The Ultimate Life Insurance
& Annuity Marketing, Lead & Sales Systems... Tools, Tips,
Training & SUPPORT!
How To Quickly Increase
Life Insurance Sales?
Everyday we get calls from established advisors (4 or more years in the
business). These advisors were successful in what they were doing, but now
they’re having trouble. They are in a sales slump. They were buying
life insurance leads, or
their agency was supplying them with leads, and now those leads have dried up!
Their direct mail campaign has stopped working! Or, the quality of their
life insurance leads
just isn’t there any more! And, they want to know:
“What’s the quickest way to generate more life insurance leads to get in
front of more prospects, to increase my life insurance sales?”
It’s something everyone goes
through from time to time in every sales business. And, today with all the bad
publicity and the economic problems it’s a problem for almost everyone.
So, What’s The Quickest Way To Increase
Your Life Insurance Sales?
If you want to quickly increase your
life insurance sales, then stop selling products and instead help
people to solve their financial problems. Consider everyone you talk to has a
financial problem. It doesn’t matter if they are rich, poor, retired, married
or single. Their problem may be the fear of not having enough money to pay for
their children’s college education. It may be the not having enough money to
retire. Maybe it’s the fear of running out of money during their retirement.
Protecting their loved ones. Protecting what they have from predators,
opportunists and lawsuits. Paying too much in income taxes. Or, having too
much debt. The list goes on and on.
first step is to quickly increasing your life insurance sales, is to look at your primary
market and determine what’s the biggest, most overwhelming problem you can solve
for these people? Remember, if there is no problem, then there is no reason why
they should meet with you! People buy based on emotions. They want to either
reduce their pain or increase their pleasure. The bigger the problem they have,
the more pain they feel and the quicker they want to solve the problem. So, if
you can identify a big, overwhelming problem you can solve for your primary
market, then the easier it’s going to be to set an appointment and make a sale.
The quickest way for you to set an
appointment and make a sale is to help your clients, friends, family and
prospects to identify a problem (or pain) that they have.
What Problems Can You Solve For People In
Your Primary Market?
Let’s look at some examples:
If you are primarily dealing
with young families, then maybe the biggest problem they have is their current
cash flow. Most of these people have too much month… compared to their income.
Do you have some ideas that could help them to reduce their monthly expenses?
How about reviewing their current health insurance, auto insurance, life
insurance, disability insurance, etc. to see if there are some changes they can
make to decrease those costs. Can they change their deductibles, remove
unnecessary riders or change to a less expensive company? (Make sure it is in
their best interest) What other things can they do to decrease their monthly
people have a huge problem with consumer debt. Do you have some ideas that
could help them reduce their debts? Again, how about reviewing their current
health insurance, auto insurance, life insurance, disability insurance, etc. to
see if there are some changes they can make to decrease the costs and free up
money to reduce their debts. Can they change their deductibles, remove
unnecessary riders or change to a less expensive company? (Make sure it is in
their best interest) What other things can they do to free up money to reduce
are working with small business, isn’t one of their biggest problems FICA and
income taxes? Do you have some ideas that could help them reduce these taxes?
are just a few examples of the problems you can solve for the people in your
primary market. Now the question is…
How Do You Turn Solving Their Problems
Into A Sale For You?
you help them to identify the primary problem they have and then you show them
you can help them to solve that problem. By helping them to solve their primary
problem you’ll gain their confidence, trust and respect. Now you can help them
to identify other problem areas where your life insurance and annuity products
and/or your services are the solution.
How Do You Find & Attract Prospects & Set Appointments With Those
I said earlier, if you can identify a big, overwhelming problem you can solve
for people, then it’s going to be easier to set an appointment and make a sale.
So, what do you do to get these people to set an appointment with you?
about offering your current clients, friends, relatives, acquaintances and
prospects an educational workshop on: ‘Improving Your Current Cash Flow,’
‘Reducing Consumer Debt,’ ‘Tax Saving Ideas For Small Businesses,’ or
‘Stretching Your Income During Retirement?’
Why An Educational Workshop?
you agree no one wants to meet with a salesperson! The beauty of an educational
workshop is that for the prospects there is safety in numbers. People feel much
safer coming to a workshop than meeting one-on-one with a sales person. It’s a
non-threatening way for them to get to know you, see the type of work you do and
the help you provide.
The beauty of the educational workshop for you is that you can offer them in
large or very small groups. They cost very little to hold. (Under $100) And,
because they are considered a public service you can hold them almost anywhere -
in your local library, association rooms, conference rooms, etc.
get people to attend your educational workshop just by calling them and inviting
them to a special educational event. The main thing is to tell them that this
is not a sales event. This is strictly educational. And, you must keep it
If people like the information you provide
at the educational workshop, they will want to set an appointment with you.
And, the best part is
you can do it right now. It’s the quickest way to increase your leads and your
appointments... To double and triple your sales!
In each one of our
Marketing and Sales Systems we have a 'Turnkey' Workshop/Seminar System, with EVERYTHING
What are you waiting for?
As the late, great Ben Feldman
Nine Of The Hundreds Of Agents &
Advisors We Have Helped To Double And Triple Their Sales & Income Within A Year!
Will You Be Our Next Success Story?
"I increased my bottom line 2
and half times over last year!"
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)
"the one that actually helped me
double my income twice"
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.
the one that actually helped me double my income twice was the Found
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
I meant every word. I am still prospering from all that I learned from
you and so are my clients.
RFC - Rockford Retirement -
IL (19 years in Business)
"In the past
three months, I've sold more life insurance premiums,
than I did in the
previous 8 years."
"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
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
Money Management™ Boot Camp. In the
past three months, I've sold more life insurance premiums, than I did in the
previous 8 years. I've placed 12 policies with annual premiums
ranging from $800 - $30,000. Their systems and training work. And, now I'm here
at their Advanced Fact-Finding Techniques Sales Skills Boot Camp to learn
as much as I can from them. Lew Nason has the marvelous ability to make
the complicated, simple. He gives small practical helps that can only help to
make your agency grow. What a mentor!
John Stewart, FMM -
Agency Owner) (16 years)
year our life production is up almost
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
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
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.”
last year and I
believe it will double again."
CLU, ChFC, RFC, CEP,
(39 years in business)
"The first time I used your two page presentation template
I closed a 12K
commission term conversion"
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, Allstate - TX, (13 years
in the business)
“...the sale was
for $24,000 commission, not a bad day!!!”
“I just made a large (for me) annuity sale that would have not been possible
had I not used your
website (Insurance Marketing & Sales Resource Center™)
and your coaching advice. I have learned to listen much, much, more than talk. The sale is made by them not me.
And most importantly I did the right thing for the client because they will be
earning much more income
and saving a bundle on taxes. So, you not only helped me, but the client.
Oh, by the way, the
sale was for $24,000 commission, not a bad day!!!
This is only step one in the planning
process, step two the life insurance review will generate another smaller, but
Brian H. - PA
of annual life premiums." (In less than a month)
our conversation this morning I wanted to let you know how the (Found
Money Management™) program is working for me so far. I got the CD
package on or around May 1st. Today is May 24th and I have set a total
of 5 appointments by loosely following the word track on the appointment
setting CD. Of those 5 appointments, I have already had 3 of them, and
we have started the underwriting process on all 3... $67,000 of
annual life premiums." (In less than a month)
Tim G. - Albuquerque, NM
made it to MDRT
...just my third year in the business)
"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
this year and this is just my third year in the business. Once
again thank you."
- NY - New York Life (3 Years)
"I put down the big money to attend the other training out
it was good, but your material
is over the top!"
you always get what you pay for? Sometimes NOT. Lew, I have to tell you
I have purchased thousands of dollars of training, development
materials, seminars and yours is by far the greatest value I have seen.
All your programs have a firm foundation of sales and marketing basics.
In addition you deliver so much detailed, turn-key, real world ideas,
things that I can start using today. The
Found Money Management™
Concept program is incredible. I put down the big money to attend the
other training out west, it was good, but your material is "over the
top". Thank you! Sometimes you get more than what you pay for, thanks
for giving us that.”
Phil Calandra, RFC - GA
"I don't know if I would have succeeded in this business except for
have followed Lew Nason for 3
years, investing in almost every system
and video they offer. I don't know if
I would have succeeded in this business
except for the systems, training and
coaching offered by the Insurance Pro
Shop. If I could go back 3 years, I
would have attended their
Advisor' workshop right from the
beginning. What a learning experience!"
Alex Onulak - IN,
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"I began by selling financial services and I
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Nason is one of our greatest authorities on improving financial sales!"
Renowned Speaker, Sales Trainer and Author
Tracy began his career in the financial services industry where he built a
sales organization. He is one of America's "most booked" speakers & sales
know and respect many leading financial planners who credit Lew Nason
for the key role his famous Insurance Pro Shop
increasing their professional skills and success. Lew has grown into
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sales and improving services for clients.”
Founder of the financial planning profession.
Nason has a special gift for putting into
simple words the essential wisdom that remains forever effective for
increasing financial sales and service. Nason imparts
these understandings so effectively
that his priceless knowledge remains
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training sessions are over."
Charles “Tremendous” Jones, International
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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