Featured Tip - What Are Agents On The Forums Saying About IPS?

Improve Your Attitude - Zig Ziglar - How To Be A Winner

Become The Trusted Advisor - Use WebPrez Videos and IPS Educational Workshops to Generate a Consistent Stream of Quality Appointments

Coaches Corner - Approach your goals with the right priorities: Who do you want to be?

An Important Message From Jeremy

Fantastic News For IPS System Owners

Dear ~Contact.FirstName~,

We have been working closely with Steve Bailey, the Chairman of the International Association of Registered Financial Consultants (IARFC). Mr. Bailey has agreed that IPS members, who have invested in the Annuity Sales Excellence™ Tool Kit or the Found Money Management™ Tool Kit, have received personal coaching and have successfully completed the IPS Trusted Advisor Success Training™ can now become a member of the IARFC and be awarded the Registered Financial Consultant (RFC) designation, with our endorsement and the final approval of the IARFC!

The RFC (Registered Financial Consultant) is a professional designation awarded by the IARFC to financial advisors who meet high standards of education, experience and integrity.

_________________

The IARFC is a non-profit credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession, to help financial advisors exchange planning techniques, and to give deserved recognition to those practitioners who are truly committed to ethical standards and continuous professional education.

The primary purpose of the IARFC is to provide the public with a convenient access to a pool of well-qualified practitioners from which to choose a personal financial advisor.

Yours in success,
Jeremy Nason

P.S. Give us a call for your IARFC application. 877-297-4608

Featured Tip

What Are Agents On The Forums Saying About IPS?

In our efforts to constantly improve our services to you, about once a quarter we will visit the forums to see what advice agents are asking for, and what advice successful advisors are offering today. Additionally, we want to know what they are saying about our systems and services.

After, reading what's in the forums, we wanted to make it easier for you to make a more informed decision about us. Accordingly, below are  just a few of the comments about us that you'll find on the forums. (2006-2015) Note: These advisors are donating their time to answer agent's questions, in an effort to help other agents and advisors. They are not connected to the Insurance Pro Shop, other than they may be our clients!

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"Here's the problem: agency training from life agencies is horribly inconsistent or nonexistent.

By reputation alone, I think NYL (New York Life) probably has the most regimented training program out there. Otherwise, it's all about your local agency and management.

There is an alternative... one that I've been talking about for a while: the Insurance Pro Shop.

For a small investment ($25/month and higher) you can get the tools, strategies, techniques... everything you need to be successful.

Think about it this way: The Insurance Pro Shop is the training and "mentor" you need and you never have to split a case with them - ever!

I would start there with their "Members Only" site for $25/month and watch the Trusted Advisor Success Training videos - especially on 5-minute presentations: IPS Insurance Marketing and Sales Resource Center

Then I would obtain one of their systems:

- Mortgage Insurance Tool Kit for newer agents who are developing their book and need a "door opener".

- Found Money Management for more experienced producers who already have a developing book of business.

- Advanced Fact-Finding Training or the member's only site will COMPLETE your package because without the fact-finding training, you'll only have HALF of a system.

This method is FAR cheaper than splitting cases with more seasoned advisors in your office, and you'll have the foundational skills you need to develop your own methods and style.

Once you have a resource for your training and methods on a regular basis, you won't need a local agency... unless you have other reasons to stay there." 

____________________

"I am a client of the "Insurance Pro Shop". I've spoken to Lew and Jeremy myself.

I think they are providing a great service and have put together some great products and training for insurance agents. There's a reason why the IARFC endorses them as their ONLY sales training provider.

What I like about them:

1. 3 months free coaching when you buy any of their systems (including the inexpensive mortgage selling kit).

2. You will OWN the system and software once you get it. LEAP requires an annual fee of $3,600. If you don't pay it, you don't get to use their software the next day. With IPS, the only thing you may need to pay is a $25/year software license fee.

3. They include some really good marketing strategies to help you build a pipeline and get some sales. They help you keep your budget as LOW as possible while you're building and enhancing the profitability of your business.

4. While it was suggested that CE classes would be good (and they are) they aren't strategic in nature. You can learn about "stuff" but you won't know WHEN and HOW you can use it with your clients. Lew & Jeremy can help you there and they'll even help you with your cases.

5. They will teach you how to do a better job FACT-FINDING than most people ever learn. You fact-find to get the appointment and you fact-find to get the sale.

In fact, after reviewing the mortgage kit audio on their prospecting scripts... I was sold. I never heard a better script or method to prospecting before.

6. No questions asked 90-day money back guarantee.

If it were me, I'd get the mortgage tool kit (95% of it is also in the Found Money Management system at 3x the money) and I'd get the Advanced Fact-Finding DVDs.

The other booklets you can get, the "members only" subscription, etc., are good. But their effectiveness is BEST when you own one of their systems.

I've been in the industry for over 5 years and I feel very confident with their materials and their support."

_____________________

"Is Lew Nason’s course “Found Money Management” the best out there or is there something better. Somebody I know told me it was pretty basic and he returned it. So feedback would be great.

Yes, it is basic. Simplicity is the best way to get advanced concepts across. Plus, in my opinion, Lew’s systems aren’t complete without either the member’s only site or the Advanced Fact-Finding DVDs. You have to know how to actually go through the fact-finder and give mini-presentations along the way.

The system includes all the other marketing tools, fact-finding forms, Excel templates, PowerPoint presentations, etc. But to me, the real power is in how you conduct the fact-find. The video training is where it’s at.

Having been a LEAP Wealth-in-Motion licensee a few years ago, I can tell you that Lew’s fact-finding training does the same thing… without the use of a computer. You become the producer you need to be, not just "use a system"_______. If someone is "addicted to software", then I’d look into Torrid-Technology’s RetirementView software… but it won’t help you to "find the money".

There’s Circle of Wealth – $3,295 to start and $400/year.

There’s LEAP – $2,500+ per year.

There’s a new one that Art Sanger put out called Wealthbuilding Cornerstones. It’s cheaper ($1,700 to start?), but I won’t assume it’s better.

There’s Truth Concepts for $1,500 to start and $400/year (if I remember correctly)."

____________________

"P&C guys that want to do a better job of cross-selling life and annuities have benefited greatly from the (Insurance Pro Shop) systems and training. And I'm reasonably sure that EVERY captive P&C agent has to cross-sell a certain amount of life insurance. Independent P&C, obviously it depends on their personal business model.

John Stewart's testimonial comes to mind: 

Insurance Pro Shop Success Stories, Testimonials & Reviews...

His story was that he was nearly bankrupt when he went to the training. After his success he sold his agency and bought 3 more!"

____________________

"If you want my recommendation, I would check out the Insurance Pro Shop and their training resources. You can take a look at their members only site for only $25/month. There's a bunch of online videos you can view and get an idea of how to improve your communication skills.
IPS Insurance Marketing and Sales Resource Center

The best part: No software required.

In short, the Insurance Pro Shop will help you BECOME a great producer... instead of a "software system dog & pony show".

Lew is all about the advantages of the cash value build-up within the policy... and using this knowledge to help middle-income families.

It's simpler, less overhead... which means you can afford to help more people who have less assets than you would with the LEAP or WBC or whatever.

Even if you choose to buy his Found Money Management system... the most you'll spend is $100/month for 12 months... no renewal fees. (Now $347/month for 3 months)

Here's a preview of what you can expect from the Insurance Pro Shop:

https://www.youtube.com/watch?v=5p30...AMBGw&index=37 

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"Learn how to do a thorough fact-find. I would HIGHLY recommend the Insurance Pro Shop with Lew Nason to obtain this training. You could either buy his DVDs on Advanced Fact-Finding... or join his member's only website for $25/month (currently) and view an older series of video segments there. I have NEVER received better training on how to actually INTERACT with a client than I have received from Lew Nason. He keeps it simple and client focused."

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"...you cannot go wrong with Lew Nason & the Insurance Pro Shop."

____________________

"I know that other marketing programs & systems will cost you MANY times more than what Lew charges. It won't be nearly as "glitzy", but you'll learn to communicate complex strategies into simple concepts." 

____________________

We greatly appreciate all of the kind words, along with all the great comments the we have received over the past sixteen years, from the insurance forums. 

Note: In the past year, because of the great feedback we have received, we have made significant improvements to our systems and the Insurance Marketing and Sales Resource Center.

Jeremy and Lew Nason
Trainers, Coaches & Mentors
'The 9 Out Of 10 Guys'

_____________________

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

2016 MDRT Requirements

Mortgage Acceleration Presentation
A guide of how to present paying off their mortgage early to clients using life insurance.

Education Funding Presentation
A guide of how to present college planning to your clients.

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

(At only $25 per month can you afford to pass this up?) 

Only ONE Week Left!

Important - As of January 1, 2016 new memberships to the Insurance Marketing and Sales Resource Center™ will be $35.00 per month. Eventually new memberships will be $50.00 per month. This is the last chance to lock your membership in for only $25.00 per month for the life of their membership!

Improve Your Attitude And Change Your World

Zig Ziglar - How To Be A Winner
 

What are They Saying About IPS?

"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, All Stars Agent, Allstate Agency Owner, FL

___________________
 

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.
Toll Free In US 877-297-4608 / Direct Line 770-443-2852 (M-F, 9AM-5PM, EST)

Includes, 3 Months of One-on-One Coaching (not group coaching)
This is the in-depth annuity and life insurance appointment setting, fact-finding and sales training,
with the personal coaching that you expected, but didn't get from your Company or IMO!

How To Become The Most 'Trusted Advisor'
In Your Local Community!

Use WebPrez Videos and IPS Educational Workshops to Generate a Consistent Stream of Quality Appointments

Is there any question that most people are very hesitant about meeting with an insurance salesperson face to face?

What if there was an easy way to help people see and understand the financial problems they are facing, so they want to meet with you?

If you want more people to set appointments with you, then offer a free educational workshop...

The beauty of an educational workshop for your prospects, is that there is safety in numbers. People feel much safer coming to an educational workshop, than meeting one-on-one with a salesperson. It’s a non-threatening way for them to get to know you, see the type of work you do and the help you provide.

The beauty of the educational workshop for advisers is that you can offer them in large or very small groups. They cost very little to hold. And, because they are considered a public service you can hold them almost anywhere - in your local library, association rooms, conference rooms, etc.

You can get people to attend your educational workshop by simply offering a WebPrez video on your website, and/or your Facebook, LinkedIn and Twitter pages.

Using a WebPrez video is the single best way to easily introduce and quickly explain the need to solve a problem in as little as five minutes. The idea is to get people to ask you for more information. Now you can send them an invitation and/or call them to invite them to your free special educational event. The main thing is to tell them that this is not a sales event. This is strictly educational. And, you must keep it strictly educational.

If people identify with the information you provide at the educational workshop, then they will want to set an appointment with you.

Important Note: Typically whether you are offering an educational workshop or dinner seminar the average adviser is getting a 20-30% appointment rate and about 50% of the people are cancelling their appointments. The agents and advisers we work with are getting a 70-90% appointment rate, with very few cancellations.

We offer a detailed 'step-by-step' explanation of educational workshops, with all the tools, presentation materials and scripts in each one of our specialized systems.

"After doing my first workshop at the end of September, and after getting back in touch with my current clients (through your newsletters) I have submitted over $30,000 of life business…. IN JUST ONE MONTH! Although the additional income is nice, without a doubt, the best part of your whole system is the simplicity in helping clients. I finally feel that I am offering clients more than just retirement planning. I know that my clients will be better off after meeting with me than they were before. Your system (Found Money Management) is so easy to understand, to explain to clients, and to implement, that it’s almost ridiculous. I am so glad I found you when I did, so early in my career. I look forward to many years of working with the two of you! Thanks Again!" 
Bryan Schurter, RFC, CA, (4 years in business)

New Agents 'Quick' Start Program

Our New Agents Mortgage Insurance Tool Kit™ is a simple, affordable, proven Bread n' Butter Mortgage Life Insurance Lead and Sales Success System that easily produces $2,000 and much more of cash value life insurance commissions every week ...in as little as 30 days.
 

Coaching Corner

Approach your goals with the right priorities:
Who do you want to be?
By Sandy Schussel

​“What do I have to do to get more of the clients I want?” Todd, an attorney who is trying to become an equity partner in his firm, asked me.

“The better question,” I responded, “is who do you have to be to get more of the clients you want?”

“What do you mean ‘who do I have to be’?” he asked, with both confusion and a little irritation in his voice.

I explained to Todd that most people approach their goals with the wrong priorities:

“If I do more [prospecting],

I’ll have more [clients],

and then I’ll be more [successful at this].”

I ask someone who he or she needs to be to be successful, because the success actually comes from within:

“If I can be more [successful at this],

I’ll do more [prospecting],

and then I will have more [clients, and success].”

Then, I repeated my question to Todd. Who did he need to be to have the success he wanted?
 

Todd started to think about the difference between his interactions with people and those of the most successful partner in his firm, Arthur. Arthur treated all of his existing clients as if they were the most important people in the world. This was something Todd thought he had no time to do.

But Arthur’s clients were always referring their colleagues to him.

“I need to be Arthur,” Todd declared, and then he said it again with a faraway tone that suggested he was deep in thought. “I need to be Arthur…”

Todd decided that he would begin that very day to “Arthur-ize” his own work relationships. (That was what Todd wanted to call his action.) He would choose to be Arthur and to do as Arthur did with clients, in order to have more clients and the success that Arthur seemed to have.

When I ask my clients who they need to be to have what they want, I get a variety of answers:

• “Someone who isn’t afraid to pick up the phone and make a call,” one might say.

• “Someone who is truly focused on her goals,” might be the response of another.

• Or, one might say: “Arthur,” “My dad,” “Oprah,” “Gandhi,” “My boss,” “My competitor,” “My own best friend,” or “My very best self.”

Another way you can approach who to be is by asking yourself this question:

“If I were the best (type of professional) in the (location/region), how would I act in this situation?”

E.g., if I were the best financial advisor in California, how would I handle this situation? If I were the best labor attorney in New York City, how would I handle this situation? If I were the best coach in world, what would my fee be?

Or, further:

If I were to be the best, what would I do, so I that could have the results that I want?

If you’re not where you want to be in your business or your life, don’t ask, what do I have to do? Ask, who do I have to be?

I encourage you to keep being, keep doing, keep having and keep reaching.

________________________

___________

        Insurance Sales Video System
 

Psychologically Engage the Viewer's Interest and Concisely Explain the Insurance Solutions You Offer!

Did you know that consumers are 64% more likely to buy a product after watching a video about it!

B2B & B2C marketers worldwide agree that video is the most effective social-media marketing method!

Over 80 'Client Engaging' Videos To Chose From!

https://www.webprez.com/
 

Why WebPrez? Executive Director, Dan Vinal explains...

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If you want the latest information, from the foremost experts in the industry,
to take your career to the next level, then become a member. It's Free!

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