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There is a huge difference between the self-proclaimed experts who are really recruiters in disguise and will promise you everything to get your business... verses people who have over 30 years of experience training advisers and are dedicating their lives to helping you to succeed in this business.
We are dedicated insurance marketing and sales trainers, coaches and mentors... NOT recruiters!

What’s The Quickest Way to Generate More Leads, to Be In Front Of More Prospects, to Increase Your Sales?

Because of the current economy, for the past decade we have been getting more and more calls from established advisors (4 or more years in the business) who were successful in what they were doing, but now they are struggling. They are in a sales slump. They were buying leads, or their agency was supplying leads, and those leads have dried up! Their direct mail campaign and dinner seminars have stopped working! Or, the quality of their leads just isn’t there any more! And, they want to know: “What’s the quickest way to generate more leads, to get in front of more prospects, to increase my sales?” It’s something everyone goes through from time to time, in every business. And, unfortunately with the current troubled economy we have experienced over the past decade, it is a fact of life for most advisors today.

What's The Quickest Way To Increase Your Leads, Your Appointments and Your Sales?

If you want to increase your sales quickly, then stop looking for a quick fix, or a hot, new, magical sales idea. It's time for you to get back to the real basics. People today are looking for real help with their finances. The people in your local community are looking for someone they can trust to help them. So, if you want to attract those people to you, then look at your primary market and determine what’s the biggest, most overwhelming problem you can solve for those people right now?

Consider, if they don't have or see a problem, then is there any 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'll feel and the quicker they'll 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 attract them to you, set an appointment and make a sale.

What Problems Can You Solve Today For People In Your Primary Market?

If you are primarily dealing with young families or small businesses, then maybe the biggest problem they have today is too much debt. Do you have some ideas that could help them reduce their debts? 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 you do to free up money to help them reduce or eliminate their debts?

Your message is how you can help them to... "Live Debt Free And Truly Wealthy Without Taking Any Additional Money Out Of Their Pockets Or Changing Their Current Lifestyle!"

If you are working with more affluent people and business, aren’t some of their biggest problems income taxes, and stock market losses? Do you have some ideas that could help them reduce their taxes and prevent further losses in the market?

The message for these people might be... "How to accumulate 'Tax Free' dollars?" Or, "How to grow your retirement savings by participating in the up-side of the stock market, without the risk of the down-side-and both your principal and interest is 100% guaranteed!"

If your primary market is retirees… what’s their biggest problem? Isn’t one of their biggest problems the fear of outliving their money? What can you do to help them make their money last?

How about getting your message out to them about... "How to avoid being taxed on your hard-earned Social Security benefits to make your money last a lifetime!"

These are just a few examples of the problems you can solve for people in your primary market. Now the question is…

How Do You Attract and Set Appointments With These People?

As I said earlier, if you can identify a big, overwhelming problem you can solve for people, the easier it’s going to be to set an appointment and make a sale. So, what do you do to get these people to set an appointment with you?

How about offering your current clients, friends, relatives, acquaintances and prospects an educational workshop on: ‘Living Debt Free and Truly Wealthy’, ‘Reducing Consumer Debt’, ‘Tax Saving Ideas For Businesses’ or ‘Overcoming The Five Financial Challenges During Retirement’?

Why An Educational Workshop?

Would you agree no one wants to meet with a sales person! 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 salesperson. 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. Because they are considered a public service you can hold them almost anywhere - in your local library, association rooms, conference rooms, etc.

You can get people to attend your special educational workshop just by calling them, sending a press release to the local newspaper, forming a joint venture, or working with religious and civic organizations. The main thing is to tell them that this is not a sales event. This is strictly educational. And, you must keep it strictly educational.

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. (For probably less than $100)

Once you meet with them and help 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 products and / or services are the solution.

It’s the quickest way to increase your leads, your appointments and your sales!

If you want to unlock your true potential in life insurance sales, then it is about you taking the time right now to learn how to deliver your message of how you are making a real difference in people's lives, instead of just making a quick sale!

Yours in success,
Jeremy and Lew Nason
"The 9 Out of 10 Guys"

Important Note: Typically, whether you are offering an educational workshop or dinner seminar, most advisers are getting a 20-30% appointment rate and about 50% of the people are cancelling their appointments. The agents, advisers and planners we work with are getting a 70-90% appointment rate, with very few cancellations.

We offer a detailed 'step-by-step' explanation of educational workshops, with all the tools, presentation materials and scripts in each one of our Specialized Systems.

To get more details about how we can help you to set more high quality appointments with your IDEAL prospects, click on the specialized system below that best fits your current market or situation...

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)

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Found Money Management

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

"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 (Trusted Advisor Success Training) to everyone on the call."

Randy Delph
, RFC, LUTCF, FMM - IN, (35 years in the business)

Overcoming the Bad Financial Advice...
From So Called Financial Experts

Have you ever met with a prospect or client and have them tell you; "That's not what the financial experts like ______________ say?" It's frustrating, especially when you know the expert they are talking about is no expert and the advice they are giving in many cases is worse than worthless... It's actually hurting many people.

Here is an article we wrote for the monthly client newsletters we provide, that agents and advisors are sending to their clients. Articles like these in a monthly client newsletter, that you send to your clients and prospects, can help you to overcome the bad advice from the so called financial experts.



'Money for Life, in good times and bad!'

There are a lot of TV and Radio personalities/entertainers who have written books and are promoted as being experts about how you should manage your money to become financially independent. There’s Suzie Orman (Women and Money), Dave Ramsey (The Total Money Makeover), Robert Kiyosaki (Rich Dad, Poor Dad) and the list goes on and on. Then there are the financial columnists like Scott Burns (The Dallas Morning News), Jonathan Clements (Wall Street Journal), Ben Stein (New York Times) and others.

Unfortunately, most of these popular financial personalities/entertainers have very few, if any, real credentials in the financial world. They made their money by selling their wares and rarely practice what they preach. They have little or no experience in actually helping people 'one on one.' Much of their advice is too general in nature to really be of much use to most Middle American Families. And, their blanketed financial advice has probably hurt more people than it’s helped.

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, is 'Money for Life' by Jeffrey Reeves, MA with Dr Agon Fly.

Here is a short excerpt from the introduction of the book…

“Americans are trapped in a dysfunctional financial model that incessantly chants its mantra: “You can have everything you need and anything you want as long as you have enough credit!” You can have the sixty inch flat panel TV from the big box store, the new SUV, the dream vacation, the lavish “it-only-happens-once-in-a-lifetime” wedding, the upscale home in the hottest new neighborhood, a perfect retirement, and on and on and on…

To this way of thinking “I can afford it,” really means you have enough income to make the payments - including huge amounts of interest. It whispers that you only get to use the things you “buy” that you really don’t own them. But, it shouts that just “having” them proves your wealth and worth. This model is designed to make others wealthy at your expense. It makes bad decisions feel good.

This model is called the 'Debt Paradigm.'

And, when some life event decimates your income and 'Debt Paradigm' decisions dump you into a dungeon of despair, some “credit repair” guy slithers from the shadows to show you the way out of the darkness and back into the light of this failed model - so you can do it all again.

There is a better way.

'Money for Life' shows you how to take control of the money that flows through your life without giving up your lifestyle. 'Money for Life' works for you in good times and bad. Job loss, disability, illness, family crisis - or any other life event that could throw you for a loss - becomes manageable.

'Money for Life' lets you look forward with confidence in good times and bad, so you never have to look back with regret.”

If you are concerned at all about your financial future, then you should read this book.



'Money for Life, in good times and bad!' is one of the very few books that I've ever read that really helps people to understand the true and total value of Cash Value Life Insurance.

But, more importantly it first addresses the financial problems people are experiencing, before it provides the solution... Cash Value Life Insurance!

Yours in success,
Jeremy and Lew Nason
"The 9 Out of 10 Guys"

Annuity Sales Excellence

"$16,800 in (annuity) commissions in 2 weeks!"

"Lew’s coaching and system (Annuity Sales Excellence) has helped my practice
immensely! Learning from Lew on how to ask questions the right way, helped
me close $16,800 in (annuity) commissions in 2 weeks! Thanks Lew!"

Ron Fara

"I did 1.1 million in Index Annuity business in June..."

"I have been applying some of the techniques you shared with me and have been
doing really well. I did 1.1 million in Index Annuity business in June and have
been promoted to branch leader with my company."

Gregg Hall - FL

Keep In Touch...

The only way you get the most profit out of the majority of your leads is to "keep in front of them" every month, until some change in their life pushes them out of the "interested, but not ready" phase, to the "interested, and VERY READY" phase!

It's like one of the worlds best sales trainers, Bill Brooks says:

"People will buy when they're ready to buy... not when YOU need to make a sale!"

If the above statement is true (and it is), then you have to be there when they're ready to buy!

What's the alternative? If you are not in contact with them, they'll buy from someone else!

If you want to stop missing the easy sales, and get tons of referrals, then you must stay in front of your family, friends, neighbors, clients and prospects each and every month. One of the best ways to accomplish this is with a monthly client newsletter.

Are you thinking: It's a lot of work, or I don't have the time? Then consider hiring a high school student to work part-time, at minimum wage. Just one additional sale will pay their salary for months...

“Acting on a good idea is better than just having a good idea.”
Robert Half

'New Agent' Mortgage Insurance Tool Kit

"What a life changer."

"Lew, I just wanted to take a moment and thank you for recommending the mortgage
protection tool kit
. It has definitely helped me increase my average case size from $600
annual premium to well over $2,000 annual premium per case
. Also, prior to purchasing
the tool kit, I was spending over $2,000 per month on leads. I am proud to say that I have
not purchased a single lead in over two months and my production is still climbing. What
a life changer. I cannot thank you enough. You are truly making a difference."
David Trusler
, MBA, IL, Trusler Financial Group (8 years in business)

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August 26, 2013
Moody’s: Captives can lead to credit negative

August 23, 2013
GOP group preps PPACA alternative

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