"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) March 2010

"Dear Lew and Jeremy, I want you to know that you are right on track with your advice and training methods.  No one else even comes close.  The techniques you've taught, when applied in the field, have produced great results for me in my business.  I look forward to attending many more sessions with you.  Respectfully,"
Harmon Pye III, RFC, FMM, GA  (23 years in business) February 2010

"Lew and Jeremy Nason are the consummate PROs."
Terry Craft, CO, (New advisor) February 2010

Lew's and Jeremy's ability to bring clarity and fundamental principles to the table is phenomenal. The two page presentation exemplifies the insight into this industry.
Mike Carolus, NE, (32 years in this business) February 2010

"Many "experts" claim to have the answers on how to grow your insurance business.  It is nice to actually meet someone who really has the tools and strategies needed to succeed. Lew Nason is the person who truly delivers.  I attended his boot camps in 2005 and purchased his training kits and it was the best investment I could have made in my practice!
Kevin Davis, NY (18 years w/Northwestern Mutual) October 2009

"Thank you very much for the eye-opening and the best training boot camp I have attended so far.  And also thank you very much for your hospitality.  The boot camp is worth more than what we paid for and the information we got out of it is life changing.  After attending, I now have no doubts about you and your system.  You guys are the most honest and truthful people I have met.  I wish I had attended the boot camp when I first bought your system about a year ago.  From now on I will discard all the other so-called "systems" out there and just follow your system and ingrain it into me so that it becomes a part of who I am and what I represent..."helping people to live debt free and truly wealthy".  Thank you very much and hope to see you soon.  Yours sincerely,"
C.C. Koo, Marketing Director, World Financial Group, Canada, October 2009 (7 years)

"I truly wish every new agent out there could just spend a few months training with you and Jeremy so they would not have to go through what I went through in my early years.  I can only imagine the desperate calls you must receive from struggling agents who never really learned how to perfect their marketing, especially now with all that is going on in this economy.  I am so glad I not only found you, but I was humble enough to be taught by you and smart enough to stick with you even when things did not happen for me over night.  In my case it took me more than a few days to get on the right track, but the long-term benefits have been well worth it.  (I know my learning curve could have been much, much shorter if I only applied your advice sooner, instead of questioning everything you told me.  But it is hard not to be a skeptic when there is so much bad advice out there.)  Keep on doing what you are doing Lew, and let your readers know that there are agents like me, who are loving this bad economy and are prospering.  Don't get me wrong, I hate what it is doing to the good people that are being hurt by it.  But I love that it is giving people a wakeup call and forcing them to look outside the box for safer alternatives that I can help them with.  What a great time to be a good financial advisor, with all of the problems people are facing we have the opportunity to really help people weather this storm and we can literally pick and choose who we want to serve.  What a business!"
Antonio Filippone, RFC, FMM  - IL - Sept. 2009 (16 years)

"Lew, it worked again!  Friday, I had a lady call for a term policy… just enough to bury her, pay off the house and send her girls to college.  She also informed me that she would only need it for ten years since the daughters will be out of the house in less than 8 years.  I began to go through the fact find with her and immediately her interest began to grow.  Long story short… she is coming in this evening to my office to learn about tax-free retirement.  She hadn't believed that she could have a tax-free retirement since she makes too much to qualify for a Roth!  Thanks again!  It's working." 
John Stewart, FMM - GA (P&C Agency Owner), Sept 2009 (16 years) 

"Lew and Jeremy, thanks again for all your help with the three retiring couples that we have been working on over the past two months.  It's great to know that I can always count on you to find creative, helpful solutions to assist my clients.  Jeremy, you must have saved me at least a week's worth of work over the past two months with all your help.  You guys are the best, and although I've told you many times before, THANK YOU!!" These three retiring couples were from the free educational workshops he has been doing for teachers, and total over $2,000,000 in annuity premiums."   
Bryan Schurter, FMM, RFC, CA, Sept. 2009 (4 years in business)

"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, RFC - GA, Sept. 2009 (9 years in business)   

"Last year between October and December things were looking pretty bleak.  I was running a little scared due to the horrible economic news.  It seemed as though people were not doing anything and my business was feeling it.  I even decided to scale back my operation.  However, thanks to Lew's and Jeremy's coaching and support I was able to hang-in-there, and this year seems like it will be one of my best ever.  Even during this economic downturn, I never stopped sending out my newsletters, or doing my workshops.  In fact, I've even uncovered several free speaking engagements and I am starting to profit from those.  I have stopped doing expensive dinner seminars and now I am doing much cheaper workshops at the local Library.  The last one I did, I literally had to turn people away because I had more people sign up than I could fit in the room.  Not only that, but many of the people who were too scared to do anything last year called me back this year and told me they were ready.  In the ten years I spent in this business before I started working with you, I can't remember anyone ever calling me back and telling me they were ready to move forward.  Now, it happens all the time."
Antonio Filippone, RFC, FMM  - IL - Sept. 2009 (16 years)

"It's been some time now since I have talked w/you, hope all is going well.  After thinking how to respond to your request, I began to realize what a permanent impact you have had on my business.  The tips and techniques that I have learned from you have become a standard in how I now work w/people.  I continue to use what I have learned from you because it works, plain and simple."
Short Comment to Agents From Kevin… "Time tested strategies that get guaranteed results when working with Middle America, that's what I have learned from Lew and Jeremy Nason over the years.  What has this done for me personally?  Ultimately it has recession proofed my business.  Now instead of "spray and pray" for any prospect, I hand pick who I want to work with, tailoring a true financial plan that suits their exact needs.  At the end of the day, it is a win-win situation for the prospect and agent.  By using Lew's and Jeremy's questioning, and presentations, I am able to get right to the problem, and bring the prospect to the solution.  I know this seems elementary, but it is not.  When talking with a business owner that has no time for sales pitches, you better have your game face on, and know what to say that will trigger the appointment fast.  Just think of it this way…  business owners are having to do more with less.  If you can show them a plan that suits their needs, with no money out of pocket, what do you think your odds are now of closing the sale?"
Kevin Murray, FL - Sept. 2009

"The training courses by Insurance Pro Shop are the best I have found, because of the focus on basics that will eventually make you successful in this business.  Lew and Jeremy Nason are very committed to helping agents succeed by providing real ideas and methods that are proven to work.  You will walk away with more than you expected!"
Carol P. - CA (1 year) July 2009 

"A while back I found the Insurance Pro Shop and signed up for their (FREE) weekly newsletters and started applying some of their techniques, and they worked.  So, nine months ago, I decided to visit with them to meet Lew and Jeremy.  After meeting them, I decided to purchase their Found Money Management System and their Fact Finding DVDs.  However, with the holidays and running my P&C business, I didn't get to begin to earnestly study their materials until a few months ago, and then I attended their Found Money Management Boot Camp.  In the past three months, I've sold more life insurance premiums, than I did in the previous 8 years.  I've placed 12 policies with annual premiums ranging from $800 - $30,000.  Their systems and training work. And, now I'm here at their Advanced Fact-Finding Techniques Sales Skills Boot Camp to learn as much as I can from them. Lew Nason has the marvelous ability to make the complicated, simple. He gives small practical helps that can only help to make your agency grow.  What a mentor!"
John Stewart, FMM - GA (P&C Agency Owner), (16 years) July 2009 

"The Fact Finding Boot Camp was excellent.  After spending just 2 days with Lew and Jeremy Nason, I now feel more comfortable than ever about interviews and fact finding with clients.  I am sure that my production will increase tremendously from the wisdom Lew and Jeremy have shared."
Tim Sommers, CSA, LTCP - NJ (2 years) July 2009 

"After extensive research and working for almost a year to gather all of the information and tools we needed to create our own life insurance marketing, prospecting and sales system, we stumbled upon the Insurance Pro Shop. They already have exactly what we were trying to create. It doesn't make much sense for us to spend our time and money and wait another year trying to re-invent the wheel, when they have already it done it all, and we can implement it immediately to help our 4,000 agents."
Alvin Reyes - CA, Managing Director of WFLife, June 2009

"Most of the IMOs, agencies and agents across the country are struggling with their life insurance marketing, prospecting and sales programs in this troubled economy, especially here in hard hit California. Many of the agents and managers we work with have purchased sales systems, attended training courses with other groups and have been very dissatisfied with the overall sales results. Our primary objective is to enhance our agents' business opportunities and professional development by providing them with the intensive marketing, prospecting and sales training they need, and then giving them the very best in broker support. That is why we've associated ourselves with Lew and Jeremy Nason, of the Insurance Pro Shop. They have put together a comprehensive life insurance marketing and sales system and training program that if studied and followed has already proven to produce consistent positive results. It gets back to the real basics and keeps it simple, so that no matter what the agents experience level, they will succeed."
Arsy Grindulo Jr. - CA, CEO of WFLife, June 2009

"Lew has the unique ability, as a teacher and a coach, to break down selling concepts into easy to understand and implement steps. He gives his students skills that can have an immediate impact on their businesses. The biggest reason I recommend Lew is because he truly cares about his students, and will go the extra mile to help them become more successful advisors/agents."
Beau Henderson, FMM, RFC - GA (9 years in business) June 2009

"I am finishing my finest personal production year ever, and that is directly attributable to the change in marketing efforts I have instituted since meeting Lew and Jeremy. (7/2008) After 25-years in this business I guess I have proven that you can teach new tricks to an "old dog."
Tony Brazeal, RFC, RFP, FMM, MDRT - TX  (25 years in business) December 2008
President, Pathfinder Group, LLC a national brokerage agency

"Lew and Jeremy, Again....thank you for everything.... I feel so much better informed, educated, and knowledgeable than ever before. I am also excited about reaching my goal of submitting a minimum of $30,000/mo. each month in 2009! Thanks to you guys, I know it's going to happen.  Have a great day!"
Bryan Schurter, FMM, RFC, CA, October 2008 (4 years in business)

Lew and Jeremy, Thank you so much for everything.  I don't know where or how to begin to thank you for all you have done for me. As you know, I have been in this business for 4 years.  I was working with another advisor in his office, and have had an average amount of success in helping people.  Last year, when I began to work on my own, I knew I needed additional training, knowledge, and support in order to help more people, and to become an excellent advisor.  Finding the two of you, and working with the two of you, was the best thing that could have ever happened to me and my clients.  I have learned more from the two of you in 3 months than I did in 3 years working with the other advisor in his office (and you are all the way across the country).

After doing my first workshop at the end of September, and after getting back in touch with my current clients (through your newsletters) I have submitted over $30,000 of life business…. IN JUST ONE MONTH!  Although the additional income is nice, without a doubt, the best part of your whole system is the simplicity in helping clients.  I finally feel that I am offering clients more than just retirement planning.  I know that my clients will be better off after meeting with me than they were before.  Your system is so easy to understand, to explain to clients, and to implement, that it's almost ridiculous. I am so glad I found you when I did, so early in my career.  I look forward to many years of working with the two of you! Thanks Again!
Bryan Schurter, FMM, RFC, CA, October 2008 (4 years in business)

"Dear Lew, I wanted to personally write to thank you for your emails and advice. I work in the UK and have been in protection sales for 20 years. We need exactly the sort of messages you are giving on a weekly basis over here. The UK is going through very similar pressures as the US, but just some 12-18 months behind. On the back of much of the info you have sent me I have put together a Back to Business Seminar which has attracted many advisers. I really feel that the UK has lost its sales focus, and many advisers are now just order takers. Part of my message is that those who reengineer their business's and focus on existing client banks will win. The UK is on the drug of indemnity commission and I believe it needs to be weaned off it. The trouble is when all you earning are made up front, what is the incentive to keep in touch with your client. Very little. If earnings on the policy sold keep dripping in over the full term you have much more incentive to review and continue to help your client. Anyway - I do appreciate your constant stream of excellent messages. With thanks." 
Andy Walton, National Account Manager (Protection) Aegon Company, UK, Sept. 2008

"You guys are a real pleasure to do business with. You are always beyond courteous and helpful; and, as this email shows, prompt to fix any small mishaps. No matter the situation, I always feel like I am talking to friends when I call you, and this is rare enough in any business that it deserves to be noticed and appreciated." Thank you for your help,"
Jean-Marc Bouche, CA, April 2008

"This class (Advanced Fact Finding Techniques) has met all of my expectations. The material was concise. The delivery by Lew was relaxed. The help from Jeremy completed the experience. Even though I have not known Lew very long, I can see that he can help me in ways that I can't even see now. I have a starting point to turn my business around. He pointed out the obvious, (I have a large client base to go to). I do have many good practices and some bad ones. I can now see which ones that I want to foster and which ones I don't want to continue. I'm sure, like they say in the movies, "I'll be back!"
Dick Dorrough, CO, April 2008 (13 years in the business)

"Lew Nason's Fact Finding approach to selling life insurance, eliminating debt, and accumulating wealth is exactly what I've been looking for to help my clients. Whether you have been in the life insurance business for five (5) days, or fifty (50) years, I would strongly suggest everyone spend some time with Lew and Jeremy Nason to advance their talents, increase their earnings, and provide a better lifestyle."
Terry Bialek, Canada, April 2008  (30 years in the business)

"I would recommend this class (Advanced Fact Finding Techniques) to any and all agents. I think it creates great value in serving the clients needs. I think the Nason's dedication will create wealthy agents and be a silent partner in creating wealthy families for years to come."
Joe Casey, TN, April 2008 (3 years in the business)

"You are a blessing to all agents, new and/or seasoned. Thank you for showing the way."
Curtis T., Fort Worth, TX, April 2008

"The Advanced Fact Finding Techniques from the Insurance Pro Shop is an 'Eye Opener' and should be a mandatory qualification coarse for all Planners. Clients deserve only the best. You'll save 5 or more years of trial and error. It's a very thorough, simple effective approach. For those that are truly serious about becoming the best and willing to listen, this course is a must. If you want to become the best, you have to learn from the best."
John Doyle, VA, April 2008  (New to the business)

"I found you recent newsletter (Make Your Life Insurance Sales Career… 'Recession Proof') to be a very powerful reminder of what our true mission is. Serve the working middle class, through good and not so good times. A lot of the other insurance programs have great marketing hooks and state of the art software, however they can leave you stranded in a bad patch when the market is less than to be desired. At the end of the day what would an advisor want, a process that works great some of the time or a tried and true program that works day in day out through thick and thin, all the time. I will take 'recession proof' every time."
Kevin Murray, FL - February 2008 (Found Money Manager since April 2006)

"My recent case for my college planning client made me realize the importance of something Lew has been teaching me for years. 'Clients don't want to understand, they want to be understood.' As I sat and listened to this client he told me why he wants to do business with me. The one thing that stood out in his mind was the first page of the three page plan you taught me to use, where I simply repeated back his and his wife's concerns. He was so impressed that I actually listened. And, because his ideas were important enough for me to write down, he knew that I heard him loud and clear. And, he knew that I would take into consideration all of his concerns, when making my recommendations. Using Lew's wonderful process I was able to build trust that caused this client to take massive action in a short amount of time. In fact this client had to go home and think about it all, but he called me back to move forward. What a difference in the way I now transact business thanks to all of you at the Insurance Pro Shop."  "One last thing, Jeremy thank you for setting a fine example of how to treat a client. I really appreciate the way you prepare spreadsheets for me. I know how much work that takes. And, the most amazing part, that sets you apart from all of the rest, is that you guys never seem all that concerned weather I put the business with you or not. I know you would like my business, but you put my needs first and help me regardless of where this one case might land. You have truly earned my complete trust. I have told my wife if anything every happens to me that she should call you to know what to do with the money, so she can continue taking care of my family without me. I wouldn't trust any other advisors or GA's to do that. Thank you guys, (All of you) for helping me hang in this sometimes tough business. I really appreciate you all. Thank you." Antonio Filippone, RFC, FMM  - IL - January, 2008 (15 years)

"Since I started reading and keeping your articles in my journal, although I am in the Philippines and most of your examples are based in the US, I have really learned lots of things and I would like to thank you for that! I have been in the life industry for the past three years, though it has been a struggling experience since I didn't really have a focus on this career. With the recent articles you have sent, I was really blessed and the information you have shared really improved my way of dealing with prospects. Yet I have to admit that I have to learn and practice more..." "Please continue to give articles that can help the many other starting agents like me to boost our confidence to go on with this noble career."
Arnold Acebuche, Davao City, Philippines - January, 2008

"Agents today have no real training, no mentors, and by offering this type of service you are doing them a real favor. Anyone who does not take advantage of your information is silly if they are to remain in this business."
Roger Craig, LUTCF, Licensed Agent since 1965 - January 2008 (43 years)

"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 - August 2007

"My partner, my staff and I regularly attend Lew Nason's live training events and we have been using his 'Found Money Management™' (Advanced Life Insurance Sales) System for almost two years. I can tell you, without hesitation, that if you are sincerely interested in helping people, getting reconnected with your clients and growing your business, then Lew's systems and training are absolutely essential!"   
I. Jeff Eshun, Ph.D., HD, RFC - IARFC Canadian Chair - Jeff is the President & Co-founder of Solutions 21 Financial & DSC Lifestyle Services, Ontario, Canada. (7/2007)

"Thanks so much for all you are doing with your coaching and your systems. I purchased the Found Money Management™ (Advanced Life Insurance Sales) system a couple years ago, but like many of us, didn't get rolling on it until last fall. It was really a big mistake to put off starting in! I began to earnestly study your questioning techniques and began to apply them to my practice. I saw increasing results as I began to become more proficient and more confident. The first 3 months of this year have been more successful than most of my past "YEARS". In fact, I am about to do another Found Money Management™ seminar and had to add a 4th day as we are over 185 reservations with about 15 on a wait list. My advice to all the other planners is to jump in, do the work, and the results will surely follow."
Rick White, RFC, FMM, BA - NC, March 2007 (Over 28 years in Financial Services)
American Planning Group, Inc.

"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 have done Annuity Seminars for about a year now with marginal results. After applying what I have learned from you in just a few short weeks, I not only improved the quality of my existing seminar, but the appointments I have 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, February 2007 (20 years in business)

"By far the most beneficial part of the Found Money Management™ Boot Camp was exposure to 'Lew Live' which probably never can be reduced to ink on paper in a manual. Hearing the spontaneous flow of question asking - - the progressive sequencing of one question right after another - - guiding the client to discover/identify their own pain, to have them state it, not me, is invaluable!" 
Rhona C. Porter, RFC, MSM, FMM  - CA, Dec. 2006 (3 years in financial services)

"Lew is one of the most genuinely kind and interested person in truly helping people I have ever 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, RFC, (Missed Fortune TEAM Member), CA, December 2006 (27 years)

"Your Found Money Management™ Boot Camp is very pragmatic, easy to understand and makes it easy to implement the ideas. Great passion Lew, thanks for having me here. Keep winning."  Roger Blair, Co-founder of Solutions 21 Financial & DSC Lifestyle Services. Woodbridge, Ontario, Canada. December 2006 (25 years in business)

"The fact finding, 5-minute presentations and 2-page presentations are all invaluable! I really appreciate your helpfulness, philosophy and ethical, non-greedy approach."
Kevin McKinney, GA, December 2006

"The Found Money Management™ Boot Camp provides Powerful Techniques, Advice and Information for financial advisors, but more importantly for clients. The Simplistic nature of the program is the best part! Lew and the gang are a true credit to the industry!"
Ryan Miller, RFC, December 2006

"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, November 2006 (See Article)

"Personally, I have been in the financial services industry for about 13 years and I have only been receiving coaching from Lew in the last 3...  Some of Lew's coaching may at times come across as, "oh I knew that", or "yeah, yeah I could do that, but that's not what I want to do." Do not dismiss what this man has to say. He knows from years of experience what he is talking about. He can lead you to the easiest and least expensive way to literally explode your production. Listen, Listen, Listen and shorten your learning curve. If Lew tells you to do something, at least try it. If you don't get the results you were expecting call him, tweak it and try it some more. You will not be disappointed."
Tony Filippone, RFC, FMM - IL, October 2006 (See Article) (13 years in insurance)

"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, October 2006 (See Article)

"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, July 2006 (with a National Bank)

"Thanks. Further to my interesting conversation with Lew I would like to say how great your site is. I purchased the mortgage insurance sales system which my sales guys have used and their production rose an average 40%. This is my 36th year in the Life Assurance Business and I've not come across better. With the help of your site, people can achieve goals. I look forward to receiving the Advanced Life Insurance Sales Kit."
Silvano Deblasi - United Kingdom, April 2006

"Thanks for everything. I've written over $270,000 of life premiums in the past two months since attending the boot camp in December. Freedom Equity Group has asked me to do a teleconference to explain how I've accomplished this dramatic increase in my business. I'll be recommending your system and your boot camp to everyone on the call."
Randy Delph, RFC, LUTCF - IN, March 2006 (35 years)

"I ordered the advanced life insurance sales tool kit and wow!!!… I wish I had this information years ago. I don't know why the industry does not provide this type of material to someone immediately after getting their license? It's not surprising seeing so many agents, good people fail in this business who just don't have a system like yours that works."
Jeff Taylor - MI, March 2006

"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, March 2006 (19 years in this business)

"I want to thank you for the Fact Finding Training Video. It has really helped me to help the client. The questioning technique is really the best thing I have learned anywhere...
Thanks guys, I can see the light at the end of tunnel now."
Keith Calicoat - Ohio, February 2006

"If there is anyone out there that is wondering if it's worth the trip and the money to come and see Lew, I have to tell you my opinion on this: YOU'RE NUTS IF YOU DON'T!"
In December I attended a (Found Money Management™) boot camp Lew was hosting, and it focused a lot on the fact finding and presentation process. Well, about a few days after I returned home I set up an appointment to see a client. I'm not going to tell you that everything went smooth because this was my first attempt at doing what Lew calls a 'good fact-find'.  But, tonight I was able to close that case for a $9,600 target premium, which I doubt very much I could have done without the training.  And… when I asked for referrals, and asked them "Do you feel the time I've spent with you has been extremely valuable?" I got the most heartfelt testimonial an agent could ever get. The wife at one point stopped and said, "You know, we didn't know what we were going to do (for retirement). We were looking at a few ways to get these bills paid off but no matter what way we looked at it we wouldn't be able to save for retirement. We'd be out of debt, but have no retirement savings. Now we can sit back and take a breather because we know everything's going to be alright" These clients have agreed to refer me to the husband's mother and a friend of theirs. That's my story, just wanted to share.  P.S. This is the best I've ever felt about writing a life insurance policy."
Dave Lewis, RFA, FMM - NY, January 2006 (1 year)

"Thank you for your recent Fact Finding training session. The training was fantastic. It really helped me put the pieces of the puzzle together. I realized that I am making this whole process a lot harder than it needs to be. The Proofs you shared with us are so simple, yet so powerful. I can't wait to go home and do this the right way. As you know I haven't been doing half bad the way I was going. Thanks for your tremendous insight."
Antonio Filippone, RFC, FMM - IL, December 2005 (14 years)

"I want to thank you for inviting me to your Fact Finding Training. I can tell you that, no kidding, I have learned more from you in 2 days about how to truly help clients AND earn a great living than I have learned in 7 months as a captive agent."  (with MetLife)
Dave Lewis, RFA, FMM - NY, December 2005 (1 year)

"Your 'Fact Finding Training' was very helpful in learning how to "Set The Stage" for our prospective clients. Your Fact Finding procedures truly develop rapport and build a relationship of trust to move into the solution part of the sales process.
1. The results are gaining more info than I expected.
2. Builds rapport thru sincere inquiry.
3. Easier sales closing.
4. Happy clients, more sales and more commissions."
Larry Webb, PHD - GA, December 2005 (2 years)

"I wanted to Thank you again for a great seminar (Found Money Management™ Boot Camp) last week in Atlanta. The concepts really opened my eyes to tremendous opportunity for both my clients and myself. It was more than I expected - and these days, that doesn't happen too often. Again, I really enjoyed meeting all of you and look forward to working together."  Joe Adelizzi, JD - CA, December 2005

"Your Found Money Management™ Boot Camp turned my business around.  Once we get to the 6 month point (mid-January) I'll give you an earnings update."
Alisa Le Sueur, FMM - TX, October 2005

"I just did my first seminar using the Found Money Management™  presentation. I did it at my public library where everything was done for free (event mailers, press releases, and in-library advertisements). Most of the people were in awe.  90% of the people submitted the evaluations sheets (with all of their contact info) and most of them liked the presentation.  I never thought I would be doing seminar selling. For the past few years, I was nervous just thinking about it and just did direct mailers and cold calls. After doing this 1 event, I feel like doing seminars every week now." 
Charles Amith, RFC - CA, September 2005

"Per our conversation this morning I wanted to let you know how the (Found Money Management™) program is working for me so far. I got the CD package on or around May 1st. Today is May 24th and I have set a total of 5 appointments by loosely following the word track on the appointment setting CD. Of those 5 appointments, I have already had 3 of them, and we have started the underwriting process on all 3 totaling $67,000 in annual premiums. (Life Premiums in one month) I have the other two appointments next week. It is amazing how powerful these concepts are, and how receptive people are to discussing them. I have given a general presentation to a couple of clients who own mortgage companies, another client who is a CPA, and a fourth client who is an estate planning attorney. They all buy into the concept and we will be working with RME to set up some joint venture seminars. I have a feeling that I will have enough leads just by mentioning this concept to people that I meet, but I really want to try the seminars to get even more leads. Thank you for this program, my career will never be the same."
Tim G. - NM, (State Farm) May 2005

"Just to let you know I have enjoyed the articles touting the benefits of cash value life insurance. They have been great. And I recently took your advice to add people to my list that I know personally and would like to have as clients. Well as usual your advice is right on target. One of them called me last week and moved $56,000 to me from his 401(k) as he was changing jobs. It was one of the easiest sales I have ever made."

"And I wanted to let you know about something else that worked for me recently. I sent out an anniversary letter and followed up with a phone call. (a process I used to do from time to time but since working with you I do a lot more, still not as often as I should) I found a client that was interested in college funding. In the past I probably would have sold her a $50.00 per month cash value plan, but by using your system of a two call close, a fact find and, a two sheet summary, they decided they could commit $300.00 per month to the plan. (Life Insurance) I would never have sold that kind of premium without your help. Thank you Lew. You really do have some great, simple, easy to use, ideas that translate to increased commissions if agents would only listen." 
Antonio Filippone, RFC - IL, April 2005 (14 years)

"The seminar (Found Money Management™) was a very successful means of providing client leads to jump start my business. Although not everyone becomes a client, most of the people that attended were impressed by the presentation and saw value in the concepts. I came out of my three seminars with enough business to keep me busy for two or more months and that doesn't include the referrals I will get from the  seminar attendees that become clients. The great thing about the seminars is that, when you meet with the attendees afterward, they are already sold on the concept. I personally plan on hosting at least two or three more seminars later this year." Vito M. - GA, April 2005

"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, January - 2005

"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.  I'll give you credit for 90% of the success I've had with this seminar.  I just followed the advice in your 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, Dec. 2004, (Former Commodities Broker - 4 month selling annuities)

"I have made a great deal of money this year just by taking your advice and paying attention to the people around me and following up on opportunities when they present themselves. Thanks again for helping me believe in life insurance enough to share its benefits with the people I care about most. By the way Lew I just made $3,000 from one existing client and another $3,000 with a referral who we also have plans to move additional money for next month when I will make another $4,000. I am telling you this because I honestly feel that I would not have made these sales without your newsletters. The best part is both of these clients called me!"
Antonio Filippone, RFC - IL, October 2004

"I just made a large (for me) annuity sale that would have not been possible had I not used your website (the Insurance Marketing & Sales Resource Center™) and your coaching advice. I have learned to listen much, much, more than talk. The sale is made by them not me. And most importantly I did the right thing for the client because they will be earning much more income and saving a bundle on taxes. So, you not only helped me, but the client."   "Oh by the way the sale was for $24,000 commission, not a bad day!!! This is only step one in the planning process, step two the life insurance review will generate another smaller, but nice sale."
Brian H. - PA, (Since 1991) (Erie Insurance Group) October 2004

"I am really getting a lot from the site. It is reminding me of things I knew about marketing but did not apply for whatever reason. In my old business I used to do this for other people!!??!! I really enjoy the direct response writing style -- I studied it and wrote that way myself in my other business. I'm finally getting how CRUCIAL it is to lay a good marketing foundation and that has been my failing. I'm going to be giving a lot of thought as to how I want to focus." 
Colleen Urban - AZ, October 2004

"You have the most comprehensive and I firmly believe, the most practical coaching service for insurance/annuity agents."  "Thanks Again and please, Keep On, Keeping On (what you are doing)!" 
Gil Credeur - LA, July 2004

"I have been applying some of the techniques you shared with me and have been doing really well.  I did 1.1 million in Index Annuity business in June and have been promoted to branch leader with my company."
Gregg Hall - FL, July 2004

"Lew, you are good. You have a tremendous gift in/of coaching, guiding us agents through all the fog, saving us time and money, advising us in a way to simply cut through all the fog, so that we act on what gets results (vs. otherwise just randomly having the attitude of let's just throw some money at it and see if by happenstance it might have mediocre performance) . Thanks for the straight forward, result oriented, coaching! I look forward to our next coaching session. All the best" Ken Walbridge - TX, July 2004

"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, June 2004 

"I'm a newcomer to your coaching service, but have been in the industry for over 15 years. I am so impressed with how much you have been able help me and our organization. Through your coaching, you have introduced an entire new approach and therefore profit center for our organization. You are a God send. All the best," 
Ken Walbridge - TX, May 2004

Arsy Grindulo Jr.

Tony Brazeal

Kevin Murray

Rhona Porter

Larry Webb