The Very Best Insurance Marketing, Prospecting and Sales Tips, Tools and Training

Insurance Marketing and Sales Resource Center

Important Message... There is a huge difference between the self-proclaimed experts who are really recruiters in disguise and will promise you anything and everything to get your business, verses people who have over 30 years
of experience training advisers and are actually dedicating their lives to helping you to succeed in this business.

We are dedicated insurance marketing and sales trainers, coaches and mentors...  NOT recruiters!

Insurance Marketing and Sales Resource Center - Training for Insurance Agents and Financial Advisors

'Lock-in' the Insurance Marketing and Sales
Resource Center
at only $25.00 per month
for the life of your membership.

There is No long-term commitment, you can cancel anytime.

30 Day 'Risk Free' Trial... 100% Money Back Guarantee

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. We guarantee you'll be glad you did! Toll Free In US... 877-297-4608 / Direct Line... 770-443-2852 (M-F, 9AM-5PM, EST)

Here’s Just A Small Sample Of What’s Available To You...
24 hours a day, 7 days a week, in our Insurance Marketing and Sales Resource Center

Home Page and Introduction
Snapshot of the Home Page... Click Here

Welcome to the Insurance Marketing & Sales Resource Center! This is where you’ll find all the proven agent insurance and annuity Marketing, Branding, Prospecting, Appointment Setting and Sales training you’ll need to take your insurance sales career to the top levels in the industry. Visit this Home Page often to find out ‘What’s New’… Don't hesitate to give us a call if you have questions. It’s updated every month!

I highly recommend you read The Common Denominator of Success, by Albert Gray. It is only 6 pages. So it's a quick read. And, it will help you to begin to understand why you are not as successful as you want to be.

The FREE GIFTS We Promised You...

  • Seven Proven Marketing Secrets, By Mark Hendricks

  • Managing Your Most Valuable Asset, By The Brooks Group

  • Common Sense & Accumulating Wealth, By Lew and Jeremy Nason

Start Here/Marketing 101... Snap Shot

Learn How To Quickly Set Yourself Apart From All Your Competition!
Before we get started let's put some things into perspective. Most of the agents we talk to are putting the cart before the horse. They are being told to buy insurance leads, set up a direct mail system, or run ads in the newspaper, before they've made any money.

But, what's even worse, they are getting insurance leads without knowing what to say to set the appointment, or turn that appointment into a sale...

Finding Your Prospecting Magic Genie
Important Information for new and experienced agent and advisors!

Introduction toInsurance Marketing 101”
In case you haven’t noticed, there are literally hundreds of people in your immediate area that are offering the same insurance products and financial services you offer.

Step 1 Learn How To Win The Game”
First and most important, insurance Marketing and Prospecting
are not the same thing. They are two distinct functions. Get It!

Step 2 '10 Commandments Of Power Positioning' By Michel Fortin, Ph.D
Magical Insurance Marketing Strategies for Creating an Endless Stream of New, Repeat, and Referral Business…

Step 3 ‘Six Little Secrets’ to ‘Unlimited’ Lead Generation Success
These ‘Six Little Secrets’ are about how to position yourself as the ‘Financial Specialist’, the ‘Ultimate Expert’ for the people in your local community. It’s learning how to keep your name in front of these people so that ‘year in and year out’ you will have a steady stream of the RIGHT ‘High Quality’, Qualified Insurance Prospects contacting you.

Step 4 How to Attract And Sell Your Perfect Prospects
What the Leading Producers know, that you don't, is most people today are looking for real help with their finances! People want to believe and know they can take back the control of their money. They want to know they can have a secure financial future. And, the best producers know that people will buy based on their set of beliefs, their energy and their enthusiasm.

Step 5 Fast Track Advisor's Guide To REAL Financial Planning
"Helping average people to learn how to spend, save, invest, insure and plan wisely for the future, to achieve financial independence."

Step 6 Unique Selling Proposition”
Competition. Oh dear! Unfortunately, this aggravating obstacle keeps getting in the way of our first million. Or perhaps, in your case your second. But, with so many people selling almost identical insurance and investment products, it's often difficult to tell the difference.

Step 7 Stop Missing The Easy Sales
Have you ever called a friend, neighbor or client and have them tell you; "I just bought a $100,000 annuity" or "I just bought a $1,000,000 life policy” from the insurance agency down the street? "I didn't know you …"

Step 8 Get People to Call You The Easy Way”
While we might agree, that almost everyone needs our products and services. We should recognize, that not everyone wants or can afford them. How much more effective would our prospecting be, if we only contacted the people who actually needed, wanted and could afford what we’re offering?

Step 9 Put Yourself In Front Of Your Ideal Prospects For A Fraction Of The Cost”
Making more money in your insurance business doesn't have to be hard, it doesn't have to be frustrating, and it doesn't have to cost you an arm and a leg, either. And it won't, once you've discovered the magic of using a contact system to get high quality, qualified prospects to call you.

And, that's just the start...

Intro Marketing and Prospecting... Snap Shot

Learn How You Can Attract A Steady Stream Of Your 'Ideal' Prospects!
Contrary to popular belief, marketing and prospecting are not the same thing. They do however, go hand in hand and you cannot be successful without both.

Marketing is the art of creating favorable exposure. It is the process of 'selling yourself' so that people get to know about you and will want to meet with you.

The Top Financial Services Producers understand that the key to highly successful sales career is helping people to see you as their Trusted Advisor, instead of just another insurance agent who wants to make a sale.


Prospecting is the act of identifying and communicating with people you want to do business with; and the process you go through from first finding them until you turn them into clients.

In simple terms, marketing is getting the people you found through prospecting... to WANT your help and WANT to meet with you.

And much more… New tips, tools, training and audios, are added every month…

Including Articles & Tips From Some Of The Foremost Experts In The Industry...

Intro Seminars & Free Educational Workshops... Snap Shot

Learn How To Use Workshops & Seminars To Double Your Sales Appointments!
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 life insurance and annuity seminars and workshops, when everyone else is saying that seminars are being overdone? (Even with The Bad Publicity and our Troubled Economy) What is it that they know that you don't?


  • How to get started with free educational workshops, for under $100.

  • Learn 25 Tips For Your First Seminar

  • How To Consistently Fill Your Seminar or Workshop With Your 'Ideal Insurance and Annuity Prospects'

  • How To Convert Seminar and Workshop Attendance Into Appointments In Your Office

And much more… New tips, tools, training and audios, are added every month…

Intro Referred Leads... Snap Shot

Learn How To Get Referrals Without Begging Or Even Asking!
If you have been in the insurance business for six months or more, then you should be getting 50% or more of your new business from referrals!

The Insurance Marketing Resource Center just completed an advisor survey about referrals. Here is a quick review of what they found. It’s shocking!

* only 16% of the agencies said they had an organized business system to generate referrals, even though 49% of them said the QUALITY of referrals was good to excellent.

* 62% of advisors said they get at least 25% of their new business from referrals - Does it mean they could get A LOT more referrals, if they had an SYSTEM?

* 46% of advisors have a "joint venture partner" that reliably gives them referrals, mostly on an "informal" basis.

* only 46% have a "reward system" that rewards people who gave referrals. (just imagine how many they'd get if they actually rewarded the behavior they wanted!)

The KEYS to getting your existing clients to give you referrals... is to make yourself referable, and then use a system that makes it extremely fun and easy for them to give you referrals.

And much more… New tips, tools, training and audios, are added every month…

Intro Appointment Setting... Snap Shot

Learn How To Set Appointments With ‘9 Out 10’ People You Talk To! 
If you want to set an appointment, you must learn what the Top Producers know. Setting an appointment is all about asking the right questions to help people see and understand the problems they are facing now and in the future! If your prospect does not see they have a problem, then why should they waste their time meeting with you?

Lew Nason Quote

And much more… New tips, tools, training and audios, are added every month…

Intro Fact-finding / Questioning... Snap Shot

Learn How To Close Sales With ‘9 Out 10’ People You Meet With! 
The reason so many agents, advisors and planners struggle in this business isn't from a lack of quality prospects. They are struggling because they don't how to get those quality prospects, the people who need their products and services... to WANT their products and services. They don't know how to get people to WANT to set better priorities, so they WANT to take immediate action on their recommendations.

Closing '9 out of 10' sales is about you learning how to discover your prospects' innermost desires, and then using that knowledge to craft an offer that is irresistible to them! And, that is about you asking the who, what, where, when, why and how questions, to help your prospects to see, understand and want to solve the problems they are facing now and in the future.

And much more… New tips, tools, training and audios, are added every month…

Specialized Video Training... Snap Shot

Learn How To Quickly Increase Your Sales With These Critical 'Insider Secrets'!
With over 18 hour of specialized videos, you can quickly make your insurance and financial services career a lot easier and more rewarding. These videos provide many of the critical insurance marketing, prospecting, appointment setting and sales tips, ideas, strategies, presentations and training that most agents, advisors and planners are missing today!

Plus, you'll learn over a dozen "Keep it Simple" 5 Minute Visual Presentations that will answer your clients' objections before they happen. These amazing quick presentations will help you bring your explanations down to your prospects’ level, so they truly understand... "What's In It For Me!"

And much more… New tips, tools, training and audios, are added every month…

Trusted Advisor Success Training - Videos... Snap Shot

Learn How To Dramatically Improve Your Sales In As Little As 60 Days!
There was a time... 
before this recession... when you could simply copy the competition and you would stumble upon enough prospects to earn an adequate living... even if you didn't know or understand many of the proven methods and critical strategies of insurance marketing, prospecting, appointment setting and sales.

Unfortunately, those days are long GONE!

If you want to take your income to the top of the industry and be earning a significant six-figure income you want, then you must know what the 'Top 10% Of Producers' know and do what the 'Top 10% Of Producers' do!

Watch these 11 hour of videos and we'll share what we've learned, tested and refined during the past 30 years, working very closely with the Top 10% of Producers in this industry. You'll learn the exact methods and strategies you will need to improve your brand, your website, your client communications, your prospecting activities, your events, your messaging, your referrals and your sales skills - all guaranteed to dramatically improve your sales results and profits in as little as 30 days.

And 9 More Dynamic Sections...

Here's what's new this month... Snap Shot
(Stay up-to-date with these weekly updates)

Using Client Newsletters... Snap Shot
(Stay in front of your clients each month with these 'free' client newsletters)

Using Booklets and Free Reports...  Snap Shot
(Become the expert people want to see)

Intro To Annuities - Product Overview and Training... Snap Shot
(Learn how to use annuities to help seniors and boomers to maximize their retirement income) 

Intro To Life Insurance - Product Overview and Training... Snap Shot
(Learn all the time tested and the latest hot new life insurance sales concepts)   

Into To Disability Insurance - Product Overview and Training... Snap Shot
 (Learn how to use disability income insurance to protect families) 

Making A Better You... Snap Shot
(Learn the importance of a great attitude)

Advisor's Guides... Snap Shot
(Get Critical Insights You've Been Missing)

Plus, learn what we've learned from the industry legends... Snap Shot
Insight from legendary people
like Ben Feldman, Mehdi Fakharzadeh, Napoleon Hill, Charlie 'Tremendous' Jones, Forrest Wallace Cato and so many more...

The bottom line is, by following these
‘Step by Step’ Courses and learning the ‘insider secrets’, in as little as 30 days you can be on your way to doubling (or tripling) your sales income, by attracting your IDEAL high quality insurance prospects, and setting higher quality appointments. Which will enable you to close more and larger insurance sales!

Check Us Out...   Our Credentials   Over 250 Advisor Testimonials   Over 40 Industry Leader Endorsements

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)

How Much Longer Are You Going To Wait?

Remember, people don't know what they don't know!  
So, couldn't one simple idea help you to add thousands to your income?  What have you got to lose?

'Lock-in' the Insurance Marketing and Sales Resource Center
at only $25.00 per month for the life of your membership...

30 Day 'Risk Free' Trial... 100% Money Back Guarantee

No long-term commitment, you can cancel anytime.

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 & 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 the insurance marketing, prospecting  and sales training that really works - your satisfaction is 100% guaranteed. 

Endorsement From A Respected Industry Leader

"I work with many of the biggest and most respected names in the financial services industry, most of whom believe as I do... Lew and Jeremy Nason are the most effective trainers in our industry."
Forrest Wallace Cato, RFC, RFMA, CRR, CPC,
Legendary Media Consultant To The Financial Services Industry

Don't Keep Us A Secret!

Help Us, To Help Your Friends and Associates to get the training they need!

And, as our way of saying 'Thank You', you can immediately download this
Special Report "21 Keys To Open Referrals"

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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One Family At A Time!

"You 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!

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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.