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Insurance Pro Shop... 'You Can Make The Difference' Newsletter

Stop Selling... Start Helping People To 'Live Debt Free And Truly Wealthy!'



Message from Jeremy - How much longer are you going to wait?

Featured Article - How To Be Successful Selling Mortgage Insurance!

Coaches Corner - Becoming An Emotionally Resilient Advisor: Is it Really Possible?

Important Message From Jeremy...

How much longer are you going to wait?

Dear ~Contact.FirstName~,

Every week we get comments from the agents we are working with, like...

"I've been following you for years, I wish I had started with you back then!"

"I've learned more from you in the past few days,
than I have learned in the X years I've been in this business!

"We have been searching for over X years now for the right stuff to help us grow,
it is clear you offer what we have been looking for."

"My business is exploding! I wished I followed the IPS stuff sooner."

"I've been making this business much harder than it needs to be!"

"It's amazing how much easier it is to write a case
when you're 
HELPING someone instead of selling!" 

What's keeping you from getting the tools, training, coaching and support you need to quickly improve your sales?

How much longer are you going to wait?

Remember, your company's, IMO's and agency's main focus is on recruiting agents to sell their products. It's not their job to make you a super star salesperson. Their job is to provide you with the products you need and teach you how they work.

Your job, if you want to have a highly successful career in insurance sales, is to learn how to effectively market and sell your services! And, that starts with you learning 'How To Really Help People', instead of you just selling products!

You Can Make A Difference if you... Stop Selling... And Start Helping People To 'Live Debt Free And Truly Wealthy!'

Yours In Success,
Jeremy Nason


There is a reason why Today's 'Top Producers' are 'long time' members
of our
Insurance Marketing and Sales Resource Center
, are investing in our specialized systems, and are attending our live training events...

You Don't Have To Go It Alone!

Think About It... If this business were really about having the best products and sales ideas, like people are telling you, then why are 90% of the new advisors failing and why is the average income for advisors only $30,000-$50,000?

The truth is the vast majority of insurance companies, IMOs, and agencies are not going to spend a lot of their time and money training and coaching you on insurance marketing and sales! Their main focus is on recruiting agents and product training. It's not their job to make you a super star salesperson. Their job is to provide you with the products and teach you how they work.

The 'Good News' is that you can get started in insurance sales without having the fundamental insurance marketing and sales knowledge and skills you need to be successful long-term.

The 'Bad News' is that if you don't take the time to gain the fundamental knowledge and skills you need, the chances of you surviving more that a year or so is only 1-10. And the chances of you making more than a mediocre income are 1-100.

We created the Insurance Marketing and Sales Resource Center™ in 2000, because there wasn't one place you could go to get ALL of the core insurance marketing and sales knowledge and skills you need to be successful short-term and more importantly... long-term!

Insurance Marketing and Sales Resource Center - Click Here For The Complete Details

"I have added two clients in the past two weeks with over
$25k in annual life premium + $100k-200k rollover funds."

Just by getting down to the fundamentals, I have added two clients in the past two weeks with over $25k in annual life premium + $100k-200k rollover funds. This is not even discussing the other appointments I have set in the next two weeks. I have been recommending you to other agents I know who are having similar issues. Thanks Lew and Jeremy! You guys are great!
Mike Spence
, President of Wealth Building Methods, LLC
- MN

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

We added downloadable audios from 5 of our webinars on the webinar recordings page.  

To see these and all updates from the last 3 months visit the Updates  page!

Are you taking advantage of the FREE Client Newsletters in the Insurance Marketing and Sales Resource Center? If not, why not?

Remember... People buy when they are ready to buy, not when you are ready to sell. So, if you want them to call you when they are ready, then you must stay in front of them! Using a monthly client newsletter is the best way to get people to call you.

Featured Article

How To Be Successful Selling Mortgage Insurance!

Unfortunately most life insurance trainers, recruiters and managers today are still teaching their agents the ‘Old Fashioned’ approach to selling mortgage insurance. They still believe that selling mortgage insurance is nothing more than a numbers game. They believe that everyone who has just bought or refinanced a home needs mortgage insurance. So, if you send out enough sales letters to people with new mortgages, you’ll find enough people who say they want mortgage insurance and you will make all the mortgage insurance sales you need for a great living. Their approach is based on the principle of 10-3-1! If you call ten (10) new mortgage leads, you’ll set three (3) sales appointments, and you’ll close one (1) mortgage insurance sale. (Term Insurance - average sale of $600 in commissions)

The main problem with this ‘Outdated’ 10-3-1 logic is that if you want to earn a minimum net income of $50,000 per year you’ll need a minimum of thirty (30) new mortgage leads per week, to schedule nine (9) sales appointments, and close three (3) mortgage insurance sales per week. And, that doesn’t allow for any cancelled appointments, not-taken policies, declined applications, lapsed policies, etc.

There is a better, much EASIER and more cost-effective approach to Generating Mortgage Leads and Selling Mortgage Insurance!

The proven, time tested approach we take (in all of our systems and training) is making sure that agents are attracting, contacting and meeting with their 'IDEAL' mortgage insurance prospects! Instead of playing the numbers game, we want you to focus on identifying and attracting the mortgage insurance prospects that are in your local community. The people that you have the best chance of selling! Our strategy is based on 5-4-3! If you talk to five (5) of the ‘Right Prospects’, you’ll set four (4) appointments and close three (3) sales. (Cash Value Life Insurance - average sale of $2,000 in commissions)

The logic is that if you focus on finding and contacting the ‘right prospects’, your 'IDEAL' prospects, it’s much easier to set appointments, close sales and make larger sales. Plus, when you are working with the right prospects... you’ll have fewer cancelled appointments, fewer not-taken policies, fewer declined applications, fewer lapsed policies, etc.

Do you want to learn how to sell mortgage protection life insurance a much easier way?

Do you want to spend a lot less time and/or money generating mortgage leads?

Do you want to spend less time on the phone setting appointments?

Do you want to earn $100,000 or more per year, without working 50, 60 or more hours per week?

Do you want to be looked upon as a 'Trusted Advisor', instead of just another insurance salesperson?

Do you want to feel good about what you do and be having more fun?

Then the questions are…

  • Who are your 'IDEAL' prospects for mortgage protection insurance?

  • Where do you find them?

  • What are the most cost effect ways to get them to contact you?

  • What do you say to get the appointment?

  • How do you get them emotionally involved in the sales process?

  • Where do you 'find the money' to fund the policies?

  • Wouldn’t you make more money, if most of those sales were cash value life insurance sales, instead of term insurance?

You’ll get the answers to all of these and many more questions, along with all of the tools, personal coaching and support you’ll need in our ‘Fast Start’ Mortgage Insurance Tool Kit!

The marketing and sales information, tips and strategies in this fast start mortgage insurance lead and sales system are NOT some magical theories we’ve just dreamed up, or read somewhere in a book. This complete, 'affordable' system is based upon proven mortgage insurance marketing and sales success strategies that we have been using with new and experienced insurance agents for over three decades. (Career and Independent Agents)

For example, as a Branch Manager for Met Life, from 1989 to 1994, my father recruited 23 brand new agents into this business. Each of those new agents started their careers by using mortgage protection insurance as the easiest and quickest way to set an appointment. Over 10 years later, 18 of those agents were still in the business. Consider, according to LIMRA, (Life Insurance Marketing and Research Association) the failure rate for new agents coming into this business is over 90% in the first 5 years. Lew was able to achieve an 80% 'SUCCESS' rate!

Over 10 years later, all 18 of those agents were making more than $100,000 per year! Many of them were making $200,000, $300,000 and much more. Again, according to LIMRA, the average net income per agent (or advisor) is less than $40,000 per year. All of these people had incomes well above $100,000 per year!

Isn't it time for you to find out more about this proven ‘Fast Start’ Mortgage Insurance Tool Kit!

Yours In Success,
Jeremy Nason and Alex Villa
'The 9 Out Of 10 Guys'


We want to hear your thoughts, please drop us a 
comment on our blog or visit our Facebook page!

Get Off To Fast Start Selling Cash Value Life Insurance!
Invest In The Only Mortgage Life Insurance Lead and Sales Tool Kit...
With A Documented 80% Success Rate!

Now available on a USB (Flash) Drive!
90 Day, '100%' Money Back Guarantee!

Mortgage Insurance Tool Kit -

"What a life changer ...I Increased My Average
Case Size From $600 Annual Premium To Well Over $2000" 

"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 $2000 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
(6 years in business)

Coaching Corner

Becoming An Emotionally Resilient Advisor: Is it Really Possible?

This is the Most Powerful, Game-Changing Habit that You Can Develop, Starting Today!
By Jack N. Singer

With all of the adversity and challenges that go with the territory in the financial services careers these days, you may wonder if it is possible to develop a psychological resistance to stress. Can an advisor actually learn how to be resilient to stress? This article addresses an easy-to master habit that will build your resiliency quickly.

A Typical Event in the Life of a Financial Advisor

Your assistant informs you that your least favorite client is on the phone, demanding to speak with you and he is not a happy camper.

Does this sound familiar? I’m sure you’ve been there.

Would you consider this a stressful event?

Guess what? There is no such thing as a stressful situation or event. You see, it’s never the situation that
causes stress, it’s you who decides whether or not you will experience stress.

Groundbreaking research from the sciences of Cognitive Behavioral Therapy, The New Positive Psychology and the Psychology of Resiliency have revolutionized our understanding of stress and its roots. We now know that experiencing symptoms of stress is certainly real and it can dramatically impact your health, your emotions and your productivity, but the bottom line is that you determine whether or not you will actually experience stress, anxiety, depression, frustration, etc.

You see, none of the emotions you experience come directly from the challenging, disrupting events that take place in your life. Whether or not such circumstances cause stress is strictly based on what you tell yourself about those circumstances…your self-talk.

The bottom line is this: All events and situations are neutral until you engage in self-talk about them.

The good news is that can learn to stop your counterproductive self-talk and move from feeling anxious to empowered, whenever a stress-inviting event takes place anywhere in your life.

Iceberg Belief Patterns Nourish Self-Talk

Your self-talk habits have existed from a young age and result from the belief patterns you have developed over the years. Many people are taught problematic belief patterns by well-meaning parents and other key influencers. Unfortunately, these kinds of beliefs usually lead to out-of-kilter, stressful reactions. For example…

  • “If I’m not perfect, I consider myself a failure.”

  • “My goal is to always please people, even if I sacrifice what I want, because I need to be liked.”

  • “I should avoid confrontations with my clients, not assert myself, never take risks, and always fly under the radar.”

I refer to these kinds of beliefs and their resultant self talk as “linguistic toxicity,” always leading to stress related emotions, such as anxiety, tension, anger, frustration, depression, hopelessness and helplessness.

The Relationship Between Your Belief Patterns, Your Thoughts, Your Emotions and Your Performance

The Psychology of Peak Performance posits the following formula:

Peak Performance/Healthy Emotions=Talent + Knowledge + Experience MINUS Distractions

So, as financial services professionals, once you have the knowledge, the experience and the “talent” to perform well in your profession, the key determinant of whether you actually will perform your best and keep your stress low is keeping those “distractions” to a minimum. The number one distraction is counter-productive, stress producing, self-talk.

The Typical Event, Revisited

Let’s see how this new information modifies the event described above.

“Your assistant informs you that your least favorite client is on the phone, demanding to speak with you and he is not a happy camper.”

Something dramatic happens the moment your assistant informs you about this event. You have an immediate conversation with yourself. If the conversation goes like this, a stress response will result immediately:

 “Here we go again. He’s always second-guessing my investment decisions. He expects me to be clairvoyant and warn him before the market tanks, so that we can sell assets to take advantage of it. He’s going to take his frustration out on me. I hate this part of my job.”

This is an example of “linguistic toxicity.” But, you can choose a much more nutritious form of healthy self-talk, regardless of the situation or event. Here is an example for this situation:

“I understand that he is still confused about the benefits of me having put him into in a diversified, multi-asset class model so that he has his investment spread across many asset classes. I recommended this diversified approach precisely because of these market conditions. It’s time for me to take a deep breath, be patient, let him vent, and calmly put him at ease.”

Talking to yourself in a rational way and sticking to your core investment strategies is crucial. You can choose to live with clients who don’t get it, or you can eliminate them from your practice, but do not beat yourself up or turn their frustration into your stress.

5 Rapid Steps to Quickly Build Your Resiliency

Here is a powerful, easy-to-master strategy to deal with any stress-inviting situation.

Step #1: Recognize a habitual stress triggering thought: “What if this client gets so upset that he wants to fire me?”

Step #2: Have a fat (not tight) rubber band on your wrist and snap away to stop that stress producing thought dead in its tracks.

Step #3: Take a few deep, relaxing breaths, in through your nose to the count of 4, hold it for 4, and out through your mouth to the count of 7.

Step #4: Counterpunch that toxic thought with healthy, rational thoughts such as, “I can use my creative thinking to come up with proactive plans for my client, which will help them to feel safe even when there are dramatic market fluctuations. I can add to the mix a healthy dose of “active, empathic listening,” and, as Craig Israelsen so correctly espouses, teach them how to focus on our strategy for making healthy progress toward their goals. In addition, I will show my gratitude to each client for trusting my core values and will pro-actively work with them to understand the reasons and research behind those strategies.”

Step #5: Anchor this healthy thinking by once again taking a few deep, relaxing breaths, in through your nose to the count of 4, hold it for 4, and out through your mouth to the count of 7.

Like any skill, practice makes this much more fluid, but just like elite athletes, you can trust this method
to empower yourself to dramatically enhance your productivity and reduce your stress.


Dr. Jack Singer

Dr. Jack is the author of “The Financial Advisor’s Ultimate Stress Mastery Guide.” You can order your copy of this valuable guide by using this link  or by contacting Dr. Jack directly at (949) 481-5660.

To get every day started in the right direction, regardless of your challenges, here is a link for a free download of Dr. Jack’s 5 Step Mental Toughness Routine that is used by professional, world and Olympic champions:

To learn more about Dr. Jack’s keynote speaking, his “success acceleration” mentoring services for advisors and his unique, referral-generating program for your next Client Event, contact Jack at:, call him at (949) 481-5660. for a FREE consultation and read more at:

To learn more about Dr. Jack’s e-course for financial advisors, worth up to 12 hours of continuing education, Visit

Trusted Advisor Success Training
December 7&8, 2017

With this 2 day 'high impact' training you will learn more about
how to succeed with selling life insurance and annuities,
then most advisors will learn in a lifetime!

Event Details

"The Information We Got Out Of It Is Life Changing."

C.C. Koo, Marketing Director,“Thank you very much for the eye-opening and the best training boot camp I have attended so far. And also thank you very much for your hospitality. The boot camp is worth more than what we paid for and the information we got out of it is life changing. After attending, I now have no doubts about you and your system. You guys are the most honest and truthful people I have met. I wish I had attended the boot camp when I first bought your system (Found Money Management) about a year ago. From now on I will discard all the other so-called "systems" out there and just follow your system and ingrain it into me so that it becomes a part of who I am and what I represent... "helping people to live debt free and truly wealthy". Thank you very much and hope to see you soon. Yours sincerely,”
C.C. Koo
, Marketing Director, World Financial Group, Canada

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