Lew Nason and Jeremy Nason - Coaches, Trainers, Mentors


Annuity Sales Excellence
Advanced Lead, Seminar & Sales Tool Kit

"Helping Retirees To Guarantee They Don't Outlive Their Money!"

Completely Updated - April 2009
With all the latest tips, ideas and 'insider secrets' of how to collect 'one million' of annuity premiums, per month ...in the current economy!

Learn How to Sell Annuities…
In spite of all the bad publicity and this economy, using the most comprehensive Annuity Marketing, Lead, Seminar and Selling 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 every month!
Only $1,247.95
The Leading Annuity Marketing and Sales Success System

Choose the investment option that is most convenient for you...
BEST VALUE - Claim the "Ultimate Annuity Selling System" for $1,247.95
or Make 4 easy monthly installments of just $325.00
Click here for complete details

Compare - Not only do we provide more proven annuity sales tools, tips and training…
We've put everything into one system, to save you thousands!  Plus, we don't charge annual fees!  And, we are not recruiters, so you won't take a reduction in your commissions! 

You Get It All…  Main System  /  Seminar System  /  Booklets and Free Report System

Endorsement From The...
International Association of Registered Financial Consultants 

"Lew Nason, RFC, FMM, 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."
Edwin P. Morrow, CLU, ChFC, CFP, RFC, CEP,
Chairman & CEO of the IARFC / Publisher The IARFC Register®

Dear Fellow Financial Advisor,

Would you like to learn the absolute
quickest, easiest and most successful strategies for you to attract a Steady Stream of the 'Right' Annuity Leads?

Would you like to have all the annuity marketing, prospecting, appointment setting and sales tools, training and
'Insider Secrets' you need to become the most respected financial advisor in your community, that people want to see... and shut-out your competition?

Then Stop Doing What Everyone Else Is Doing!

It's No Secret... that because of the recent stock market losses, low CD interest rates, the uncertain economy, and people living longer, that many retirees are very concerned about outliving their money!  That makes this one of the best times in history for you to be selling annuities... because you can offer them the safety, guarantees, superior returns, tax deferral and the other exceptional benefits of fixed, equity indexed, variable, split and single premium immediate annuities

The problem is...

Seniors and Baby Boomers Are Tired Of Sales Pitches...

They've heard it all before.  They've been burned, or seen their friends burned too many times by fast talking annuity salespeople and investment advisors.  They don't know who to trust!  If you want to reach them, get them to listen and set an appointment, you're going to have to learn a totally different approach in your Sales Letters and Seminars.

You need to:

    Stop selling investment returns...

    Stop hyping the hot new annuity product...

    Stop using complicated annuity sales presentation calculators that just
             confuse everyone and provides everyone with the same solution
.

Seniors, Baby Boomers and All Retirees want... are looking for... and deserve
Real Help!

During the past 3 decades, working with many of the leading annuity producers and foremost experts in the industry, we've collected, tested and refined the most successful annuity marketing, prospecting, appointment setting and sales techniques being used today.  And, we've put them all into our Annuity Sales ExcellenceAdvanced Lead, Seminar & Sales Tool Kit.  You'll receive all of the best, 'time-tested' marketing, prospecting and sales tools, tips and training you need to get off to a 'Quick Start' and be ultra successful selling annuities, just like the financial advisors below...

Important Message…
This is NOT a 'magical fix!'  To succeed with this comprehensive system requires, reading, studying and dedication to learn the material.  You'll want to study the material a couple of hours per day for at least a week and then call us for coaching to help you determine what the best ways are for you to get started, based on your unique situation.

Does this sound like a lot of studying and hard work?  It is initially!  However, in most cases it's actually a lot less work (and a lot less expensive) than what you are doing right now!  And, once you set up a complete long-term annuity marketing program, you'll find that within a few months, you'll be working a lot less to attract, set appointments with and sell the right annuity prospects.  You'll be spending a lot less money on your marketing, be making more annuity sales and you'll be much more successful and profitable!

Just ask the agents, advisors and planners we work with!


In the next 30-60 days, you can be earning $30,000 per month, just like these advisors!

Here's what two of your associates had to say about our unique, 'Cutting Edge' approach to Annuity Marketing, Prospecting, Appointment Setting and Sales!

Special Message from Nick Royer, RFC, FMM - Click here
Nick is one of the 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, appeared on NBC and ABC news, and been endorsed by such people as Brian Tracy and Jack LaLanne.  He is a recent recipient of our Prudent Man Award.

Nick Royer

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

"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

It's The Leading Annuity Sales Success System!
Invest Today... and you'll receive all of the latest 'Insider Secrets' on how to generate the right annuity leads and sell annuities in spite of the recession and bad publicity!  It's over 1,000 pages of all the latest annuity marketing, lead generation, appointment setting and sales ideas, tips, strategies and training!  You'll have everything you need to collect one million dollars of annuity premiums each monthNote: This is a complete, detailed system, with 'text' CDs requiring you to read and study hundreds of pages of information.  Plus, these CDs contain all of the sample sales letters, invitations, ads, scripts, PowerPoints and all the other tools you need.  (Updated 4/09)

Disc #1 - Annuity Sales 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 the competition. Then you'll learn the scientifically designed, annuity sales scripts and questions the Top Advisors use to consistently set high quality annuity appointments and close sales!  If prospects don't see they have a problem, then why should they waste their time meeting with you or buying from you?
(Our Competition Charges $1,499 just for this one section of our system)

Button 1 - Introduction To Annuity Sales Excellence
    Page 4 - Introduction To Annuity Sales Excellence™
    Page 6 - Understanding The Financial Problems Retirees Are Facing Today!
    Page 9 - What's Causing Our Financial Problems?
    Page 11 - What Are Respected Names Saying About… Our Philosophies and Training?
    Page 12 - Four Simple 'Insider Secrets' To Selling Large Amounts Of Annuities!
    Page 16 - Even With All The Bad Publicity… Top Advisors Are Still Collecting A
                    Million Dollars Of Annuity Premiums Each Month.
    Page 18 - So, how do you get off to the quickest start possible selling annuities and then
                    keep it going?

Button 2 - Annuity Sales Cycle
   
Section One - Annuity Sales Cycle
   
Page 3 - Chapter 1 - Preparing Your Annuity Sales Presentation
    Page 4 - "How To Sell Up To 9 Out Of Every 10 Prospects You Meet With?"
    Page 8 - "Fact Finding Outline And Probing Questions"
    Page 9 - Pre-Qualifying Questions
    Page 10 - Profile Your Client's Money
    Page 11 - Questionnaire for CD Owners
    Page 12 - Comparison of Low Risk Options
    Page 13 - Top Reasons People Buy Annuities
    Page 14 - History of the REAL Return of a CD
    Page 15 - Tax Equivalent Yields Table
    Page 16 - CD Early Withdrawal Calculation
    Page 17 - Triple Compounding
    Page 18 - The Fascinating Rule of 72
    Page 19 -
Chapter 2 - Overcoming Objections
    Page 20 - Lew's Gold - Questions for Prospecting, Seminars and Fact Finds
    Page 22 - Finding The Money
    Page 23 - Get Permission To Follow-Up
    Page 24 - Annuity Misconceptions & Objections
    Page 26 - The SAFETY Question
    Page 27 - Know The Safety Facts
    Page 28 - The Most Common Question We're Asked
    Page 29 - FDIC & State Guaranty Funds
    Page 30 -
Chapter 3 - Simple Concepts Presentation
    Page 31 - How to Borrow from Uncle Sam
    Page 33 - How to Increase the Yield on Your Savings
    Page 33 - Growth Comparison Of $100,000
    Page 34 - How to Generate More Spendable Income
    Page 35 - Conventional Savings Plan
    Page 36 - Annuity Savings Plan
    Page 37 - Mutual Fund vs. Split Funding Example
    Page 38 - CD vs. Split Finding Example
    Page 39 - The Tortoise Vs. The Hare
    Page 40 -
Chapter 4 - Closing the Sale
    Page 41 - Be Prepared For The Close
    Page 42 to 45 - Presentation Sheets
    Page 47 - Minor Trial Closes
    Page 48- The Annuity 'Assumed Consent' Close
    Page 49 - Rule of 72 Close
    Page 50 - The 3 Question Annuity Close
    Page 51- The Ben Franklin Close

    Section Two - Finding The Pain Video
   
Section Three - Taking You Business To The Next Level Video
    Section Four - Find Your Prospects' Pain
    Section Five - No One Likes To Be Sold


Button 3 - Annuity Information and Video
   
Section One - Annuity Presentation Video
    Section Two - Buyers Guide To Annuities
    Section Two - Buyers Guide To Equity Index Annuities


Button 4 - Retiree Concerns... Seven Sections on understanding the immediate problems
                  your prospects are facing. 


Button 5 - Annuities Vs. The Stock Market... Seven Sections putting investing in the   
                  stock market into perspective, with Dalbar Reports.   


Button 6 - Fact-Finding... Four Sections on how to consistently close '9 Out of 10'
                  annuity sales, with all the scripts and forms. 


Button 7 - Annuity Sales Presentation Templates... Three presentation examples.   

Button 8 - About EIAs... Five Sections on EIA Sales Ideas and Explanations.

Button 9 - Free Calculators And Software... Financial Planning Calculators in Ms DOS

Button 10 - Roth IRA Conversions... Four Sections, the concepts and presentations.

Button 11 - Spit Funding... Four Sections, the concept and presentations.

Button 12 - About IRAs and Stretch IRAs... Eleven Sections all about IRAs, RMDs
                    and IRS Code 72T.

Button 13 - Sales Tips And Training... Three Sections about becoming the financial
                    advisor your prospects want to see.

Button 14 - How To Prosper In A Recession... Our 38 page E-book on what you must   
                    do to if you want survive and prosper during a struggling economy.

"...$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,

Disc #2 - Annuity Marketing And Prospecting
You'll Quickly Be In Front Of The 'Right' High Quality Annuity Prospects EverydayYou'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 One section of our system)

Button 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.  They are now being forced to dig heavily into their investment principal, just to meet their daily living expenses.  Now the biggest question facing many of them is: "Will I outlive my retirement savings?" How can you help them?

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

Button 3 - Getting Started... 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 generation systems working at all times so you never run out of high quality prospects.

Button 4 - Learn How The Top Advisors Grow Their 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 you'll shut out your competition...

Button 5 l Quick Start With Family And Friends... 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'.

Button 6 l Repeat and Backend Sales with Your Existing Clients... Existing clients are the key to long-term success in every business... and certainly in annuity sales!

Button 7 lJoint Venture Marketing... 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...

Button 8 l 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...

Button 8 l Using The Media... Great tips on how to become the foremost expert in your community from Forrest Wallace Cato.

Button 10 l Referred Leads and Testimonials... 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.

Button 11 l Direst Mail Response System... 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!"

Button 12 - Three More Lead Generation Strategies...

lWhere To Buy Leads... While I'm not a big advocate of purchasing annuity leads, sometimes they are necessary. For example: when you are first starting out in this business, or you need annuity leads to fill in a slow period. Here are the best lead sources...

l 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?

l 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.

Button 13 - 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…

Button 14 - Our Prospecting And Sales Tools... Want more tools then check us out!

"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)

Plus, Five Bonuses Worth $3,762.00!

You'll get instant access to...

Bonus #1 - Annuity Lead MagnetSystem
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 Just For This System)

"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,

Bonus #2 - '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 system)

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

"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

Bonus #3 - 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)

Bonus #4 - Personal 'One-On-One' Coaching
We'll Help You To Get Off To A Quick Start! You'll receive up to one hour of personal One-On-One coaching each month (for 3 months) to help you fine-tune your sales process and for case reviews, from one of the most respected, endorsed and successful teams of annuity sales trainers and coaches in the financial services industry.  (Value $600)

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


"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

Bonus #5 - How I Raised Myself from Failure to Success in Selling, by Frank Bettger (Value $14.00)
What are the selling secrets that raised Frank Bettger from initial failure to unparalleled success, and fame, as one of the highest paid salesmen in America?  Encouraged to tell his story by admiring colleague Dale Carnegie, Bettger reveals his proven success formula so that you too can work magic with sales - and multiply your income.

Obviously, with everything we include, and the coaching, we could easily charge $6,000 or more up-front for this incredible, proven, annuity lead and sales system, just like everyone else... (Each of the above systems are sold separately by our competitors)

However, we've kept it all very affordable for you. 

Why, because we believe every agent and advisor should have an equal opportunity to succeed - Not just the chosen few, who can afford those expensive systems!

Second, we believe the more insurance agents and financial services professionals we help to be seen as true financial advisors, instead of just salespeople, the easier it will be for
all of us to succeed in this great profession...

Accordingly, we are utilizing the latest internet and computer technology to keep all of our business expenses very low... and we're passing 100% of our savings on to you.

Your investment is Only $1,247.95 for the Annuity Sales Excellence Advanced Lead, Seminar and Sales Tool Kit,
with 5 Bonuses...
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!

Use this 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)

So, what are you waiting for?   
Frequently Asked Questions

"...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

YES!  I would love to have more of the right annuity leads, set more appointments and close more annuity sales, in the next 30-60 days!  Please rush your complete annuity sales building program to me, with your risk-free 90 day guarantee!  I get the entire Annuity Sales Excellence Advanced Lead, Seminar and Sales Tool Kit... which includes: 

  • Your 'Quick Start' Guide To Exceptional Annuity Sales... 500 pages of all the 'Timeless' Proven Annuity Lead Generation Ideas, Sales Letters, Ads, Telephone Scripts, Overcoming Objections, Closing Techniques and much more...

  • Twelve (12) of the best, proven, cost effective ways to generate a steady stream of my IDEAL annuity prospects... 'All In One Annuity Selling System!'

  • Advanced Annuity Sales Concepts... I'll Learn how to sell variable, fixed and indexed annuities using the Annuity Split Funding, Roth IRA Conversion, Wealth Transfer, Stretch IRA and Social Security Income Tax Reduction Strategies...

  • Probing Questions and The Initial Interview - I'll learn how to set more annuity appointments and close more sales simply by learning to ask the right questions...

  • FREE Financial Planning Software and an Annuity Calculator...
Plus, Five Bonuses...
  • Bonus #1 - The Complete Annuity Lead Magnet system
    The 'Ultimate' Annuity Sales Lead System... Using Information Booklets and Free Reports to generate the highest quality annuity leads... (Value $1,499)

  • Bonus #2 - The Complete Invincible Annuity Workshop and Seminar system  Includes all the tools I need to attract my ideal annuity prospects... with four Proven PowerPoint Annuity Sales Presentations for seminars, workshops or one on one sales presentations... (Value $1,499)

  • Bonus #3 - I'll receive up to One Hour of FREE Coaching each month, for 3 months, to get me off to a quick start and for case reviews...

  • Bonus #4 - Your Special FREE Bonus Gifts...

  • Bonus #5 - How I Raised Myself from Failure to Success in Selling...
That's everything you described in this letter - all for just $1,247.95.  That's a $611.00 savings from what your competitors charge up-front for just one of their 'single method' annuity selling systems, with none of the Special Bonuses or Personal Support you offer.

Plus, I DON'T have to sign up with any other companies or give away any of my commissions

And, I have
90 days to review and use your system, and if it doesn't put  thousands of dollars in my bank account as a result of using it, I can request a 100%, no hassle refund.

On that basis, here's my $1,247.95...

Or, you can finance it over four months.  Click here for the complete details.

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

More appointments and sales are just around the corner.

Yours in success,
Lew & Jeremy Nason
The 9 Out Of 10 Guys
Consultants, Coaches... Mentors


P.S. Want another reason, how about this - your entire investment in this system is 100% tax deductible (ask your tax advisor).

P.P.S. If you are a current member of NAIFA, GAMA, MDRT, the IARFC or a graduate of The American College give us a call for your special discount.  If you are not a member of one or more of these industry associations... You Should Be!

FREE E-Book Download It Now!

'10 Deadly Mistakes' That Keeps You From Collecting 'One Million Dollars' Of Annuity Premiums
Every Month!

This detailed '37 page' E-book is about how to become the most recognized and trusted expert in your local community, to consistently attract more of the right annuity prospects to you!
10 Deadly Mistakes E-Book

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every financial advisor will achieve the same or similar results.  Each individual's success will be determined by his or her desire, dedication, marketing background, products, effort and motivation to work and use the material, tips, advice 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.