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The #1 Life Insurance & Annuity Marketing & Sales Training
Authority In The USA, Canada, & Around The World!

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Trusted Advisor Support Program

Financial Advisor Training, Coaching and Mentoring Program Has your business reached a plateau?

Are you looking to take your sales to the next level?

Do you want help and support to qualify for the 'Million Dollar Round Table', or reach the top production levels in the insurance and financial services industry?

Would you like to make your career and life much easier and more fun?

What if you had a team of highly experienced coaches and mentors that you could talk to anytime to help you to work through your challenges and take advantage of your opportunities to get your business and/or life to the next level?

What if you had a team to help you with cases, to insure you present the best recommendations/solutions to your clients, so you consistently close more and significantly larger sales?

The Trusted Advisor Support Program is our exclusive financial advisor coaching and mentoring opportunity. We will personally take you under our wings to help you master the entire sales process, from consistently attracting the right prospects to you, to closing '9 Out Of 10' sales.

Are you ready to take your career to the levels that most advisors can only dream about, then isn't it time for you to take advantage of the Trusted Advisor Support Program?

Trusted Advisor Mentoring Program$299.00 per month...          
You Can Cancel At Anytime           


"No matter how successful we are, we all need a coach to
keep us on track, to bring out the best in us."

Ken Blanchard,
author of "The One Minute Manager"

 

You Can Stand Out From The Crowd And Take Your Business To The Top...
Just Like These Outstanding Advisors!

Nick and Jerry Royer, Phil Calandra, Dennis Postema, Mark Kanakaris, Tony Filippone... Are recognized for their outstanding  success

 

Book written by the advisers we work with.

 

These success advisers are on the radio.

Testimonials From Highly Successful Advisors

"It’s rare in these times to find people of your caliber,
who put ethics ahead of profits."

"Dear Lew & Jeremy, I want to thank you from the bottom of my heart for all of your help. I took your systems in life insurance and annuities and achieved top producer status. My agency was appointed as a premier financial services office for Allstate and we led the region in IPS and Production Credit and qualified for Century Club. Thank you for all you do and for being so sharing and kind. It’s rare in these times to find people of your caliber, who put ethics ahead of profits. You have my deepest gratitude." Shaun C. Borden, Allstate Agency Owner, FL

"The Only One That Actually Helped Me Double My Income Twice
Was the Found Money Management
System from Lew Nason."

Antonio Filippone, RFC - IL"I 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 - (19 years)

"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." Joe Casey, RFC - TN - (2 1/2 years in Business)

Dennis Postema"If you aren’t learning from Lew, you aren’t learning from the best!"

"I 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)

"Lew Gives His Students Skills That Can Have
An Immediate Impact On Their Businesses."

“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 advisors/agents.”
Beau Henderson
,
RFC - RichLife Advisers - GA - (9 years in business)

"Your Material Is "Over The Top!" Thank You!"

“Do 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 Concept 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.”
Phil Calandra
, RFC - GA - (1 year in business)

Mark Kanakaris, BA- GA,"The Insurance Pro Shop Has Changed My Practice & My Life! 

 “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. 
It changed my life. 
Mark Kanakaris, BA, RFC - GA - (4 Years in business)

Brian Tracy, Renowned Speaker, Sales Trainer and AuthorEndorsement From A Respected Industry Leader

"I began by selling financial services and I can assure you that Lew
Nason
is one of our greatest authorities on improving financial sales!"

Brian Tracy,
Renowned Speaker, Sales Trainer and Author
Tracy began his career in the financial industry where he built a very large sales
organization. He is one of America's "most booked" speakers & sales trainers.

Trusted Advisor Support Program... How To Qualify

To qualify you must have invested in, and received 3 months of individualized custom insurance marketing and sales coaching with one of the following specialized 'Turnkey' sales success systems...

  Found Money Management - Life Insurance Sales Tool Kit - Training For Financial Advisors  Annuity Sales Tool Kit - Training For Financial Advisors  Mortgage Insurance Sales Tool Kit - Training For Financial Advisors

Plus, you must have attended our Trusted Advisor Success Training
 

"If high achievers like Tiger Woods and Donald Trump have one (or more) for
their jobs, why shouldn't you have one for yours? ...In today's competitive business market, having a personal coach is not a luxury, but a necessity."

D.A. Benton
said in "Secrets of A CEO Coach"

Trusted Advisor Support Program... Membership Benefits

As a member of the Trusted Advisor Support Program you’ll receive the following for only $299.00 per month...

  • Receive one-on-one insurance marketing and sales coaching and Training each month from one of the most respected and successful teams of sales trainers, coaches and mentors in the industry. We'll 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)

  • Receive ongoing case study and support, which focuses on evaluating, designing and presenting your solutions. 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)

  • Plus you can revisit our Trusted Advisor Success Training Boot Camp each year, at no additional cost.  

The bottom line is you’ll be a member of an exclusive team of trusted financials professionals who are dedicated to helping... Businesses, Retirees & Families To Live Debt Free and Truly Wealthy!

And, you’ll never be alone again!

Trusted Advisor Mentoring Program$299.00 per month...          
You Can Cancel At Anytime           
 

More Testimonials From Highly Successful Advisors

"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." 
Steve Patterson, RVP at Cherry Financial Partners, Ltd. - NC, (47 years)

"This year our life production is up almost 100% over last year
and I believe it will double again."

"Dear 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 ‘How 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' - NY (39 years)

"You Lew are a big part of my success and those that I coach.
Please 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 the competition.
You Lew are a big part of my success and those that I coach. Please accept my sincerest thanks!"

John C Neyland, CSA - LA - President, JCN Financial & Tax Advisory Group, LLC

and
the Founder of The Collective Momentum Program...
  (10 years)

"I learned from Lew things that were never taught by any of the
insurance company trainers that I’ve worked with in the past
."

"With 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! Again, thanks 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."
Brad Stewart, Family 1st Financial Solutions - CA,  (12+ years)

"The best part is your follow-up and one-on-one coaching...
 (which is so encouraging and is priceless)"

"Hi 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. Regards," Bir I. S. Grewall, Financial Advisors of America Inc. - CA, (33 years)

Antonio Filippone, RFC - IL (18 years)"Lew is a great coach and mentor...  His ideas are priceless"

Lew 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)

Endorsement From A Respected Industry Leader

Edward P. Morrow, CLU, ChFC, RFC, CEP - CEO of the IARFC recommends The Insurance Pro ShopLew Nason, RFC, LUTCF is a highly respected, proven and admired practice building coach. He has been particularly effective in guiding financial services advisors to increased effectiveness and higher sales.”
Edward P. Morrow
, CLU, ChFC, RFC, CEP - CEO of the
International Association of Registered Financial Consultants

Judge Us By The Company We Keep

Mehdi Fakharzadeh, RFC - "MDRT Life Member"Endorsement 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.”
Mehdi Fakharzadeh,
RFC - "MDRT Life Member"
World’s most successful living and active insurance sales agent according to the MDRT.

Trusted Advisor Success Training... Training for financial Advisors

Learn More About Us...  And Our Affordable, 'Cutting-Edge' Life Insurance and Annuity Sales Systems, Tools, Training and Support For Financial Advisors!

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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!

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that
every 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 guarantee
you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.