How To Be A Successful Financial Advisor! You Must Do More Than Just Sell Your Investments!
I am extremely frustrated by the number of people I see call themselves, financial advisors… when all they do is sell investments! This is wrong for their clients and themselves!!! Because the client is not getting all the advice and help they expected and need… to make sure they and their families have a secure financial future! And it is wrong for the advisor! Because they are missing out on how they can make their life a lot easier, more rewarding… and earn a much better income! When you do all you can to help your client... you will gain their trust. And they will be more loyal to you. But the best part is you will be the successful financial advisor… that people will talk about with all their friends and family!
Oh! Don’t forget you will be earning a lot more money! When will you get the insurance sales agent training to be a successful financial advisor?
Note… The more business you have in the home, the better your client retention will be. So when the market takes a downturn you will not run the risk of losing your client to another advisor.
Your job, if you want to be a successful financial advisor is to review and work with their clients… on all aspects of their finances! There is a lot more to think about, than just how and where your client should invest their money. There is much more to being a successful financial advisor than just selling investments to help your clients accumulate a lot of money!
Loren Dutton, the father of financial planning, gave us this definition of financial planning…
“Helping middle-income families to spend, save, invest, insure, and plan wisely for the future – to achieve financial independence!“
Two Problems With Just Selling Investments…
The main problem with an advisor that just sells investments is they tend to put all of their client’s money at risk in the stock market. The only money that should be in the stock market is money that the client can afford to lose! You should make sure that they have all their basic needs covered… Before you have them put any of their money at risk in the market! How can your client be financially secure when all or most of their money is at risk?
The second problem is many advisors will leave most of the client’s money in the market when they retire. And they do not help the client to set a realistic amount they take as an income… Without the risk of them outliving their money!
Do you want to be a successful financial advisor? Do you want to get your clients to talk about you… and refer you to everyone they know?
Loren Dutton said... “You put people, problem-solving, and planning before product selling, and that’s what it’s all about.”
To Be A Successful Financial Advisor! Decide To Do More Than Just Sell Investments…
Spend and Save… As a financial advisor, if you want to be more successful, you should teach your clients about spending and saving! You both need to be aware of their spending habits. So together, you can craft a plan that is best suited for them. You should help your clients find money they spend needlessly in the wrong places. Additionally, you should help your clients to put money away for safe savings. An emergency fund is an important piece of being financially secure.
Invest… As a financial advisor, if you want to be more successful, you should help your clients invest in the future to reach their retirement goals. No one wants to be forced to work their entire lives. Starting to put money away as early as possible is one of the best ways to make sure your client’s retirement dreams come true. You should help your clients to put money away in the right places. You should not be using the “one size fits all” method. Help your client find out what is best for their unique situation and risk tolerance.
Insure… As a financial advisor, if you want to be more successful, you should help your clients get all the life insurance they need now to protect their family… and for when they retire! Life is full of surprises, no one is guaranteed a tomorrow. Insurance is an important piece of your client’s financial puzzle now and in retirement. Your client should have both life and disability insurance to guarantee your client’s family’s financial security. You may also, want to consider the possible need for long-term care insurance.
Plan… As a financial advisor, if you want to be more successful, you should help your client create a complete financial plan! The first thing you should do when you sit down with your client is to get a full picture of where they are now. And what their goals are for the future. How can you guide your client… if you don’t know what they have or what their goals are?
How To Be The Successful Financial Advisor People Want To See…
Over the years we have found that the main reason why so many advisors just sell investments is because it is an easy sale. You do not need to know how to do a complete fact-find with your clients… when all you want to do is just sell them investments.
When will you decide to help your clients to have the secure financial future they deserve? When will you help your clients to spend, save, invest, insure, and plan wisely for their future?
Take the time to do a complete, in-depth fact-find with every one of your clients. Ask the right questions to help them see and understand the problems they face now… and will face in the future! So they will want to follow all of your recommendations! It is how you will be a much more successful financial advisor!
The satisfaction of knowing you are doing your very best to help your clients... is an incredible feeling! And well worth the time and effort.
As a result, you will become the successful financial advisor that people will beg to meet with! While you will make a lot more money!
What Successful Financial Advisors Say About Our Training…
The following successful financial advisors were either new or struggling when they started with us. All of them now have incomes in the top 10% of the financial services industry!
“I hired Lew Nason as my coach, who was instrumental in teaching me how to think about not just life insurance, but also financial planning in general. And for that, I owe him a personal debt of gratitude that I’m not sure I’ll ever be able to repay.” David Lewis, RFC – NC (15 years with IPS)
“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 (6 years with IPS)
“Your kits really work and also your coaching series is the best in town. I recall a year ago I was struggling when I called and you worked me through the process and told me this is not a quick fix. I made it to MDRT this year and this is just my third year in the business. So, once again thank you.” Franklin Allakpo – NY – New York Life (3 Yearswith IPS)
“Everyone in this business needs mentors and coaches they can turn to, to help them get out of their own way. For me, my mentoring and coaching are from the Insurance Pro Shop. They’ll be there for you, just like they are for me.”David H. Kinder, ChFC® – CA (10 years with IPS)
“For the record, the program that was purchased was very informative indeed. I went from a struggling adviser to one producing £120k in my second year of business. If you could pass the message on to Lew and the team and say that I’m just saying thanks for everything.” Luke Taffetsauffer – United Kingdom (4 years with IPS)
“I truly believe Lew Nason and Jeremy Nason and their team have the tools and resources to help mold successful agents. If you aren’t learning from Lew, then you aren’t learning from the best!” Dennis Postema, RFC – Postema Marketing Group, LLC – OH (15 yrs with IPS)
“Lew Nason and team are second to none. Lew teaches basics not taught elsewhere. He was the first person to share with me the true concepts behind financial services and how they serve my clients.” Tim Porter, RFC – FL (10 years with IPS)
Are You Ready To Take Your Income To The Top 10% Of The Financial Services Industry? Then Decide You Will Be The Successful Financial Advisor People Need Today!
How We Will Help You To Make/Earn More Money Selling Life Insurance, Annuities and Investments!
Whatever the reason is for you not making the money you want selling life insurance, annuities, and investments! We will help you to fix it! Where do you want to go from here? Will you be our next insurance agent success story? Call us now, so we can help you decide which of our insurance agent training, coaching, and sales support programs is the right one for you! So you will make more money selling life insurance! 877-297-4608
When Will You Learn All The Ways You Can Help Your Client Find The Money To Be Financially Independent?
Harness The Power of Found Money Management!
Do you want to work in an Untapped Market with the Best Life Insurance Prospects?
Do you want to know the secrets to finding and closing more IUL & Whole Life Sales in the next 30-60 days?
Do you want to learn how to Find The Money, So, you can generate premiums from $4K to $12K CONSISTENTLY per case?
Do you want to use all the HOT Sales Concepts like Wealth In Motion, Infinite Banking, Missed Fortune, Circle Of Wealth, and Tax-Free Retirement?
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Trusted Advisor Success Program™
Revealed… The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program To Learn How To Help Families! So You Sell Life Insurance, Annuities, And Investments Like The Legends!
Our Trusted Advisor Success Program™ (Life insurance marketing, exclusive (organic) leads, and sales tools system)! This insurance agent sales training and coaching program is about you learning how to help middle-income families (people) find the money to Live Debt-Free And Truly Wealthy! It is about you learning to help families (people) find the money… To get all the cash-value life insurance they need to protect their families. While you help them find the money… To save for a tax-free retirement, save for college, create a family bank, and more! Using your cash-value IUL, whole life insurance, and annuities!
Using our life insurance marketing, exclusive (organic) leads, and sales program… You will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team of insurance coaches who have been training agents and advisors for over 40 years … to be Trusted Advisors like the Industry Legends Ben Feldman, Tom Wolf, John Savage, Van Mueller, and Medhi Fakharzadeh! Helping families (people) find the money to secure their future. It is the best agent sales training to attract exclusive (organic) life insurance leads. So you guarantee you will earn… $250k or more annually… selling IUL, whole life insurance, annuities, and investments!
First, you will get the best agent marketing training and system… to find and attract your best exclusive (organic) life insurance sales leads/prospects. Then you will get our proven scripts and the right questions to ask your insurance prospects… to set great life insurance sales appointments.
Next, you will get the best insurance agent fact-finding and sales training system. You will learn to ask prospects the right questions. We will show you how to help families see and want to solve their money problems. We will also show you how to help families (people) find the money… So they can buy the life insurance they need right now!
Then you will get the insurance agent sales training and system needed to help families (people) find the money to take immediate action to buy life insurance!
Finally, you will get insurance agent sales training and a system to learn the best sales presentations… So you will successfully close 9 out of 10 IUL, whole life insurance, and annuity sales. So you will earn $100K, $200K, or more per year selling life insurance, annuities, and investments like the Legends.
Learn the best life insurance marketing, exclusive (organic) leads, appointment setting, sales system, and training for agents and advisors. It is how you will find and attract exclusive (organic) life insurance leads. It is how you will learn to help people find the money… To start closing more and larger life insurance sales today!
When You Will Master The Best MARKETING To Find And Attract Your Best And Exclusive (Organic) Life Insurance Leads/Prospects?
Inside our agent training system/program, you will find the best insurance marketing plans and sales strategies! You will learn the best ways to use… Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews; and more to find and attract exclusive (organic) life insurance leads… With all the sales tools, appointment scripts, and more. Now you can find and attract your exclusive (organic) life insurance Leads, set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone is… How you help families (people) find the money to Live Debt-Free and Truly Wealthy!
INCLUDES… The best life insurance marketing, agent sales training, coaching, support, and system! It is everything you need to Help People find the money to use all the HOT Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… To sell IUL, whole life, and annuities! Because they are all a part of our Trusted Advisor Success Program™. Now you can help every family (people) find the money to secure their future – not just the wealthy!
Includes… 90 Days of Personal Insurance Agent Training, Coaching, and Back-office Sales Support… Worth $2,097,
Our Found Money Management™ Tool Kit – Life insurance marketing, exclusive (organic) leads, appointment setting, and agent sales success tools system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales System, And Agent Training Videos,
Also membership to our IPS Private Site… With weekly agent training and coaching webinars – $39.95 monthly after the first month!
Isn’t it time to get the training and coaching you need to help your clients fill ALL their needs and wants? When will you decide to do more than just sell investments? Be the successful financial advisor people want to see!
IPS Mini-University In Insurance Marketing And Sales
*** Not Sure Where To Start… How To Be A Successful Financial Advisor! Do More Than Sell Investments! ***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
Become an IPS Member today to check out the most affordable and effective insurance agent – marketing ideas and sales training – with live coaching!
In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
Over the past 20-plus years, our family has helped thousands of agents and advisors increase their sales in a few weeks to earn $3,000 – $7,000 per week, $150,000, and more annually! By becoming members of our Insurance Marketing and Sales Resource Center. It is only $39.95 per month and you can cancel anytime. Check it out, because it has detailed insurance marketing strategies to attract the best prospects in your area, with many hours of agent video training. It also has in-depth appointment setting and insurance sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly insurance agent training webinars.
We are always here to help and guide you every step of the way to find your best prospects, and set appointments to succeed in selling more life insurance and annuities!
Here Is What Our Members And Experts Say About Our Affordable Insurance Agent Training!
“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
“Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university (Insurance Marketing and Sales Resource Center) last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! I think your program will tremendously help my father and I in our business! Thanks,” Bryan Grissum – MO (5 years in the business)
“Just wanted to drop you a quick note about your webinars. Your webinar content has been FANTASTIC! You help to “cut through” to the heart of what’s most important, in order to do an accurate and great job for the client. Sure, you often run past the 1 hour mark, but it’s always been valuable content. IPS always delivers! Everyone who is a student of the life and annuity insurance business needs to hire you to be their teachers for insurance and financial planning. You keep doing what you’re doing. You’re filling a vital need in the insurance training industry. We’re all lucky to have you and your family serving the industry the way you do.” David H. Kinder, ChFC® – CA (11 years in the business)
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
What Are You Waiting For – Get Our Affordable Online Live Weekly Group Training And Coaching Webinars For Insurance Agents and Financial Advisors!
Are you a seasoned financial advisor, a new insurance agent, or a P&C agent? You need training and coaching to learn these critical and fundamental insurance marketing, exclusive leads, and sales strategies right now! They are not an option if you want to be a Trusted Advisor and be ultra-successful in insurance sales.
This training is how you will learn to send a “special marketing message” about how you help middle-income families Find The Money for a secure financial future! Following our program you will easily attract exclusive insurance leads/prospects in your community! NO more leads to buy! No more traveling all over your county and state. Save time and thousands of dollars each year!
Then learn how to ask the right questions to set appointments with almost everyone you call. You will set more and your best insurance sales appointments! Because they are better quality, you will also need fewer insurance sales appointments, and they will all be in your local area! Save time and thousands of dollars each year!
Then learn how to help middle-income families Find The Money to close more and larger sales! The average insurance commission per sale when you help middle-income families Find The Money is $3,000 to $7,000 in commissions.
This is just the start of the life insurance marketing and sales agent training, courses, tools, strategies, and videos you will also get… When you decide to be an elite member of our IPS private life insurance marketing strategies and sales training website.
INCLUDES… 4 Live Hour Long Weekly Insurance Agent Coaching Webinars each month – Live Group Coaching – Case Design Classes – with Insurance Marketing, Prospecting, And Sales Training Tips and Strategies! You will have immediate access to all of our Past Live Insurance Agent Coaching Webinars!
There are many benefits to insurance agent sales training, coaching, and support! 80% of insurance agents who receive insurance marketing training, coaching, and sales support report increased self-confidence. The more confident you are in your ability to help middle-income families, then the more people will want your help.
Finding The Best Life Insurance Leads, Setting Insurance Appointments, And Closing More and Larger Sales Is Easy… When You Get The Best Agent Training And Live Agent Coaching From A Family Who Have Been Training Agents And Advisors For Over 40 Years!
Become An IPS Member today to check out our agent marketing and sales training life insurance programs! Find the best leads and sales appointments to help middle-income families!
30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!
Note: We have agents from around the world who are members of our affordable, IPS Exclusive Members-Only Website… And use our life insurance and annuity marketing systems, sales systems, tools kit, and personal agent and advisor training program – Canada, the United Kingdom, Indonesia, India, and the Philippines!
When Will Take Control Of Your Life – To Succeed In Selling Insurance!
Stop putting it off! When you can get the insurance marketing systems, sales training, and agent support you need to succeed in insurance sales!
IPS Personalized Client Newsletters – Free Personalization
Do you want a stream of your ideal insurance clients and exclusive leads? Do you want to make it easy to set appointments and close life insurance sales? Then make sure your name and special insurance marketing message about how you help middle-income families is out there! So you are always in front of your ideal prospects.
Your client newsletter is critical to staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals (exclusive leads) from your current clients. So it is a huge key to you being a successful insurance agent!
Remember, ‘Out Of Sight, Out Of Mind’ is a deadly mistake for advisors. Why would your clients, friends, family, neighbors, or prospects call you when they need your help? Or when they are ready to buy. Since they never hear from you, don’t remember you, or know how you help middle-income families! And, then why would they refer people to you?
Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
One of the recurring topics we write about each week… and talk about daily is asking your insurance prospects the right probing questions. And then ask your insurance prospects enough sales questions! That is because asking your prospects the right probing questions is one of, if not the biggest key to your success in selling insurance. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance prospects! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions? In this 24-page guide, you will find our goldmine of probing questions you should ask your prospects to set appointments and close insurance ales. More Details! Immediate Download… Order Now!
A huge key to finding and attracting exclusive leads, setting better appointments, closing sales, increasing your income, and successfully selling life insurance annuities and your services is and always will be getting the agent training to ask enough of the right sales questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
Learn How You Can Help People To Find The Money? So You Can Set Appointments and Close Life Insurance Sales Like Ben Feldman?
Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
We urge you to take the time to read our 20-chapter book… Middle American Family Guide To Living Debt-Free And Truly Wealthy! Because we give you complete strategies… To help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So you can help them “Live Debt-free and Truly Wealthy”! As a result, you will understand our philosophies and techniques by the end of the book. Finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!
Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more personal insurance agent training, coaching, and sales support you get to learn how to successfully help families find the money… for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change!
Learn why over 20,000 top advisors trust us, follow our advice & then highly recommend our services!
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It Is Up To You To Decide To Get The Insurance Agent Sales Training To Learn How To Help People. To Be A Successful Financial Advisor Sell More Than Investments!
