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In This Issue

Feature Article -  What Do The Top Life Producers Know That You Don't... You Must Constantly Remind Your Friends, Family & Clients, That You Are More Than Just A Salesperson!

Improve your attitude - Mac Anderson & Bj Gallagher - Learning to Dance in the Rain.

Become Their Trusted Advisor - Say "Yes" to Your Dream

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Feature Article

What Do The Top Life Producers Know That You Don't... You Must Constantly Remind Your Friends, Family & Clients, That You Are More Than Just A Salesperson!

Would you agree that most of your friends, family and clients know that you you sell insurance and/or investment products? However, how many of them know that you can help them find the money to spend, save, invest, insure and plan wisely for the future, to "Live Debt Free & Truly Wealthy"?

Do you want your friends, family and clients to call you when they have a problem, need your help or want financial advice? Or, do you want them to call your competition down the street?

Who is going to take better care of them, you or a stranger?

Why would your friends, family and clients call you, if they don't know what you do, or how you can help them?

What if you had a simple, quick, non-threatening way to let these people know about what you do and the services you provide?

How about sending them a simple, one page, 'Heart Felt Letter!' NOT a sales letter!

Send them a letter that tells them that you are in the financial services business, what your specialties are, and how you are helping families to improve their financial lives. The letter says to call you, if they need help, have questions or want a second opinion.

Here is a quick example...

Dear Chris:

A while ago, one of my dear friends got very upset with me because I had never let them know that I was available and could help him and his family with all of their insurance and financial matters. It dawned upon me, at that moment, that I had failed to let the people I care about most, to know about the work I do, and the services I provide.

Accordingly, here are a few ideas that many of my clients have found of value:

  • How you can reap the upside potential of the stock market, without the downside risk!

  • How to maximize your tax-free retirement income - with NO government limits on how much you can contribute right now.

  • How to pay-off your home 5-10 years early, without taking any additional money out of your pockets.

  • The secret to maximizing your retirement benefits. What your accountant isn’t telling you!

I want you to know, that if you have any questions, want a second opinion, or I can be of assistance to you in any way, please do not hesitate to give me a call.

Yours truly,


P.S. With your permission, I will be sending you my monthly 'Living Debt Free & Truly Wealthy' newsletter.

___________________________________

You'll notice this is not a sales letter. It does not say you are going to call them for a free consultation, or you are going to invite them to your upcoming free educational workshop. It does not ask them to do anything. It just tells them a little about what you do, and that you are there if they need or want your help.

Now the key is to 'Remind' them you are there to help them!

You have to keep reminding them that you are there, what you do and how you can help them.

One of the best ways to do that is with your monthly newsletter.

“Lew 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."

Starting right now, send everyone you know a 'Heart Felt Letter', and then follow-up with your newsletter to your friends, family and clients. It's an important key to your short-term success. But, what's even more important, it's a critical key to your long-term success.

You'll be amazed at the results!

Jeremy Nason
Marketing and Sales Coach

Message to Financial Advisors…
You have the choice to be successful, or not to be successful. It's entirely up to you! You can sit back, do nothing and hope that things will change. Or, you can take action right now to make things change! What have you done in the last sixty days to increase your sales? Isn't it time to learn and master the marketing, prospecting, appointment setting and sales strategies that the leading agents, advisors and planners on the planet use?

_________________

Jeremy Nason, Trainer, Coach and Mentor to Financial Advisors
 

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

Will 2015 Be Your Year?

You'll Quickly Double & Triple Your Sales and Your Income When You Help People To Find The Money To Live Debt Free & Truly Wealthy!

What If Almost Everything You Have Been Told About
How To Succeed In Insurance Sales Was Wrong?

No matter what you've been told, or want to believe, the keys to your success in insurance sales are NOT about your companies; your credentials: your hot, new products; or even having the latest sales ideas. The keys to your success, are about you helping people to see, understand and solve the financial problems they are facing now and in the future, so you become the trusted advisor people want to meet with, instead of the dreaded insurance salesperson people want to avoid.

You'll get all the tools & training you need in these 'Turnkey' programs!

Mortgage Insurance Sales Tool Kit          Found Money Management - Life Insurance Sales Tool Kit

Annuity Sales Tool Kit          How to Close 9 Out Of 10 - Fact-Finding Training DVDS

We are doing everything we can to help you...
We Even Offer Affordable Payment Plans To Help You To Get Going Today!
Click on the product for the complete details.

You Don't Have To Go It Alone!

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)

Financial Advisor Training - Trusted Advisor Success Training

Improve Your Attitude And Change Your World

No matter your season in life or the challenges you face, understanding the power of gratitude can change your life forever! Don’t stop for the rain…just dance! Watch Now

A basic truth in life is attitude is everything. We get to choose ours and we get to choose to start our day over anytime we choose.

Expert Guest Article

Say "Yes" to Your Dream
By Sandy Schussel

"I don't know how I got to this point," Richard told me.

Richard was in his sixteenth year as an attorney. He was still a "Junior" Partner in his firm because he did not bring in enough business to be promoted to Senior Partner. He was still working sixty hours a week and, although he was paid extremely well by most people's standards, he joked about how little it was if you figured it by the hour.

While I usually work with "independent" professionals, Richard's challenge is one that is common to almost all professionals - the urgent need for more clients.

"What if I conjectured that you are somewhat comfortable right where you are?" I asked him.

"Comfortable, here?" he responded indignantly, "I'm not where I am by choice!"

Jim Stovall, author of The Ultimate Gift and a former Olympic weightlifter, who lost his sight at age 29 and found a way to change his life for the better, tells his audiences:

"You are where you are because that's where you chose to be."

You can blame everyone else and your circumstances for where you end up, Jim says, but regardless, if it's not where you intended to be, you need to look in the mirror (whether you can see or not) and say, "I guess I didn't want it that badly."

"Nothing will happen until you say 'yes' to your dream," Jim proclaims.

Sandy Schussel - Books

Back To Richard...

"Where do you want to be?" I asked Richard.

"I want full partnership," he told me.

"What do you need to do to get there?" I asked.

"I need to bring in some really large cases," he responded.

"How would you do that?" I pressed.

"I don't know," was his honest response.

"How badly do you want it?" I queried next.

"It's practically all I think about," Richard confided.

"Then I take it you're willing to learn and do the things you need to do?" I asked.

Richard said "yes" to his dream and with a little coaching, he began to bring in the right kind of business to his firm. To start getting new and better clients, he needed to make new and better choices.

Are you making the choices you need to make to be where you want to be?

First, you have to say "yes" to your dream. Then, keep REACHING...

What dream do you need to say "yes" to?

______________________________

Sandy Schussel - Author, Speaker, Life and Business Coach

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"All of the top achievers I know are life-long learners. Looking for new skills, insights, and ideas. If they're not learning, they're not growing... not moving toward excellence."
Denis Waitley

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

IUL Indexing PPT
Short powerpoint presentation explaining how indexing works in Life Insurance

Social Security Claiming Guide

How old you are when you claim Social Security has a dramatic effect on the monthly benefits you and, if married, your spouse will get for the rest of your lives.  Follow this guide to help you decide when to start taking Social Security.

STOP Doing These Four things
If you want to be successful in this business, you have to change the way you sell.  The new generation does not react to the techniques you are probably accustomed to using.  Here are four ways to begin.

Dalbar 2014
An in-depth analysis of investor behavior, how they affect the stock market, and the many myths and falsehoods therein.

It’s A Shame For You To Struggle Finding Prospects
& Closing Sales
, When Our Members Do It So Easily!

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to take your career to the next level, then become a member. It's Free!

Follow Rodney Ballance, Sandy Schussel, Paul Mallet, Jeremy Nason and Lew Nason!

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