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What Do The Top Life Producers Know That You Don't...

"Joint venture marketing is the ultimate ‘insider secret’ to generating thousands of new 'Life Insurance' and 'Annuity' prospects, in your local area, rapidly and with the utmost credibility."

Dear ~Contact.FirstName~,

Over the past 16 years, we have been spending a great deal of time talking to agents about Joint Venture Partnerships. (strategic alliances) There is no question that 'IT IS ONE OF THE VERY BEST WAYS TO GROW YOUR BUSINESS, AND YOUR SALES.'

Why? Because, when done right, with the right partner, it's the most inexpensive and most effective way to generate a constant stream of high quality leads.

Compare Joint Venture Partners To Other Prospecting Methods...

With Joint Ventures there is very little expense up front. There is no financial outlay to finding a joint venture partner. All it takes is a little bit of your time...

You are only paying for results. It's not like buying leads or doing a large mailing where you'll have to spend hundreds of dollars every week before you make any money. With joint venture partners you only spend money after you make the sale.

However, that's only a small part of it.

If you select a joint venture partner who is working with your ideal prospect… And, they are respected by their clients… You are getting the best referred leads you can possibly get…

Plus, in most cases it gets you past the "NO CALL" list...

Why Aren't More Agents Forming Joint Venture Partnerships?

The reason agents aren't forming joint ventures (strategic alliances) is they are too busy working in their business, instead of on it! Most agents are working very hard just to make a living. They don't want to take the time, or feel they can't afford to take the time, to find the right joint venture partner. It's easier to keep on doing what they've always done.

They are not convinced form a joint venture will work. Maybe they haven't had a lot of success with referrals in the past. Or, they've tried to set up referral system with someone who could have been a joint venture partner and it didn't work. So, they don't believe forming a Joint Venture Partnership will work.

Do Joint Venture Partnerships Work?

Lew can tell you they do work! When he first came into this business, over 32 years ago, most of the biggest producers he met had built their businesses by forming joint ventures partnerships. (strategic alliances) He used them, very effectively, himself when he was in personal production. We talk to agents almost every day who are currently doing using joint venture partners. And, we are using it right now to grow our business…

We started this business from scratch 16 years ago… And, today we are one of the largest, and most successful agent services and support organizations in the insurance industry.

Consider, 90% of the new agents coming into the insurance business do not make it 5 years. And, it's the same for anyone starting a new business… 90% of them fail!

I can tell you we wouldn't be where we are, if it wasn't for forming joint venture partnerships… I'll go one step further and say we wouldn't have survived our first year two years if it wasn't for our joint ventures partnerships. And, today 40% or more of our business comes from our joint venture partners.

What Are The Keys To Forming Great Joint Venture Partnerships?

Just finding any business to form a joint venture with doesn't work; it has to be the right business. And, you have to be the right business for their clients.

You must be a specialist. You must be able to offer their clients something unique... Some unique benefits… Why should their clients want to meet with you?

  • You must be a professional, creditable, trustworthy and respected.

  • You must determine who your ideal prospects are for your products or services.

  • You must find joint venture partners who have your ideal prospects as their clients.

  • You must find joint venture partners who are professional, creditable, trustworthy and respected.

  • Your joint venture partners must see how their clients will benefit by your services.

  • Your joint venture partners must see how they will personally profit by partnering with you.

If you haven't started forming joint venture partnerships yet, I recommend you read everything you can about "Joint Venture Marketing". Don't put it off… IT IS ONE OF THE VERY BEST WAYS TO GROW YOUR BUSINESS AND YOUR SALES.

Possible Joint Venture Partners

How about Attorneys, Accountants, Doctors, Dentists, Chiropractors, Tax Preparers, P&C Agencies, Jewelers, Senior Associations, Mortgage Brokers, Real Estate Brokers, Banks and Investment Brokers...

Or, maybe Lawn Care Services, Plumbers, Carpenters, Electricians, Auto Repair Facilities, Auto Dealers and anyone else who caters to seniors… The list is endless!!!

Joint venture marketing (strategic alliance) is the ultimate ‘insider secret’ to generating literally thousands of new prospects, in your area, rapidly and with the utmost credibility. Unfortunately most agents are going about it all wrong! Most agents are just setting up a passive referral system where the business will refer people to them only if someone asks for information, or a referral. To make a joint venture work you must set up an active contact system that gets people to call you looking for help, more information, or gets them to come to your free educational workshop.

You'll find all the information and tools you need to quickly and easily form joint ventures, (strategic alliances) by becoming a member of our Insurance Marketing and Sales Resource Center.

Jeremy Nason
Marketing and Sales Coach

Message to Financial Advisors…
You have the choice to be successful, or not to be successful. It's entirely up to you! You can sit back, do nothing and hope that things will change. Or, you can take action right now to make things change! What have you done in the last sixty days to increase your sales? Why not learn the marketing, prospecting, appointment setting and sales strategies that most of the leading agents, advisors and planners on the planet use?


Jeremy Nason, RFC, CFMM, CFLA Trainer, Coach, Mentor


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Ziglar Quote

It’s A Shame For You To Struggle Finding Prospects
& Closing Sales
, When Our Members Do It So Easily!

"Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! Bryan Grissum (3 years)

"I have combed through your website (the Insurance Marketing & Sales Resource Center™) and read almost every page and want to say thank you! The information has helped big time, my production is up 65% over last year already." Rick H.

“Awesome, Awesome Site… I’ve recently become a member on your site. Wow, this is something I’ve been looking for all of my agent life, power packed with everything an agent needs to be a professional in their industry. I really have my own university wherever I happen to be. It is no doubt the best site available for education on the Insurance Industry. Thank You.” Sally H.

"Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric" Ric Komarek (7 years)

"If anybody wants to be a player in this business and really make money, they need to stop hopping from program to program and get involved with the Insurance Pro Shop to learn to be a true, trusted professional in this industry.​  Call Jeremy or Lew and let them change your practice and your life.
William Booser (23 years) and Tim Counts (10 years), National Annuity and Life Sales

“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.” Kevin Davis, (18 years) 

“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.” Harmon Pye III (23 years in business)

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 (27 years)

“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 (30 years)

“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 (43 years)

Updates For Our Member's Only Private Site
 Insurance Marketing and Sales Resource Center



Lew Nason Quote

Improve Your Attitude And Change Your World

Attitude Makes All The Difference

Zig Ziglar teaches people all over the world the fundamentals of sales and success. Here he tells a story of a woman with a negative attitude who hated her job, shifted her attitude and changed her life.

You'll Quickly Double and Triple Your Income, When You Become The 'Trusted Advisor' People Want To See!

You'll Meet More Prospects & Set More Appointments With 'Low Cost' Educational Workshops

Learn how the advisors we work with educate clients and prospects while building trust
– without treating complete strangers to FREE dinners.

You'll get all the tools & training you need in these 'Turnkey' programs!

Each system is designed to guarantee you get off to a quick start using highly effective, low cost lead systems. While establishing you as the trusted advisor people want to see, to guarantee your long-term success. No buying high priced leads, or using expensive direct mail campaigns.

Consider, as a Manager for Met Life, from 1989 to 1994, I hired 23 brand new agents. Over 10 years later, 18 of those agents were still in this business. That's an ‘80% Success Rate’, verses the industry’s 90% failure rate! Plus, all 18 of those agents were making well over $100,000 per year.

What enabled those agents to get off to a quick start and be successful short-term and long-term is what is in each of these systems...

Mortgage Insurance Sales Tool Kit          Found Money Management - Life Insurance Sales Tool Kit

Annuity Sales Tool Kit         

We are doing everything we can to help you...
We Even Offer Affordable Payment Plans To Help You To Get Going Today!
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You Don't Have To Go It Alone!

"Jeremy, I just wanted to drop a line to say that this package (Mortgage Insurance Tool Kit) far exceeds what I expected. It is so full of information and practical techniques that I am still working my way through disk one. I am a new financial advisor and insurance salesman. I find myself studying this material more than I study my new firm's marketing material, because it makes more sense to build my practice the way you guys suggest, than it does to use the firm's suggestions... AND it's a lot less expensive for a beginner like me. So, thanks for all of the info you provide in this package. I can't and won't wait to start implementing what I am learning, and will keep you guys posted on the results. Thanks a billion," Evan Blackmon - PA

"For the record the program that was purchased was very informative indeed. (Found Money Management Tool Kit) I went from a struggling adviser to one producing £120k (approx $180,0000) in my second year of business. If you could pass the message on to Lew and the team and say that I'm just saying 'thanks for everything'." Luke Taffetsauffer - United Kingdom


Lew Nason Quote

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.
Toll Free In US 877-297-4608 / Direct Line 770-443-2852 (M-F, 9AM-5PM, EST)

How To Become The Most 'Trusted Advisor'
In Your Local Community!

Mastering Your Craft
By Dennis Postema

In today’s world, and in our industry, it is so easy to be consumed with information overload, especially since every time we turn around there is a new, “even better” product being released. I don’t recommend you ignore all of the new releases, as some will be important to advancing your business, but staying focused on mastering your practice is the only way to ensure success in a relatively short time.

Here are six more reasons to stay focused:

  • Your confidence will increase as you become more educated.

  • The more you learn, the more you can teach your colleagues and clients.

  • The more educated on a topic you are, the more you will stand out in your field.

  • Once people become aware of your skill(s), you will have a career instead of a job.

  • The more mistakes you make, the more you learn and understand how to avoid them in the future.

  • The greater the impact you have on our industry and your clients, the greater the legacy you will leave behind.

Denis Waitley Quote

Now, here are a few of my tips to help you get started. They helped me become a multimillion-dollar producer, and they can do the same for you.

Sit down and determine which product lines you want to become an expert on or at least be in the top 5 percent to 10 percent in our industry. List them in order of priority for how your practice runs or how you wished your practice ran.

Take your top product line of choice; let’s say it’s annuities. Do not focus on anything else until you have learned as much as possible to speak intelligently and advise your clients in full confidence. It is amazing how many people offer products without truly understanding all of the ins and outs of them. Do not be one of those people. If you need resources, find them. The Internet is limitless. Also, start a library of great, creditable books to reference when you run into an unusual case. I personally have a copy of "The Advisor’s Guide to Annuities" handy for all of my advanced cases. Remember, it never hurts to double-check the information you’re providing your clients.

Once you have become extremely knowledgeable on your top product line, decide which area you will master next. Maybe it will be IUL, whole life or even Medicare supplements. It doesn’t matter what product line you choose, as long as you deliberately focus on the order in which your personal skills are needed and make sense for your practice and your goals.

So, what product line are you going to start with?


"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 yrs)


Dennis Postema

Double and Triple Your Appointments and Sales,
Learning To Ask The Right Questions!

How To Close '9 Out Of 10' is a new sales mindset that frees you from unnatural selling scripts. Instead, you'll learn how to begin new conversations with prospects, naturally - no pitching, no persuading and no pushing.

We're going to show you, in great detail, how to get started using our proven, simple to implement, question-based insurance sales strategies that will help you sell with trust, without having to ever again compromise your integrity.

As you listen and absorb our question-based strategies, you'll find your own sales mindset will expand. You'll start to think in a different way. You'll discover how to surpass your wildest expectations and chuckle as you watch your potential clients open up to you in a way you have never experienced before.

Imagine, in just a few days from now, you could be on your way to making your sales breakthrough, so you don't have to subject yourself to the painful chasing of  prospects or pushing for sales.

Learning to ask the 'RIGHT' questions is the critical key to you consistently
...Setting high quality appointments, with your 'IDEAL' insurance prospects!
...Closing ‘9 out of 10’ insurance sales! ...Doubling Your Commissions!


How to Close 9 Out Of 10 - Fact-Finding Training DVDS

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We Even Offer Affordable Payment Plans To Help You To Get Going Today!
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Coaches Corner

To Attract Clients, Create Advocates
By Sandy Schussel

The other day, I was listening to a very successful advisor and entrepreneur talk about how client “attractors” are so much more successful and less stressed out than client “chasers.”

One of my books, 'Become A Client Magnet' is all about how to be a client attractor, and for nearly 15 years, I’ve been talking about how attracting clients starts with figuring out how to go beyond satisfying your existing clients in order to create passionate, loyal and enthusiastic clients - referral partners - who go out of their way to bring new clients to you.

You create these advocates and referral partners by paying close attention to three activities:

  1. Satisfying them constantly and consistently with your service and your attention to their needs

  2. Creating as many opportunities for contact with them as you can

  3. Making each of your moments of contact as “magical” as possible

In other words, attracting new clients is, at least in part, connected to the experience you are giving your existing clients. The more amazing the experience, the more they will be talking about you to associates, friends and family members who will want to have a similar experience. And that experience is something you create.

Sandy Schussel - Books

While the number of ways to create magical experiences is unlimited, here are six that come to my mind immediately:

1. Use each opportunity you have to speak with a client (or with your contact at a client’s company) to learn more about him or her.

Spend time on every appointment talking about their lives. In his book, "Swim With The Sharks," Harvey Mackay lists 66 questions about customers to which every professional should have answers. Yet, most advisors I work with have never even asked their clients for the dates of their wedding anniversaries, let alone how they met their spouses, how the husbands proposed, or what their weddings were like.

2. Keep track of important dates and make use of them.

“Sometimes, I send a birthday card,” a client told me. This is someone who will not be able to create advocates to help him attract clients. For your best clients, offer to throw a birthday gathering and invite his friends, or surprise her with a bottle of champagne when they’re having their anniversary dinner at their favorite restaurant. Or, have your whole office call to sing him "Happy Birthday" on the phone. “Sometimes I send a birthday card” just doesn’t cut it.

3. Call your clients for no reason. “I was thinking about you today. How’s that ___ doing? How about getting together for lunch?” These are the moments your clients will remember and tell their friends about — not the moments during which you were advising them.

4. Have something available for children and pets - even if they don’t tend to visit you. A grandfather is in your office to talk about his business and your conversation ends with, “Oh ... and here’s something for your grandchildren I think they’ll enjoy.” This is the type of “magic” you can create.

5. Give meaningful gifts. I wrote a while ago about finding a golf ball from a cruise ship in the surf at the Jersey shore and delighting a client whose son collected golf balls from different country clubs. I sent the ball to her for his collection. The cost was the postage, but an expensive holiday fruit basket would not have had anywhere near the same impact. Gifts from the heart that show you listen to your clients and care about their lives are a powerful way to elicit referrals - to attract new clients.

6. Get your staff on board. Decide how you want your calls handled and discuss it with your staff. At minimum, they need to be pleasant and helpful, and to identify themselves by name. Trust them, but test anyway. Call your office - or have someone call while you’re listening in - and see how your employees handle the call.

What experience are you creating for your clients?


Sandy Schussel - Author, Speaker, Life and Business Coach

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