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Trusted, Recommended Resources
These are the people and organizations we’ve come to know well and trust!

Cato Makes You Famous
Sales Promotional, Media Exposure and Image Branding...
To Significantly Improve Your Marketing And Sales Results... For The Serious Financial Services Professional!
Forrest Wallace Cato, 770-516-9395

eurekonomics.com
Learn how to help clients to take charge of managing their money and creating wealth for their family, properly using Cash Value Life Insurance. There are only a handful of books, written by financial professionals who have 40 years or more of real life experience working with and helping families. One such book, recently self-published, is Money for Life, by Jeffrey Reeves, MA... with Dr Agon Fly.

sandyschussel.com
If you’re frustrated because your service business or practice isn’t growing, or by how difficult it is to get it moving, especially in this economy, GET HELP NOW! For the past 12 years, Sandy has been helping advisors, consultants and their firms who feel stuck, frustrated and burnt out find more and better clients and turn them into passionate referral advocates.

Sandy Schussel, 888-289-5551

MillionDollarMarketingPractices.com
My name is Annette Bau and I’ve been a successful advisor for more than 20 years. My niche markets are Affluent Women and Successful Business Owners. I know what it takes to create a practice that flows with ideal clients whom you are meant to serve. For the last 5 years, I’ve worked with top financial advisors from all over the world, training and coaching them on how to find more qualified clients, grow their businesses, and close more sales.
Annette Bau

Red Zone Marketing is a marketing and management consulting firm devoted to business development. Our focus is on designing sales and marketing strategies, customer service programs and branding and differentiation strategies to help increase your flow of sales. Red Zone Marketing builds business and marketing action plans with systems for accountability and implementation. We also review and supplement existing plans in order to provide another perspective and modified strategies to bring you the success you want.
Maribeth Kuzmeski... 847-367-4066

www.PensionMax.com
Offers the most accurate and ethical pension maximization evaluation on the market today covering all 5 post retirement scenarios. Our actuarially calculated reports address factors such as life expectancy at every year in retirement, COLA and taxes. The insurance death benefit and premiums allow for maximum client income every year in retirement. Download a free sample report and see how you can sell a unique product to an untapped market.

Additional Resources

Coaches and Trainers - Insurance Marketing and Sales
Insurance Marketing and Sales Resource Center™
Discover The Advanced Marketing Secrets Million-Dollar Producers Use To… Generate A Steady Stream Of the Right Annuity and Insurance Leads, Easily Set High Quality Sales Appointments, Close 9 out of 10 Sales Presentations, and Earn A Six Figure Income… And, Work Less Than 40 Hours Per Week!
If You Invest In Just One Insurance Lead Generation And Sales Program All Year, THIS Is The One You Want. - It All Starts Here!!! (Lew and Jeremy Nason)

sandyschussel.com -  If you're frustrated because your service business or practice isn't growing, or by how difficult it is to get it moving, especially in this economy, GET HELP NOW! For the past 12 years, Sandy has been helping advisors, consultants and their firms who feel stuck, frustrated and burnt out find more and better clients and turn them into passionate referral advocates. Sandy Schussel, 888-289-5551

Colbeck Coaching Group - Todd Colbeck is an industry veteran and executive coach. He specializes in helping financial professionals grow their investment practice by increasing client loyalty and getting clients to actively promote their business.

Financial Advisor Marketing - "Marketing ideas and links for Making Big Profits from your Financial Advisory Business" Grant Hicks, co-author of Guerrilla Marketing For Financial Advisors.

Insurance Marketing Resource Center - P&C Marketing Specialist
(Michael Jans)

Kinder Brothers International - Sales Training and Sales Management Consulting
(Jack & Gary Kinder)

MillionDollarMarketingPractices.com  My name is Annette Bau and I've been a successful advisor for more than 20 years.  My niche markets are Affluent Women and Successful Business Owners.  I know what it takes to create a practice that flows with ideal clients whom you are meant to serve.  For the last 5 years, I've worked with top financial advisors from all over the world, training and coaching them on how to find more qualified clients, grow their businesses, and close more sales.  Annette Bau

Pension Concepts - Making the Pension Maximization Sale. Informational, CD's lead you through the closing of the Pension Maximization sale. Audios cover introduction and advanced concepts. Plus, comprehensive, 36 slide, screen show for clients and prospects. Also, offers videos. (Jim Smith)

Red Zone Marketing is a marketing and management consulting firm devoted to business development.  Our focus is on designing sales and marketing strategies, customer service programs and branding and differentiation strategies to help increase your flow of sales. Red Zone Marketing builds business and marketing action plans with systems for accountability and implementation. We also review and supplement existing plans in order to provide another perspective and modified strategies to bring you the success you want.
Maribeth Kuzmeski... 847-367-4066

Sell Insurance Like Crazy - How To Become Super Successful In Your Insurance Profession... While Working Fewer Hours And Having A Blast Doing It! Varga Success Systems, Inc. (Ken Varga)

Success Comes In Cans - Sales Training - Leadership - Teamwork - Change - High Energy - Humor - Guaranteed Results! (Joel Weldon)

The Advisor's Advisor  Donald F. Pooley, CFP, CLU, CHFC
FREE Marketing Advice for Financial Advisors - Do yourself a favor, and check out the TIP email newsletter. I GUARANTEE it will help your business! 604-261-2194  donpooley@eTIP.ca

TheInsuranceCoach.com - Coaching For Insurance Organizations and Recruiters. Visit The Insurance Coach website to learn more about our CD Programs and Training Workshops covering Recruiting, Prospecting, Marketing, Effective Communication, Leadership and Business Success for Insurance Organizations.
Michael Beck

Values Based Selling - Increase your skill and confidence with the best client acquisition method in the industry (exceed your own expectations while others are whining about this bear market). (Bill Bachrach)

Annuity Marketing, Prospecting and Sales Systems
Compare The Insurance Pro Shop's 'Turnkey' Annuity Lead and Sales Systems, Tools, Training and Support To The Rest Of The Industry!  See what respected industry leaders and advocates are saying about us…
click here

'Annuity Sales Excellence™' Lead, Seminar and Sales Success Tool Kit
You'll get a complete 'Soup to Nuts', Turnkey, Direct Response Program. Everything you need to identify and attract the RIGHT interested, qualified Annuity Buyers, set high quality appointments, overcome objections, to closing the annuity sale - it is all there. And, it includes our Invincible Annuity Workshop and Seminar System™ and the Annuity Lead Magnet System™! (Lew and Jeremy Nason)

Annuity Lead Magnet System

Get A Steady Stream of Hot Annuity Prospects to Call You... by learning 15 'state of the art' ways to use Information Booklets and Free Reports.  (Lew and Jeremy Nason)

Invincible Annuity Workshop and Seminar System™
'The Secrets To Holding A Successful Annuity Seminar' - Learn the secrets the Top 1% of Annuity Producers use to fill their annuity seminars in this crowded marketplace and set appointments with 9 out of 10 of their attendees. (Lew and Jeremy Nason)

Trusted Advisor Success Training
The leading Annuity and Life Insurance Marketing, Lead Generation and Sales Skills Training for insurance agents and financial advisors.  (Lew and Jeremy Nason)

Annuity Marketing and Sales Systems
Annuity Lead Generation Machine  (Rich Parker)

Annuity Lead Marketing and Sales Success Program  (Hans Jenau)

Annuity Sales Gold - At last, there's a step-by-step guide to creating a simple but very focused marketing system for your office.  (Wilma Anderson)

Annuity Selling and Marketing System - An annuity selling and marketing program designed to help life insurance agents sell large annuities to the public on a continuous basis. (John Bagwell)

Asset Marketing Systems (AMS) - Founded By Rick Metcalfe

The Broich Approach Annuity Marketing System - (Bill Broich)

GTBK Marketing - Annuity Seminar System (Dennis Tubbergen)

Million Dollar Producer - Annuity Seminar System (Tom Gau & Ken Unger)

Selling Seniors - "One Call Close" Annuity Seminar Selling System. (Jeff McLeod)

Ultimate Lazy Agent Marketing System - (Russ Jones)

Health Insurance Marketing and Sales Systems
HSA Success - Looking For The Most Effective Way To Dramatically Increase Your Health Insurance Sales?

Life Insurance Marketing, Prospecting and Sales Systems
Compare The Insurance Pro Shop's 'Turnkey' Life Insurance Lead and Sales Systems, Tool, Training and Support To The Rest Of The Industry! See what respected industry leaders and advocates are saying about us…
click here

New Agent... Mortgage Insurance Tool Kit™
Discover the Quickest, Easiest and Most Cost Effective Ways for New Agents to Generate a Steady Stream of the RIGHT High Quality Sales Leads and Sales for the Mortgage Life Insurance Marketplace... Sells Term and CV Life Insurance…
Insurance Pro Shop (Lew and Jeremy Nason)

Found Money Management™ Life Insurance Sales Success Tool Kit
Discover... how to generate a steady stream of the RIGHT life insurance leads in just a few days.  Sell large life insurance policies with this State-of-the-Art 'Found Money Management' Sales Strategy... Learn how to help your prospects to become debt free and accumulate great wealth using many of the same powerful concepts found in the 'Money for Life', 'Missed Fortune', 'Infinite Banking', 'Circle of Wealth' and 'LEAP'
(Lew and Jeremy Nason)

Trusted Advisor Success Training
The leading Annuity and Life Insurance Marketing, Lead Generation and Sales Skills Training for insurance agents and financial advisors.  (Lew and Jeremy Nason)

Life Insurance Marketing and Sales Systems (Our Competition)
Circle of Wealth - The Circle of Wealth® system consists of 8 software modules. At its core it is a "Visual Storyboard" that you use to help prospects and customers quickly understand how money and wealth really works. The system explores the effects of "transferred money" and the "opportunity costs" associated with those lost dollars, taking the client through a range of discussions including (but not limited to): taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process. (Don Blanton)

Hudgins Sales System - The Hudgins Sales System is the key to opening the door to a whole new way selling mortgage insurance.  It's the most unique system ever developed that emphasizes the value of YOUR time, not the client's.

Infinite Banking - Becoming Your Own Banker Professional Toolkit Includes: The Five-Part Eight-Hour Seminar on DVD. Becoming Your Own Banker soft cover book, Instructor's Manuals (long and short versions), PowerPoint Presentation, and Authorization to Conduct Client Seminars. Plus, Renewable Rights (with renewal fee) (Nelson Nash)

Insurance Leads System - Stop Wasting Your Hard Earn Money On Down Right Useless, Rehashed Insurance Leads... (Damon Bailey)

Leads 4 Insurance - College Funding (Brian Kaye)

LEAP System - The LEAP SYSTEM is an expert financial process. Its goal is to increase the wealth and protection of each client during their lifetime. LEAP accomplishes this by using an efficient and effective planning process unique to the financial services industry. These planning advantages are based on a dynamic and holistic financial model called the PS&G Model. (Robert Castiglione)

Missed Fortune - Douglas R. Andrew invites you to learn the system and strategies that have changed thousands of clients' lives and moved hundreds of financial services professionals into the top 1 percent among industry peers. (Douglas R. Andrew)

Prospecting & Marketing Institute, Inc. - Prospecting, Marketing And Recruiting Made Easy For Insurance And Financial Services Professionals (Pamela Yellen)

LTCI Marketing, Prospecting and Sales Systems
Compare the Insurance Pro Shop's 'Turnkey' Lead and Sales Systems, Tools, Training and Support To The Rest Of The Industry! See what respected industry leaders and advocates are saying about us…
click here

LTCI Sales Excellence - Lead & Sales Success Tool Kit
It's a complete, Turnkey, LTCI Prospecting and Sales Success System. It is everything you need to identify and attract a steady stream of interested high quality LTCI prospects. Learn the secrets to setting more appointments, overcoming objections & closing more sales. (Lew and Jeremy Nason)

Trusted Advisor Success Training
The leading Annuity and Life Insurance Marketing, Lead Generation and Sales Skills Training for insurance agents and financial advisors.  (Lew and Jeremy Nason)

LTCI Marketing & Sales Systems (Our Competition)
LTC Consultants - We constantly strive to bring you the finest LTC Training and Marketing Materials in the industry. (Phyllis Shelton)

LTC Marketing & Lead Generation System  (Rosemary Jenau)

SellingLTC.com - For nearly four years now we have been creating products designed to help you Sell More LTCI™. (Phillip W. Sullivan)

Sales Creators - Whether you have just started selling long-term care insurance … or are an experienced LTCI specialist … effective, professionally produced generic sales tools and programs will help you sell more.

Referred Lead Marketing and Sales Systems
'Dynamite' Referred Lead System

If you want to make your life much easier, set up a system to compel your existing clients to give you lots of referrals, instead of trying to get new clients through any other methods, such as cold calling, direct mail, telemarketing, and so on. (Lew and Jeremy Nason)

Note: These links are merely what we think are useful for research purposes, and contain different views. We do not endorse nor guarantee the accuracy of the contents, and are not liable for any consequences.

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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 ideas, 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.