Insurance Pro Shop - Training Advisors On How To Create A Steady Stream Of New, Repeat, And Referral Business!

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The Ultimate Marketing, Prospecting, & Sales Systems... Tools, Tips, and Training for Financial Advisors!

Welcome to the Insurance Pro Shop...

Where Serious People Come To Learn How To Become The Most Sought After Financial Advisor In Their Community!

The Only Training Endorsed By Over 40 Industry Legends and Experts!

Mehdi Fakharzadeh, RFC - "Life and Qualify Member MDRT""Working with IPS, there is no reason on earth why you can not become
a sales super-star who ranks equally among MDRT all-time sales
leaders like Ben Feldman, Norman G. Levine, Tom Wolff, John
Savage, Guy Baker, Walton Rogers,
and other top producers."

Mehdi Fakharzadeh
- "Life and Qualify Member MDRT"
World’s most successful living and active insurance sales agent according to the MDRT.

Dear Financial Advisors and Financial Planners,

Thank you for visiting IPS!

Are you here because you are ready and really want to know how to earn the significant income everyone has promised you?

Do you want to know how to make your financial services career much easier and more rewarding?

Do you want to sell more Life Insurance and Annuities, collect more Assets Under Management, and/or more advisory fees.

Are you ready to discover how the most successful financial advisors in this industry are able to consistently attract their 'IDEAL' life insurance, annuity, and investment prospects to them... every day? How they are doing it right in 'their' local community? And, how they are setting appointments and closing sales with almost every one of those 'IDEAL' prospects?

Then, Let’s Keep This Simple, Quick And To The Point...

The main reason most financial advisors are struggling... is they are still being taught, and/or want to believe, that selling life insurance, annuities, investments and their services is just a numbers game. They are being told that the more people they see, the more sales they’ll make. Technically that may be correct. However, because most advisors believe that financial sales is just a numbers game, they are focused on finding high ‘quantities’ of leads, instead of taking the time to learn how to find and attract their 'IDEAL' prospects to them! Which, ultimately means they end up wasting most of their time, money and effort chasing the wrong prospects!

Chasing the wrong prospects is a major reason why 90% of the people who enter the insurance and financial services industry struggle, go broke, and are out of the business within 5 years! And, it’s a major reason why the few people who do make it past 5 years are earning an average net income of less than $60,000 per year!

Contrary to what your IMOs, firms and companies will tell you, or what you may want to believe…

  • Selling is NOT a numbers game!

  • There are NO shortcuts!

  • And, there are NO magic cures!

It’s Up To You… You can continue to believe all the hype, keep looking for a magic cure and you can struggle on year after year trying to make the income you need and want for you and your family! 

Or, in the next 90 days you can learn what the very best financial advisors are doing to earn a net income (after expenses) of $150,000, $300,000 or much more every year!

And, the truth is the top advisors aren't really doing anything very different for what you are doing. They just know a few 'insider secrets', so they are doing it just a little bit better!

Start by downloading this FREE advisor's guide to discover the 'insider secrets' to having more of the 'RIGHT' prospects in a month, than most advisors have in a year...

CLICK HERE for your FREE advisor's guide...
"How To Attract & Sell Your Ideal Prospects!"

We will NOT sell, trade, rent or give your email address away for any reason! privacy policy

What Do I Really Need To Know Today?

If you really want to find and attract your ideal prospects and earn the income you are capable of selling life insurance, annuities, investments, and/or your services, then you must...

  • Learn how to become the 'Trusted Advisor' people want to see... Instead of the dreaded salesperson people want to avoid!  

  • Learn how to deliver a unique message of how you are helping people. You must get the people in your community to see you as the expert and their savior!

Then, with the proper life insurance and annuity sales tools and training, with one-on-one coaching you can learn how to:

  • Turn '9 Out Of 10' of Your 'Ideal Prospect' Into High Quality Appointments!

  • Turn '9 Out Of 10' of Your High Quality Appointments Into Sales!

Think About It... Does it matter how many leads you have, if they are the wrong leads, and you aren’t able to consistently turn those leads into high quality appointments and then into a sale?

Now The Questions Are… Do you really want to earn a significant six-figure (or even a seven-figure) net income in this great financial services profession?

Do you want to work less, spend less, and have more time with your family & friends?

Then, you will want to take a few minutes to find out more about our specialized life insurance & annuity marketing, LEAD generation, and sales tool kits today!

In each one of our these tool kits you will:

  • Learn the 'insider' marketing and prospecting strategies you need to attract your 'IDEAL' prospects to you... Every Day! No more spending thousands to buy leads, or on direct mail campaigns, to chase poor quality prospects all over creation!

  • Learn what to say and what questions to ask to get your 'IDEAL' prospects to see they have a problem, so they will want to set an appointment with you right now!  No more spending hour after hour calling prospects and begging for an appointment!

  • Learn the 'insider' questioning and sales skills, so people will practically sell themselves! No more pushing or begging for a sale!

We have a '30 plus year' proven track record of helping agents, advisors and planners to consistently earn $10,000, $20,000 or much more per month... in as little as 90 days!

And, we can and will help you to double and triple your income!

Isn't it time for you to learn more about our specialized tool kits, with our one-on-one coaching?

Click on the following links to learn how you can quickly and dramatically increase your leads and sales for...

 Annuity!   Life Insurance!   New Agent!

The Only Training Endorsed By Over 40 Industry Legends and Experts!

Charles “Tremendous” Jones, International Speaker and former "top five world-wide insurance sales producer.""Lew 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 fresh and usable in the minds of agents
and planners long after his training sessions are over." 

Charles “Tremendous” Jones, 
International Speaker 
Former "top five world-wide insurance sales producer

A Very Important Message... From Jeremy & Lew

What sets us dramatically apart from the vast majority of insurance companies, IMOs, FMOs, etc. is they are primarily focused on recruiting as many agents and advisors as possible to sell their products, to maximize their commission overrides! Accordingly, they need to spend the majority of their time training you on the features and benefits of the products they offer. They have very little time left to train you on the marketing ad sales skills you need to become more than an average producer.

Our complete focus is on ‘helping you to earn the income you were promised, want, and deserve!’ Accordingly, all of the tips, tools, training, and one-on-one coaching we provide is on…

  • How to attract more of your 'IDEAL' prospects in a month, than most advisors see in a year!

  • How to easily set appointments with your 'IDEAL' prospects!

  • How to help your prospects’ discover their innermost desires, so they want to take action!

  • How to use that knowledge to craft an offer that is irresistible to them!

The Result...

The typical advisor we work with, within a year, is working 40 hours or less per week and earning a net income (after expenses) of $150,000-$350,000 per year, because they have learned and applied the 'insider secrets' the very best advisors use to 'ATTRACT' a constant stream of their 'IDEAL' prospects to them!

And, their income keeps growing year after year, because they are out there really helping families to solve their financial problems, instead of just trying to make a quick sale!

Is that where you want to be?

When are you going to get the tips, tools, training and ongoing support you need to make it happen?

Remember... We are trainers, not recruiters!

The Only Training Endorsed By Over 40 Industry Legends and Experts!

Brian Tracy, Renowned Speaker, Sales Trainer and Author "I began by selling financial services and I can assure you that Lew
is one of our greatest authorities on improving financial sales!"

 Brian Tracy, Renowned Speaker, Sales Trainer and Author
Tracy began his career in the financial services industry where he built a very large
sales organization. He is one of America's "most booked" speakers & sales trainers.

Are You Ready to Learn What It Really Takes
To Become A True Financial Advisor?

How To Become A ‘Successful’ Financial Adviser

There are a lot of conflicting opinions and advice about who can call themselves a financial adviser; what being a financial adviser really entails and what training is required to be a financial adviser. So, lets start from the basics.

Click Here to continue reading...

What Is ‘Real’ Financial Planning?

In 1969, a man with a dream envisioned an organization of highly trained, skilled and dedicated professionals who would "help average people to learn how to spend, save, invest, insure and plan wisely for the future, to achieve financial independence." That man of vision was Loren Dunton. After many years of hard work and sacrifice, in 1982, Loren realized the first part of his dream with the creation of the "Certified Financial Planner" designation! And, a short time later the International Association for Financial Planning (IAFP) was born.

Click Here to continue reading...

101 Of The Very Best Marketing And Prospecting
Tips, Ideas And Advice... For Financial Advisors

What most agents, advisors and planners are missing, is that if you want to make it much easier to generate a constant stream of the 'Ideal Insurance Prospects' to set more appointments and close more sales, then you need get your name out there, as the most trusted and respected financial advisor, in your local community. You want to become the expert that people want to meet with.  

Click Here to continue reading...

Real Success Stories From 'Experienced' Financial Advisers!
Will You 'Unlock Your True Potential' Like These Advisers?

Special Message from Nick Royer, RFC - Click here

Nick Royer, RFCNick is one of the new, bright and shining stars in the financial services industry. Over the past decade, Nick has earned the ongoing business of hundreds of personal clients in good times and especially in bad times. He has spoken nationally, sharing these simple keys to create a predictable ongoing income without the nauseating roller coaster ride typical of commission sales. Nick and Jerry Royer have been featured in numerous magazine articles (including the Front Cover of the IARFC Register), appeared on NBC and ABC news, and been endorsed by such people as Brian Tracy and Jack LaLanne.

Nick and Jerry Royer, RFC - Group 10 Financial, LLC.

Nick and Jerry Royer

"I have already written $22,000 this year in just 3 1/2 months,
whereas last year I only made $34,000 for the whole year

Antonio Filippone, RFC - IL"Thanks to your great advice about paying more attention to my existing clientsI have already written $22,000 this year in just 3 1/2 months, whereas last year I only made $34,000 for the whole year. I always felt funny going back to existing clients and I had a tough time doing business with family and friends. Sometimes they would show interest and I would just drop the ball because I didn't want to feel like a pushy salesman. You helped me to see the value in what I do and to realize that these people would rather work with me anyway. Now I jump on the opportunities to help the people who already like me and everyone is a winner. 
Antonio Filippone, RFC - Rockford Retirement - IL (10 years in Business) 

Antonio Filippone, RFC - Rockford Retirement - IL (10 years in Business)

"We have put together back to back 30k months" (commissions)

"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 - RichLife Advisers - GA,  (9 years in business)

"If you aren’t learning from Lew, you aren’t learning from the best!"

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

"You guys at Insurance Pro Shop tell the truth and tell both sides of the story." 

"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, RFC - Casey Wealth Consultants - TN (2 years in business)

Advisor Success Story

Tony Filippone, RFC, FMM
(14 years in the business)

Advisor Success Story

Roger Brown, RFC, CSA, CFE, FMM
MDRT Member (40+ yrs in the business)

"I’ve written over $270,000 of life premiums in the past two months..."

Randy Delph, RFC, LUTCF, FMM - 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... ($190,000 in commissions) 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 Found Money Management system and your boot camp to everyone on the call.” Randy Delph, RFC, LUTCF, FMM - IN, (Freedom Equity Group) (35 years in the business)

"$67,000 of annual life premiums." (in less than a month)

Tim G. - Albuquerque, NM“Per our conversation this morning I wanted to let you know how the (Found Money Management ) program is working for me so far. I got the CD package on or around May 1st. Today is May 24th and I have set a total of 5 appointments by loosely following the word track on the appointment setting CD. Of those 5 appointments, I have already had 3 of them, and we have started the underwriting process on all 3... $67,000 of annual life premiums.” (In less than a month)
Tim G.
- Albuquerque, NM (State Farm)

“I ended up closing 5 out of 7 appointments...
for $350,000 for the week.”

John Holmes - LA“I bought the Annuity Quick Start plan with the hope of getting a system that will keep me in front of the money. The first day after reading some of Lew's ideas on presenting and closing sales, I closed 3 out of 3 appointments! I ended up closing 5 out of 7 appointments for $350,000 for the week (all were one call closes). I have to give Lew credit, I made some slight changes in my overall approach that produced immediate results. I now feel confident that Lew can help me when I begin to set up my marketing game plan. Nobody will ever be any more skeptical than I was, when I ordered this program. The very first appointment after implementing these techniques, I paid for the plan almost 20 times over just off of that first sale." John Holmes - LA

Advisor Success Story

Bill Gibbons, CLU, ChFC, FMM
(35 years in Financial Planning)
More Video Success Stories

Advisor Success Story

Jim Greer, CSA, FMM (18 years)
Missed Fortune TEAM member
More Video Success Stories

For my third seminar I spent $2800, and so far I've made $55,000. (in commissions)

Peter Orange - WA"Following the advice of your competitors, for my first seminar I spent $16,000 and made $22,000. The second seminar I spent $6,000 and made $1300. Then a few weeks ago I found you. For my third seminar I spent $2800, and so far I've made $55,000. (in commissions) I'll give you credit for 90% of the success I've had with this seminar. I just followed the advice in your (Annuity Sales Excellence) system, for my seminar, the initial interview and the closing appointment and I'm making serious money. In just one month I've made over half of what I made in previous years! I'm certainly glad I found you. Thanks,” Peter Orange - WA

"over $40,000 of additional annuity commissions this month"

Stephan Lomsdalen - AZ,"Hi Lew, I just wanted to let you know that the 'Survival In A Volatile Market' client booklets are still working great and they helped me to close over $40,000 of additional annuity commissions this month. I'm handing the booklets out at my seminars, to my clients and other prospects. When these people come in for an appointment, they bring in the booklet and have actually Hi-Lighted some of the information. Thanks," Stephan Lomsdalen, ChFC, CFS, CIS - AZ

Ken Walbridge, RFC, CEP, CSA - TX"you have introduced an entire new approach
and therefore profit center for our organization."

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

Ken Walbridge,

Tony Brazeal, RFC, RFP, (Member MDRT) - TX"I am finishing my finest personal production year ever"

"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. After 25-years in this business I guess I have proven that you can teach new tricks to an "old dog."
Tony Brazeal
, RFC, RFP, FMM (MDRT Member) - TX (25 years in business)
President, Pathfinder Group, LLC a national brokerage agency

Advisor Success Story

Bill Constain, FMM
(15 years in the business)

More Video Success Stories

Advisor Success Story

Lewie Wood, CLU, LUTCF, RFC, FMM
'MDRT Life Member' 
(34+ years)
More Video Success Stories

Endorsed By Over 40 Industry Legends and Experts!

Dan Viñal, President"As a former agent myself (for almost 20 years) and someone who regularly talks with hundreds of agents nationwide, I think Jeremy and
Lew Nason's training systems and personal coaching are the absolute
 best investment any financial advisor can make in his or her own business - period!  Because I am certain that anyone who follows their instructions will become financially successful in this business. And if I was managing an agency today, I would insist that ALL my agents use the methods and systems offered by Insurance Pro Shop."
 Dan Viñal, President

Here Is Our Advice For The Hard Working,
Ambitious, and Determined Financial Advisor...

There Are NO Magic Formulas For 
Insurance Marketing, Prospecting, and Sales!

"Successful people do what unsuccessful people are unwilling to do!"

And, that's about YOU taking the time, right now, to learn the exact methods and strategies that have made the top 10% of producers outrageously successful.

Consider, you don't know what you don't know! So, couldn't one simple marketing, prospecting or sales tip help you to add thousands of dollars to your income each year? 

Are you ready to take the first step to discovering the proven marketing methods and strategies needed to "Recession Proof" your business, and take your profits to superior levels?

Then, you must take a few minutes right now to download and read this 'FREE' Detailed! We guarantee you'll be glad you did!

"How To Attract and Sell The 'Ideal Insurance Prospects' For Your Current Products and Services!" Insurance Marketing Tips, Ideas, Strategies Discover... What You Are Missing That
Is Keeping You From Having All Of The
  Prospects You Can Handle!

Download this Free Report NOW to learn the consistent, cost effective ways the top producers use to have more qualified prospects in a month, than most advisors see in a year!

CLICK HERE for your free guide "How To Attract & Sell Your Ideal Prospects!"

We will NOT sell, trade, rent or give your email address away for any reason - privacy policy

We are the first truly dedicated, full service life insurance and annuity marketing and sales trainers
for career and independent agents and advisors... We Are NOT Recruiters!

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. Don't wait to get started, take action now!  You'll get everything we've promised, and much, more! Go ahead and hold our feet to the fire to provide you with cost-effective, proven marketing, prospecting, fact-finding, and sales strategies that really work - your satisfaction is 100% guaranteed! 

Judge Us By The Company We Keep!

Endorsed By Over 40 Industry Legends and Experts!

Edward P. Morrow, CLU, ChFC, RFC, CEP - CEO of the IARFC recommends The Insurance Pro ShopLew Nason, RFC, CFLA, LUTCF is a highly respected, proven and
admired practice building coach. He has been particularly effective in guiding financial advisors to increased effectiveness and higher sales.”
Edward P. Morrow, CLU, ChFC, RFC, CEP - CEO of the
International Association of Registered Financial Consultants

New Advisors & Million Dollar Round Table (MDRT) Super Achievers attend the Trusted Advisor Success Training, to become a 'Certified Trusted Advisor'!

Trusted Advisor Success Training - Financial Advisors Earn The RFC Designation

Tony Brazeal, RFP, CFMM - MDRT... Jeremy Nason, RFC, CFMM... Rich Stucky, CFMM...
Ross Kaufmann,
CFMM... Roger Brown,
CSA, CFE, CFMM - MDRT... Brian Schurter, BA, CFMM...
Bill Larrison,
- MDRT... Lewie Wood, CLU, LUTCF, CFMM - MDRT

Learn More About Us...  And Our Affordable, 'Cutting-Edge' Life Insurance & Annuity Sales Systems, Tools, Training & Support For Financial Advisors!

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All guest articles © their respective authors

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