How to Market and Sell Annuities... Fixed, Indexed, Variable and Immediate Annuities

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Better Business Bureau of Metro Atlanta, GAAnnuity Sales Excellence
Lead, Seminar and Sales Success Tool Kit

The Ultimate Annuity Marketing and Sales Success System

Immediately Explode Your Annuity Sales  ...In Spite Of The Economy and Bad Publicity About Annuities!
(Fixed, Index, Variable and Immediate Annuities)

The Ultimate Annuity Marketing and Sales System

The Annuity Sales Excellence is the only affordable, complete, 'turnkey' annuity marketing, lead generation, seminar, appointment setting and selling system, designed to provide you with rapid consistent improvement, while guaranteeing your steady sales growth over the years. You'll get everything you need to attract a steady stream of your 'IDEAL' annuity prospects, to collect ‘One Million’ of annuity premiums each month... even in this economy!

You Get It All… the Main System, the Annuity Lead Magnet and Seminar Tool Kits
Plus, 3 Months of 'LIVE', 'One-On-One' Coaching and Support!

Click On The Order Button That Best Fits Your Situation...

Finance Plan... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit                                      One Time Investment... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit

Only $99.00 for 12 months!       Invest $995 & Save $193!

'90-Day' No Risk '100%' Money Back Guarantee!
__________________________

IPS tracking shows that our average participants experience an 18% to 200% increase in sales during their first three months following their participation in, or use of, IPS programs.

Brian Tracy, Renowned Speaker, Sales Trainer and Author

"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 services industry where he built a very large
sales organization. He is one of America's "most booked" speakers & sales trainers.

Larry Webb, PHD, FMM
(7 years in the business) 2011

Roger Brown, RFC, CSA, CFE, MDRT
(41 yrs in the business) 2011

Dear Fellow Agents and Advisors,

It’s No Secret… that because of the huge stock market losses, and because CD interest rates are still low, many seniors and boomers are being forced to dip heavily into their investment principal, just to survive.

Now their biggest concern is... “Will I Outlive My Money?”

That makes this one of the best times in history for you to be selling your annuities, because you can make a positive difference in their lives by offering seniors and boomers the safety, guarantees, superior returns, tax deferral and the other exceptional benefits of fixed, index, variable and immediate annuities.

However, contrary to what you are being told, or want to believe, there are NO quick fixes or overnight magic formulas for selling annuities! Increasing your annuity leads, appointments and sales isn't about you making huge or dramatic changes. It's about you making small changes and getting a little bit better every day in each of the four critical functions of your annuity business... marketing, lead generation, appointment setting and closing sales! 

Whether you've been selling annuities for 30 days or 30 years, consider...

  • How great would it be, if you could immediately learn how to ask the right questions to set one or two additional annuity appointments each week from your current annuity leads, friends, family or clients?

  • What if you could attract just one or two more of the 'Ideal' annuity prospects to you each week, in a few days from now, by helping people to see and understand how you can help them with the financial problems they are facing?

  • Where would you be in a month, if you knew how to get your existing clients, businesses and associations to want to refer you to everyone they know?

  • What if you had a more affordable way to attract annuity prospects to you for 401k Rollovers, Roth IRA Conversions, Wealth Transfers and more?

  • How would it feel to close two or three additional annuity sales each month, in the next sixty days... for $3,000 to $7,000 each in commissions?

  • What would it mean to you and your family... if you could add $10,000, $20,000 or much more to your monthly annuity commissions or management fees in the next sixty days, just like each of the agents and advisors listed below!

  • Where would you be in a year, if you had a team of award winning trainers, coaches and mentors, with over 30 years of experience, to help you to steadily improve all four of the critical functions of your annuity business... so you become the most trusted and respected advisor in your community? The advisor that people want to see!

Isn't it worth $99.00 per month (for 12 months) to get the tools, training and coaching you need, to completely fine-tune your annuity selling process... in the next 60 days?

Just one additional annuity sale will pay for this success system, many time over!

“We must give more in order to get more. It is the generous giving of ourselves that produces the generous harvest.”
Orison Swett Marden

Annuity Sales Excellence Is The Ultimate Annuity
Marketing & Sales Success System!

And, it's not just us saying so!

Over 30 of the most trusted and respected names in this industry, the International Association of Registered Financial Consultants (IARFC), The Financial Leadership Academy, MDRT Members (the elite producers in this industry) and hundreds of extremely successful insurance agents and financial advisors from around the world highly recommend our exclusive Annuity Sales Excellence marketing, prospecting and sales training... because, the bottom line is, our training works!  And, we guaranteed it!

Industry Leader Endorsements   Our Credentials   Advisor Testimonials

Here’s what your associates had to say about our unique, ‘Cutting-Edge’ approach to annuity marketing, prospecting, appointment setting and sales training!

"It's like the seed put in the soil, the more one sows,
the greater the harvest."
 
Orison Swett Marden

Special Message from Nick Royer, RFC - Click here

Nick Royer, RFCNick is one of the new, bright and shining stars in the financial services industry. Over the past decade, Nick has earned the ongoing business of hundreds of personal clients in good times and especially in bad times. He has spoken nationally, sharing these simple keys to create a predictable ongoing income without the nauseating roller coaster ride typical of commission sales. Nick has been featured in numerous magazine articles (including the Front Cover of the IARFC Register), appeared on NBC and ABC news, and been endorsed by such people as Brian Tracy and Jack LaLanne.

“I ended up closing 5 out of 7 appointments...
for $350,000 for the week.”

John Holmes - LA“I bought the Annuity Quick Start plan with the hope of getting a system that will keep me in front of the money. The first day after reading some of Lew's ideas on presenting and closing sales, I closed 3 out of 3 appointments! I ended up closing 5 out of 7 appointments for $350,000 for the week (all were one call closes). I have to give Lew credit, I made some slight changes in my overall approach that produced immediate results. I now feel confident that Lew can help me when I begin to set up my marketing game plan. Nobody will ever be any more skeptical than I was, when I ordered this program. The very first appointment after implementing these techniques, I paid for the plan almost 20 times over just off of that first sale."
John Holmes - LA

“...a month later I sold $370,000 in annuities.”

“As I told you over the phone, I purchased the Annuity sales program for $xxx and a month
later I sold $370,000 in annuities.
The system helped me understand a lot more about annuities
and how I could benefit my clients. Thanks a lot. I could not more highly recommend this to
all who are thinking about investing in the program.”

Pat Davis - AR

Ron Fara, RFC, RIA - IL“...$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

Annuity Sales Excellence™
System Outline
The Ultimate Annuity Marketing and Sales Success Training!

Disc #1 - Annuity Sales Training and Presentations

Make prospects want to meet with you! Become the trusted advisor they want to see! You'll learn how to set yourself apart from all your competition. Plus, you'll learn the scientifically designed, 'conversation selling' scripts and questions Top Advisors use to consistently set high quality annuity sales appointments and close sales! If your prospects don't see they have a problem and how you can help them, then why should they waste their time meeting with you or buying from you? (Our Competition Charges $1,499 just for this first part of our system)

Section 1 - Introduction To Annuity Sales Excellence™
Understanding The Financial Problems Retirees Are Facing Today! What’s Causing These Financial Problems? How can you help them to solve those problems?

Even With All The Bad Publicity... How are the Top Advisors Still Collecting A Million Dollars of fixed, index and variable annuity premiums each month?

Section 2 - Annuity Sales Cycle...

  • How to set appointments with your ideal prospects - (w/ prospecting scripts)

  • The Initial Fact-Finding Interview with Sales Skills Training - w/scripts

  • The Second Interview (Presentations and Closing The Sale) - w/scripts

  • Getting Referrals - w/ Referred Lead Talk (script) and Referred Lead Form

Section 3 - Annuity Information and Video...

  • Annuity Presentation Video

  • Buyers Guide To Annuities

  • Buyers Guide To Equity Index Annuities

Section 4 - Retiree Concerns...
Americans' Retirement Fears Revealed. Will boomers ever be able to retire? Understanding and working with the immediate problems your retirees and boomers are facing.

Section 5 - Annuities Vs. The Stock Market...
Putting investing in the stock market into perspective, with the Dalbar Reports.

Section 6 - Fact-Finding...
How to consistently close ‘9 Out of 10’ annuity sales, with all the annuity sales scripts and forms.

Section 7 - Annuity Sales Presentation Templates...

Section 8 - About The Fixed Indexed Annuity... sales ideas and explanations.

Section 9 - Free Calculators And Software...

Section 10 - Roth IRA Conversions... the concept and sales presentations.

Section 11 - Annuity Spit Funding... the concept and sales presentations.

Section 12 - About IRAs and Stretch IRAs...
Learn all about IRAs, RMDs and IRS Code 72T.

Section 13 - Sales Tips And Training...
How to become the trusted financial advisor your prospects want to see.

Section 14 - How To Prosper In A Recession...
What you must know and do to survive and prosper during a struggling economy.

And, that's just the start...

“I did 1.1 million in Index Annuity business in June...”

"I have been applying some of the techniques you shared with me and have been
doing really well.
I did 1.1 million in Index Annuity business in June and
have been promoted to branch leader with my company."

Gregg Hall - FL

“Lew truly helps you have that slight edge.”

"I started with Lew roughly two years ago. He has helped me tremendously with his phone coaching. I was able to give him information about my prospects and clients, so that he would give me the CORRECT questions to ask them, to lead them to the sale… my business has grown significantly because of his help with the right questions as well as helping me put together some simple marketing techniques that go a long way. Lew truly helps you have that slight edge."
Joseph F.,
RIA - NJ, (with a National Bank)

Disc #2 - Annuity Marketing Tips and Training

Using Our Unique 'Problem Solving' Marketing You’ll Attract More Of The 'Right' High Quality Annuity Prospects To You Each and Everyday! You’ll learn 12 (twelve) of the very best and most cost-effective annuity lead generation strategies used by the Real Top Producers. No more cold calling or buying expensive annuity leads! This system is designed to put you in front of more of the ‘right annuity prospects’ each month, than most agents will see in an entire year. (Our competition charges $1,499 just for this Second part of our system)

Section 1 - Understanding What Retirees Really Want...
In many cases retirees saw their retirement incomes dramatically reduced by 30, 40, 50% or more in 1999. And it happen again in 2008. Many of them are now being forced to dig heavily into their investment principal, just to meet their daily living expenses. Now the biggest question facing most of them is: “Will I outlive my retirement savings?” How can you help them?

Section 2 - Introduction and Overview...
Intro To The Annuity Sales Excellence System... This is the overview of how to use this
'Problem Solving' marketing, prospecting and sales system... To become the respected, trusted advisor people want to see! A Must Read

Section 3 - Getting Started Selling Annuities…
What Are The Fastest Ways To Get Started Selling Annuities? Pick one annuity lead generation system, get it going and then add the next one. The idea is to have 3 or 4 annuity lead systems working at all times so you never run out of high quality prospects.

Section 4 - Learn How The Top Advisors Grow Their Annuity Business...

How To Build Your Business - As Jay Abraham, Dan Kennedy and all the great marketing Gurus will tell you: ‘There are 3 ways to grow your business and only 3 ways... If you truly want to grow your business, the fastest and easiest way, you must use all 3!’ Most agents are only growing their annuity business one way... the hardest way!

Power Positioning - The 10 Commandments Of Power Positioning Are Magical Marketing Strategies for creating an endless stream of new, repeat and referral business... Learn how to position yourself as the expert in your market and to shut out your competition…

Section 5 - Quick Start With Family And Friends... (w/ Prospecting Scripts)
The Quickest Way To Get Annuity Appointments Is To Ask Your Acquaintances, Family and Friends For Their Help! The right way, without pressure! This is not a ‘Project 100!’

Section 6 - Repeat and Backend Sales with Your Existing Clients… (w/ Prospecting Scripts)
Existing clients are the key to long-term success in every business... and certainly in annuity sales!

Section 7- Joint Venture Marketing... (w/ Prospecting Scripts)
Joint Venture marketing is the insider secret to generating literally thousands of annuity prospects, in your area, rapidly and with the utmost credibility. This is not a passive referral system. Most agents are doing it wrong...

Section 8 - Using Client Newsletters To Increase Sales…
Out of Sight, Out Of Mind... Is A Deadly Mistake That Most Agents Make! If you want to stop missing the easy annuity sales, then you must stay in front of your friends, neighbors, prospects and clients. You must be the first person they think of when they need help or they are ready to buy…

Section 9 - Using The Media...
Great tips on how to become the foremost expert and trusted financial advisor in your community from Forrest Wallace Cato.

Section 10 - Referred Leads and Testimonials... (w/scripts)
There is no question among the ‘million-dollar’ producers that referred leads are one of the best prospects you can get. However, the majority of the agents I talk to are frustrated with them, and aren't using them. Why? The main reason most sales people have trouble with referred leads, is they haven't made themselves referable! People are not going to refer their friends, relatives, or associates to just another sales person.

Section 11 - Direst Mail Response System... (w/ Prospecting Scripts)
The following formula is used for all marketing. If you are going to send a sales letter, and you want people to respond, then you need to follow this same formula. “The Right Message, To The Right Market, At The Right Time!”

Section 12 - Lead Exchange Groups...
If you want annuity leads and want to get known, then join (or form) a lead exchange group with local business professionals that cater to your ideal prospects and who have already built strong relationships with them?

Section 13 - Mastermind Groups...
With the frenzied pace of today’s business world, we all need help identifying and planning our future career moves. Even more important, we need contacts and resources to make our goals a reality.

Section 14 - Annuity Scripts, Objections, Questions...
Telephone Scripts, Overcoming Objections and the Emotional Questions... Having the best annuity leads in the world is useless if you can’t turn those leads into an appointment and then into sale…

“In just one month I've made over half
of what I made in previous years
!

Peter Orange - WA"Following the advice of your competitors, for my first seminar I spent $16,000 and made $22,000. The second seminar I spent $6,000 and made $1300. Then a few weeks ago I found you. For my third seminar I spent $2800, and so far I've made $55,000. (in commissions) I'll give you credit for 90% of the success I've had with this seminar. I just followed the advice in your (Annuity Sales Excellence) system, for my seminar, the initial interview and the closing appointment and I'm making serious money. In just one month I've made over half of what I made in previous years! I'm certainly glad I found you. Thanks,”
Peter Orange
- WA

Plus, Disc #3 - Annuity Lead Magnet

The 'Ultimate' Annuity Sales Lead Generation System... Using Information Booklets and Free Reports! You’ll have access to 3 dynamic (Personalized) annuity information booklets and several free reports, with all the newspaper ads, scripts, sales letters and everything else you need, to get your IDEAL prospects to call you. More Details (Our Competition Charges $1,499 for this booklet system)

Stephan Lomsdalen - AZ,“over $40,000 of additional annuity commissions this month

"Hi Lew, I just wanted to let you know that the 'Survival In A Volatile Market' client booklets are still working great and they helped me to close over $40,000 of additional annuity commissions this month. I'm handing the booklets out at my seminars, to my clients and other prospects. When these people come in for an appointment, they bring in the booklet and have actually Hi-Lighted some of the information. Thanks,"
Stephan Lomsdalen
- AZ,

Plus, Disc #4 - 'Invincible' Annuity Workshop and Seminar System

Are you wondering how the Top 1% of All Annuity Producers are still able to consistently earn $50,000 or more of commissions every month using annuity seminars, when everyone else is saying that annuity seminars are being overdone? What is it that they know that you don't?
More Details
(Our Competition Charges $1,499 for this seminar and workshop system)

“...my (appointment) results exploded to 90% for the next
and 75% for the 3rd seminar!”

David Hodgkins - NH“Over the last two weeks I have been holding seminars. Appointment results from the first in my series were lower than normal in the past at just 25% (I normally will get 40% to 60%). After speaking with you and implementing some of your tips, my results exploded to 90% for the next and 75% for the 3rd seminar! I am amazed that using the same presentation and only asking a few simple questions could transform my appointment request ratio so much. I can’t wait to get out and try these strategies on the appointments. Thanks for your help!”
David Hodgkins
- NH

Plus, Disc #5 - FREE Bonus Gifts

“7 Hidden Psychological Secrets to MAXIMUM Sales” - “Joint Venture Endorsement Marketing” - “The Science Of Getting Rich” - “The Greatest Marketing Secrets of the Ages” - “The Secret to Winning Every Single Time... In Everything You Do” - “How To WOW your Customers” And, Much More… (Value $150)

Plus, 3 Months of 'Live' Personal 'One-On-One' Coaching And Support!

We’ll Help You To Get Off To A Quick Start! You'll receive ‘One-on-One’ Live Personal Coaching and Support Each Month, For 3 Months to help you fine-tune your lead generation and sales process... Plus, case design and development, from one of the most respected and successful teams of sales trainers and coaches in the industry. (3 months of coaching... Value $2,400)

Obviously, with everything we include, and the coaching, we could easily charge $6,000 or more up-front for this incredible, proven, annuity marketing and sales system, just like everyone else...

However, we’ve kept it all very affordable for you!
Because, we believe every agent and advisor deserves and equal opportunity to succeed in this great business. More importantly, we believe your friends, family, clients and prospects deserve and need the best financial advice they can get, from someone they respect and trust!

Your investment is only $99.00 for 12 months for the
Annuity Sales Excellence
, If You Act Today!

Let me make the decision to invest in your business as simple and Risk-Free as I possibly can, by offering you the following assurance:

You Get A 90 Day No Risk 100% Money Back Guarantee!

Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool KitUse this affordable, fool-proof system and call us for one-on-one coaching, and then if during the first 90 days you don’t make enough additional sales to cover the cost of this system, at least ‘3 times over,’ you'll get the entire cost of the system back! There are absolutely no conditions or strings attached. All we ask is that you let us know why you are returning your system so that we can use your input to make improvements. (No refund on shipping)

Click On The Order Button That Best Fits Your Situation...

Finance Plan... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit                                      One Time Investment... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit

Only $99.00 for 12 months!       Invest $995 & Save $193!

With 3 Months of 'LIVE' One-On-One, Personal Coaching and Support!

Before you put this aside... take action now - chances are too great you'll forget about all the immense potential this proven 'turnkey' annuity marketing and sales system can bring you.

More annuity leads, appointments and sales are just around the corner.

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)

Yours in success,
Jeremy, Will & Lew Nason
The 9 Out Of 10 Guys...

P.S. Don't wait to get started, take action now!  You'll get everything we've promised, and much, more!  Go ahead and hold our feet to the fire to provide you with cost-effective annuity marketing, prospecting and sales training that really works - your satisfaction is 100% guaranteed. 

Mehdi Fakharzadeh, RFC - "MDRT Life MemberEndorsements From Respected Industry Leaders

"Many of our industry super-achievers owe a large part of their success to Lew Nason"
Mehdi Fakharzadeh,
RFC - "MDRT Life Member"
"The most successful living and active insurance sales
agent in the United States." Leader's Magazine

  More Industry Leader Endorsements

Mehdi Fakharzadeh, "The most successful living and active
insurance sales agent in the United States.
" Leader's Magazine,
shares his wisdom at the IPS Trusted Advisor Success Training.

 Mehdi Fakharzadeh, RFC - "MDRT Life Member at the Trusted Advisor Success Training offered by the Insurance Pro Shop

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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 and sales strategies, tips, scripts, 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.