'Trusted Advisor' Insurance Sales Skills Training... Fact-Finding and Questioning

FREE Download... How to ‘Close 9 Out Of 10’, Advanced Fact-Finding and Sales Techniques"The Reason So Many Advisors Struggle In This Business, Isn't From A Lack Of Qualified Leads, It Is From Their Inability To Turn 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 detailed information on...

"How To Close 9 Out Of 10"
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It is up to you. You can continue to follow the struggling crowd, and be content making a mediocre income. Or, you can invest a little of your time right now and let us help you to see and understand the simple, proven strategies you are missing, that can quickly take your sales and income to the next level.

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

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The 'Ultimate' Insurance Sales Skills Training... For Today's Financial Advisors!

How to Close 9 Out Of 10 - Fact-Finding Training DVDS

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 10' is a new sales mindset that 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.

This is over 6 hours of insurance appointment setting, fact-finding and sales training videos (3 DVD Set) and over 6 hours of audio (MP3) containing all the critical info from our live Advanced Fact-Finding Techniques Boot 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 Details

Imagine, in just a few days from now, you could be on your way to making your sales breakthrough, so you don't have to subject yourself to the painful chasing of insurance prospects or pushing for insurance sales.

Discover... Why Even Top Advisors Are Raving About Our Sales Skills Training!

There are a few very good insurance sales ideas and programs out there, like LEAP, Circle of Wealth, Infinite Banking, Missed Fortune, Tax-Free Retirement, College Funding and others to help you present and sell your hot new insurance and annuity products, once you are in front of the right insurance prospect. However, besides their incredibly high cost, the problem is they are missing one or all three of the following critical pieces, that you need, if you want to succeed Today... and Long-term!

  • They don't provide you with the superior life insurance prospecting tools and techniques, with the essential tips and training you need to set yourself apart from all the other agents, to consistently attract and set appointments with your IDEAL insurance prospects in as little as 30 days.

  • They don't provide you with the advanced insurance sales skills training... questioning and fact-finding techniques you need to get your prospects emotionally involved, so they see you as a trusted financial advisor and WANT to set better priorities and take immediate action on your recommendations.

  • They don't help you to 'Find The Money' to fund those concepts.

Think about it... If this business were really about having the best insurance and annuity products and sales ideas, like people are telling you, then why are 90% of the new advisors failing and why is the average income for advisors only $40,000-60,000?

If you want to take control of your insurance sales and guarantee your success... no matter what this economy does, then it is about you making a real difference in people's lives, instead of just making a quick sale, like everyone else!

And, that's about you learning to ask the 'right' questions, to help people to understand and want to solve the problems they are facing, now and in the future. It's about you taking the time to discover your prospects’ innermost desires, and then using that knowledge to craft an offer that is irresistible to them? So, you consistently close more and larger sales!

Want To Learn More... Download "How To Close 9 Out Of 10" It's Free!

Here are some success stories from advisors who have stopped listening to the typical rhetoric and took the time to learn and use these three critical missing pieces to take their insurance sales and income to exciting new heights! They have become the 'Trusted' Financial Advisor people want to see!

Real Success Stories From 'Experienced' Advisors...

"I not only improved the quality of my existing seminar,
but the appointments I’ve made from the seminars
have become much stronger"

John Guntkowski, RFC, CSA - FL,"I 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 Advanced 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 Advanced Questioning Techniques, have not only helped me improve my questioning, but makes interviews exciting as well as rewarding. Thank You."
John Guntkowski, RFC, CSA - FL, (20 years in business)

"Allstate has spent a ton of money on similar programs,
but in my humble opinion, what you offer is much better."

Robert Dupuis, Allstate Agency Owner, TX Lew, 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.” Robert Dupuis, Allstate Agency Owner, TX

"I’m batting three for three because I used the questioning
techniques you taught me... two weeks ago" 

Mark Davis, ChFC, RFC - FL,“Thank 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 questioning techniques you taught me.” Mark Davis, ChFC, RFC - FL, 

Ron Fara, RIA - IL  "Lew helped 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!
Thanks Lew!”  Ron Fara, RIA - IL  

Brian Tracy, International Sales TrainerEndorsement 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!"
Brian Tracy,
Renowned Speaker, Sales Trainer and Author
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.

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 You
Don't About Setting Appointments and Closing Sales
With YOUR Best Insurance Prospects!

Dear Fellow Financial Professionals,

For over a decade, we’ve had 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 insurance prospects?

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 currently seeing.

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 insurance sale, 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 insurance 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 sales calls.

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 insurance 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 Is Saying!

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 getting 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!"

Learn More... 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' Advisors

Here's what these very successful financial advisors are saying about our exceptionally effective and affordable insurance marketing and sales success strategies, after only a few weeks of using our system and training!


 "Holy @&*/?* Batman? Unbelievable!"

Paul Leonard, CA, “I 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. 
Holy @&*/?* 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 questioning. 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."

Rhona C. Porter, RFC, MSM, FMM - CA“Sometimes 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 Lew’s mastery 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 - CA  (3 years in business)

Brian Gibbs, FMM, RFC (Missed Fortune TEAM Member), CA,"making a real difference in the lives of his clients and associates"

“Lew 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.”
Brian Gibbs, FMM, RFC (Missed Fortune TEAM Member) - CA, (27 yrs.)

"We have put together back to back 30k months" (commissions)

Beau Henderson, FMM, RFC “Lew, 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.”
Beau Henderson,
FMM, RFC - GA,  (9 years in business)

'Professor' Rodney D. Ballance, Jr. FIC, CCIA Endorsement From A Respected Industry Leader

"I only endorse people and companies I truly believe in. 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 - Speaker, Author,
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, EST)

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 times over...

Judge Us By The Company We Keep!

Endorsement From A Respected Industry Leader

Edward P. Morrow, CLU, ChFC, RFC, CEP - CEO of the IARFC recommends The Insurance Pro ShopLew Nason, RFC, LUTCF 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.”
Edward P. Morrow
, CLU, ChFC, RFC, CEP - CEO of the
International Association of Registered Financial Consultants

 Advanced Fact-finding and Sales Techniques Training for Financial Advisers... Lew Nason Presents 'Asking The Right Questions' At The IARFC Convention

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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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.