

  • A list of your memberships and the leadership positions you hold or have held.

  • Letters of recommendation or letters of praise from satisfied clients. 

  • Include an audio, video, CD or DVD of you in action.

  • Your business card.

Note: Of course, you should have your name, address, slogan, and various contact numbers, on all, or most, of the pieces in your press kit.

 

Forrest Wallace Cato, RFMA, RFC, CRR, CPC, has over 25-plus years of successful experience as a local, regional, and as a multi-national, media strategist and media advocate serving financial professionals.  For financial advisors, he creates, establishes, and maintains, desired images, then promotes those advisors within target markets.  This highly proven marketing communications effort leads to increased understanding (brought about by desired free media exposures) and results in increased consumer acceptance! (More and Larger Sales)

 

__________________________
 

If you want to dramatically increase your response rates from your direct mail, have more people attend your seminars and workshops, set more appointments and close more sales, then you must get your name out there!  Using a professional Press Kit you can $100,000 of free advertising each year by getting interviewed on radio and television, getting your articles published in the local media, being a guest speaker at local events and more. 
 

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

____________________________

 

Message to Financial Advisors…

You have a great opportunity to really help your prospects to weather this last financial storm and help them to enjoy a rich financial life now and in the future.  People need and want your help to achieve the financial security they’ve been dreaming about and deserve.  But, you can't help them if you can't get in front of them or close the sale!  When are you going to get back to the marketing and sales basics, and start actually helping people, instead of just trying to make a sale?  Jeremy and Lew Nason

 

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

Discover… The Secret To Outstanding Success and Recognition
In The Financial Services Industry!
 Image Branding and Media Exposure For Agents, Financial Planners and Financial Agencies.
www.CatoMakesYouFamous.com

 

Here's Just One Of the Ways Cato Can Help You To 'Cut A Greater Figure!'

Seen here is Howard Maxwell, Georgia State Representative, Chairman of the Retirement Committee, (Right) presenting the American Flag that was flown over the United States Capital, in Lew Nason's Honor.  Presented at the Beautiful Ragsdale Inn in Dallas Georgia, this US Flag was flown for Lew Nason for his fiduciary work assisting citizens in accomplishing their money goal and other objectives.

Lew Nason, RFC, LUTC Graduate, with his sons Jeremy and Will Nason are Financial Advisors in Dallas, GA, dedicating their services to helping Paulding County families to... 'Live Debt Free and Truly Wealthy!'

For more information about how you can get $100,000 of free advertising, Please Visit...
www.catomakesyoufamous.com/services.html

How To Easily Generate A Ton Of Life Insurance And Annuity Prospects and Close Sales... In Spite Of The Current Economy!!!

 

Want More Life Insurance Prospects & Sales...

 

Found Money Management Life Insurance Sales Success SystemFound Money Management
Advanced Life Insurance Sales Tool Kit

 

Learn 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!)

Want More Annuity Prospects & Sales...

 

Annuity Marketing and Sales Success SystemAnnuity Sales Excellence
Advanced Lead, Seminar and Sales System

 

Learn How to Attract Tons of 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... in spite of the economy!
(We are trainers, NOT recruiters!)

 


These Systems Are Only... $1,247.95 

And, We Offer A Special Financing Plan...

We offer a 90 Day, 100% Money Back Guarantee

 

 

International Association
of Registered Financial Consultants

Founded in 1984, the IARFC is a non-profit professional association dedicated to educate, train and  support financial advisors who are helping people spend, save, insure, invest and plan for the future.

Become A Member Today!

 

YouBeTheBank.com

We 'Highly Recommend' 'Money For Life' for you and your clientsYouBeTheBank.com and the money saver book, Money for Life: How to Thrive in Good Times and Bad, promise the opportunity to painlessly improve your and your family's life and lifestyle and help restore sanity to America's economy by building your personal economy, your "bank", on rock solid ground.  Use these conservative investing strategies in building personal wealth and become your own bank.  It's your opportunity to pay forward your wisdom, knowledge and understanding.

Sales Tips...

 

Super-Size It


You can impact your bottom line immediately by increasing either transaction size or the gross margin. In my entire career, I have never found a business that cannot increase their transaction size and margins.

 

Stop accepting fate as a commodity and differentiate yourself, your product and business and ask for more money.  You can do this through add-ons, bundling, value added presentations and better process for asking for and negotiating money. "Do you want fries with that?" and "Do you want the large popcorn for 25 cents more?" are not accidental questions.

 

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…
 

Get Back to the Basics
 

Everything is based on the basics.  In a tough economy instead of cutting your education, double your education efforts.  If the market is really that bad, then you should have tons of time to educate yourself.

 

If you have fewer leads and prospects, then you must maximize each customer contact.  TLC - Think like a customer.  Examine your process from a customer's point of view and ask yourself what creates heartburn for those customers.
 

 

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!"

 

 

Seats Are Filling Up Fast...

 

Discover... How New And Experienced Agents Routinely Earn $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


June 24 & 25, 2009
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With air fares down and hotels dying for business,
now is the perfect time to get the training you need!
So Don't Wait, Book Your Seat Right Now!
 

 

Course Details / Course Agenda / Future Dates


Let Jeremy & Lew Teach You...

  • A much simpler and more effective way to use the powerful Life Insurance Sales Strategies found in... Money For Life, Missed Fortune, Infinite Banking and LEAP!

  • How and why to tap into the virtually untapped Middle Income Family and Retiree markets to sell more life insurance and annuities!

  • How to consistently generate the Ideal life insurance and annuity leads... even if you have 'No Money!'

  • How to set appointments with 90% of your seminar and workshop attendees... right at your events!

  • How to help your prospects to 'Find the Money' to get what they need and want without taking any additional money out of their pockets...  So, you'll close '9 Out of 10 Sales!'
     

Plus, Hear Two Very Special Guest Speakers...


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

Learn How To "Cut A Greater Figure!"

Wally is an Internationally Renowned Speaker and Legendary Publicist to the Financial Services Industry who will discuss how to get $100,000 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.

 

 

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…

 

Dance With Who
Bought You
!

 

The past and present customers are the lifeblood of any business.  These customers are also the most overlooked and underutilized asset in ALL businesses.

 

Everyone gives lip service to their glorious love of their customers, but what are you really doing to create and nurture the relationship?

 

Do you have a relationship building program that creates over 20 positive customer contacts per year? You can have all the BDCs and CRMs you want, and that does not mean you are creating personalized-based marketing that creates relationships.

 

The people who have done business with you already like and trust you and will most likely do business again - and bring others - if they are appreciated, rewarded and, yes, asked. NOBODY does a good enough job with their customers. There's gold in them thar hills.
 

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

Robert Half

Real Advisor Testimonials
& Success Stories…

 
"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.
 
"$270,000 of life premiums in the
past two months"

"Thanks for everything.  I've written over $270,000 of life premiums in the past two months since attending the boot camp (Found Money Management™) in December.  Freedom Equity Group has asked me to do a teleconference to explain how I've accomplished this dramatic increase in my business.  I'll be recommending your system (Found Money Management™) and your boot camp to everyone on the call."
Randy Delph, RFC, LUTCF - IN,
(35 years in Financial Services)

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, Insurance Pro Shop® - 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