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Sales Tips...

Stick With It


You've met with a prospect and they'll liked what you had to say. But, they didn't buy from you right then. Who says there is no sale pending? All is not lost. 
 

"People buy when they are ready to buy,
not when you are ready to sell."


Follow-up!  Follow-up!  Follow-up!

 

Send them a thank you card for meeting with you. Send them your monthly newsletter. Send them an article you clipped from the newspaper, or found on the internet, with a personal note from you.

 

The sale may be next month or next season or next year, or in 17-months, so stay with it.

Success Tips…
Be Dissatisfied

 

There are people who are perfectly satisfied with the way they are living, and the way they are doing their job, and they are in a rut. If you have no driving urge to be a better person, or to accomplish a better job, then you are standing still.


And, as any successful financial advisor will tell you, this means the same thing as going backwards.

 

When you are completely satisfied with your position you stop learning and stop growing.

 

But, worse than that you become complacent, bored and start ignoring the little things that made you successful. Be Dissatisfied!

 


Finding Your 'Ideal' Life Insurance
Prospects For FREE 
 

One of the first and most important things I routinely talk to agents about, when they’re about to enter life insurance sales (or if they are struggling) is deciding on a niche market. The main idea is to identify a specific problem you can solve for a specific group of people. If you aren't solving a problem the prospect has, then why should they waste their time meeting with you. Then it's making sure you are always in front of the ‘Ideal Prospects’ for whatever problem you are solving. We're talking about attracting the prospects you have the best chance of selling. There is nothing more frustrating than making 100 phone calls and not setting a single appointment. This can, and does happen, when agents think they can call just anyone, because they want to believe everyone should be concerned about the problem they are solving for people.   

But, just because someone should be concerned about something, doesn’t mean they are. It doesn't mean they will see you or buy whatever you’re offering.  

Don’t they have to have... the need - the ability to pay - and be able to be seen on a favorable basis?  

So, the questions your should be asking yourself are:

  • What problem can I solve for people?

  • Who are the 'Ideal Prospects' I should be contacting for the problem I'm solving?

  • Who do I have the best chance of setting an appointment with? 

  • Who has the need, the ability to pay and can be seen on a favorable basis? 

As you read the following, remember I’m not saying there aren't other people who may be good prospects. I’m saying you want to be contacting the people who you have the best chance of setting an appointment with, and making a sale.  

Let’s assume for a moment that the problem you want to solve for people is the lack of a systematic retirement program. And, you want to sell these people on a 'Supplemental Retirement Program' using cash value life insurance?  

Is your best prospect someone who owns a home?  Probably, Yes.  Doesn’t it tell us they have been able to save in the past, and probably have some money to put away for retirement, if they can see a need to do it now? Plus, doesn’t it tell us they are willing to look long term? Our ideal prospects are people who own a home. 

Is someone who owns a $300,000 or larger home our best prospects?  Probably Not. Aren’t these the people who have family incomes of over $125,000 and are inundated with calls from financial planners, advisors, brokers, etc? Aren’t these people going to be harder to see? Our ideal prospects are probably people who have homes worth $300,000 or less, and incomes of less than $125,000.   

Is there a minimum income requirement? - A minimum family income of around $50,000. 

What else makes someone our best prospect for a supplemental retirement plan, involving cash value life insurance? If we are going to use life insurance as the retirement vehicle, then don’t they need to have someone to protect, a family that is dependent on their income? Our ideal prospects are people who are married and have children living at home. 

If cash value life insurance builds best when you have 20 years or longer to contribute, then wouldn't our best prospects be people who are under age 45?  However, if they are too young don't they feel they are immortal? So, don't we want people who are over age 30?

Now that we have identified the ideal prospects for you to contact for retirement planning, with cash value life insurance, where do we find them? Can we get a list for free? 

Would you agree that families, with young children, tend to live in the same neighborhoods?  Can you locate these neighborhoods by contacting your local real-estate broker or by just driving around? 

All you need to do is to find the streets they live on and then go to your local library. 

In the library, look for the ‘Criss Cross’ directories. Three common ones are the Hill Donnelly, Coles and Polk Directories.  They have every street listed, with everyone on the street, and their telephone numbers. Plus, they provide lots of other good information.  And, they generally will tell you if they are on the "Do Not Call List."

Make a copy of those pages and you have a FREE LIST of your best prospects for a supplemental retirement plan, involving cash value life insurance…

Or, maybe you can form a join venture with a P&C Agency, mortgage broker, or bank who has clients on those streets, that meet the criteria for your ideal prospect?  Or, how about forming a joint venture with a Day Care Center or Private School?

Then it's a matter of dripping on those people with your sales letters. Or, offering them a free report and following up with a phone call. Or, inviting them to your next free educational workshop.

Attracting the right prospects to you doesn't have to be hard or expensive if you...

Send the 'Right Message,' to the 'Right People,' at the 'Right Time!'

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

________________________________

Endorsements From Respected Financial Leaders and Advocates

"Lew Nason, has done more for the life insurance and annuity business than any 100 supposedly 'Marketing and Sales Experts' in the field. Lew fills a huge void vacated by the New York Insurance Companies many years ago. He gives that basic infrastructure knowledge that any agent, or broker, that wants to be successful in this industry, must have. I personally do not see how any agent can mature and grow in the long run without Lew Nason."


Randy Murray (Mr. Life Insurance) with good friend former Governor of the state of Georgia, Roy Barnes. Randy Murray, Mr. Life Insurance,
Creator of  the 'Murray System', The Co-Founder and Board Member of the...
'American Institute for Life Insurance Marketing'

More Endorsements

Prospecting Update…

Is there any question that if you want to succeed in sales, then you must be able to find and close a sufficient number of qualified prospects. And, that's the reason why so many salespeople fail. They fail because most of the appointments they set are with low quality prospects who cannot be closed. They attempt to set an appointment with everyone they talk to that breaths.

They would have much more success setting appointments and closing sales if they called the people who they had the best chance of selling.

For example, if I'm selling life insurance, and I call on a single person, age 18, who is only making $10,000 a year, what is the likelihood that I'll set an appointment, let alone make a sale. However, if I'm looking to sell a video game they are probably a great prospect.

If you want to make it easier to set an appointment and make a sale, then your must find and call on the people you have the best chance of selling!

Testimonials & Success Stories…


"We work with agents and I do recommend resources to them. I purchased the Found Money Managementsystem from you guys about 2 years ago and love it."
Rusty Carlson, Life Sales Consultant, Feb. 2008
American Financial Marketing, LLC., MN

"My partner, my staff and I regularly attend Lew Nason's live training events and we have been using his Found Money ManagementSystem for almost two years. 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 & training are absolutely essential!"   I. Jeff Eshun, Ph.D., HD, RFC  

IARFC Canadian Chair - Jeff is the President & Co-founder of Solutions 21 Financial & DSC Lifestyle Services, Ontario, Canada. (7/2007)
 


Don't Forget To Register And
Book Your Flight Today For The...

Found Money Management
Financial Advisor Boot Camp

September 24 & 25, 2008

"Uncover the Breakthrough Secrets to... 'Turnkey' Appointment Generation,
Giving You More QUALIFIED Life Appointments than Sand in the Desert"

"Something Which Took 26 Years to Perfect"

"It's LEAP, Missed Fortune, Infinite Banking, Circle of Wealth
& College Funding Made Much Easier"

"Learn How To Become Famous In Your Local Market..."
Guest Speaker... Forrest Wallace Cato,
RFMA, RFC

Plus, you'll earn the accredited, industry recognized
'RFC' designation from the…

'International Association of Registered Financial Consultants' (IARFC)


Lewie Wood - 'MDRT Hall Of Fame' - July 2008

Take advantage of this special live training Today, by calling us toll free at 877-297-4608
 

An Exclusive Insurance Pro Shop Interview With
F
orrest Wallace Cato,
RFMA, RFC

'BECOME FAMOUS IN YOUR MARKET'

Lew Nason:  What is the first factor an agent or planner should consider if he or she is serious about becoming truly well-known, respected, and admired in their local area?

Forrest Wallace Cato:  To become famous in your market place you must seriously consider your persona focus.  The word persona is derived from the word person.  The term is pronounced per sew’ na.  I ask all readers of the Insurance Pro Shop newsletter:Have you ever really thought about your persona?  To become famous you must become intimately involved with your persona focus.” 


Lew Nason:
 How does your image-building work enable agents and planners to better understand the value of a defined and improved persona?

Cato: 
The Cato program guides you in carefully focusing on the development of your most desirable persona – that which is your most beneficial persona.   You can have a stronger, more positive, more appealing, and a far more personally-enhancing persona!  But, this is not easily or quickly accomplished.  Then you can use your persona power to help make you famous in your regional area.  If you have an adequate budget you can even make yourself famous on a national or international level. 

Lew Nason:
  How often does the average financial professional think about his or her persona?

Cato:
  Most likely the typical financial professional has never given any significant or lengthy thought or effort to his or her persona.  

Lew Nason:
  How is persona defined?

Cato: 
Persona is defined as follows in current editions of these various dictionaries:


“The role that one presents in public;”   

American Heritage College Dictionary

 

“Specific characteristics of a person”

Random House Webster’s Dictionary

 

“The social picture components, or marks, an individual assumes
and projects, depicting his or her role to the world at large;”

Webster’s Third New International Dictionary

 

“The life role a person plays;”

Webster’s Fifth New International Dictionary

 

“The role a person assumes and projects to display his
conscious intentions to himself and to others;”

The American Heritage Dictionary

 

“The aspects of a person’s character

 that are presented to others;”

Compact Oxford English Dictionary

 

“The inner and outer personality or combined elements of an

image that are presented to others by an individual;”

Webster’s New World Dictionary

 

“The public role or personality a person

conveys or is perceived to assume;”

Random House Webster’s College Dictionary

 

“To cause to be concentrated for public attention;”

Oxford English Dictionary

 

Lew Nason:  Is ‘your persona’ another word for ‘your image?’
 

Cato:  Your persona is more than your image.  Your persona is your image plus ‘other elements’ of you that are related to your mind, body and spirit.  These ‘other elements’ may be known only to you and to your most intimate loved-ones.  By deliberately focusing you can have all of these additional elements working to help create a powerful persona for you.

 

Visualize a triangle with the words Persona Focus in the center.  Now imagine the word Mind at the top point on the triangle.  Then add the words Body and Spirit to the other two points of your triangle.  If you can focus sufficiently so that you sincerely influence these additional three vital elements of your existence, then you are not merely presenting a façade of an image, but you are creating a true persona.

Lew Nason:
  How does persona differ from image?

Cato:
  Images are often not sincere or accurate.  Images are routinely simulated.  Think advertising, public relations, or politicians and phony images quickly come to mind as routine occurrences.  But a persona is composed of far more elements than are necessary to create an image.  A persona is the real you, when and if your mind, body, and spirit are included and all working in harmony for the same objectives you set.  Thus the Cato program for becoming famous in your market area often mentions the importance of your persona focus in enabling you to become famous in your market area.  In the past, less developed courses or programs dealt only with image and branding.  The Cato efforts entail focusing on many more specific elements that influence or impact what others think and believe about you and how they act accordingly.

Lew Nason:  Where does focus come in?

Cato:
  Becoming famous is about your ability to use focus?  Washing your face, coming your hair, putting-on a neat suit or dress, polishing your shoes, and speaking properly, are hardly sufficient efforts to build an adequate image for you among your prospects and clients.  Yet most people give their image little more attention than this.  They never make efforts to advance the building of their persona.  Most financial professionals do not give their persona any attention at all. And, most financial professionals are outperformed by those who do pay attention to their persona.  

If you have never been concerned about your persona then you are hardly likely to have ever considered the power of persona focus.  Thus persona focus involves empowering qualities that you have never attempted, experienced, or benefited from.  Mehdi Fakharzadeh, one of the world’s most successful living and active insurance sales agent today (according to the MDRT) says, “Most people go through life and never leave their persona print.”  Loren Dunton, the founder of financial planning, said, “The majority of people who sell never learn how to use the power of persona focus.  They never make themselves known, respected, and admired for their profession.”

Lew Nason:  What is the definition of focus?

Cato:
  The Oxford English Dictionary gives us the following six primary meanings for the word focus: 

  • “Giving rise to a truer, stronger, and more sharply defined image;” 

  • “Centering of interest or activity;”

  • “The state or quality of having or providing a more clear and better-defined image;”

  • “A finer point or points;”

  • “A fixed point of reference, or fixed points of references;”

  • “Paying particular attention to your life role;”

Lew Nason:  Don’t each of us plan a role in life?

Cato:
  We all “play a role in life.”  Each of us plays our role.  We assume characteristics of our own making, or we assume characteristics that circumstances force upon us.  Far too many people, even professionals who should know better, allow others to define their characteristics and personality, allowing this to determine their status. 


When others define you then you are not defined in your best interest.  When others define you, then you are defined to their benefit, not yours. 


All people have finger prints, DNA prints, carbon foot prints, etc.  But it is possible and even likely that most people in any walk of life never develop and use their individual persona print.  When their role in life is over they have not even left their persona print anywhere.  There is no evidence to reveal or suggest that they used persona focus to build, achieve, accomplish, or advance, during their lifetime.

         

Lew Nason:  How is a persona focus composed and executed?


Cato:
  We cover this during the live training sessions of the famous Insurance Pro Shop.  Careful persona focus planning is required for the individual involved.  The Insurance Pro Shop provides detailed guides and instructions. You create your Media CD and use it to better establish yourself and to more effectively market your services.  The Media CD is one of your most important and most effective tools today!  You improve your speaking skills and better use this asset on TV and radio, plus in appropriate platform (public speaking) presentations.  You get print in magazines, newspapers, house organs, wire services, and on the Internet.  You get your own legitimate book published by a legitimate book publisher.  These ongoing exposures become powerful recognition that gains approval for you in your market area. 

 

You master and use proven techniques and qualifying devices that enable you to grow and maximize your desired images and exposures.  This involves many specific individual projects that we have devised during more than thirty-years of promoting financial advisors (clients) into famous names.  One exciting special effort is obtaining top celebrity endorsements and connections.  This can be accomplished for free, if you know how.   Other effective ‘devices’ include using influence centers effectively, and acquiring appropriate legitimate awards and honors.  Most financial advisors do not even know that they can get a legitimate Hollywood-Walk-Of-Fame star. 

 

With proper guidance, these well-proven methods can be learned and used so that you can accomplish a fortune’s worth of results without paying tons of money.  Everything is affordable with the right help. 

 

The result of being much better known in your market area is that you become much more understood, accepted, appreciated, valued, and you are able to provide far more sales and services.

By Lew Nason
'The 9 Out Of 10 Guy'


Personal Image Branding
Establishes You As The Recognized
Leader In Your Local Market!

If You Want To Make It Much Easier To Attract More Prospects,
Set More Appointments and Close More Sales...


Then People Must Know Who You Are...
And How You Can Help Them!


Forrest Wallace Cato... John Doyle, Joe Casey, Terry Bialek, Dick Dorrough and Jeremy Nason

Forrest Wallace Cato autographs book for recent attendees at the

'Found Money Management' Financial Advisor Boot Camp

in Dallas, Georgia. Shown here are John Doyle, Joe Casey,
Terry Bialek, Dick Dorrough
and Jeremy Nason.

 

If you would like to know more about Forrest Wallace Cato, and how he can
help you to improve your image in your local area, to attract more prospects
and close more sales, then call him at
770-516-9395 or visit his web site at....

www.catomakesyoufamous.com/

 

Or, you can meet Mr. Cato in person at the Insurance Pro Shop's Live Training Events!
 

International Association of Registered Financial Consultants
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.

Join them now and earn the accredited, industry recognized and
highly sought... 'RFC' Designation.


www.IARFC.org

Lew Nason, FMM, RFC, LUTC Graduate; Will Nason, FMM, RFA; Ed Morrow, CLU, ChFC, CFP, RFC, CEP - Chairman & CEO of the IARFC and Jeremy Nason, FMM, RFC

Lew Nason
, FMM, RFC, LUTC Graduate; Will Nason, FMM, RFA; Ed Morrow, CLU, ChFC, CFP, RFC, CEP - Chairman & CEO of the IARFC and Jeremy Nason, FMM, RFC at the Insurance Pro Shop's
'Found Money Management' Financial Advisor Boot Camp in Dallas, Georgia.
 

Well, that's it for another 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 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 www.insuranceproshop.com or call him @ 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