The Diamond Support Package
Newsletters, Back Office Support,
Coaching, & Mentoring)
Finally... Coaching & Mentoring For Financial
From People Who've Been Coaching & Mentoring
Advisors For Over 30 Years!
you to exploring the possibility of working with a
professional business and life coach?
Do you just
have a sense you might not be where you want to be?
Maybe you feel
you have some important changes you would like to
find yourself wanting to
get to the next stage in your life, grow your
business, leverage your strengths, become a more
effective leader, find your niche, learn to
delegate, market more effectively, or just
generally find the best way to hit your stride?
Are you at a
crossroad, feeling a little overwhelmed, or
waking up to the realization that more
meaningful success may be possible in your life,
career or business?
Are you struggling
with stress and time management issues that are
sucking the joy out of your life?
Are you just
longing for greater effectiveness, clarity,
confidence, peace, balance or sense of purpose?
problem that you are simply not getting the
results you want and are looking for the best in
professional support to develop a clear,
actionable plan, to move you past your doubts and
distractions to make a genuine breakthrough?
together we will help you get clear on what you most
want; learn what you need to learn; move past
whatever is currently getting in your way; create a
plan that aligns with what you really value; and
builds on your strengths. It’s about supporting you
to make all the changes you need to make, to achieve the
outcomes you desire.
When you are
clear on what you truly want, what is most important
to you, and you build your values and purpose into
all that you do, you’ll create a life that is truly
joyful …a life you are excited to wake up to each
coaching also includes the
Package... Back Office
Support!! When you
submit a case, we will thoroughly review the
client’s situation with you to ensure 'we both'
completely understand what the client needs and
more importantly what the client wants. Then we will
review the best alternatives, to come up with the best
solutions for your client... based on your companies and products.
more often than not, we will discover additional
sales or money that you may have overlooked. Such as,
old policies, 401(k) rollovers and money that they
can reallocate... without changing their
Having a coach
ensures that you are continuously going outside your
comfort zone and pushes you to accomplish more than
you would on your own. A coach also provides you
with tips, strategies and advice based on their own
experience and knowledge to help you get where you
want to be.
why try to save money by going it alone, when a
office support) can help you
to get there much faster? With the right
coach, you end up saving time, making more money and
getting even closer to your best self...
worth $699 per month?
You’ll receive the following for only
$699.00 per month...
Business coaching and mentoring each
week from one of the most respected and
successful teams of sales trainers, coaches
and mentors in the industry. (Value $600 per month)
Office Support... Ongoing case
study and support, which focuses on
evaluating, designing and presenting your
solutions, with your companies.
close more and significantly larger cases
using the Found Money Management™
strategies, tools and techniques. The
program consists of unlimited case studies per
month. (Value $600 per month)
Client Newsletters each month...
Hard copy and E-newsletter. (normally
$89.95 per month)
Plus... Membership to the Insurance
Marketing and Sales Resource Center™.
(normally $29.95 per month)
And, the best
part is you’ll never be alone again!
$699.00 per month...
No Long Term Commitment, You Can
Cancel At Anytime!
will be locked in at the $699.00 per month no
matter what we charge in the future!
Sure We Can Help, Or If Our Services Are
Right For You... Don’t Wait!
Call Toll Free
Today to schedule your No Obligation, Free
15 Minute Consultation
one of our founders Lew or
We guarantee you'll be glad you did!
Free In US 877-297-4608 / Direct
Eleven Of The
Hundreds Of Financial Advisors We Helped
Incomes Well Over $500,000 Per Year!
"It’s rare in these times to find people of your
who put ethics ahead of profits."
"Dear Lew & Jeremy, I want to
thank you from the bottom of my heart for all of
your help. I took your systems in life insurance
and annuities and achieved top producer status.
My agency was appointed as a premier financial
services office for Allstate and we led the
region in IPS and Production Credit and
qualified for Century Club. Thank you for all
you do and for being so sharing and kind. It’s
rare in these times to find people of your
caliber, who put ethics ahead of profits. You
have my deepest gratitude." Shaun
C. Borden, Allstate Agency Owner, FL
from that one seminar
and business keeps rolling in."
"Lew and Jeremy, thank you for all of
your hard work and dedication over the years. It
has been a great pleasure working with you and
your team over the past 8 years. You have
provided me world class training and support.
You have helped me immensely with my
newsletters, booklets, PowerPoint presentations,
and so much more. The masterminding in the live
classes is priceless. Recently I did a seminar
with the PowerPoint you helped me customize. I
created over $80,000 in commissions from that
one seminar and business keeps rolling
in. The Found Money Management
program that you teach goes hand in hand with
what I do. We help clients to dramatically
improve their financial situation. Thanks again
for all you do. God bless you and the Insurance
Pro Shop! Your Friend,"
CFO, RFP - Freedom Wealth Services, FL
offer the best client presentation, and
lead generation strategies I have ever
"I have been in the insurance and securities
industry since 1965. I was a stock/broker
and Life Insurance and Annuity
Coordinator for E. F. Hutton for the
state of North Carolina in1978. In
1981, I was president of FSC Agency (a
large broker dealer in Atlanta). From 1982 to
1987, I was president and founder of Pilot
Financial Services, a FINRA broker
dealer. I have attended sales training
for dozens of large insurance
companies. You offer the best client
presentation, and marketing and lead
generation strategies I have ever seen.
Sincerely, Your friend Steve Patterson."
Patterson, RVP at
Cherry Financial Partners, Ltd. - NC,
"You Lew are a
big part of my success and those that I coach.
Please accept my sincerest thanks!"
"Frankly Lew, the spirit in which you
conduct your business is as important, or more
important, than the tools you provided me with.
I wanted you to know that in helping me you have
in turn helped all the reps that I coach. Since
we last spoke I have been interviewed three
times by the Wall Street Journal, Registered Rep
Magazine, local newspapers and I am in CPA Ed
Slott's newsletter this month as his expert
advisor. My practice and those that I coach have
a consistent supply of ideal prospects and once
in front of them I teach advisors how to
eliminate the competition.
You Lew are a big part of my success and those
that I coach. Please accept my sincerest
John C Neyland,
CSA - LA - President, JCN Financial &
Tax Advisory Group, LLC
and the Founder of
The Collective Momentum Program... (10
"I’ve written over $270,000
of life premiums in the past two
"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)
of annual life premiums." (In less than a month)
"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)
This year our life production
is up almost 100%
last year and I believe it will
“Dear Lew; As you
are aware I have been in the industry for 39
years and am a consistent MDRT ‘Top
of the Table’ qualifier.
I have spoken at MDRT,
and at several major companies top producer
meetings. In 2000 I went from being a Agency
Development General Agent to a Personal
Producer. The transition was challenging, but
it worked. The one thing I lost along the way
was the focus on life insurance sales. I tried
several refresher programs, and was able to
modestly upgrade life production. Then I found
your company. Eventually, I purchased several
of your programs including
Found Money Management™ and
How to Close 9 out of 10™. The
material is excellent and I have spent many
hours reviewing it. This
year our life production is up almost 100%
over last year and I believe it will double
for your personal consulting time, the
programs and most of all your sincere belief in
the good work you and your company are doing.”
RFC, CEP, (39 years in business)
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
RFC - TN - (2 1/2 years in
aren’t learning from Lew, you aren’t learning
from the best!"
"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 - (9
"Lew Gives His Students Skills That Can
An Immediate Impact On Their Businesses."
“Lew has the unique ability, as a
teacher and a coach, to break down selling
concepts into easy to understand and implement
steps. He gives his students skills that can
have an immediate impact on their businesses.
The biggest reason I recommend Lew is because he
truly cares about his students, and will go the
extra mile to help them become more successful
Beau Henderson, RFC
- RichLife Advisers - GA - (9
years in business)
"After only six
months I was getting new clients from
convinced me to use newsletters only three
months into my career. I fought him every
month for six months, until he had me look at
their actual results. After
only six months I was getting
new clients from referrals. Two
cases I thought I had lost, called me back to
follow through on
my recommendations. And, many of the people I
knew, that I didn't feel comfortable
approaching initially (friends, family and
church members), were calling me to find out
more about what I was doing." Phil Calandra, RFC - GA
For Agents... From Jeremy & Lew
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 insurance products they offer.
They have very little time left to train you on
critical skills and techniques you need to become more
than an average producer.
complete focus is on ‘helping you to earn the
income you were promised, want, and deserve!’
Accordingly, all of the insurance marketing and
sales tips, tools, training, and one-on-one
coaching we provide is on…
to attract more of your 'IDEAL' insurance
prospects in a month, than most advisors see
in a year!
to easily set sales appointments with your
'IDEAL' insurance prospects!
to help your insurance prospects’ discover
their innermost desires, so they want to
to use that knowledge to craft an offer
(sales presentation) that is irresistible to
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' insurance
prospects to them!
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 insurance sale!
The top advisors, we worked with last year,
earned over $1,000,000!
that where you want to be?
you going to get the insurance marketing and sales
tips, tools, and training, with the ongoing
coaching, mentoring, and support
you need to make it happen?
Remember... We are
insurance marketing and sales trainers, not
From 4 Of The 40 Highly Respected Industry
Leaders Who Recommend Our Systems and Training!
"I began by selling financial services
and I can assure you that Lew
Nason is one of our greatest authorities on
improving financial sales!"
Tracy, Renowned Speaker,
Sales Trainer and Author
Tracy began his career in
the financial services industry where he built a
sales organization. He is one of America's "most
booked" speakers & sales trainers.
“Lew Nason, RFC, LUTCF is a
highly respected, proven and
admired practice building coach. He has been
effective in guiding financial services
advisors to increased
effectiveness and higher sales.”
Edward P. Morrow, CLU,
ChFC, RFC, CEP
CEO of the
International Association of Registered
know and respect many leading financial
planners who credit Lew Nason
for the key role his famous Insurance
Pro Shop played in
increasing their professional skills and
success. Lew has grown into one
of the most powerful people in our industry
when it comes to increasing
sales and improving services for clients.”
Founder of the financial
|Judge Us By The Company We Keep!
a coach for financial advisors and other
professionals, I was delighted to have the
opportunity to attend one of Jeremy
and Lew Nason's
Insurance Pro Shop workshops. I
had heard about the success that Jeremy's
and Lew's workshop graduates were
having, and wanted to see for myself what
magical formula they might be using to
generate that success. I quickly saw that
this was an opportunity to sit at the feet
of a Master at insurance sales, watching
financial advisors being taught to sell from
the heart and attract business through
existing clients. It's a formula I believe
in, taught by someone whose passion and
skill make it almost impossible not to
improve your business. If you're an
insurance producer and you're tired of being
good at what you do, but not knowing how to
have the kind of business you can be proud
of, make the decision to invest in one of
their incredible programs. Stop whining
about the economy, or the competition, or...
whatever, and arrange immediately to attend
Lew's next workshop."
Life and Business Coach,
Become A Client Magnet & The High
A Lot and Deliver More
years, we've been honored to have some of the
most respected names in the financial industry
attend and speak at our events. Seen here,
Schussel autographs his latest book, 'Become
a Client Magnet' 27 Strategies to Boost Your
Client-Attraction Factor for all of our attendees. Other
notable attendees and speakers are Rodney Ballance
(Founder of The International
Leadership Association), (Seen
Below) Mehdi Fakharzadeh ("The most
successful living and active insurance sales
agent in the United States"), Jeffrey
Reeves (Author of
Money for Life),
Edwin P. Morrow (CEO of the International
Association of Registered Financial
and Forest Wallace Cato (Legendary
Media Consultant) to name just a
Advisor Success Training
Sandy Schussel, Mehdi Fakharzadeh,
Dennis Williams, Kevin Murray, Ugen Peden
More About Us... And Our Affordable, 'Cutting-Edge'
Life Insurance & Annuity Sales
Systems, Tools, Tips, Training, & Support
For Agents & Advisors!
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All guest articles © their respective authors
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.