The Platinum Support
Newsletters, & Back Office Support)
The Back Office Support You Need To Close More
& Larger Sales,
From People Who Have Been 'Helping Clients'
For Over 30 Years!
While it is
true that most IMOs, FMOs, Agencies and Companies
will help you to run product illustrations for
your clients, they generally don't have the time
to review each case with you. They don't have the
time to help you to
identify the 'REAL SALE' for each
client, find the 'Best Solutions' for each
client, and then help you to
put an effective 'Customized Sales Presentation'
together for each client.
most valuable asset, when it comes to your business,
is your time. The more time you spend in your office
working on cases, researching the best ways to help
clients, testing scenarios, and studying products the less time you are
have for meeting with clients. And that means: less
sales and less profits.
The effort of
reviewing cases; running illustrations; and finding
the best solutions for your clients can become very
time-consuming. We can and will help you to make the
much easier and more profitable.
With 30 plus
years of expertise in retirement planning, estate
planning, business succession, college planning,
income planning, products, investing and much more, we have come
across just about every situation. Accordingly, using conservative ‘safe money’ principles, and our
Money Management™’ strategies,
we will tailor a solution for your clients, always
keeping their best interests in mind.
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
To design a
solution for your clients is one thing. However, to get clients to
take action is the problem. If the client is
overwhelmed, gets confused or doesn't understand the
36-page report or illustration that has been
generated, the entire effort becomes meaningless.
That’s why we have developed a simple two-page
presentation that quickly compares what the client is
currently doing, to what you are recommending. This
makes it very easy for you to present your solution.
And more importantly, it makes it very easy for your
client to understand, so they want to take action!
Each piece of
the presentation is branded for you and your
company. This helps your clients to see you as a true
professional, so you will become their Respected &
result for your client...
have a plan that meets their exact needs and
wants, instead of just buying an insurance
or annuity product.
result for you...
You will close more
sales, for more commissions, while doing the right thing for your
Your clients will see you as
their trusted financial advisor, instead of just
an insurance agent looking for a sale.
clients will want to tell the friends and family
about how you have helped them.
it worth $399 per month...
make sure you provide the very best service to your
clients, while closing more and larger sales?
We have many highly successful advisors, who
have been using this service for over 10 years.
You’ll receive the
following for only $399.00 per month...
IPS Back Office
Support... Ongoing case study and
support, which focuses on evaluating,
designing and presenting your solutions, with
You'll 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
Plus... Membership to the Insurance
Marketing and Sales Resource Center™.
(normally $29.95.00 per month)
And, the best
part is you’ll never be alone again!
No Long Term Commitment, You Can
Cancel At Anytime!
will be locked in at the $399.00 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 Jeremy Nason. We guarantee you'll be glad you
Free In US 877-297-4608 / Direct
Eleven Of The Hundreds Of
Advisors Who Have Immediately Doubled Their
Life Insurance Sales! And You Will Too!
"I sent the Confidential Needs Analyst to
Jeremy. He worked hard on it and put
together 2 scenario's, using an easy to
read and follow 2 page presentation."
thank you for increasing my income and helping
me to protect the families in my local market.
I had been working with company X, because of
a friend. The commission was at 50%,
leads were expensive, and 9 other reps had
already already been to their house. Imagine
that! Fortunately, I found the IPS
Website when looking for a Lead source.
Lew Nason, friendly and wise, solved my
case in 5 minutes. I purchased the
Mortgage Tool Kit and followed Jeremy's
coaching. Picked up 3 potential leads and made
presentations, one had the means and cared
about the family. Here's the money... It
happened to be a difficult case with several
accounts all over the map, so I sent the
Confidential Needs Analyst to Jeremy. He
worked hard on it and put together
2 scenario's, using an easy to read and
follow 2 page presentation. It is so
helpful to do business like that, very simple.
There was $68,000 to be placed in 3
annuity's, and 6k to start an annual
IUL. $11,200 in total commissions. Jeremy
took the time and walked me through the
Thank you for all your advice." Scott Nelson - CA (1
majority of the time I end up making the sale."
have been working with Jeremy Nason at
the Insurance Pro Shop on Annuity &
Life cases for the past couple years with great
success. In a nutshell, I have found that my
IMO's have tunnel vision when it comes to case
design. And to be blunt, most are not good at
it. They tend to focus primarily on pushing
product. Jeremy, on the other hand, is the polar
opposite of an IMO and he uses both his
creativity and case design experience to
maximize the benefits for the client in a
simple, easy to understand, illustration.
He does a great job of comparing the clients
current plan to the "new proposed plan"
that we developed in a collaborative manner. As
a result, his process helps the client see
clearly the major differences between what
they're currently doing and what they should be
doing, if they want to live a safe, secure,
comfortable retirement and meet their overall
goals and objectives. I have found that when I
use Jeremy's system and his easy to understand
two page illustrations, the majority of the time
I end up making the sale."
Andrew Maisch - NJ
with Jeremy on case designs, allows me to do
more of my work..."
makes my life as an agent easier. In working
with Jeremy over the years, one thing truly
stands out when reviewing a case with him. I
shoot him the completed fact finder that
sometimes I even have a hard time remembering
what was most important according to the client,
and not to mention additional sales to be made
from problems I didn’t even consider. Jeremy
calls me up to review the details and the next
day or two, I have this seamless two page
presentation that is a no brainer when it comes
to the client saying “yes, lets do this”.
I have tried to duplicate the process, however I
find myself asking why? Working with Jeremy on
case designs, allows me to do more of my work
which is going on appointments. My suggestion is
the next case you have, give him a call and see
for yourself how much easier he can make your
life in this business."
Kevin Murray -
FL (10+ years)
coaching was the missing piece that equaled
what a difference your program and your coaching
has made in my career! I struggled for about 2
years with moving from one-shot term business to
IUL, annuity, and wealth management. I had
plenty of factual information and instruction on
wealth management. But there always seemed to be
some important part of the equation missing that
prevented me from actually understanding how to
do it. Your coaching was the missing piece that
equaled success! After taking the plunge with
IPS, I couldn't be more pleased. You helped me
change my business from salesperson to Trusted
Advisor - and my income from "ok" to "WOW" in a
matter of weeks. My future looks brighter than
ever. Thank you, thank you, thank you! Audrey Sendrowski
- MA (2 years)
"It’s rare in these times to find people of your
who put ethics ahead of profits."
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
C. Borden, Allstate Agency Owner, FL
"a game changer for anyone who wants to
do this business correctly"
thank God for Lew's vision, and how he has
groomed his son's for a family legacy. The Insurance
Pro Shop (IPS) is a game changer for
anyone who wants to do this business correctly,
and help families achieve their financial goals
and dreams. IPS empowered me with the tools and
resources, and my younger cousin's life, family,
and finances have been changed forever! God's
blessing is on the guidance you teach and the
wisdom you give. Thank You, Lew and Jeremy!"
Andrew L. Brown - IL
"It was one of the wisest
decision I have ever made."
"Jeremy, I just wanted to let you know
how much of a difference Insurance Pro Shop
has made in my career. I used to be a final
expense agent working 10 to 12 hours a day. I
didn't think there was anything else out there.
When I heard about what your program was about,
and what you were teaching I decided to take a
chance. I was skeptical at first, but after a
few weeks of mulling it over I decided to take
the plunge. It was one of the wisest decision I
have ever made. Now with the support of Insurance
Pro Shop I am only working a few days a
week and earning the same income. The
extra time that you have afforded me has given
me the time to really study my craft and truly
make a difference in my community, thank you so
Sam Chand - NJ
can always count on you to find creative,
helpful solutions to assist my clients."
and Jeremy, thanks again for all your
help with the three retiring couples that we
have been working on over the past two
months. It’s great to know that I can
always count on you to find creative, helpful
solutions to assist my clients. Jeremy,
you must have saved me at least a week’s worth
of work over the past two months with all your
help. You guys are the best, and although
I’ve told you many times before, THANK
YOU!!” These three retiring couples were
from the free educational workshops he has been
doing for teachers, and total over $2,000,000 in
Bryan Schurter - CA (4
years in business)
best part is your follow-up and one-on-one
(which is so encouraging and is
"Hi Lew, I had never seen any coaching
and training system like you have. You deliver
much more than what you promise. The best part
is your follow-up and one-on-one coaching with
you - Lew (which is so encouraging and is
priceless). We will be referring our agents to
you for coaching. I hope more people will make
use of the unique coaching system you offer.
Keep up the good work. Regards," Bir
I. S. Grewall, Financial Advisors
of America Inc. - CA, (33 years)
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 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
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 Find & '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.
with IPS, there is no reason on
earth why you can not become
a sales super-star who ranks equally among MDRT
leaders like Ben Feldman, Norman G.
Levine, Tom Wolff, John
Savage, Guy Baker, Walton Rogers, and
other top producers."
Mehdi Fakharzadeh -
"Life and Qualify Member MDRT"
World’s most successful
living and active insurance sales agent
according to the MDRT.
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
Not sure we can
help, or if our services are right for you...
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)
| Judge Us By The Company We Keep
From A Respected Industry Leader
love Lew Nason. How could you not be
with the man
who earned fame for turning ‘nine-out-of-ten’
prospects into satisfied
clients! I wish I had
met Lew when
I was selling insurance.”
and former "top five world-wide insurance
One of the most influential people in
lives was Charlie 'Tremendous' Jones.
We Love You and Miss You...
are the same today as you will be in
five years except for two things: the
you meet and the books you read.”
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.