"It might be too long, so let me know if I need to pare it down. But you know how I feel about IPS and the Resource Ctr. It's top-notch. I appreciate you guys and am proud to be a part of the Nason and IPS family. Thanks for being there over the years and Lord willing, I look forward to many more working with you. Best Regards to all the Nason family, and give Alex a shout out when you see or talk to him too. (No friggin' pink shirts allowed!) Gratefully, Brad Stewart"

"I have known Jeremy, Lew, and Alex for a few years now. Their knowledge and expertise is unprecedented, when it comes to getting in front of enough of the right people. If you follow their systems within the private site, as well as the Found Money Management, you will never wonder where your prospects are hiding again."  Derek Nelson
 

"I am a loyal customer with the Insurance Pro Shop and it's one of the best decisions I ever made since getting in  the insurance business. I highly recommend working with them you wont regret it!"  Corey Greene

"The Insurance Pro Shop is a great coaching resource. They have training, tools, and tips to assist insurance agents and brokers in all kinds of business operations, along with valuable information on why you should hire a coach in the first place. When you enlist the help of this group, they will fine-tune all of your marketing, sales, appointment setting and lead generation, and more. Plus, they offer ongoing sales support and teach you how to help clients find more money, which will increase your closed deals in no time. There are plenty of resources online and one-on-one coaching and consulting are available, as well."  Samir Sampat

"Best life Insurance training - bar none!" Ed Bilodeau

"The training I received from the Insurance Pro Shop has increased my agency's production. Jeremy and his team are very professional and accessible whenever I needed their guidance."  Greg Fidanzia 

"They are the best at training insurance agents!"  Vince Onorio 

"A great group , teaching agents how become better in Their Field of Insurance Service’s!"  John R Murray 

"For those needing insurance marketing assistance Lew & Jeremy Nason @ IPS are the real deal, no games, no gimmicks, just solid marketing advice @ a fair price, no contracts to move. no hair cuts on commission, check them out!" Kevin Dottenwhy

"Personable, experienced, honest, and exceptional. Jeremy and his team are truly awesome at what they do." Zach Adams

“I want to thank Jeremy Nason and Lew Nason for their coaching on life insurance strategies.  They helped me to further my understanding of how to communicate the importance of life insurance policies to my customers more effectively.  My life insurance policy count has increased (into high double digits) by over 200% through August 2020."

"The coaching that I have received from Lew and Jeremy at Insurance Pro Shop has been such a help and very effective.  This has resulted in me helping many more families to be insured with life insurance.  If you are new to the business or you are a seasoned veteran, Lew and Jeremy can help in these challenging times.  After all, the need for life insurance is at an all time high.  Agents simply need to remember that success is found by using a process and system that finds solutions for families and individuals using life insurance.” Christopher Antonopoulos, NV, Managing VP, Appreciation Insurance & Financial Services (12 yrs in financial sales)

"Your training has affected the way I sell health insurance. After listening to your training, I went from doing a one-call close on health insurance to doing a fact finder first. I now start off every new call by saying, "I know we're here to talk about health insurance - but is there anything in particular you wanted to talk about?" I then ask them questions like, "What's got you in the market for health insurance right now? What do you want your health insurance to do for you? Why is that important?" Etc. I'm finding that closing is 5 times easier than it was before I was doing a fact finder - not because I'm selling anything different than before. It's because the clients feel like they've been heard and somebody cared." Joe Mardesich, UT (30+ Years In Financial Services)

"Hey Jeremy, Hope you are having a great weekend. Just wanted to give you an update on what’s going on. I closed 3 whole life plans yesterday for a total of $3,045 Annual Premium. And still have a 78k rollover that I’m going to help her with. This is the second month that I bonus. Also I was number 13 on the company zapp leader board last month." Corey Greene, FIC, FICF, LUTCF, SC (17 year in financial services)

"Hi Jeremy, I just want to thank you for your help in completing a financial planning summary.  I recently finished the Trusted Advisor program and immediately put the training to use.  It worked just as you, Lew, and Alex said it would.  I just have to remember to get the client emotionally involved. Let them identify their problems. And then give them exactly what they want!  It really was easy.  I want to thank you and look forward to many other interactions with you." Rudolph Corrales, Jr., CTA, CA

"I having been working with Jeremy and the Insurance Pro Shop for a few weeks now and it has totally changed my mindset and helped me get the proper mindset with the Found Money Management system and the resource center. It’s really about truly helping people with their wants and needs. It is about asking questions so that I position myself as a trusted advisor.  As Lew says... You want to talk with people like they are your best friend. The resources and videos really drive home the concepts. Working with IPS is allowing me to get the proper foundation underneath me. I look forward to getting better, to help more people." Corey Greene, FIC, FICF, LUTCF, SC (17 year in financial services)

“If you’re serious about becoming a valued and trusted advisor, don’t leave your training to chance.  Take advantage of what Lew, Jeremy and Alex have to offer by attending a two-day session training workshop.  These workshops give you the opportunity to ask questions and learn first-hand from these experts of advisor training.  The classes are small, in an extremely relaxed atmosphere where you can learn and enjoy learning.  It’s well worth the small investment because, believe me, it will change your life.” John Dandridge, IL  (11 years in the business)

“I just attended a 2 day workshop with Insurance Pro Shop.  I am so happy to say that this time spend was very well invested in my insurance career.  Lew and his staff were amazing teachers.  I learned more about marketing, sales concepts and closing techniques, all by asking the right questions.  I highly recommend INSURANCE PRO SHOP for the new or seasoned agents.  It is time very well invested.”
Carol Walker, TX (27 years in the business)

“My time with Lew (and Alex) was very valuable.  I have been involved with IPS for 8 years and they have helped me increase my production 30 to 60% annually.” Randy Greenfield, UT (12 years in the business)

"Prior to attending IPS's Bootcamp I was a mess. Chasing one sales system after another and not getting anywhere on a consistent basis. Without having a plan in place I was on the verge of quitting. After spending two days with Lew & Alex, I am excited to get back out there and help families. I have received more value in the last 48 hours than I have in the last four years with other training systems. I cannot thank IPS enough for the training. All I can say is if you are considering attending a Bootcamp, just do it. You will not be disappointed. Thank you, Lew & Alex!!!" Faith Johnson, FL (4 years in the business)

"I think anyone who has experienced Insurance Pro Shop in any capacity knows the first class training that Lew and Jeremy Nason offer agents, both new and experienced, but the one thing that makes the Nasons special is how much they care about not only us, as THEIR clients, but OUR clients as well. The Nasons will not only help you increase your income, but if you apply what they teach you, you will truly become a trusted advisor of your community. You will learn to sell the RIGHT way. The Nasons are wonderful people and I am very fortunate to have met them!" Oliver Chamberlain, PA (12 years in the business)

"Wow! What a powerful article. Straight from your heart. I help and advise professionals and business owners every day as they try to grow their businesses and deal with compliance issues, but for some reason have been unable (or unwilling) to apply my insurance knowledge and license into how I help others (and produce revenue). You and your father’s consistent message of professionalism, genuine caring, and the desire to empower others to “do it right” speaks to the core of who I am. Thank you!" Joe McClure, FL (37 years in the business)

“I did it the hard way for 10 years (selling mortgage insurance) and most of your numbers were dead on for me. My average case size was just a little over $600. And I was struggling to earn between $40,000 to $50,000 just like you said. You guys had me up to $80,000 in about six months. And then $160,000 to $180,000 in about year 3 of working with you. I tell new agents about you every chance I get. I had to kiss a lot of frogs to find my prince. And you guys were it. 15 years later I’m still in the business and just had my best year ever. Let’s just say a strong six-figure year. To think I was ready to quit when I found you. I know I’ve thanked you before, but you guys really put me on a great path to success. And I can’t express my gratitude enough.” Antonio Filippone RFC, FMM - IL (24 years in the business)

"Thanks for the GOAT... and many more pieces of how to help people solve their financial problems." Wycliffe Limo

"I urge anyone in the financial services business to get involved with the Insurance Pro Shop. Whether it’s from Lew, Jeremy, or Alex the training you will get you on the way to reaching your goals as a professional in the industry. They don’t “sugarcoat” what they teach. They are straightforward with their approach to training. What I’ve learned is that there are some “basics” to learn in this business and if you don’t learn them you’ll probably experience what most professionals in the industry experience; mediocrity. Lew, Jeremy, and Alex at the Insurance Pro Shop will teach you the basics at attracting the right prospects and how to ask the right questions to help people with financial problems." John Dandridge, IL (11 years in the business)

"In response to our ‘Develop Your Success Plan for 2019!’ Webinar… Excellent presentation! Made me do a lot of thinking about how I need to sharpen my focus with laser-like precision and avoid more of the distractions which chew up time I can’t afford to lose. Awesome Success Plan. I realize I have a lot more to learn." Hank P.

"I have represented many fine insurance companies over the years, but all of them share a glaring flaw. That flaw is a lack of a committed marketing program. The insurance companies I represented talked endlessly about how great their product was, or how many years the company was in existence, which seemed to matter very little to my clients. Then I came across your excellent materials and programs and I realized that your programs were the best material for new agents, as well as veteran producers like me. One of the great results of your complete program, in my case the annuity program, was the newfound confidence I felt while going through your material. Since I began the annuity training course, in the past three months, I have closed two cases for total premium of $220,000 which has generated almost 14,000 in commission. Before I was lucky to do that in the course of a year!" Raymond Naclerio - FL (41 years in the business)

"You have truly blessed my life, Jeremy! Tell your Dad (Lew Nason) you punched another ticket for an agent to go 'Top of the Table.' They must number in the hundreds or more by now. I will be in Dallas, Georgia in the future to show my appreciation! See you at the top buddy! Thank you, you guys are first class all the way, Jeremy!!" John M.

"Hello! I am sorry that I am sending my letter in Polish and with Google translation. I live in Poland. I do not speak English and that’s why I can communicate through a Google translator. Unfortunately, I can not take full advantage of your help, but I follow your newsletters very carefully. You help me a lot. This newsletter, to which I answer, even opened my eyes to how badly I put questions to my clients. Only the examples contained in the newsletter changed the quality of conversations with my clients. I am grateful to you and I wish you successes." Tomasz Ślebioda, Z poważaniem

"I wanted to let you guys know that, still working on learning the scripts, but using this program (Mortgage Insurance Toolkit) allowed me to write an e-app for $1500/month into an IUL. Someone who I had spoken to over there years about getting ‘life insurance’, but speaking about what life insurance does without mentioning the ugly words of life insurance made a world of a difference." Dana George, NY (4 years in the business)

"I hired Lew Nason as my coach, (in my first year) who was instrumental in teaching me how to think about not just life insurance, but also financial planning in general. And for that, I owe him a personal debt of gratitude that I’m not sure I’ll ever be able to repay." David Lewis, RFC - NC (15 years in the business)
 

"Just wanted to drop you a quick note about your webinars. Your webinar content has been FANTASTIC! You help to “cut through” to the heart of what’s most important, in order to do an accurate and great job for the client. Sure, you often run past the 1 hour mark, but it’s always been valuable content. IPS always delivers! Everyone who is a student of the life and annuity insurance business needs to hire you to be their teachers for insurance and financial planning. You keep doing what you’re doing. You’re filling a vital need in the insurance training industry. We’re all lucky to have you and your family serving the industry the way you do." David H. Kinder, ChFC® - CA  (11 years in the business)

"Just wanted to say how grateful I am to have purchased your Found Money Management™ system and for your amazing coaching and support. My husband and I have been searching for the past three years for the right system and training in order to really help families and improve our approach. Your system is what we have been looking for.  Now we are helping families we never would have been able to have the time of day with prior to your training. In the short time we have been studying and implementing your system, we have had some good success and it has been helping us get our business back on track. Your heartfelt letter is awesome by the way!!  We are looking forward to the coming year as we begin to implement your workshops. So excited for where our business is headed and definitely will be bringing our team to your workshops in the following years to come. Your coaching and training are instrumental in the success of our team and business. Can’t thank you enough."  Melanie Roger - Ontario Canada (3 Years in the business)

"Lew, Jeremy, Alex!, I went out and spoke with a few businesses this past weekend, like you suggested in the "Boot-camp." I can't tell you how much I appreciate all you taught me!!! This one particular P&C guy was so happy to speak with me, not only did he hold me hostage in his office for longer than I originally planned, he sort of hinted towards me maybe using part of his office space :-0... In fact he said he had wanted to go out and form a sort of BTI group of his own (as he put it), just like I was doing. I felt really "charged" after leaving the meeting with him and went right to another business that was more than happy to give me some of her cards and accept some of mine. I also sat down with the manager of our local health club and brainstormed for 12 minutes or so about how we may be able to help each other! With my normally shy nature, and being so new in the business (1st year or so), I am also very impressed by the script you gave me for the phone. I literally had to stop calling halfway thru my 50 a day call quota because I had booked more than 5 appointments for the week I was in (today is Weds) as I already had some booked for this week from last week, in which I made over 150 cold calls and I only booked 4 appointments! In other words I booked more appointments in one third of the calls!!!!! This is a game changer!! As they used to say... Man O Manachevtiz!!! Thanks A Lot Guys!!!" Ernest C. Vision MBA, Vision Financial Group - GA (1year in the business)

"Jeremy, I had an appointment last night where I used the fact find before Christmas, completed the proposed template with 2 IUL product (husband and wife) and walked out last night with 6k in premium, got a lead for my accountant and mortgage broker as well. This stuff works.  Thanks..." Rocco Taraborrelli -  NJ (25 years in the business)
 

"Your system has made a huge difference already. I have learned more about properly helping families in these three months than I've learned the last three years in my business. When we really see a difference in our income, which will be very soon, as we get a couple workshops under our belt, we will write an excellent review. It is our plan to have our team members also get some training and systems with you. We will inevitably do some trips out your way with them. Excited again about what we do for families, especially now that we are doing the right things and have tools that work. Thanks again for everything." Melanie Roger - Ontario Canada (3 Years in the business)

"My business is exploding! I wished I followed the IPS stuff sooner. What's amazing to me is that I was making this way too hard. I've taught 3 library classes so far this week and have a 4th class on Saturday. I've been getting about 10-15 (5-6 couples and a few singles) attendees per class and everyone is booking appointments with me. To rephrase that....after the class they are asking me for the appointment." Raymond J. Kozicki - IL (12 years in the business)

"I really enjoyed coming to the boot camp. (Trusted Advisor Success Training) There was so much information shared. I'm excited to get back in the and apply what I have learned. The crew at the Insurance Pro Shop have a real desire to help agents to be able to truly help their clients." Holly Peterson - ID (3 years in sales)
 

"I'm excited and have been gaining a lot of value already in our business through your membership site my husband has joined. We have been searching for over 3 years now for the right stuff to help us grow, it is clear you offer what we have been looking for. Thank you so much and looking forward to the coaching also!" Melanie Roger - Ontario Canada (3 years in the business)

"I've been in the business about 8 years and generally have focused on Medicare and final expense. After attending an IPS Bootcamp and buying the Found Money Management™ Toolkit I'll admit I never really implemented Lew's and Jeremy's concepts into my practice. After about 2 years of reading and not acting, I finally made the click and utilized what they've been preaching all along. Sitting with a client that had about $70,000 in debt I was able to help them get out of debt in about 2 1/2 years instead of 12. At the same time I was able to help them set aside for retirement and wrote a $10,500 annual premium dividend paying life case. It's amazing how much easier it is to write a case when you're HELPING someone instead of selling! 

Secondly, after the initial click, I decided to send some review letters and beneficiary updates. A client I had thought I couldn't do anything more with, received another inheritance and had about $120,000 in the bank. Out of sight out of mind. We're now writing another $10,000 life case and her sister who received the same inheritance now wants to work with our group. 

Moral of the story don't delay... don't procrastinate... trust IPS, Lew and Jeremy. Their process works! I was stubborn to see it. They've changed my practice and opened up huge new opportunities that can build my practice for generations to come!" Ryan Biniak - IA, (8 Years in the business)

"Jeremy, I took 2 apps for their family last night!!! Thank you, thank you! The illustrations I tried to run before the presentation did NOT give me the numbers you did. I am so grateful for your expertise & your help. Again, thank you for helping me help so many families! You guys gave me hope for this business again! (And hope has a MUCH bigger payout than a paycheck!) Many thanks," Christine Lopez - CA, (12 years in the business)

"Jeremy, I just wanted to take a minute to thank you for your coaching. Following your sales system (Found Money Management™) and working one on one with you has helped me increase my sales. I know it took some time to get me started but this year I have already doubled my production and written higher quality policies. I look forward to updating you as the year goes on." Robert Lilly, Farmers Insurance, MO (15 years in the business)

"I just got off the phone with my CPA – I increased my bottom line 2 and half times over last year! He wanted to know what I was doing differently. He’s impressed – and wants to do a joint venture with me. You guys are right on the money. Your system absolutely works! My clients are happier and better off and so am I. I’ve said the same before but this is real proof. The bottom line doesn’t lie!" Audrey Sendrowski - MA (10 years in the business)

"Lew I cannot believe the way you teach. I listened to about 3 hours of the Mortgage Insurance Toolkit and I've been able to pitch and actually feel the people resonate with me on the phone. They are so surprised when I tell them, "No I am not coming over to just bring you numbers and look over them. I am going to sit there and talk with you and find out what you need." These people are like... What? One guy said, "I already started with a guy, but if you are going to do that, I'd like to go with you." I am able to actually get the goose bumps I got when I used to protect people from bullies. It is the same thing. I really appreciate you guys. Thanks!" Earnest Vision, GA - (1 year in the business)

"Dear Lew, Jeremy and Alex, I have been in the financial industry since 1988. I have spent tens of thousands of dollars on training, motivation and coaching. The total over the last three decades may be into the hundreds of thousands of dollars. I have been a client of IPS for over 3 years. I have never seen the breath and depth of material that IPS has. They have the right recipe for success. All you have to do is follow it. If you are going to invest in your career, I know of no better investment in yourself, than establishing a relationship with IPS. Do yourself a favor, develop the courage to change and grow. IPS has incredible information available, but more importantly they care. They will emotionally invest in you and your career. Most importantly they are good people! All The Best, R. Spencer Childs"

Note... Here is an email we got from Spencer this morning at 4:38AM.

"Dear Jeremy, I just wanted you to know, yesterday I set 9 new appointments for the rest of this week and next. I picked up a $40,000 check yesterday, 2 apps for life insurance and an appointment to move 67,000 from a 401K to an EIA. Thank again for your help and generosity. Spencer" Spencer Childs - NV  (31 years in the business)

"Insurance Pro Shop is the best insurance/financial advisor coaching I've ever had in the 10 years I've been in the life insurance and financials business. They are honest, always putting client needs (the agent's clients) first. They are very experienced, their advice is accurate and dependable. Their educational products actually deliver on the promises made to help agents increase their business and sales skills. The best part is the hands-on, one-on-one coaching available by the IPS team; they supplement the audio and reading materials that comprise the various educational products and that makes all the difference in the world. You can get a great CD or webinar but without the coaching to back it up and fill out the process, it's not as easy or effective. I am sure that's why most "sales systems" don't work - they leave you on your own after purchase and good luck. The IPS team sticks with you, gives you solid training and advice, helps with client cases, and they really are there for one main thing: the agent's success. I encourage everyone I know in this business to get their services to be successful." Audrey Sendrowski - MA (10 years in the business)

"I am currently a member of the Insurance Marketing and Sales Resource Center. I have found that since joining, I have learned a lot. I have also purchased the Advanced Fact Finder. I started calling you with questions. I am beyond satisfied. Being a new agent with New York Life Ins., in the beginning of my second year of training, I have been so far behind, that without your training, I would not be in this business anymore. In fact, there is a good chance that I may be booted out of NYL at the end of this month, because of the "Too little, too late" thing.  I now have an optimistic hope for me in this business, where at the turn of this year, I saw none. I am currently using your techniques of questioning, and fact-finding with my new prospects. Bottom line, I am beyond happy and satisfied with what I have involved myself with Insurance Pro Shop. Thank you," Joe Omura, New York Life, - HI (1year in business)

"In my 41 years in the insurance and investment business, I have never come across programs to help agents produce and grow their business like the programs constructed and engineered by Lew Nason and his family. I feel like a hired the best marketing department I could possibly get. Thanks for your great and ongoing achievements that benefit the producer, the man or women in the arena. Your material is first rate and reveals a mastery of our business that is rarely seen."  Raymond Naclerio - FL (41 years in the business)

"I wish every agency and professional association would use your systems. While they are far from basic they do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two page presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let's go with the second option that you proposed. That's it! There was no closing, no cajoling and no begging. All the work was done during the first meeting. Thanks for all your help and coaching and please know that I appreciate your commitment to our industry." Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF - TX (15 years in the business)

"The Insurance Pro Shop are very caring, kind, and professional people. They know there is no magic elixir to success, but that there are systems and disciplines, that if followed, practiced, and worked on will significantly help you help other people and by the way you get paid!" Spencer Childs - NV  (28 years in the business)

"Dear Jeremy, I am very excited to find all the training and motivation within the Insurance Pro Shop. It is a great Success System! I am in transition from the employee payroll market to personal life insurance. I really need your help. I am very impressed with the quality of materials you provide agents new and experienced. Your Found Money Management and The Question Techniques, along with all the marketing ideas are giving me a track to run on. I will be in contact with you for the coaching sessions and questions that I have. I am just getting started and I know you have more tools that I will discover as I get more involved. I truly want to thank you for your generous offerings. They will be more valuable to me than any training I have ever been offered in my 25 years in the insurance business. Thank you so much," Carol Walker - TX (25 years in the business)

"Lew and Jeremy, thank you for all of your hard work and dedication over the years. It has been a great pleasure working with you and your team over the past 8 years. You have provided me world class training and support. You have helped me immensely with my newsletters, booklets, PowerPoint presentations, and so much more. The masterminding in the live classes is priceless. Recently I did a seminar with the PowerPoint you helped me customize. I created over $80,000 in commissions from that one seminar and business keeps rolling in.  The Found Money Management™ program that you teach goes hand in hand with what I do. We help clients to dramatically improve their financial situation. Thanks again for all you do. God bless you and the Insurance Pro Shop! Your Friend," Bill Constain, CFO, RFP - Freedom Wealth Services - FL (34 years in the business)

"Lew is a “Father” in the business. He has probably forgotten more about marketing and selling insurance and related accounts than most of us think we know. As a 30+ year veteran the Insurance Pro Shop is a great place to learn or re-learn the techniques needed to help our clients keep more of their hard earned money. The Insurance Pro Shop is more than worth the money." Ed Kimmel, WTCF - FL (20+ years in the business)

"I just want to thank you (Lew, Jeremy & Alex) for all the outstanding training I've received over the past 6 years. You are a class act and really do care doing the right thing for our clients. This latest 'Trusted Advisor Success Training' came at a very good time for me. My goal is to be a "9 Out Of 10 Guy." Daniel Barber, LUTCF, CLTC - NY (14 years in the business)
 

The training Jeremy has provided to our agency has increased our sales and customer retention. Jeremy and the whole staff at the Insurance Pro Shop are invaluable to the success of our agency.
Greg Fidanzia, Farmers Insurance Agency Owner, IL (15 years in the business)

"Lew, Jeremy and Alex work as a great team. Their heart is genuinely there helping and training, so as an agent I can really serve my clients. Joshua Dockins, Family Financial Planning - IL (3 years in the business)

"Jeremy, thank you for increasing my income and helping me to protect the families in my local market. I had been working with company X, because of a friend. The commission was at 50%, leads were expensive, and 9 other reps had already been to their house. Imagine that! Fortunately, I found the IPS Website when looking for a Lead source. Lew Nason, friendly and wise, solved my case in 5 minutes. I purchased the Mortgage Tool Kit and followed Jeremy's coaching. Picked up 3 potential leads and made presentations, one had the means and cared about the family. Here's the money... It happened to be a difficult case with several accounts all over the map, so I sent the Confidential Needs Analyst to Jeremy. He worked hard on it and put together 2 scenarios, using an easy to read and follow 2 page presentation.  It is so helpful to do business like that, very simple. There was $68,000 to be placed in 3 annuities, and 6k to start an annual IUL... $11,200 in total commissions. Jeremy took the time and walked me through the program. Thank you for all your coaching, advice and support." Scott Nelson - CA (1 year in the business)

"I have been working with Jeremy Nason at the Insurance Pro Shop on Annuity & Life cases for the past couple years with great success. In a nutshell, I have found that my IMO's have tunnel vision when it comes to case design. And to be blunt, most are not good at it. They tend to focus primarily on pushing product. Jeremy, on the other hand, is the polar opposite of an IMO and he uses both his creativity and case design experience to maximize the benefits for the client in a simple, easy to understand, illustration. He does a great job of comparing the clients current plan to the "new proposed plan" that we developed in a collaborative manner. As a result, his process helps the client see clearly the major differences between what they're currently doing and what they should be doing, if they want to live a safe, secure, comfortable retirement and meet their overall goals and objectives. I have found that when I use Jeremy's system and his easy to understand two page illustrations, the majority of the time I end up making the sale." Andrew Maisch - NJ (10 years in the business)

"How Jeremy makes my life as an agent easier. In working with Jeremy over the years, one thing truly stands out when reviewing a case with him. I shoot him the completed fact finder that sometimes I even have a hard time remembering what was most important according to the client, and not to mention additional sales to be made from problems I didn’t even consider. Jeremy calls me up to review the details and the next day or two, I have this seamless two page presentation that is a no brainer when it comes to the client saying “yes, lets do this”. I have tried to duplicate the process, however I find myself asking why? Working with Jeremy on case designs, allows me to do more of my work which is going on appointments. My suggestion is the next case you have, give him a call and see for yourself how much easier he can make your life in this business." Kevin Murray - FL (10+ years in the business)

"Jeremy, what a difference your program (Found Money Management™) and your coaching has made in my career! I struggled for about 2 years with moving from one-shot term business to IUL, annuity, and wealth management. I had plenty of factual information and instruction on wealth management. But there always seemed to be some important part of the equation missing that prevented me from actually understanding how to do it. Your coaching was the missing piece that equaled success! After taking the plunge with IPS, I couldn't be more pleased. You helped me change my business from salesperson to Trusted Advisor - and my income from "ok" to "WOW" in a matter of weeks. My future looks brighter than ever. Thank you, thank you, thank you!" Audrey Sendrowski - MA (10 years in the business)

"Thanks Lew. When people ask, I always refer back to you. Without you, I would not have been set on this path. And, there is a LOT I would have missed. You taught me not just tactics or strategy, which can (and often does) change. You taught me how to think about financial planning. And, that has been invaluable." David Lewis, RFC - NC (10 years in the business)

"Hi Lew & Jeremy, I'm really glad you guys are in business for just the kind of support and information I need. My husband and I are working our way through the first 3 dvd's of "9 out of 10" and all I can say is " Wow" I've had good success with annuity sales over the years and now we're adding life insurance. The fact-finder is going to ramp up my results with annuities and get me on the path for success in life sales. This is just information that's not available anywhere else. I'm not sure how I've been living without it and I'm positive we will see great results. Thanks so much!" Lori Bennett, TX (21 Years in the business)

If you are looking for true insurance marketing assistance I highly recommend Lew and his family. The Insurance Pro Shop is the real deal! No games! No gimmicks! Kevin Dottenwhy, President/CEO of Dottenwhy Financial Group, LLC, WI (20 years in the business)

"Hope you are doing well. I recently joined the insurance resource centre and I must say that I've read quite some material, though, not yet done. I feel like I know more than I have known for the more than ten years that I have sold life insurance." Peter Wanderi, Kenya, East Africa (10 years in the business)

"Dear Lew & Jeremy, I want to thank you from the bottom of my heart for all of your help. I took your systems in life insurance and annuities and achieved top producer status. My agency was appointed as a premier financial services office for Allstate and we led the region in IPS and Production Credit and qualified for Century Club. Thank you for all you do and for being so sharing and kind. It’s rare in these times to find people of your caliber, who put ethics ahead of profits. You have my deepest gratitude."
Shaun C. Borden, All Stars Agent, Allstate Agency Owner, FL (12 years in the business)

"Lew, I've been watching your training on prospecting. Your coaching and training are priceless!"
Derek Nelson, NY

"Thank you very much Sir, I am really getting my selling power and knowledge from you, from your blogs, from Sir Lew or from I.P.S. Although I'm a beginner in this business, I got the basics from you. Thanks that I've found you! Very grateful" Aureo Gonzales (2 years in the business)

"Hi Lew... You have already been of great help to me. I am a member of the Insurance Pro Shop and the materials has already helped my business go to the next level. Thank You!"
Corin Parris, Certified Financial Advisor, Trinidad and Tobago (6 years in the business)

"Jeremy and his team do great work! Their strategies are client focused and field tested... give them serious consideration next time you invest in your practice."
Brandon Green, Allstate, TX (12 years in the business)

"Jeremy Nason and his team at Insurance Pro Shop have helped thousands of agents double or even triple their income, and they’ve been known throughout the industry for decades. What I like best is Jeremy’s focus on long-term, sustainable success. Not gimmicks or manipulative tactics. Just the same time–tested insurance sales and prospecting fundamentals used by top producers to this day. We’ve used IPS to train our own agents, and I refer other agents to Jeremy every day. I highly encourage you to give Jeremy a call or visit the IPS website, and check out all the programs they offer. The value they offer is over the top. They really do know their stuff, and they’re skilled at teaching it to others. 10,000 agents can’t be wrong!"
Paul Mallett - SVP/CMO at Postema Marketing Group, LLC - OH (3 years in the business)

"I fought you every step of the way, but you cared enough to fight back and now I make what most struggling advisors wish they could make. Thank you Lew and Jeremy."
Antonio Filippone, RFC, FMM - IL (21 years in the business)
 

"Jeremy, has truly made my 1st year in the insurance world more exciting and helped me to start my career great out the gate. I was super lucky to find a group that helps me not only understand the business, but to cultivate it in a way that is both enjoyable and fun. I feel the knowledge he has passed on to me is great for newbies and veterans. I haven't found any aspect of their mentorship that isn't spot on. Great guidance, always calls me back, always listens and makes recommendations that helps my clients, which helps me to be a better agent. Thank you so much Jeremy."
Fred Ruggles, Louisiana Farm Bureau Federation, LA (1 year in the business)

"We were struggling to turn leads into sales. We had many potential customers and interests in our insurance plans but when it came to closing a sale it would always slip through the cracks. So we called up the Insurance Pro Shop and got the “How to Close the 9 out of 10” and let’s just say it worked miracles. Business is looking up!"
Callum Cotter -

"Thank you very much for the all the knowledge and learning that I have gotten from you. I am living in the Philippines and new in the insurance industry. I am a bookkeeper and don't have enough knowledge on selling insurance products. I found it a big challenge because the approach of selling insurance is quite different from the other tangible products. Aside from the teachings of the insurance company, that I am connected with, you have given me more than enough knowledge to reach my goals. I have applied many of your teachings in my sales process. In fact, I have sent my first newsletter to my friends and colleagues on the 13th of May. I have subscribed only for the monthly fee of USD 25. (Insurance Marketing & Sales Resource Center) Since we are in different countries with different culture and point of view, I have found some difficulty to apply some of your prospecting ways and dialogues to use with setting an appointment. But of course that is my responsibility as an agent.  You are giving me facts and information, on how to apply them is my responsibility. Overall, your IPS is great and very helpful. Thank you so much and God Bless you and your family." Anne Arce - Philippines

"I thank God for Lew's vision, and how he has groomed his son's for a family legacy. The Insurance Pro Shop (IPS) is a game changer for anyone who wants to do this business correctly, and help families achieve their financial goals and dreams. IPS empowered me with the tools and resources, and my younger cousin's life, family, and finances have been changed forever! God's blessing is on the guidance you teach and the wisdom you give. Thank You, Lew and Jeremy!"
Andrew L. Brown, MBA - IL (12 years in the business)

"Jeremy, I just wanted to let you know how much of a difference Insurance Pro Shop has made  in my career.  I used to be a final expense agent working 10 to 12 hours a day. I didn't think there was anything else out there. When I heard about what your program was about, and what you were teaching I decided to take a chance. I was skeptical at first, but after a few weeks of mulling it over I decided to take the plunge. It was one of the wisest decision I have ever made.  Now with the support of Insurance Pro Shop I am only working a few days a week and earning the same income.  The extra time that you have afforded me has given me the time to really study my craft and truly make a difference in my community, thank you so much."
Sam Chand - NJ

"Your kits really work and also your coaching series is the best in town. I recall a year ago I was struggling when I called and you worked me through the process and told me this is not a quick fix. I made it to MDRT this year and this is just my third year in the business. Once again thank you."
Franklin Allakpo - NY - New York Life (3 Years in the business)

"I purchased the "Bootcamp" DVDs (Trusted Advisor Success Training DVDs) a couple of years ago. It is the best training yet on a DVD! Thank you. I will be in touch." 
Patrick T. Davis - GA (10 Years in the business)

"This may be long… but it’s sincere. Lew and Jeremy, and the entire IPS team, truly are the world-class mentoring team you are looking for! It seems like everyone else out there who is promising success in this industry, well, they’re trying to create a relationship of dependency with you… as though you won’t be successful if you are not dependent on them for the rest of your career. This is a freedom principle that is sorely lacking in the financial services "software and training industry"… until you form a relationship with the Insurance Pro Shop.

If you are looking for true training to help you to BECOME the top producer you can be, rather than just an “expensive selling system user and buyer”… you have found it with the Insurance Pro Shop. The IPS systems (actually, I’d rather call them a “method selling training program”) are based on timeless communication principles and skills… the skills that are missing from most new agent training and certification programs. And once you own one or more of their “method selling training programs”… you OWN it. It’s yours… to use with any company or agency that you choose. You are not dependent upon others for your success any longer.

For me, I 100% absolutely trust their judgment and advice. When I get “stuck” on something, I call them. And based on my trust in them, what they say… goes. End of story.

My experience with them, while unique in the industry, is not unique to me. I have recommended other struggling agents to also check out the Insurance Pro Shop… and they have also felt the sincerity and authenticity of the entire team at IPS. Everyone in this business needs mentors and coaches they can turn to, to help them get out of their own way. For me, my mentoring and coaching is from the Insurance Pro Shop. They’ll be there for you, just like they are for me." David H. Kinder, ChFC® - CA  (10 years)

"Hi there! I just want to thank Lew SO much for calling me on Tuesday and being such an encouragement! My faith in my decision to sell insurance has been restored! I also want to thank Lew for giving me the name of Brad Stewart in CA! I spoke to him today and what a wonderful conversation we had!! Brad was so encouraging and motivating!!
I may have started this venture with the wrong company but since I spoke to Lew and found Insurance Pro Shop, I think I am finally moving in the right direction!! Thank you so much!"
Sally Jo McKean - WA

"Jeremy, I just wanted to drop a line to say that this package (Mortgage Insurance Tool Kit) far exceeds what I expected. It is so full of information and practical techniques that I am still working my way through disk one. I am a new financial advisor and insurance salesman. I find myself studying this material more than I study my new firm's marketing material, because it makes more sense to build my practice the way you guys suggest, than it does to use the firm's suggestions... AND it's a lot less expensive for a beginner like me. So, thanks for all of the info you provide in this package. I can't and won't wait to start implementing what I am learning, and will keep you guys posted on the results. Thanks a billion," Evan Blackmon - PA (1Year in the business)

"For the record the program that was purchased was very informative indeed. (Found Money Management™ Tool Kit) I went from a struggling adviser to one producing £120k in my second year of business. If you could pass the message on to Lew and the team and say that I'm just saying 'thanks for everything'."
Luke Taffetsauffer - United Kingdom (2 years in the business) 

"Lew and Jeremy,  Thank you so much for all the work you have done to roll the Insurance Pro Shop out to National Annuity and Life Sales agents. Your programs and coaching made an immediate impact on our agents and we are absolutely reaping the benefits. If anybody wants to be a player in this business and really make money, they need to stop hopping from program to program and get involved with the Insurance Pro Shop to learn to be a true, trusted professional in this industry.​ It's more than just "programs". It's the teaching and coaching that shows an agent how to use them properly to get consistent results. That's what sets the Insurance Pro Shop apart from the rest. All the assets anyone needs are right here -- Call Jeremy or Lew and let them change your practice and your life. You, your family, and your clients will all profit!"
William Booser (23 years) and Tim Counts (10 year in the businesss), National Annuity and Life Sales

"Lew & Jeremy, I wanted to say thanks for all your efforts in making my business stronger and more effective. I have to tell you that, while using the tools and knowledge I’ve acquired from your training and programs, I just completed the four most successful months of my career. Working with you and Jeremy has given my business a whole new perspective. It’s exciting to see folks respond to the techniques you teach and how they can protect their families and/or plan their retirement. Thank you for making me better at helping people. It’s a pleasure learning to be successful working with you and Jeremy at the Insurance Pro Shop! P.S. I’m looking forward to seeing you at the September TAST Boot Camp."
Brad Stewart, RFC, CFLA - CA (15 years in business)

"After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That's just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can. I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now."
Neal Merems - CA (34 years in the business)

"I made $25,953.39 in commission on an annuity sale last month and $11,285.09 on two sales this month for a total of $37,238.48. I am still working a large case for this month. I couldn't have done it without you either. It works, if you work it!" "Thanks!" 
John Young - TX  (7 years in the business)

"Lew is a great great man of our time. His knowledge base is compact beyond any conceivable doubt." John Nditu - Unit Manager at UAP INSURANCE KENYA LTD.

"I am new to the financial services industry and after a very intense search decided to go independent only to find myself confused, disappointed, and with seemingly nowhere to turn. Then I discovered the Insurance Pro Shop and things have been different ever since. Lew teaches the “slow but sure” approach to victory in this business by applying the golden principles of wisdom that have accompanied great achievers over the years. These principles can be summed up in two words: Love and Humility. Lew teaches these principles both in word and deed. Lew has a vast knowledge of insurance and financial services, has the know how to apply that knowledge with the art of a master, and brings a very positive attitude to the table. If you are in need of training and whether or not you are a novice or a seasoned veteran I highly recommend Lew Nason and the Insurance Pro Shop training. Why settle for anything less than the best training available today? Lew, and family, via the Insurance Pro Shop are making a real impact on the financial services industry. Thank you Lew!" Mark Duncan, CFLA - TN (1year in the business)

"Lew is one of those rare people that come into your professional life and makes an immediate impact. Rarely does a day go by that I don't leverage something I have learned from Lew. He's a good man and a great mentor." Paul Mallett - SVP/CMO at Postema Marketing Group, LLC - OH

"Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university (Insurance Marketing and Sales Resource Center) last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! I think your program will tremendously help my father and I in our business! Thanks," Bryan Grissum - MO - July 2013 (5 years in the business)

"Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (Insurance Marketing and Sales Resource Center) I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric"
Ric Komarek, RFC® - CA (7 years in the business)

"For some time, follow your website (Insurance Marketing and Sales Resource Center) and get your newsletters. I live and work in life insurance in Poland. Some trouble to understand all of your materials. I use Google's translation, and it may not always give meaning to what conveys. Is it possible that your materials have been translated into my language? By the way - thank you for what you have received. Thanks to you, last year was my best year in terms of commission and one of the best in the sale. Yours. Thomas Ślebioda, Sorry for style, but I am writing this as I use the Google translator"
Thomas Ślebioda - Poland

"Lew & Jeremy - First off, I wanted to say THANK YOU. I am just at the tip of the iceberg of potential and have a lot of bad habits to 'wash out' and work on new good habits everyday. I have been following IPS for years and have bought a few of your systems over that time. Things really didn't click, or I ignored your wisdom, most likely the latter, but as financial professionals we owe it to our clients and ourselves to become that - professionals. I believe EVERYONE should buy your fact finding DVD's at a minimum. This is the foundation for working with a potential client, asking questions in order to get them to realize they have problems (some that they may not know about previously), understand those problems simply and how you can help their problems with simple solutions without discussing product. I now know when I exit my initial meeting if I did a good job of asking questions and getting the potential client to buy into concepts. If I didn't do a good job, I know what I need to work on as well. Just by getting down to the fundamentals, I have added two clients in the past two weeks with over $25k in annual life premium + $100k-200k rollover funds. This is not even discussing the other appointments I have set in the next two weeks. I have been recommending you to other agents I know who are having similar issues. Thanks Lew and Jeremy! You guys are great!
Mike Spence, President of Wealth Building Methods, LLC - MN (8 years in the business)

"I have bought just about every system under the sun, I consider myself a system junkie. You may think I am foolish but I have learned valuable lessons from each system I bought, although they seldom work as well as they say. I bought, Dean Cipriano's, I bought Brian Kay's College Planning, Larry Klein's Annuity System, Annual Review Millions, and I am sure a few more. But the one that actually helped me double my income twice was the Found Money Management System from Lew Nason of the Insurance Pro Shop. The reason I feel this system worked so well is that it comes with coaching from Lew himself. He has been a wonderful mentor in this business. Lew, I meant every word. I am still prospering from all that I learned from you and so are my clients. Thank You!!!
Antonio Filippone, RFC, FMM - IL (19 years in the business)

"I have been working with the Insurance Pro Shop since 2006 and have used each and every one of their products since then. (For my agents and myself) If you want a chance to increase your income and become the successful agent that you want to be, then you have to be learning from the best. I truly believe Lew Nason and Jeremy Nason and their team have the tools and resources to help mold successful agents. If you aren’t learning from Lew, you aren’t learning from the best!"
Dennis Postema, RFC - Postema Marketing Group, LLC, OH (10 yrs in the business)

"Lew, I have been in the insurance and securities industry since 1965. I was a stock/broker and Life Insurance and Annuity Coordinator for E. F. Hutton for the state of North Carolina in1978. In 1981, I was president of FSC Agency (a large broker dealer in Atlanta). From 1982 to 1987, I was president and founder of Pilot Financial Services, a FINRA broker dealer. I have attended sales training for dozens of large insurance companies. You offer the best client presentation, and marketing and lead generation strategies I have ever seen. Sincerely, Your friend Steve Patterson."
Steve Patterson, RVP at Cherry Financial Partners, Ltd., NC,  (47 years in the business)

"With your systems (Mortgage Insurance Toolkit) I have written almost $10,000 premium in past 2 weeks. Great website and marketing tools." Brian Santaniello, MA (36 year in the businesss)

"Lew, I just wanted to take a moment and thank you for recommending the mortgage tool kit. It has definitely helped me increase my average case size from $600 annual premium to well over $2,000 annual premium per case. Also, prior to purchasing the tool kit, I was spending over $2,000 per month on leads. I am proud to say that I have not purchased a single lead in over two months and my production is still climbing. What a life changer. I cannot thank you enough. You're truly making a difference."  David Trusler, MBA, IL, Trusler Financial Group (6 years)

"Regarding the Insurance Pro Shop, Lew and the boys are a great way that I've found to build my business. I'm better at what I do, because I'm more comfortable with people since I've become more competent in working with people. Knowing how to ask folks the right questions has opened many doors to making more sales because I can help more people. IPS is a great company to work with, and you'll like working with them as well. Bottom line... they want you to succeed and be better at what you do. No commission cuts, no contracts with insurance companies and no strings attached."
Brad Stewart, CA, Family 1st Financial Solutions  (12+ years in the business)

"Lew and Jeremy, again, I wish to express my appreciation and gratitude for your dedicated passion to assist the many agents, like myself that want to help middle income America get back on track; Living Debt Free and Truly Wealthy.  I took home many new gold nuggets of information and I am excited, motivated and very focused on who, what and where I want to market." 
Charles Fish - FL (4 years in the business)
 

"It was nice meeting with you again, after so long. The training we got was excellent. (Trusted Advisor Success Training) Everyone of my people liked it and henceforth, we are going to make sure to bring every new person that gets licensed with us. They should be taught to do the right thing from the very beginning of their career in the insurance business. As for me, I will try to come at least once a year even if I don't have a new agent. These concepts and philosophy will reinforce what I already believe, and it is the right thing to do for our clients and ourselves - it's a win-win for all."
C.C. Koo, Marketing Director, World Financial Group, Canada (10 years in the business)

"Hi Jeremy, I spoke to you last week and ordered the Found Money Management™ system. The program arrived this past Saturday and I haven't been able to put it down. I will be calling you next week for the coaching call but in the meantime THANK YOU. I feel for the first time in a long time my business is on the right path. You have given me hope again. With your program I can truly help our clients. Best Regards,"
Edward Blazo Jr., MI (12 years in the business)

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Disclosure…The income statements and examples on this website are not intended to represent or guarantee that every agent or 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 advanced 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.