"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
"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
"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
“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
“Lew 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
“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)
“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
“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
“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
 “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
“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
“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
“I
know I am not the first person to say or think this, but I wish I would have met
Lew and Jeremy Nason when I started in the business 4 yrs
ago. ‘Where have you guys been?’ The Mortgage Protection Toolkit is
absolutely one of the most amazing, ‘for real’ products I have ever used.
And, just when I thought it I couldn’t be blown away anymore, I picked up the
Fact Finding DVDs. Holy
@&*/?* Batman? Unbelievable!
Interestingly enough, I started by
implementing the system with my existing clients on annual reviews. However,
instead of doing the talking, I started doing the listening and
questioning. I noticed I didn’t have to deal with objections like price and
affordability. It is amazing how these techniques work in such a simple fashion
and it allows me to help the client get what they want by helping them
find the money they need to do it. Now, that I have passed the ‘Wow,
this really works!’ phase – the future seems brighter than ever. Again, I can’t
thank you guys enough.”
Paul Leonard, CA, (4 Years in business)
March 2010
“Dear Lew and Jeremy, I want you to know that
you are right on track with your advice and training methods. No one else even
comes close. The techniques you’ve taught, when applied in the field, have
produced great results for me in my business.
I look forward to attending many more sessions with you. Respectfully,”
Harmon Pye III, RFC - GA (23 years in business)
February 2010
“Lew and Jeremy
Nason are the consummate PROs.”
Terry Craft, CO, (New advisor)
Feb. 2010

"Lew’s and Jeremy’s
ability to bring clarity and fundamental principles to the table is phenomenal.
The two page presentation exemplifies the insight into this industry."
Mike Carolus, NE, (32 years in this business)
February 2010
“Many ‘experts’ claim to have the answers on
how to grow your insurance business. It is nice to actually meet someone who
really has the tools and strategies needed to succeed. Lew Nason is the
person who truly delivers. I attended his boot camps in 2005 and purchased his
training kits and it was the best investment I could
have made in my practice!"
Kevin Davis, NY (18 years w/Northwestern Mutual)
October 2009
“Thank you very much for the eye-opening and
the best training boot camp I have attended so far. And also thank you very much
for your hospitality. The boot camp is worth more than what we paid for and the
information we got out of it is life changing.
After attending, I now have no doubts about you and
your system. You guys are the most honest and truthful people I have
met. I wish I had attended the boot camp when I first bought your system about a
year ago. From now on I will discard all the other so-called "systems" out there
and just follow your system and ingrain it into me so that it becomes a part of
who I am and what I represent..."helping people to live debt free and truly
wealthy". Thank you very much and hope to see you soon. Yours sincerely,”
C.C. Koo, Marketing Director, World
Financial Group, Canada, October 2009 (7 years)
“I truly wish every new agent out there could
just spend a few months training with you and Jeremy so they would not have to
go through what I went through in my early years. I can only imagine the
desperate calls you must receive from struggling agents who never really learned
how to perfect their marketing, especially now with all that is going on in this
economy. I am so glad I not only found you, but I was humble enough to be taught
by you and smart enough to stick with you even when things did not happen for me
over night. In my case it took me more than a few days to get on the right
track, but the long-term benefits have been well worth it. (I know my learning
curve could have been much, much shorter if I only applied your advice sooner,
instead of questioning everything you told me. But it is hard not to be a
skeptic when there is so much bad advice out there.) Keep on doing what you are
doing Lew, and let your readers know that there
are agents like me, who are loving this bad economy and are prospering.
Don't get me wrong, I hate what it is doing to the good people that are
being hurt by it. But I love that it is giving people a wakeup call and forcing
them to look outside the box for safer alternatives that I can help them with.
What a great time to be a good financial advisor, with all of the problems
people are facing we have the opportunity to really help people weather this
storm and we can literally pick and choose who we want to serve. What a
business!”
Antonio Filippone,
RFC - IL - Sept. 2009 (16 years)
“Lew,
it worked again! Friday, I had a lady call for a term policy… just
enough to bury her, pay off the house and send her girls to college. She also
informed me that she would only need it for ten years since the daughters will
be out of the house in less than 8 years. I began to go through the fact find
with her and immediately her interest began to grow. Long story short… she is
coming in this evening to my office to learn about tax-free retirement. She
hadn’t believed that she could have a tax-free retirement since she makes too
much to qualify for a Roth! Thanks again! It’s working.”
John Stewart
- GA (P&C Agency Owner), Sept 2009 (16 years)
“Lew and Jeremy, thanks again for all your
help with the three retiring couples that we have been working on over the past
two months. It’s great to know that I can always count on you to find
creative, helpful solutions to assist my clients. Jeremy, you must have
saved me at least a week’s worth of work over the past two months with all your
help. You guys are the best, and although I’ve told you many times before,
THANK YOU!!” These three
retiring couples were from the free educational workshops he has been doing for
teachers, and total over $2,000,000 in annuity premiums.
Bryan Schurter,
RFC, CA, Sept. 2009 (4 years in business)
“Lew, we have put together our 2 most
successful months in a row! I took your advice and focused solely on the things
that would bring revenue into my business and cut all of the things that were
distracting me from that core focus. For me, that effort is primarily speaking
to groups of people. We have put together back to back
30k months (commissions) and are speaking to 2-4 audiences per
month. The beautiful thing is the more people we help, the more referrals and
momentum we build. I’m on track to finish the year two months ahead of my
personal goals.”
Beau Henderson,
RFC - GA, Sept. 2009 (9 years in business)
“Last year between
October and December things were looking pretty bleak. I was running a little
scared due to the horrible economic news. It seemed as though people were not
doing anything and my business was feeling it. I even decided to scale back my
operation. However, thanks to Lew’s and Jeremy’s coaching and support I was able
to hang-in-there, and this year seems like it will be one of my best ever. Even
during this economic downturn, I never stopped sending out my newsletters, or
doing my workshops. In fact, I’ve even uncovered several free speaking
engagements and I am starting to profit from those. I have stopped doing
expensive dinner seminars and now I am doing much cheaper workshops at the local
Library. The last one I did, I literally had to turn
people away because I had more people sign up than I could fit in the room.
Not only that, but many of the people who were too scared to do
anything last year called me back this year and told me they were ready. In the
ten years I spent in this business before I started working with you, I can't
remember anyone ever calling me back and telling me they were ready to move
forward. Now, it happens all the time.”
Antonio Filippone,
RFC - IL - Sept. 2009 (16 years)
“It's been some time now since I have talked
w/you, hope all is going well. After thinking how to respond to your
request, I began to realize what a permanent impact you have had on my business.
The tips and techniques that I have learned from you have become a standard in
how I now work w/people. I continue to use what I have learned from you
because it works, plain and simple.”
Short Comment to Agents From Kevin…
“Time tested strategies that get guaranteed results when working with Middle
America, that’s what I have learned from Lew and Jeremy Nason over the years.
What has this done for me personally? Ultimately
it has recession proofed my business. Now instead of "spray and pray"
for any prospect, I hand pick who I want to work with, tailoring a true
financial plan that suits their exact needs. At the end of the day, it is a
win-win situation for the prospect and agent. By using Lew’s and Jeremy’s
questioning, and presentations, I am able to get right to the problem, and bring
the prospect to the solution. I know this seems elementary, but it is not.
When talking with a business owner that has no time for sales pitches, you
better have your game face on, and know what to say that will trigger the
appointment fast. Just think of it this way… business owners are
having to do more with less. If you can show them a plan that suits their
needs, with no money out of pocket, what do you think your odds are now of
closing the sale?” Kevin Murray,
FL - Sept. 2009
“The training courses by Insurance Pro Shop
are the best I have found, because of the focus on basics that will
eventually make you successful in this business. Lew and Jeremy Nason
are very committed to helping agents succeed by providing real ideas and methods
that are proven to work. You will walk away with more than you expected!”
Carol P. -
CA (1 year) July 2009
"A while back I found the Insurance Pro
Shop and signed up for their (FREE) weekly newsletters and started
applying some of their techniques, and they worked. So, nine months ago, I
decided to visit with them to meet Lew and Jeremy. After meeting
them, I decided to purchase their Found Money Management System and their
Fact Finding DVDs. However, with the holidays and running my P&C business, I
didn't get to begin to earnestly study their materials until a few months ago,
and then I attended their Found Money Management Boot Camp.
In the past three months, I've sold more life insurance
premiums, than I did in the previous 8 years. I've placed 12 policies
with annual premiums ranging from $800 - $30,000. Their
systems and training work. And, now I'm here at their Advanced Fact-Finding
Techniques Sales Skills Boot Camp to learn as much as I can from them.
Lew Nason has the marvelous ability to make the complicated, simple. He
gives small practical helps that can only help to make your agency grow. What a
mentor!”
John Stewart
- GA (P&C Agency Owner), (16 years) July 2009
“The Fact Finding Boot Camp was excellent.
After spending just 2 days with Lew and Jeremy Nason, I now feel
more comfortable than ever about interviews and fact finding with clients. I am
sure that my production will increase tremendously from the wisdom Lew
and Jeremy have shared.”
Tim Sommers,
CSA, LTCP - NJ (2 years) July 2009
"After extensive research and working for
almost a year to gather all of the information and tools we needed to create our
own life insurance marketing, prospecting and sales system, we stumbled upon the
Insurance Pro Shop. They already have exactly what we were trying to
create. It doesn't make much sense for us to spend our time and money and wait
another year trying to re-invent the wheel, when they have already it done it
all, and we can implement it immediately to help our 4,000 agents."
Alvin Reyes -
CA, Managing Director of WFLife, June 2009
"Most of the IMOs, agencies and agents across
the country are struggling with their life insurance marketing, prospecting and
sales programs in this troubled economy, especially here in hard hit California.
Many of the agents and managers we work with have purchased sales systems,
attended training courses with other groups and have been very dissatisfied with
the overall sales results. Our primary objective is to enhance our agents'
business opportunities and professional development by providing them with the
intensive marketing, prospecting and sales training they need, and then giving
them the very best in broker support. That is why we've associated ourselves
with Lew and Jeremy Nason, of the Insurance Pro Shop. They
have put together a comprehensive life insurance marketing and sales system and
training program that if studied and followed has already proven to produce
consistent positive results. It gets back to the real basics and keeps it
simple, so that no matter what the agents experience level, they will succeed."
Arsy Grindulo Jr.
- CA, CEO of WFLife, June 2009
“Lew has the unique ability, as a teacher and
a coach, to break down selling concepts into easy to understand and implement
steps. He gives his students skills that can have an immediate impact on their
businesses. The biggest reason I recommend Lew is because he truly cares about
his students, and will go the extra mile to help them become more successful
advisors/agents.”
Beau Henderson,
RFC - GA (9 years in business)
June 2009
“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)
“I am finishing my
finest personal production year ever, and that is directly
attributable to the change in marketing efforts I have instituted since meeting
Lew and Jeremy. (7/2008) After 25-years in
this business I guess I have proven that you can teach new tricks to an "old
dog."
Tony Brazeal,
RFC, RFP, 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)
"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
“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
“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)
“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)
x
“We work with agents and I do recommend
resources to them. I purchased the Found Money Management™ system
from you guys about 2 years ago and love it.”
Rusty Carlson,
Life Sales Consultant,
February 2008
American Financial Marketing,
LLC., MN
x
“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)
“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
“I must say that as a Financial Consultant
with a securities license, I admit I was a bit apprehensive in getting your
material. But I did purchase the Advanced Fact Finding Techniques Video,
which in turn convinced me to get involved with your personal coaching and the
members only site. For the amount of money I spent, for the amount of such
useful information, it is just incredible. I have logged hours, upon hours, of
reading of such priceless, quality and helpful material on just about every
aspect of the business imaginable. I have done Annuity Seminars for about a year
now with marginal results. After applying what I have learned from you in just a
few short weeks, I not only improved the quality of my
existing seminar, but the appointments I have made from the seminars have become
much stronger. Potential clients come into my office, ready for me to
help them. Gone was the skeptical attitude of, OK, what can you do for me?
Replaced by, do you think you could help me too? Plus, they brought in all their
statements, 1040 forms, old annuities, life insurance policies and long term
care policies as well. Also, after just a few of your coaching sessions, which I
highly recommend, have helped me put all of this together very quickly. Your
smooth and simple, yet thorough approach to your Advanced Questioning
Techniques, have not only helped me improve my questioning, but makes
interviews exciting as well as rewarding. Thank You.”
John Guntkowski,
RFC, CSA - FL, February 2007 (20 years in
business)
“By far the most beneficial part of the
Found Money Management™ Boot Camp was exposure to ‘Lew Live’ which
probably never can be reduced to ink on paper in a manual. Hearing the
spontaneous flow of question asking - - the progressive sequencing of one
question right after another - -
guiding the client to discover/identify their own pain, to have them
state it, not me, is invaluable!”
Rhona C. Porter,
RFC, MSM - 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
“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
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.)
“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
“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)
“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
“Thanks for everything. I’ve written over
$270,000 of life premiums in the past two months
since attending the boot camp in December. Freedom Equity Group has asked me to
do a teleconference to explain how I’ve accomplished this dramatic increase in
my business. I’ll be recommending your system and your boot camp to everyone on
the call.”
Randy Delph,
RFC, LUTCF - IN, March 2006 (35 years)
“I ordered the advanced life insurance sales
tool kit and wow!!!… I wish I had this information years ago. I don’t know why
the industry does not provide this type of material to someone immediately after
getting their license? It’s not surprising seeing so many agents, good people
fail in this business who just don’t have a system like yours that works.”
Jeff Taylor - MI,
March 2006
“Lew’s coaching and system has helped my
practice immensely! Learning from Lew on how to ask questions the right
way, helped me close $16,800 in commissions in 2 weeks!
Thanks Lew!”
Ron Fara, RFC, RIA
- IL, March 2006 (19 years in this business)
Page Two Testimonials and Success Stories /
Video Testimonials
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