Trusted Advisor Mentoring Program™
Do you want to gain a significant
competitive advantage over the other insurance agents, financial advisors and
financial planners in your local community? Plus, obtain valuable expert
knowledge to take you to the level of success, that most financial advisors can only dream
Trusted Advisor Mentoring Program™ is designed to give you the ongoing
education, expertise, credentials and tools you need to work confidently and
profitably with the Business, Family and Retiree Markets.
You’ll have a significant
competitive advantage over all the other insurance agents, financial advisors
and financial planners in your community, who have not made the effort to
establish themselves as "A Cut Above!"
You’ll stand out from the crowd, to
significantly enhance your career and income!
You Can Stand Out
From The Crowd... Just Like These Outstanding Advisors!
"The Only One That Actually Helped Me
Double My Income Twice
Was the Found
System from Lew Nason."
have bought just about every system under the sun, I consider myself
a system junkie. You may think I am foolish but I have learned
valuable lessons from each system I bought, although they seldom
work as well as they say. I bought, Dean Cipriano's, I bought
Brian Kay's College Planning, Larry Klein's Annuity
System, Annual Review Millions, and I am sure a few more. But the
one that actually helped me double my income twice was the Found
Money Management™ System from Lew Nason of the Insurance Pro Shop. The reason I feel this system worked so well
is that it comes with coaching from Lew himself. He has been
a wonderful mentor in this business. Lew, I meant every word.
I am still prospering from all that I learned from you and so are my
clients. Thank You!!!
Antonio Filippone, RFC
- IL -
"You guys at Insurance Pro
Shop tell the truth and tell both sides of the story."
"Being is this business for 2 1/2 years
now, I know one thing is true. There is allot - allot of BS
out there! The quest to find the right info has been hard and difficult. Being new in the
Insurance business I have been on this journey to find the right fit for insurance
companies, products, lines
of insurance, selling, marketing, and a system to follow. Not really knowing
what's good, bad and
ugly in this business - I have been sided lined, ran over, ripped off, had
success, feast or famine,
tried this and that, wined and dinned by the best, etc,. One thing I have
found out on this journey. You guys
at Insurance Pro Shop tell the truth and tell both sides of the story. I
just wish I
would have realized that sooner. Thank You."
TN - (2 1/2 years in Business)
"If you aren’t learning from Lew, you aren’t learning
from the best!"
have been working with the Insurance Pro Shop since 2006 and
have used each and every one of their products since then. (For
my agents and myself) If you want a chance to increase your
income and become the successful agent that you want to be, then you
have to be learning from the best. I truly believe Lew Nason and
his team Will Nason and Jeremy Nason have the tools and resources to help mold successful
agents. If you aren’t learning from Lew, you aren’t learning
from the best!"
Dennis Postema, RFC
Postema Marketing Group, LLC -
OH - (9 years)
Gives His Students Skills That Can Have
An Immediate Impact On Their
“Lew has the unique ability, as a teacher and
a coach, to break down selling concepts into easy to understand and implement
steps. He gives his students skills that can have an immediate impact on their
businesses. The biggest reason I recommend Lew is because he truly cares about
his students, and will go the extra mile to help them become more successful
- GA -
(9 years in business)
"Your Material Is "Over The Top!" Thank
you always get what you pay for? Sometimes NOT. Lew, I have to tell you
I have purchased thousands of dollars of training, development
materials, seminars and yours is by far the greatest value I have seen.
All your programs have a firm foundation of sales and marketing basics.
In addition you deliver so much detailed, turn-key, real world ideas,
things that I can start using today. The Found Money Management™
program is incredible. I put down the big money to attend the other
training out west, it was good, but your material is "over the top!"
Thank you! Sometimes you get more than what you pay for, thanks for
giving us that.”
RFC - GA - (1 year in business)
"The Insurance Pro Shop Has Changed My Practice &
“I have been looking for a “magic” system for selling insurance and leads.
It doesn’t exist! However, within about 30
days the Insurance Pro Shop’s Mortgage Protection Sales System and
training has changed my practice! This is a complete system
that if applied can turn anyone’s practice around in 30 days. The simple
facts are... from Jan 1/2011 – Mar 31/2011, I sold $30k in life
premium. From April 1 – 18th I sold $14K in life premium and 2
annuities for $57k. I also had a client call me and we are working on a
$300k annuity which will be the largest I have ever moved. I have looked
everywhere for a system that works, and bought a lot systems. This is
the only one that really works. There are some simple truths to this business and you cannot work around them. The key to the selling
Mortgage Protection is in showing people how to pay for the coverage the
want. I think this is a must have for any agent.
changed my life.” Mark Kanakaris, BA,
RFC - GA - (4
Years in business)
From A Respected Industry Leader
"I began by selling financial services and I can assure
you that Lew
one of our greatest authorities
on improving financial sales!"
Renowned Speaker, Sales Trainer
Tracy began his career in the financial industry where he built a
organization. He is one of America's "most booked" speakers & sales
Trusted Advisor Mentoring Program...
Advisor Mentoring Program™ is our most in-depth and exclusive financial
advisor marketing and sales training
and coaching opportunity. We will personally take you under our wing. We will explain why,
and show you how to become well known in your local community to consistently
attract high quality prospects to you. Along with how to use many of the advanced life insurance and annuity
marketing and sales strategies. Plus, we'll help you with case development,
product design and client presentations, to help you to consistently close more
and significantly larger sales.
The real power of the
Trusted Advisor Mentoring Program™ is in how you can master the
entire sales process, from consistently attracting the right prospects to you, to closing the
sale. It's understanding the unique psychology behind every step you take with a
prospect. We are in the business of helping people to establish a clearly
defined set of financial priorities. Ultimately helping families to spend, save,
invest, insure and plan wisely for the future, to achieve financial
However, few people will want to meet with you, or take
action, just based on facts, numbers or promises. To be successful, you MUST learn how to
get them emotionally involved in the entire process! The Trusted
Advisor Mentoring Program’s primary focus... is about making you a
master communicator. So, you become the respected, trusted financial advisor people want
to meet with!
If you want to consistently attract more of the right prospects to you,
set more appointments and improve your insurance and annuity closing ratio to '9 Out Of 10', then you
must get involved in the Trusted Advisor Mentoring Program™.
From A Respected Industry Leader
"I only endorse people and companies I truly
The Insurance Pro Shop, with Lew Nason and his sons Will and
Jeremy are the ONLY insurance marketing and
sales training organization we recommend."
Rodney Ballance Jr.,
FIC, CCIA -
Founder of the
International Financial Leadership
Trusted Advisor Mentoring
How To Qualify
Invest in, study and receive 3 months of
individualized custom insurance marketing and sales coaching with one of the following
specialized 'Turnkey' sales success systems...
Life Insurance Sales Success Tool Kit
Annuity Sales Excellence™
Annuity Lead Generation, Seminar and Sales Success Tool Kit
Mortgage Insurance Tool Kit™
New Agent Fast Start Marketing, Leads, Appointments & Sales Success
From A Respected Industry Leader
“Working with IPS, there is no reason on earth why you can not become a sales
super-star who ranks equally among MDRT all-time sales leaders like
Ben Feldman, Norman G. Levine, Lew Nason, Tom Wolff, John Savage, Guy Baker,
Walton Rogers, and other top producers.”
- "MDRT Life Member"
World’s most successful living and active insurance sales agent according to the
Trusted Advisor Mentoring Program™...
As a member of the Trusted Advisor Mentoring Program
you’ll receive the following tools and services for only $299.00 per month...
help you 'fine-tune' your
entire insurance marketing and sales practice, based on your style,
personality, preferred markets and budget. (value $1,000 per month)
insurance marketing and sales
coaching and mentoring
from one of the most
respected and successful teams of sales trainers, coaches and mentors in the
You'll close more and significantly larger cases using the Found Money Management™ strategies,
tools and techniques.
The program consists of unlimited case studies per month.
(value $1,000 per month)
Receive ongoing case study support,
which focuses on evaluating, designing and presenting your solutions.
Receive ongoing education
as a member of the
Insurance Marketing and Sales Resource Center, our private web
site. (value $25.00 per month)
Use of a personalized monthly
Client Newsletter that
gets people to call you and refer people to you. Email it, post it on your web site and mail it to
your clients, friends, family and prospects. (value $59.95 per month)
Revisit the TAST Boot Camps for only
That's over $2,000.00 worth of
monthly benefits, for just $299.00 per month!
The bottom line is you’ll be a member of an exclusive team of trusted financials
professionals who are dedicated to helping...
Businesses, Retirees &
Live Debt Free and Truly Wealthy!
And, you’ll never be alone again!
$299.00 per month...
From A Respected Industry Leader
Nason, RFC, LUTCF is a highly respected, proven and
admired practice building
coach. He has been particularly
effective in guiding financial services advisors
effectiveness and higher sales.”
Edward P. Morrow, CLU, ChFC, RFC, CEP
CEO of the
International Association of Registered Financial Consultants
Not sure we can help, or if our services are
right for you... Don’t Wait...
Call us Toll Free to schedule a No Obligation, Free
15 Minute Consultation with Lew or Jeremy.
We guarantee you'll be glad you
did! 877-297-4608 (M-F, 9AM-5PM, EST)
"You offer the best client presentation, and marketing and
lead generation strategies I have ever seen."
"I have been in the insurance and securities industry since 1965. I was a
stock/broker and Life Insurance and Annuity Coordinator for E. F. Hutton for the
state of North Carolina in1978. In 1981, I was president of FSC Agency (a large
broker dealer in Atlanta). From 1982 to 1987, I was president and founder of
Pilot Financial Services, a FINRA broker dealer. I have attended sales training
for dozens of large insurance companies. You offer the best client presentation,
and marketing and lead generation strategies I have ever seen. Sincerely, Your
friend Steve Patterson."
at Cherry Financial Partners, Ltd. - NC,
"This year our
life production is up almost 100% over last year
and I believe it will double again."
Lew; As you are aware I have been in the industry for 39 years
and am a consistent MDRT ‘Top of the Table’ qualifier. I have spoken at MDRT,
and at several major companies top producer meetings. In 2000 I went from being
a Agency Development General Agent to a Personal Producer. The transition was
challenging, but it worked. The one thing I lost along the way was the focus on
life insurance sales. I tried several refresher programs, and was able to
modestly upgrade life production. Then I found your company. Eventually, I
purchased several of your programs including ‘Found Money Management™’ and
to Close 9 out of 10™’. The material is excellent and I have spent many
hours reviewing it. This year our life production is up
almost 100% over last year and I believe it will double again. Thanks
for your personal consulting time, the programs and most of all your sincere
belief in the good work you and your company are doing."
Richard C. Moldenhauer, CLU, ChFC, RFC, CEP, MDRT 'Top Of The Table' -
"You Lew are a big part of my
success and those that I coach.
accept my sincerest thanks!"
"Frankly Lew, the spirit
in which you conduct your business is as
important, or more important, than the
tools you provided me with. I wanted you
to know that in helping me you have in
turn helped all the reps that I coach.
Since we last spoke I have been
interviewed three times by the Wall
Street Journal, Registered Rep Magazine,
local newspapers and I am in CPA Ed Slott's newsletter this month as his
expert advisor. My practice and those
that I coach have a consistent supply of
ideal prospects and once in front of
them I teach advisors how to eliminate
You Lew are a big part of my
success and those that I coach. Please
accept my sincerest thanks!"
John C Neyland,
JCN Financial & Tax Advisory Group, LLC
the Founder of
The Collective Momentum Program...
"I learned from Lew things that were never taught by any of the
insurance company trainers that I’ve worked with in the past."
over a dozen years in the financial
services industry, I learned from Lew
things that were never taught by any of
the insurance company trainers that I’ve
worked with in the past. This hands-on
“Trusted Advisor Training” in Branson,
MO, was absolutely the BEST! I have
previously used several of the other
training programs available from the
Insurance Pro Shop, but the live
interaction with Lew and the other
attendees at this training made for a
great learning experience. Any agents
or reps looking for the most exceptional
training available anywhere in the
financial services arena need to call Insurance Pro Shop!
for all your efforts as well as the
great time and training. I didn't want
the training sessions to end in April
and now I can't wait till I'm able to
join you all again for another live
training. I look forward to talking to
you sometime soon."
Family 1st Financial Solutions
"The best part is your follow-up and
(which is so encouraging and is priceless)"
Lew, I had never seen any coaching and training system like you have. You
deliver much more than what you promise. The best part is your follow-up and
one-on-one coaching with you - Lew (which is so encouraging and is priceless).
We will be referring our agents to you for coaching. I hope more people will
make use of the unique coaching system you offer. Keep up the good work.
Bir I. S. Grewall, Financial Advisors of America Inc. - CA,
is a great coach and mentor... His ideas are
is a great coach and mentor and really
knows how to motivate and educate. His
ideas are priceless and I have never
spent time with Lew and not come away
with a new great idea and focused
direction. He can help you grow your
business in a way that is good for both
you and your clients.”
Antonio Filippone, RFC, FMM,
Rockford Retirement -
IL (17 years)
About Us... And Our Affordable, 'Cutting-Edge' Life Insurance
and Annuity Sales Systems, Tools, Training and Support For Financial
Meet Our Team
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One Family At A Time!
Can Make The Difference"
Working Together, We Can Help You To Make A Positive
Difference In People's Lives...
While Helping You To Earn The Significant Six-figure
Income You've Been Dreaming About!
Insurance Pro Shop,
150 Watson Drive,
Dallas, GA 30132 -
© 2000-14 Insurance Pro Shop® All Rights Reserved
All guest articles © their respective authors
Disclosure… The income statements and examples on this
website are not intended to represent or guarantee that
insurance agent or financial advisor will achieve the same or
similar results. Each individual's success will be
determined by his
or her desire, dedication, effort and motivation to work and use the
life insurance and annuity
marketing, prospecting and sales ideas,
strategies, tips, tools and training in these programs. There is no
you will duplicate the results stated here. You recognize
any business endeavor has an inherent risk for loss of capital.