Do You Offer The Best Solution To Help Your Annuity And Insurance Client’s Situation? To Close More Insurance And Annuity Sales!
Dear Friends… Are you doing what is right for your annuity and insurance clients and helping them? Are you offering the best solution to help your annuity and insurance clients get what they need and want? Or are you just selling a product? Do you want to know how to close more insurance and annuity sales?
Most of the advisors we talk to are just selling an insurance or annuity product and are not offering the best solution for their client’s situation. Why? Because their company is only teaching them about the features and benefits of their products – and NOT how to properly use their products! So, they can help their annuity and insurance clients to get the best solution.
Here is an example of what most advisors will do for their retired clients. Their client has $500,000 in CDs, earning 2% per year. So, the advisor recommends moving all the money into a fixed indexed annuity earning 4-6%, which should give them a better return. And keep the interest from being taxed each year, until they take money out of the annuity. This plan is OK as far as it goes. But, is it the best solution to help your annuity and insurance client?
One of the problems your annuity and insurance clients face…
What if 5 years later your insurance client wants to take $25,000 out of that annuity to buy a car, fix a roof, or whatever? If the annuity has grown to $530,000, then the $25,000 they withdraw from the annuity is all subject to income taxes. And, because the $25,000 is added to their taxable income… It could also cause them to pay more taxes on their Social Security income… And move them into a higher income tax bracket.
Accordingly, would it be better for the insurance client to put $100,000 into 5 different annuity contracts? Then 5 years later each of those contracts would have grown to $106,000. Now if they take $25,000 out of one of those contracts, then only $6,000 will be taxable, instead of the entire $25,000! How much money would that save them? How much have you just helped your annuity and insurance client?
Also, consider, is it ever wise to put all their money with just one company? How much of their money will be covered by the state guarantee fund?
What is the best solution to help your annuity and insurance clients?
There are just too many variables to say what the best solution is to help your annuity and insurance clients. You need to know more about their situation and plans.
Will your annuity and insurance clients need to use part of that money to generate an income each year? Then annuity split funding (laddering) using immediate annuities may be a part of the solution! Do they need long-term care insurance and/or life insurance? What is the best way to help clients find the money to fund those insurance and annuity policies?
If you want to find the best solution for your annuity and insurance clients, then stop relying on your company for their product solutions. Call us and let us show you the right way to help your annuity and insurance clients! So you will close more and much larger life insurance and annuity sales! Plus, when you are helping your clients the right way, they will refer you to everyone they know!
Do You Want To Learn The Best Solutions To Help Your Annuity And Insurance Clients? So You Close More Life Insurance And Annuity Sales?
“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 products. 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, sales presentation. Then he does a great job of comparing the clients’ current plan to the “new proposed plan” that we developed in a collaborative manner. Andrew Maisch – NJ (10 years)
“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! Not to mention additional sales to be made from problems I didn’t even consider. Jeremy calls me up to review the details! And then in 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!” Kevin Murray – FL (10+ years)
Note: We are the first and only full-service insurance marketing and sales tools, training, coaching, mentoring, and support organization… for agents and advisors! We Are NOT Recruiters and We Do Not Want Any Of Your Commissions! Our goal is to help you find the best solution for clients – to close more Life Insurance And Annuity Sales!
When will you follow the ‘Top Producers’ to be a successful agent or advisor selling life insurance and annuities?
Let’s keep this simple. Most agents (90%) struggle to earn a decent net income after expenses. They take the easy way and follow what the herd does – buying insurance leads, buying the next hot sales system, software, etc. They are spending thousands of dollars each year.
However, the top 10% of successful agents do not buy leads, do not buy the next hot sales system, software, etc. Instead, they invest in the training and coaching they need to take charge and grow their insurance agency. They invest in the training, coaching, and support they need to help people and make a difference. Accordingly, they stand out from the crowd. They are seen as experts and draw prospects to their insurance agency.
Consider… The top agents and advisors we train and coach earn over a million dollars annually selling life insurance, annuities, investments, and their services. While thousands of agents and advisors who earned $30,000 – $50,000 per year, within a year now earn $100,000 – $200,000! And their income keeps growing as they become the Trusted Advisor people want to see! Why! Because when you learn how to help prospects find the money to get all the life insurance they need, the average case is $3,000 – $7,000 in commissions!
IPS Mini-University In Insurance Marketing And Sales
*** Not Sure Where To Start… Offer The Best Solution For Your Annuity And Insurance Clients? ***
Insurance Marketing and Sales Resource Center™
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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)
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (Insurance Marketing and Sales Resource Center) I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric” Ric Komarek, RFC® – CA (7 years in the business)
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!
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!
Do You Want To Know All The Little Secrets So You Can Help Your Clients Find The Best Insurance and Annuity Solutions?
Whatever the reason is for you not making the sales income you want closing annuity and life insurance sales! We will help you to fix it! Where do you want to go from here? Will you be our next agent success story? Call us now. We can help you decide which of our training and coaching programs is the right one to increase your sales and income by selling insurance and annuities! 877-297-4608
When are you going to get the system and tools, with the 3 months of one-on-one agent training, coaching, and sales support you need to help middle-income families find the money to spend, save, invest, insure, and plan wisely for the future to “Live Debt Free and Truly Wealthy?” So you will be one of the top agents successfully selling annuities and life insurance!
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Annuity Sales Excellence™ Tool Kit
When Will You Get The Best Insurance Agent Training, Coaching, And Sales Support Program/System – To Sell Life Insurance And Annuities Like The Legends?
Our Annuity Sales Excellence Tool Kit (Annuity marketing, exclusive leads, and sales system) is about you helping retirees Maximize Their Spendable Income. While you Guarantee An Income They Cannot Outlive! (Using Fixed And Immediate Annuities!)
Using our Tool Kit you will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team that has trained insurance agents and advisors for over 40 years to help retirees use annuities. It is the best annuity marketing training to find and attract exclusive leads to guarantee you will earn $250k or more per year selling annuities and life insurance! Just like the Industry Legends Ben Feldman, Tom Wolf, John Savage, Van Mueller, and Medhi Fakharzadeh!
First, you will get the best marketing system and agent training to find and attract your best exclusive annuity sales leads/prospects. Then you will get the best sales training to show you what to say (our proven annuity prospecting scripts). And then the probing sales questions to ask your prospects… So you will set your best annuity sales appointments.
Then you will get the best annuity fact-find training and the right sales questions to ask to help retirees… So they will see and want to solve their problems. We will also show you how you can help retirees to find the money… So that they can take action right now!
Then we will show you the best ways to present your client solutions to close 9 out of 10 annuity and insurance sales. So you will earn $250K or more this year in selling annuities and life insurance like the legends.
Includes… 90 Days of Personal Insurance Agent Training, Coaching, and Back-Office Sales Support Worth $2,097,
Our Annuity Sales Excellence Tool Kit (Annuity marketing, exclusive leads, and sales system, with agent training and coaching)
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Also membership to our IPS Private Site… With weekly live agent training and coaching webinars – Only $39.95 monthly after the first month!
When will you get the best annuity sales training for agents? So you can learn how to help your clients? So you will successfully close life insurance and annuities sales like the industry Legends?
When Will You Learn How To Help Families? Increase Your Sales And Income by Selling More Insurance And Annuities!
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 How to Find the Best Solution To Help Your Insurance Client’s Situation – To Close More Insurance And Annuity Sales!
Replacing Life Insurance Policies Just To Make A New Commission Is Bad For Everyone!
