'Trusted Advisor' Insurance Sales Skills
Training... Fact-Finding and Questioning
Reason So Many Advisors Struggle In This Business,
Isn't From A Lack Of Qualified Leads, It Is From Their Inability To
Their Leads Into An Appointment, Let Alone A Sale."
Download this free report now, because you will be amazed at how quickly you can increase your
appointments, sales and commissions, just by reading this
The Right Questions"
NOT sell, trade, rent
or give your email address away for any reason.
Check Us Out...
Over 40 Industry
The 'Ultimate' Insurance Sales Skills Training...
For Today's Financial Advisors!
How To Close '9
Out Of 10' Sales
By Asking The 'Right' Questions...
Advanced Sales Skills Video and Audio Training
How To Close '9 Out Of
is a new sales
frees you from unnatural selling scripts. Instead, you'll learn how to
begin new conversations with prospects, naturally - no
pitching, no persuading and no pushing.
over 6 hours of insurance appointment setting, fact-finding and sales training videos (3 DVD Set),
over 6 hours of audio (MP3)
containing all the critical info from our live Advanced Fact-Finding
Camp. This is real question-based, insurance sales skills training, for insurance agents
and financial advisors, with many of our
unique '5 Minute Sales Presentations.'
Click Here For
Or, $197.00 for 3 months!
Time Investment $499!
'90-Day' No Risk '100%'
***Now With 3 Months Of Coaching***
You'll receive ‘One-on-One’ Live Personal Coaching and Support Each Month, For 3
to help you fine-tune your appointment setting, fact-finding
process and sales presentations, from one
most respected and
successful teams of sales trainers and coaches in the industry.
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
Toll Free In US... 877-297-4608
/ Direct Line... 770-443-2852 (M-F, 9AM-5PM, EST)
We are the first truly dedicated
life insurance and annuity marketing and sales trainers
for career and independent agents and advisors...
We Are NOT Recruiters!
Stories From 'Experienced'
"I not only
improved the quality of my existing seminar,
must say that as a Financial Consultant with a securities license, I admit I was
a bit apprehensive in getting your material. But I did purchase the
Fact-Finding Techniques Video, which in turn convinced me to get involved with
your personal coaching and the members only site. For the amount of money I
spent, for the amount of such useful information, it is just incredible. I have
logged hours, upon hours, of reading of such priceless, quality and helpful
material on just about every aspect of the business imaginable. I’ve done
Annuity Seminars for about a year now with marginal results. After applying what
I’ve learned from you in just a few short weeks, I not
only improved the quality of my existing seminar, but the appointments I’ve made
from the seminars have become much stronger. Potential clients come into my office, ready
for me to help them. Gone was the skeptical attitude of, OK, what can you do for
me? Replaced by, do you think you could help me too? Plus, they brought in all
their statements, 1040 forms, old annuities, life insurance policies and long
term care policies as well. Also, after just a few of your coaching sessions,
which I highly recommend, have helped me put all of this together very quickly.
Your smooth and simple, yet thorough approach to your
Techniques, have not only helped me improve my questioning, but makes interviews
exciting as well as rewarding. Thank You."
but the appointments I’ve made from the seminars
have become much stronger"
RFC, CSA - FL,
(20 years in business)
has spent a ton of money on similar programs,
but in my humble opinion, what you offer is much better."
I recently purchased your
Advanced Fact-Finding Video... I have been on two
interviews so far and used the methods you described. It was surprising how the
folks opened-up. Not only were their defenses totally down, but they actually
stated that they liked the low-pressure approach and questioning process to find
out what their needs/concerns were before they were asked to buy anything. In
both cases the customer actually told me what they were going to buy... By the
way, I am going to recommend that you contact Allstate's Financial Specialist
Manger, so you can help them with their sales efforts. They have spent a ton of money on similar programs, but in my humble opinion,
what you offer is much better.
Feel free to drop my name.”
Allstate Agency Owner, TX
"I’m batting three for three because I used the questioning
techniques you taught me... two weeks ago"
you for the dynamic, simple principles you shared with me and others at
the Found Money Management™ Boot
Camp two weeks ago.
Yesterday I made my first calls to share the FMM principles with an
existing client, a referral, and a friend at a property and casualty
agency I refer business to here in town. And, I’m
batting three for three because I used the
taught me.” Mark Davis, ChFC,
RFC - FL,
me close $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!
RIA - IL
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!"
Tracy, Renowned Speaker,
Sales Trainer and Author
Tracy began his career in the financial services industry where he built a
sales organization. He is one of America's "most booked" speakers & sales
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)
Revealed... What The Top Producers Know That
About Setting Appointments and Closing Sales
With YOUR Best Insurance Prospects!
Dear Fellow Financial Professionals,
For over a decade, we’ve had
thousands of career and independent agents,
advisors and planners
calling the Insurance Pro Shop and asking how they can get in front of
more qualified insurance prospects. They want to see more insurance prospects, so they can close more
insurance sales and
make more money.
As we talk about their situation, they
tell us that they are closing 25% to 40% of the people they see. They will tell
us they don’t have a problem closing annuity and life insurance sales. Their only problem is
they aren’t seeing enough people. Unfortunately, what most of them don’t realize
is that trying to see more people is doing it the hard way. Consider, if you are
only closing 25% of your sales calls, then to make one additional sale you will
have to see four more people; to make two additional sales you will have to see
eight more people; etc. That’s a lot of additional time, effort and expense.
If you want to make more money, then
wouldn't it be much, much easier to improve your closing ratio with your current
When we ask the agents if they would like
to be closing 90% of their insurance and annuity sales, most of them tell us they don’t
believe it’s possible… They will explain that many of their insurance prospects are just
lookers, or shopping for the best price (or investment returns) or they don’t
have any money. There is no way they could close 90% of the people they are
As we talk further, we will ask them
questions about what they are doing in their initial sales calls. In a very
short time, it becomes obvious they don't know what they're doing, where they're going, or where they've been when it comes to sales calls.
Most Agents Are Winging It!
The reason most agents aren’t closing 90%
of their insurance sales calls is they are winging it during their initial sales
interview. They don’t have a set procedure for the initial sales interview, let alone a
series of open ended questions to ask the prospect. And, when they don’t close the
it’s easier for them to make excuses and say it’s because the prospect is just a
shopper and doesn’t have any money… than to admit they aren’t as good at selling
as they should be.
The good news is that most of your
competition falls into this category.
Unfortunately, the bad news is that you
are probably doing the same thing. The problem is that the vast majority of
agents, advisors and planners still believe the purpose of a sales interview is
to show off how smart they are and to convince the client that they have the
best products or price.
I’ve said it before, and I’ll say it
again: Prospects don’t care how smart you are, or if you offer the best
products, service, higher returns or the lowest price!
What your prospects want to know is:
“What’s In It For ME… and My Family?” “How can you help me better my situation?”
Your goal is to help your prospects to see
you as they’re savior. Then and only then will you start closing 90% of your
You Can Close 90% Of Your Sales Calls!
We know you can close 90% of your
insurance sales, because we did it when we
were full time in insurance sales, and many of the agents we are currently
working with are doing it. These are agents, advisors and planners who came to us closing
25% to 40% of their sales calls and within just a few weeks they were closing
70% to 90% of their sales calls. These are agents, advisors and planners who were earning $3,000 to $10,000 per
month and are now earning $20,000 to $60,000 per month.
Not only are they closing more insurance sales, they are now closing much larger sales.
And, No, these agents, advisors and
planners did not
change how they were prospecting! They aren’t seeing more prospects! They
haven’t gone to a more affluent market. And, No, they aren’t offering a new
product or service.
So, what made the big difference?
These agents, advisors and planners now have a set
procedure for the initial sales interview. They have a series of questions they ask
each prospect. They are prepared. And, they are well rehearsed!
In the initial fact-finding interview they are:
Focused on Asking The Right Questions
to Help the Prospect Identify Their Problems!
Asking The Right Questions to Help
Them Understand What the Prospects Really Wants!
Really Listening to What the Prospect
They understand that the ‘Initial
Fact-finding Interview’ is where the insurance sale is actually made.
The reality is that by asking the right
questions and really listening to your prospects, you are ultimately
them to sell themselves on why they should do business with you.
They are buying you as someone who really
cares about them and can really help them.
Until you internalize these concepts and
stop winging it, you will find it very difficult to consistently close 90% of
your insurance sales.
Lastly, please remember that nobody sells
everybody. There was only one perfect man who walked this earth. All you can do
is improve to the point where you become a ... "90% Closer!"
Download "How To Close
9 Out Of 10" It's Free!
“Whether You Think You Can, or You
Think You Can’t...
You Are Right!”
Are you thinking: “OK.”
“So, where do I
go from here?” “Is there a script for the initial interview?” “What are the
questions I should be asking?”
You can learn how to conduct a better initial
sales interview by trial and error. You could find a mentor or hire a sales trainer!
Or, you can invest in our
"How To Close 9 Out Of 10" DVDs. Or, you could choose to live with a
25%-40% closing ratio… The choice is YOURS!
More Real Success
Stories From 'Experienced'
Here's what these very successful career
and independent financial advisors are saying about our
exceptionally effective and affordable insurance marketing, prospecting and sales success
strategies, after only a few weeks of using our system and training!
@&*/?* Batman? Unbelievable!"
know I am not the first person to say or think this, but I wish I would
have met Lew and
Jeremy Nason when
I started in the business 4 yrs ago. ‘Where have you guys been?’ The Mortgage
Protection Toolkit is
absolutely one of the most amazing, ‘for
real’ products I have
ever used. And, just when I thought it I couldn’t be blown away anymore,
I picked up the Fact-Finding DVDs.
@&*/?* Batman? Unbelievable!
Interestingly enough, I started by implementing the system with my
existing clients on annual reviews. However, instead of doing the
talking, I started doing the listening and
I noticed I didn’t have to deal with objections like price and
affordability. It is amazing how these techniques work in such a simple
fashion and it allows me to help the client get what they want by
helping them find the
money they need to
do it. Now, that I have passed the ‘Wow, this really works!’ phase – the
future seems brighter than ever. Again, I can’t thank you guys enough.” Paul Leonard, CA, (4
Years in business)
"Lew’s mastery of the art of question
asking are an indispensable
part of unearthing a client’s real needs and wants."
the change we seek is right under our nose. Where it’s hardest to see. Hidden
from view because our success can fool us into thinking we 'already know.' Like
how to listen. R-e-a-l-l-y
listen! Not to be confused with the absence of talking! That and
of the art of question asking are an indispensable part of unearthing a client’s
real needs and wants.
Go there! Get connected to the INSURANCE PRO
SHOP and revitalize your business and yourself.”
Rhona C. Porter,
RFC, MSM, FMM -
"making a real difference in the lives of his clients and associates"
is one of the most genuinely kind and interested person in truly helping people
I have met. He is making a real difference in the lives of his clients and
associates in the industry by teaching them to get down to the basics of human
communications and needs selling.”
FMM, RFC (Missed Fortune TEAM Member) - CA, (27
"We have put together back to back 30k
we have put together our 2 most successful months in a row! I took your advice
and focused solely on the things that would bring revenue into my business and
cut all of the things that were distracting me from that core focus. For me,
that effort is primarily speaking to groups of people. We have put together back to back 30k months
(commissions) and are
speaking to 2-4 audiences per month. The beautiful thing is the more people we
help, the more referrals and momentum we build. I’m on track to finish the year
two months ahead of my personal goals.”
FMM, RFC - GA, (9 years
From A Respected Industry Leader
"I only endorse people and companies I truly
The Insurance Pro Shop, with Lew Nason and his sons Will and
Jeremy are the ONLY insurance marketing and
sales training organization we recommend."
Rodney Ballance Jr.,
FIC, CCIA -
Founder of the
International Financial Leadership
Not sure we can help, or if our services are right for you...
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,
Yours in success,
Jeremy & Lew Nason
The 9 Out Of 10 Guys...
P.S. Don't wait to get started,
take action now! Your satisfaction
is 100% guaranteed. One additional sale will pay for the entire sales training program many
|Judge Us By The Company We Keep!
From A Respected Industry Leader
Nason, RFC, LUTCF is a highly respected, proven and
admired practice building
coach. He has been particularly
effective in guiding financial services advisors
effectiveness and higher sales.”
Edward P. Morrow,
CLU, ChFC, RFC, CEP
CEO of the
International Association of Registered Financial Consultants
About Us... And Our Affordable, 'Cutting-Edge' Life Insurance
and Annuity Sales Systems, Tools, Training and Support For Financial
Meet Our Team
About Us FAQ
Financial Advisor Training
Advisors In The News
One Family At A Time!
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!
Insurance Pro Shop,
150 Watson Drive,
Dallas, GA 30132
Toll Free In US
877-297-4608 / Direct Line 770-443-2852
© 2000-15 Insurance Pro Shop® All Rights Reserved
All guest articles © their respective authors
Disclosure… The income statements and examples on this
website are not intended to represent or guarantee that
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
you will duplicate the results stated here. You recognize
any business endeavor has an inherent risk for loss of capital.