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Life Insurance and Annuity Marketing and Sales
Tools and Resources!

Insurance Marketing & Sales Systems, Coaches & Trainers

Annuity & Insurance Leads, Direct Mail and Prospect Lists

Note: These links are merely what we think are useful for research purposes, and contain different views.
We do not endorse nor guarantee the accuracy of the contents, and are not liable for any consequences.

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Trusted Resources For Financial Advisors
These are the people and organizations we’ve come to know well and trust!

Insurance Designers of America (KC Office) - Bryan Millberger (IMO)
Bryan Milberger is the “one guy to call”  when you have an annuity or life insurance case.  It is literally impossible for an independent agent to stay current with all the “What’s New” and “What’s Changing” these days,  and that’s where Bryan comes in.  He charges himself with simplifying and streamlining the sales process for his agents in every way possible.  He knows the insurance products inside and out, and because he does, you can get all your questions answered by making one call.  He also knows the internal processes of the insurance carriers and what it takes to get a case issued quickly.

IDA Kansas City office has a reputation for being “the biggest and the baddest” because we know our stuff, we look after the details, and we deliver the same solid service on each and every case. Our advisors will tell you they want no one else for an insurance partner, and especially when it comes to tackling the very large or very difficult cases, or when they are in a competitive situation. 

SandySchussel.com
If you’re frustrated because your service business or practice isn’t growing, or by how difficult it is to get it moving, especially in this economy, GET HELP NOW! For the past 12 years, Sandy has been helping advisors, consultants and their firms who feel stuck, frustrated and burnt out find more and better clients and turn them into passionate referral advocates.
(Sandy is our coach at IPS)
Sandy Schussel, 888-289-5551

WebPrez Videos
Interest More People in the Insurance or Annuity Concepts You Sell - We develop, compose and produce sales concept videos (using "neuro" and "psycho" linguistics) that help financial sales professionals introduce insurance and annuity concepts to their clients, prospects, leads and referrals. Dan Vinal

Zoom - Video Conferencing Solution
Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-defined conference room solution into one easy-to-use platform. Our solution offers the best video, audio, and wireless screen-sharing experience across Windows, Mac, iOS, Android, Blackberry, Linux, Zoom Rooms, and H.323/SIP room systems. Our Team uses Zoom for live one on one coaching, meeting with prospective clients and tons of other uses from tech support to full on web classes.

Discover... The Insurance Marketing 'Secrets' You Are Missing That's Keeping
You From ATTRACTING All Of The Qualified Prospects You Can Handle!

Download this Free Report NOW to learn the most consistent, cost effective insurance
marketing strategies the top producers use to attract more qualified insurance prospects
in a month, than most advisors see in a year
! And you will quickly be closing more sales!

FREE Advisors Guide 'How To Attract & Sell Your Ideal Prospects!'
Immediate Download... Secrets of Successful Insurance Sales... Free PDF

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

Join Hundreds Of Insurance Professionals Who Decided
To Take Their Insurance Sales To The Next Level!
You'll Be Amazed At How Quickly You Can Insrease Your Appointments & Sales!

Insurance Marketing and Sales Resource Center

Insurance Marketing and Sales Resource Center - Training for Insurance Agents and Financial Advisors      For about $1 per day you'll gain Immediate Access (24/7) to a private web site with the Greatest Collection of Million Dollar Producers’ Insurance and Annuity Marketing, Lead Generation, Appointment Setting and Sales Success Tips, Scripts and Strategies Ever Assembled Into One Place for today's Agents and Advisors... It’s actually a 'Mini University' in insurance marketing and sales with Articles, ‘Step by Step’ Courses, Videos, Scripts, Free Tools, and much more!

30 Day, Risk Free Trial... 100% Money Back Guarantee...
No long-term requirement, you can cancel any time!

Click Here For The Complete Details

Annuity Wholesalers / Recruiters
Index Marketing Group - #1 Marketer of Indexed Life and Annuities...  Top Commissions.  Call 800-546-9968 for more information… (Tim and Kevin Smith)

Postema Marketing Group LLC (IMO)
AN [IMO] WITH A TWIST... Welcome to Postema Marketing Group. If you are a new or newer agent, then take a look around our site, and you’ll quickly see we’re not like most Independent Marketing Organizations (IMO). We like to have fun, but we’re also VERY good at what we do… Providing Endless Opportunities for our clients.
Paul Mallett, 877-512-9287


Wealth Financial Life - is a national marketer serving thousands of independent agents as well as brokerage organizations nationwide for the past two decades.  We offer a wide array of highly reputable life insurance and annuity companies, from which we create the most sensible insurance program or plan for a client's personal, business and retirement needs. (Arsy Grindulo Jr. and Alvin Reyes)

Client Newsletters
IPS Insurance Pro Shop - Stop Missing The Easy Sales!!!  For just pennies each... get a newsletter designed so your clients will believe that you wrote it.  This client newsletter provides you with instant credibility and more…  The only way to stay in front of your prospects, friends, family, neighbors and clients is with a monthly newsletter...  so, when they're ready to buy, you're there.  Out of Sight, Out of Mind, is a Deadly Mistake!

Education & Motivation Resources

www.wisdomtimes.com  Financial Planning - Wisdom Times is India's #1 online destination for self improvement and personal development. Wisdom Times provides tips on personal development, personal finance, financial planning, personality development, career improvement and information on what is happiness, Swami Vivekananda and more.

IPS Annuity Lead Generation Tips, Ideas and Strategies
FREE Financial Advisors Guide To: Affordable Annuity Marketing, Prospecting and Sales... On This Web Site You'll Learn The Cutting Edge Annuity Marketing, Prospecting and Sales Strategies The Top Annuity Marketing and Sales Authorities In Our Industry Use Every Day. (Lew Nason)

Dearborn Financial Institute - Insurance & Securities Licensing Training

IPS Discount Books, Videos and Audios Store - From Executive Books... the Premier Supplier of Sales and Motivational Media on the Internet. "You are the same today as you will be in five years except for two things: the people you meet and the books you read."  (Charlie 'Tremendous' Jones)

Financial Advisor Marketing "Marketing ideas and links for Making Big Profits from your Financial Advisory Business" Grant Hicks, co-author of Guerrilla Marketing For Financial Advisors.

IPS Trusted Advisor Success Training
The leading Annuity and Life Insurance... Marketing, Lead Generation and Sales Skills Training for Financial Advisors.  (Lew and Jeremy Nason)

IPS Insurance Marketing and Sales Resource Center™
Discover The Advanced Marketing 'Insider Secrets' Million-Dollar Producers Use To… Generate A Steady Stream Of the Ideal Annuity and Insurance Leads, Easily Set High Quality Sales Appointments, Close 9 out of 10 Sales Presentations, and Earn A Six Figure Income… While Working Less Than 40 Hours Per Week! If You Invest In Just One Insurance Lead Generation And Sales Program All Year, THIS Is The One You Want. - It All Starts Here!!! (Lew and Jeremy Nason)


IPS Insurance Marketing and Sales Moneymaking Newsletter 
FREE Every week you'll receive the all the latest proven strategies, ideas and tips the Top Financial Advisors use to get their ideal prospects to call them. (Lew Nason)

The Advisor's Advisor 
FREE Marketing Advice for Financial Advisors - Do yourself a favor, and check out the free TIP email newsletter. I GUARANTEE it will help your business! 604-261-2194  donpooley@eTIP.ca - Donald F. Pooley, CFP, CLU, CHFC

EXECUTIVE COACHING / LEADERSHIP DEVELOPMENT - Coaching For Insurance Organizations and Recruiters. Visit The Insurance Coach website to learn more about our CD Programs and Training Workshops covering Recruiting, Prospecting, Marketing, Effective Communication, Leadership and Business Success for Insurance Organizations. Michael Beck

www.PensionMax.com Offers the most accurate and ethical pension maximization evaluation on the market today covering all 5 post retirement scenarios. Our actuarially calculated reports address factors such as life expectancy at every year in retirement, COLA and taxes. The insurance death benefit and premiums allow for maximum client income every year in retirement. Download a free sample report and see how you can sell a unique product to an untapped market.

Pension Concepts - Making the Pension Maximization Sale. Informational, CD's lead you through the closing of the Pension Maximization sale. Audios cover introduction and advanced concepts. Plus, comprehensive, 36 slide, screen show for clients and prospects. Also, offers videos.

YouBeTheBank.com
Learn how to help clients to take charge of managing their money and creating wealth for their family, properly using Cash Value Life Insurance.  There are only a handful of books, written by financial professionals who have 40 years or more of real life experience working with and helping families. One such book, recently self-published, is Money for Life, by Jeffrey Reeves, MA... with Dr Agon Fly.

Financial Links
IPS Found Money Management - Helping Middle American Families to Live Debt Free and Truly Wealthy

Morningstar - Mutual Fund Updates

Roth IRA Advisor - Cutting edge strategies for IRA owners (Jim Lange)

Impaired Risk Wholesales
United Underwriters - We give you Same Day sales illustrations & 24-hour service on impaired risk illustrations, competitive product analysis.

Industry Organizations
If you are not a current member of one or more of these industry associations... you should be!

GAMA - General Agents Management Association

IARFC - International Association of Registered Financial Consultants
The IARFC is dedicated to providing continuous value-added services to professional financial advisors who are helping people do a better job of spending, saving, investing, insuring and planning. Earn the coveted Registered Financial Consultant (RFC) designation.


MDRT - The Million Dollar Round Table has the best to offer in books & tools that inspire industry and life achievement.

NAIFA - National Association of Insurance and Financial Advisors

Industry Publications
Advisor Today has the largest circulation among insurance and financial planning advising magazines. Founded in 1906 as Life Association News, Advisor Today is the official publication of the National Association of Insurance and Financial Advisors. Our mission is to provide practical information, sales ideas, resources and business strategies to help insurance and financial advisors succeed.

Financial Services Journal - is the first and largest financial services publisher and portal on the Internet. Our publications include Financial E-News, Financial Services Journal Online and Messages From The Masters, which are available at no cost on our Portal.

Life Insurance Selling Magazine - is the magazine for top life, health, and financial services producers. The magazine provides producers with practical, transferable sales ideas and information, both editorial and advertising, about products they can offer to clients. Leading producers share their successful techniques in feature articles. Product survey reports several times a year list characteristics of products from life and health insurance companies. Regular departments describe policies, books, sales aids, computer products, and educational programs designed for producers.

ProducersWeb.com  The producer's preferred resource for premier industry content

Senior Market Advisor Magazine - if you are working with seniors you must read this magazine… it's free...

Annuity Leads, Life Insurance Leads, Direct Mail and Prospect Lists  A list of the best lead resources for insurance agents, financial advisors and planners.

Marketing & Sales Systems, Coaches & Trainers
A list of the best systems, coaches and trainers for insurance agents, financial advisors and planners.

Life Insurance Wholesalers / Recruiters
Index Marketing Group - #1 Marketer of Indexed Life and Annuities. Top Commissions. Core Company is Aviva Life and Annuity. Call 800-546-9968 for more information...(Tim and Kevin Smith)

Postema Marketing Group LLC (IMO)
AN [IMO] WITH A TWIST... Welcome to Postema Marketing Group. If you are a new or newer agent, then take a look around our site, and you’ll quickly see we’re not like most Independent Marketing Organizations (IMO). We like to have fun, but we’re also VERY good at what we do… Providing Endless Opportunities for our clients.
Paul Mallett, 877-512-9287


Wealth Financial Life - is a national marketer serving thousands of independent agents as well as brokerage organizations nationwide for the past two decades. We offer a wide array of highly reputable life insurance and annuity companies, from which we create the most sensible insurance program or plan for a client's personal, business and retirement needs. Arsy Grindulo Jr. and Alvin Reyes

Technology, Software and Web Site Resources
BusinessETouch CRM -
Created by an Insurance Professional for Insurance Professionals, BusinessETouch is a CRM that actually does what insurance agents need. And there biggest comment is that the site is easy to use. BusinessETouch offers Custom Fields to meet your needs, Integrated Auto Dialer, Appointment Reminders, Text and Email Marketing, and Automated features to make your life easy. Go paperless because we save everything along with date and time stamped notes, a website form, appointment reminders and commission tracking. These and many other features make BusinessETouch a must have for all agents.

Financial Planning Consultants - 'Practice Builder' the Client Relationship Management (CRM) system for today's financial advisor. 'Plan Builder' developing comprehensive financial plans, powerfully and swiftly. 'Client Builder' is a presentation system for financial advisors that motivates the prospect to engage your services on your preferred basis. Edwin Morrow - 800-666-1656

Insurance Web Designs - Customized, Affordable Insurance Agent Web Sites by someone who was actually in the insurance business.

Torrid Technologies Inc.  From Retirement Software and Financial Planning Software, to Web site Design and Hosting, Torrid Technologies does it all for Financial Institutions, Financial Advisors, Insurance Companies, and Insurance Agents.

WebPrez.com Interest More People in the Insurance or Annuity Concepts You Sell
We develop, compose and produce sales concept videos (using "neuro" and "psycho" linguistics) that help financial sales professionals introduce insurance and annuity concepts to their clients, prospects, leads and referrals. Dan Vinal

Useful Links
IPS Found Money Management - Helping Middle American Families to Live Debt Free and Truly Wealthy

IPS Insurance Pro Shop - Insurance Pro Shop (IPS) is the first full service, independent life insurance and annuity marketing, prospecting and sales training organization strictly dedicated to working with individual insurance professionals. (Unlike the other organizations, we are not recruiters in disguise) We specialize in working with 'experienced' insurance agents and financial advisors, who want to be truly helping people, and want to double and triple their life insurance sales and annuity sales within the next twelve months. Additionally, we are helping 'new agents to get off to a quick start'.

Sold On Seniors  - if you are marketing to seniors this is a must web site!

Total Return Annuities - A great resource for Annuity, Life Insurance and all kinds other financial information and history. Highly Recommended!

Note: These links are merely what we think are useful for research purposes, and contain different views. We do not endorse nor guarantee the accuracy of the contents, and are not liable for any consequences.

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