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And Success Stories From Real People!

(Video Testimonials)

"Thank You. I greatly appreciate your efforts and all you do to promote the well being of America and Americans. You are a hero that many look up to. I just received the 'Dynamite Referred Lead System' I ordered (for 20 for my best agents) online at www.insuranceproshop.com. It is truly something every agent, broker, and financial pro should have; including every sales person whatever their sales agenda be. In my next article "The Secret to making New Years Resolutions come true - Yours & Others," I will recommend all sales people add to their New Years Resolution list - Get a copy of The 'Dynamite Referred Lead System' - it will help your New Years Resolutions come true. "
Paul Cross,
IL, Founder of the Annuity National Brokerage Corp. (30+ years) December 2011

"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 - Nov. 15, 2011

Bir I. S. Grewall - CA, "Hi Lew, I had never seen any coaching and training system like you have. You deliver much more than what you promise. The best part is your follow-up and one-on-one coaching with you - Lew (which is so encouraging and is priceless). We will be referring our agents to you for coaching. I hope more people will make use of the unique coaching system you offer. Keep up the good work. Regards,"
Bir I. S. Grewall
- CA, Financial Advisors of America Inc. Nov. 10, 2011

Ted Nation, CFP"Lew is a great person to work with. He takes time and asks questions to find the areas you need help. He offers advice that is tried and true. My favorite part of working with Lew and the Insurance Pro Shop is knowing you have people behind you who want you to be successful and that you are not out there alone." Top Qualities: Great Results, Expert, High Integrity
Ted Nation,
CFP - FL (12 years in business) October 6, 2011

Denise McManus Lew is truly one of the most sincere and dedicated professionals I have ever had the pleasure of meeting. He is a true coach. Beyond his many successful years of selling, he has taught, led and coached many to greatness. Although his approach may seem simplistic in nature, it is to be taken seriously in the world of sales. It is not enough to be great in today's competitive business world. To be truly successful one must create an environment of excellence and that is exactly what Lew has achieved and what he wants for each and every one of his students to strive for. Lew gives you the tools to make it happen.” Top Qualities: Great Results, Expert, High Integrity
Denise McManus
-
PA (10 years in financial services) October 6, 2011

Tim Porter, RFC - FLLew and team are second to none. Lew teaches basics not taught elsewhere. Lew was the first person to share with me the true concepts behind financial services and how they serve my clients.” Top Qualities: Personable, Expert, High Integrity
Tim Porter
,
RFC - FL
(20 years in business) October 6, 2011
 

"Lew, it was a pleasure speaking with you this morning. I initially thought this was a scam. I have only been in the business for less than 3 months. No one has been this helpful and willing to share their production secrets. It was refreshing to work with someone who genuinely wants to help you. I am so happy I found you at the beginning of my career!!!!!!!!!!!! Keep up the good work. I’m looking forward to our next coaching session. By the way, if anyone has any doubts about your service tell them to call me." Pamela Thompson - TX,  July 2011

Antonio Filippone, RFC - IL (18 years)“Jeremy is an honest guy and always gives great direction and help. I always go to Jeremy when I want the correct answer to my clients problems as well as to my own marketing issues. His advise is always right on and can be counted on.”
Antonio Filippone
, RFC - IL (18 years) September 20, 2011

“Lew is a great coach and mentor and really knows how to motivate and educate. His ideas are priceless and I have never spent time with Lew and not come away with a new great idea and focused direction. He can help you grow your business in a way that is good for both you and your clients.” Antonio Filippone, RFC - IL - June 2011 (17 years)

Mark Kanakaris, BA- GA,“I have been looking for a “magic” system for selling insurance and leads.  It doesn’t exist!  However, within about 30 days the Insurance Pro Shop’s Mortgage Protection Sales System and training has changed my practice!  This is a complete system that if applied can turn anyone’s practice around in 30 days. The simple facts are... from Jan 1/2011 – Mar 31/2011, I sold $30k in life premium.  From April 1 – 18th I sold $14K in life premium and 2 annuities for $57k.  I also had a client call me and we are working on a $300k annuity which will be the largest I have ever moved.  I have looked everywhere for a system that works, and bought a lot systems. This is the only one that really works.  There are some simple truths to this  business and you cannot work around them.  The key to the selling Mortgage Protection is in showing people how to pay for the coverage the want.  I think this is a must have for any agent. It changed my life. 
Mark Kanakaris,
BA- GA, (4 Years in business)
April 2011 

Jeff Cody, TN, “Dear Jeremy, I'd like for you and your dad to know that the last two days were terrific and two of the best days I've had since beginning in this business simply because I'm finally starting to ‘get it’. I cannot thank you enough for all of your help. The information and the coaching you've provided me has saved my career and my family's financial future. Success used to seem impossible, but after attending your boot camps, I now realize that I'm within an inch of becoming outrageously successful. Sincerely,”
Jeff Cody,
TN
, (7 Years in business)
December 2010

Joe Casey, TN, “Being is this business for 2 1/2 years now I know one thing is true.  There is allot - allot of BS out there!  The quest to find the right info has been hard and difficult.  Being new in the insurance business I have been on this journey to find the right fit for insurance companies, products, lines of insurance, selling, marketing, and a system to follow.  Not really knowing what’s good, bad and ugly in this business - I have been sided lined, ran over, ripped off, had success, feast or famine, tried this and that, wined and dinned by the best, etc,.  One thing I have found out on this journey.  You guys at Insurance Pro Shop tell the truth and tell both sides of the story. I just wish I would have realized that sooner.  Thank You.”
Joe Casey
,
TN, November 2010

Jeff Cody, TN, “Dear Lew and Jeremy: I just wanted to know how much I appreciate you and how much I’ve gotten out of your systems and boot camp last month. Before finding you, I was nearly out of business. I’ve been in business for seven years, and I’ve had no mentoring, coaching or guidance. I’ve just been out there trying to figure things out on my own. The week before coming to your workshop, I was on my last two prospects with no idea of what I was going to do next if I didn’t sell something soon. I was sure that I had lost them the week before coming to your workshop. I had nearly analyzed myself out of the business trying to figure out how to prospect and market myself. After attending the boot camp and applying just a few things that I learned, I took your advice and went back to those two prospects I thought I had lost. I started over with them using your fact finding techniques and at the second meeting, I closed the biggest case of my career - $42,000 plus in commissions. The clients are extremely happy, and you can imagine how my confidence is. The message I would like to send is this: Hire Lew and Jeremy as your coach!”
Jeff Cody,
TN
, (7 Years in business)
Sept 2010

Denise McManus, YGG Wealth Builders “Lew and Jeremy, your training is awesome! It arrived yesterday and I am through Disc 1. I feel as if I am blessed and lucky to have landed in the right place with your team and your coaching.  I am looking forward to not just being a top producer and top income earner but to helping many families and retirees create wealth and secure their financial future.”
Denise McManus
, YGG Wealth Builders (Successful Mortgage Broker)
June 2010

Richard C Moldenhauer, CLU, ChFC, RFC, CEP, MDRT ‘Top Of The Table’“Dear Lew; As you are aware I have been in the industry for 39 years and am a consistent MDRT ‘Top of the Table’ qualifier. I have spoken at MDRT, and at several major companies top producer meetings. In 2000 I went from being a Agency Development General Agent to a Personal Producer. The transition was challenging, but it worked. The one thing I lost along the way was the focus on life insurance sales. I tried several refresher programs, and was able to modestly upgrade life production. Then I found your company. Eventually, I purchased several of your programs including ‘Found Money Management’ and ‘How to Close 9 out of 10’.  The material is excellent and I have spent many hours reviewing it. This year our life production is up almost 100% over last year and I believe it will double again. Thanks for your personal consulting time, the programs and most of all your sincere belief in the good work you and your company are doing.”
Richard C Moldenhauer
, CLU, ChFC, RFC, CEP, MDRT ‘Top Of The Table’
NY 6/10

Paul Leonard, CA, “I know I am not the first person to say or think this, but I wish I would have met Lew and Jeremy Nason when I started in the business 4 yrs ago. ‘Where have you guys been?’ The Mortgage Protection Toolkit is absolutely one of the most amazing, ‘for real’ products I have ever used. And, just when I thought it I couldn’t be blown away anymore, I picked up the Fact Finding DVDs. Holy @&*/?* Batman? Unbelievable!

Interestingly enough, I started by implementing the system with my existing clients on annual reviews. However, instead of doing the talking, I started doing the listening and questioning. I noticed I didn’t have to deal with objections like price and affordability. It is amazing how these techniques work in such a simple fashion and it allows me to help the client get what they want by helping them find the money they need to do it. Now, that I have passed the ‘Wow, this really works!’ phase – the future seems brighter than ever. Again, I can’t thank you guys enough.”
Paul Leonard,
CA,
(4 Years in business)
March 2010

Harmon Pye III, RFC“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 - GA (23 years in business)
February 2010

“Lew and Jeremy Nason are the consummate PROs.” Terry Craft, CO, (New advisor) Feb. 2010

Mike Carolus, NE,


"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


 Kevin Davis, NY“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
 

C.C. Koo, Marketing Director, World Financial Group,“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)

Antonio Filippone, RFC - IL“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 - IL - Sept. 2009 (16 years)

John Stewart - GA (P&C Agency Owner),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 - GA (P&C Agency Owner), Sept 2009 (16 years)

Bryan Schurter, RFC, CA, “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
, RFC, CA, Sept. 2009 (4 years in business)

Beau Henderson, RFC - GA,“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)

Antonio Filippone, RFC - IL “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 - IL - Sept. 2009 (16 years)

Kevin Murray, FL“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

Carol P. - CA “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

John Stewart - GA "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
- GA (P&C Agency Owner), (16 years) July 2009

Tim Sommers, CSA, LTCP - NJ “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 

Alvin Reyes - CA, Managing Director of WFLife,"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

Arsy Grindulo Jr. - CA, CEO of WFLife, "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

Beau Henderson, RFC - GA “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,
RFC - GA (9 years in business) June 2009

Bryan Schurter, FMM, RFC - CA,“Lew & Jeremy, It’s been a little over a year now since I first found you on the Internet and ordered the Found Money Management Advanced Life Insurance Tool Kit, and 10 months since I attended my first Boot Camp... and WOW has my life and business transformed. You two make a fantastic team, and it is directly because of the two of you that my business has boomed... YES, even in “this economy” ...as we so often hear. I am now able to help more clients than ever before. I am now doing for clients what I hoped I would do when I first got into this business... and that is make a positive difference. Without a doubt in my mind, after taking my recommendations (that I learned through you), my clients leave my office better off financially than they were before. It is through your ongoing support and training that I attribute 90% of what I now know in this business. You have been such a great support team to me that I could never thank you enough. I still can’t believe how amazingly helpful and concerned you are about my success. The time you have taken to train, educate, and teach me has been invaluable. It would have taken a decade of training on my own to get the knowledge and expertise I have learned from you in just ONE year. You two are the “real deal.” You truly care and you truly want to help make us better informed so that we can better serve our clients and prospects. Thank you so much for all you do for me and my business. With as much as I talk about the two of you at home, I sometimes think my wife gets sick of me saying, “you know what Jeremy and Lew told me today………….” If any agent is seeking REAL help and training, they won’t find a better team of caring, supportive, and knowledgeable people than they will through the two of you. MAKE IT A GREAT DAY GUYS!!!”
Bryan Schurter, FMM, RFC - CA, May 2009 (5 years in this business)

Tony Brazeal, RFC, RFP, MDRT - TXI 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, 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, RFC, CA, October 2008 (4 years in business)

Bryan Schurter, RFC, CA, "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
, 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

Dick Dorrough, CO, “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)

“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

Terry Bialek, Canada, 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 (1 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)

Kevin Murray, FL“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)

Rusty Carlson, Life Sales Consultant, x
“We work with agents and I do recommend resources to them. I purchased the Found Money Managementsystem from you guys about 2 years ago and love it.”

Rusty Carlson
,
Life Sales Consultant, February 2008 American Financial Marketing, LLC., MN
x

Antonio Filippone, RFC - IL“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 - 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)

Robert Dupuis, Allstate Agency Owner, TX Lew, I recently purchased your Advanced Fact Finding Video... I have been on two interviews so far and used the methods you described. It was surprising how the folks opened-up. Not only were their defenses totally down, but they actually stated that they liked the low-pressure approach and questioning process to find out what their needs/concerns were before they were asked to buy anything. In both cases the customer actually told me what they were going to buy... By the way, I am going to recommend that you contact Allstate's Financial Specialist Manger, so you can help them with their sales efforts. They have spent a ton of money on similar programs, but in my humble opinion, what you offer is much better. Feel free to drop my name.”
Robert Dupuis
,
Allstate Agency Owner, TX - August 2007

"Dear Mr. Cato, I met you at Lew Nason's home recently during his (Found Money Management) training program. Somehow I missed finding out how to stay in touch with you and discovered just now how available you are. It was a joy to be among some of the best that this industry produces - men of character and conviction. You are among the reasons I joined this business almost 11 years ago, and had forgotten, to be truthful, that such men and women still roam the earth. I needed Lew's shot in the arm and I deeply needed to know that character still matters and can be found. On my return from the trip I have met with my business partners- a mortgage broker and a realtor- and have decided to jointly build a venture that will alter our lives as well as those of many, many others. You might recall a line from The Gladiator in which Maximus instructs a subordinate to "unleash Hell." Our plan is to ‘unleash certainty.’ Thank you for your kindness and your approachability last week. You are an amazing man and it is my delight to have met you."
Tom Dodd
,
FMM, Venice FL, April 2007

John Guntkowski, RFC, CSA - FL,“I must say that as a Financial Consultant with a securities license, I admit I was a bit apprehensive in getting your material. But I did purchase the Advanced Fact Finding Techniques Video, which in turn convinced me to get involved with your personal coaching and the members only site. For the amount of money I spent, for the amount of such useful information, it is just incredible. I have logged hours, upon hours, of reading of such priceless, quality and helpful material on just about every aspect of the business imaginable. I 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)

Rhona C. Porter, RFC, MSM - CA,“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 - 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.” “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

Jennifer Lowery, Senior Marketing Consultant, FL,“I have been a part of the ‘Found Money Management’ boot camps since the very beginning and I can’t begin to tell you what a big believer I am in the program. I have seen advisors change their entire practices (and their income brackets) using the tools they learn from Lew and his team. Found Money Management is the best system out there for reaching Middle America and is a priceless resource for advisors looking to move away from the senior market.”
Jennifer Lowery
, Senior Marketing Consultant, FL, 12/2006  Response Mail Express

“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

Brian Gibbs, FMM, RFC (Missed Fortune TEAM Member), CA,x
“Lew is one of the most genuinely kind and interested person in truly helping people I have met. He is making a real difference in the lives of his clients and associates in the industry by teaching them to get down to the basics of human communications and needs selling.”
Brian Gibbs, FMM, RFC (Missed Fortune TEAM Member), CA, Dec. 2006 (27 yrs.)
 

Rhona C. Porter, RFC, MSM - CA,“Sometimes the change we seek is right under our nose. Where it’s hardest to see. Hidden from view because our success can fool us into thinking we “already know”. Like how to listen. R-e-a-l-l-y listen. Not to be confused with the absence of talking! That and Lew’s mastery of the art of question asking are an indispensable part of unearthing a client’s real needs and wants. Go there! Get connected to the INSURANCE PRO SHOP and revitalize your business and yourself.”
Rhona C. Porter
,
RFC, MSM - CA, November 2006

Tony Filippone, RFC - IL,“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 - IL, October 2006 (See Article) (13 years in insurance)

Mark Davis, ChFC, RFC - FL,“Thank you for the dynamic, simple principles you shared with me and others at the Found Money Management Boot Camp two weeks ago. Yesterday I made my first calls to share the FMM principles with an existing client, a referral, and a friend at a property and casualty agency I refer business to here in town. And, I’m batting three for three because I used the questioning techniques you taught me.”
Mark Davis
,
ChFC, RFC - FL, October 2006

“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

Randy Delph, RFC, LUTCF - IN, “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)
 

 Jeff Taylor - MI,“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

Ron Fara, RFC, RIA - IL,“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)

Page Two Testimonials and Success Stories  /  Video Testimonials

Wally Cato explains to advisors, at the Trusted Advisor Success Training, how they can get $100,000 of Free Publicity each year to sharpen their image, to become the respected 'Trusted Advisor' that people must see.

Wally Cato  at the Trusted Advisor Success Training at the Insurance Pro Shop

Not sure we can help, or if our services are right for you... Don’t Wait... Call us Toll Free to schedule a No Obligation, Free 15 Minute Consultation with Lew or Jeremy. We guarantee you'll be glad you did! 877-297-4608 (M-F, 9AM-5PM, EST)

Yours in success,
Jeremy & Lew Nason

The 9 Out Of 10 Guys...

P.S. Are you are a current member of NAIFA, GAMA, MDRT or the IARFC? If you are not a member of one or more of these industry associations... You Should Be!

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every insurance agent or financial advisor will achieve the same or similar results. Each individual's success will be determined by his or her desire, dedication, effort and motivation to work and use the life insurance and annuity marketing and sales ideas, strategies, tips, scripts, tools and training in these programs. There is no guarantee you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.