Insurance Pro Shop - Training Advisors On How To Find & Attract A Steady Stream Of New, Repeat, And Referral Business!

 
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Discover... the most recommended insurance marketing and sales coaching and sales support for
career & independent insurance agents, financial advisors & P&C Agencies -
We Are NOT Recruiters!

Insurance Sales Back Office Support

Gold Package    Platinum Package    Diamond Package

Overview

The Platinum... 'Back Office' Insurance Sales Support Package
(Membership, Newsletters, & Back Office Support)

The Back Office Insurance Sales 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.

Consider, your 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 process 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 ‘Found Money Management strategies, we will tailor a solution for your clients, always keeping their best interests in mind.

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. Generally, 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 lifestyle!

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 & Trusted Advisor!

The end result for your client...

They will have a plan that meets their exact needs and wants, instead of just buying an insurance or annuity product.

The end result for you...

  • You will close more sales, for more commissions, while doing the right thing for your client.

  • Your clients will see you as their trusted financial advisor, instead of just an insurance agent looking for a sale.

  • Your clients will want to tell the friends and family about how you have helped them.

Isn't it worth $399 per month... to make sure you provide the very best service to your clients, while closing more and larger sales?

Note: We have many highly successful advisors, who have been using this service for over 10 years.

Outline

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 your companies. 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)

  • Plus... Personalized 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 $29.95.00 per month)

And, the best part is you’ll never be alone again!

$399.00 per month... Value $719.90
No Long Term Commitment, You Can Cancel At Anytime!

Note: You will be locked in at the $399.00 per month no matter what we charge in the future!

Not 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 did!
Toll Free In US 877-297-4608 / Direct Line 770-443-2852

 Financial Advisors We Helped With Client Presentations,
Who Have Immediately Doubled Their Insurance Sales!

"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."

"Jeremy, 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 program.
Thank you for all your advice."
Scott Nelson - C
A (1 year)

"...the majority of the time I end up making the sale."

"I 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 (10 years)
 

"Working with Jeremy on case designs, allows me to do more of my work..."

Kevin Murray, FL"How Jeremy 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)
 

"Your coaching was the missing piece that equaled success!"

Audrey Sendrowski"Jeremy, 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 caliber,
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


 
"a game changer for anyone who wants to do this business correctly"

"I 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 much."
Sam Chand
- NJ
 

"I can always count on you to find creative, helpful solutions to assist my clients."

Bryan Schurter, RFC, CA, Lew 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 annuity premiums."
Bryan Schurter
- CA (4 years in business)

"The best part is your follow-up and one-on-one coaching...
 (which is so encouraging and is priceless)"

"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)

"You 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 Casey, RFC - TN - (2 1/2 years in Business)

Dennis Postema"If you 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 years)

Important Message For Agents... From Jeremy & Lew

What 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 the critical skills and techniques you need to become more than an average producer.

Our 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…

  • How to attract more of your 'IDEAL' insurance prospects in a month, than most advisors see in a year!

  • How to easily set sales appointments with your 'IDEAL' insurance prospects!

  • How to help your insurance prospects’ discover their innermost desires, so they want to take action!

  • How to use that knowledge to craft an offer (sales presentation) that is irresistible to them!

The Result...

The 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!

And, 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!

Is that where you want to be?

When are 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 recruiters!
 

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Endorsements From Highly Respected Industry Leaders
Who Highly Recommend Our Training & Coaching!


Brian Tracy, Renowned Speaker, Sales Trainer and Author "I began by selling financial services and I can assure you that Lew
Nason
is one of our greatest authorities on improving financial sales!"

 Brian Tracy, Renowned Speaker, Sales Trainer and Author
Tracy began his career in the financial services industry where he built a very large
sales organization. He is one of America's "most booked" speakers & sales trainers.

Mehdi Fakharzadeh, RFC - "Life and Qualify Member MDRT""Working with IPS, there is no reason on earth why you can not become
a sales super-star who ranks equally among MDRT all-time sales
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.

Loren Dunton, Founder of the financial planning profession.“I 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.”

Loren Dunton, Founder of the financial planning profession.
 

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)

Judge Us By The Company We Keep

Charles “Tremendous” Jones, International Speaker Endorsement From A Respected Industry Leader

“We all love Lew Nason. How could you not be impressed 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.”

Charles “Tremendous” Jones,
International Speaker
and former "top five world-wide insurance sales producer
."

One of the most influential people in our lives was Charlie 'Tremendous' Jones.
We Love You and Miss You...

Rosemary and Lew Nason with Charles “Tremendous” Jones, International Speaker and Gloria Jones      

“You are the same today as you will be in
 five years except for two things: the people
you meet and the books you read.”
Charlie ‘Tremendous’ Jones

Learn More About Us...  And Our Affordable, 'Cutting-Edge' Life Insurance & Annuity Sales Systems, Tools, Tips, Training, & Support For Agents & Advisors!

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Disclosure…The 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.