How I Started In Life Insurance Sales… And Led My Office In Only 6 Months!
After last week’s article, agents asked me how I started in life insurance sales. And why I was so successful in life insurance sales. Here is my story and insurance agent training.
In the spring of 1982, I was fed up with the corporate culture. So, early on a Friday morning, I quit my job as a quality control general foreman. It was not one of my best decisions!
After several months of no job, no income, and then spending $5,000 for career counseling, our family finances were running low. So, in July of 1982, I decided to take a temporary job as an agent with Met Life. Because they offered me a minimal training salary for the first three months. I decided to start in life insurance sales, even though my career counselor told me that I would not be successful in any type of sales.
I Started In Life Insurance Sales In The Middle Of A Bad Recession!
Most of you may not know or remember, but in 1981 and 1982, the U.S. was in its worst recession since the Great Depression. It was a major recession with huge job losses, run-away inflation, and mortgage rates of more than 15%. Yes, you read that correctly… 15%! By November 1982, unemployment reached nine million, the highest rate since the Great Depression. As a result, 17,000 businesses failed – the second-highest number since 1933. Farmers lost their land and many sick, elderly, and poor people became homeless.
It was a difficult time for many families. And it was not a good time for me to start in life insurance sales! However, being new to life insurance sales, I was not aware that there was a problem selling cash-value life insurance in a recession.
And, in 1982, I led my district sales office… with only six months in life insurance sales! (Out of 50-plus agents!) Then every year, from 1983 to 1988, I was either the first or second leading agent in my office – and the top 10 for the region. (Out of 400 plus agents!)
My Keys To A Successful Start In Life Insurance Sales!
How was I so successful when I was just starting in life insurance sales? When the economy was so bad? It was because just getting started in life insurance sales I was very focused on getting the agent training to learn and then practicing successful insurance marketing and sales basics.
Also note before joining Met Life, I had made more than $40,000 per year. Which was a lot of money back then – in 1982. So, to make that same money, I needed to listen to everything my managers told me. As they suggested, I started by reading everything that I could about insurance marketing, sales, income taxes, and personal finance. I also started attending life insurance sales classes through the NALU (now NAIFA), and Life Underwriting Training Council (LUTC)! Next, I spent thousands on and attended all of the courses Met Life offered: Personal Insurance Planning, Business Insurance Planning, Estate Conservation, Wealth Accumulation Planning, and Retirement Planning. I was a sponge and started attending every course I could find on successful life insurance sales to soak up as much information as I could.
I even sought out the most successful life insurance sales agents. And asked what made them so successful when they started in life insurance sales. And, I asked successful salespeople outside of the life insurance industry about their start and success in sales. I listened to everyone about their problems, concerns, successes, and their failures.
What I quickly learned is that if you want to be successful in life insurance sales… then the focus cannot be on selling your products. To be successful in life insurance sales, you must find the best ways to help families improve their situation. It’s about you becoming a respected and trusted advisor… instead of just a salesperson. I learned how to help families to find the money to live debt-free and truly wealthy!
Do You Want To Be Successful In Life Insurance Sales?
Whether you are just starting in life insurance sales… Or you have been selling life insurance for 40 years. If you want to make more money, then consider… are there many families out there that struggle right now? Do they need and want real help with their finances? Yes!
Whether you are just starting in life insurance sales, or you are struggling to make the money you want. If you want to be successful and stay successful in life insurance sales, then decide to start learning how to help families. Do Not listen to “naysayers!” Stop looking for shortcuts! Become the trusted advisor people want to see.
Start today, to learn everything you can about life insurance marketing, sales, taxes, and personal finance. Become a true student of your life insurance sales career.
As a new agent starting in life insurance sales in 1982, I was successful in one of the worst times in US history! And you can do it too!
“You can get everything in life you want… if you will just help enough other people get what they want.” Zig Ziglar
We Have Made It Much Easier And Less Expensive For You To Learn How To Help Families!
Starting and being successful in life insurance sales is much easier when you get the training, coaching, and sales support you need to help families!
We are here and want to help you to be a sales success in selling life insurance and annuities. Give us a call today so we can review your situation – 877-297-4608! There is no cost or obligation.
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?
Then Claim Your Copy of:
'Advisor's Guide To Found Money Management™'
Trusted Advisor Success Program™
Revealed… The Only 90-day Life Insurance Agent Training, Coaching, And Sales Support Program To Start Learning How To Help People! So You Will Be Successful And Sell Life Insurance And Annuities Like The Sales Legends!
Our Trusted Advisor Success Program™ is about you helping middle-income families find the money to Live Debt-Free And Truly Wealthy! So you will help families to get all the life insurance they need to protect their families. While you help them save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance!)
Using our life insurance marketing 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 coaches for over 40 years have been training agents and advisors… to be Trusted Advisors! Helping families find the money to secure their future. It is the best agent training to guarantee you will start earning $250k or more per year and be successful in life insurance sales like the Legends!
First, you will get the best agent marketing training… to find and attract your best 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 training. 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 learn how to help families (people) find the money to take immediate action!
Finally, you will learn the best sales presentations… To 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 like the Top Agents.
Discover The Best Life Insurance Marketing Strategies To Get Started In Life Insurance Sales! And Be Successful In life Insurance Sales!
Inside our agent training program, you will find the best marketing plans and strategies to start and be successful in insurance sales! 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… With all the sales tools, appointment scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, close more sales, and be successful! 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, and support! It is everything you need to start Helping People find the money to use all the HOT Life Insurance 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 Our Found Money Management™ Tool Kit – Life insurance marketing, appointment setting, and agent selling system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales Training System And Videos,
90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
Also Membership to Our IPS Private Site at $39.95 per month after the first month!
When will you decide to invest in the best system and training to start helping families and be successful in life insurance sales?
“Dear Lew, Jeremy, and Alex, I have been in the financial industry since 1988. I have spent tens of thousands of dollars on training, motivation, and coaching. The total over the last three decades may be in the hundreds of thousands of dollars. I have been a client of IPS for over 3 years. I have never seen the breadth and depth of material that IPS has. They have the right recipe for success. All you have to do is follow it.
If you are going to invest in your career, I know of no better investment in yourself, than establishing a relationship with IPS. Do yourself a favor, and develop the courage to change and grow. IPS has incredible information available, but more importantly, they care. They will emotionally invest in you and your career. Most importantly they are good people! All The Best, R. Spencer Childs” Spencer Childs – NV (31 years in the business)
“Do you always get what you pay for? Sometimes NOT. Lew, I have to tell you I have purchased thousands of dollars of training, development materials, and seminars, and yours is by far the greatest value I have seen. All your programs have a firm foundation of sales and marketing basics. In addition, you deliver so much detailed, turn-key, real-world ideas, things that I can start using today. The Found Money Management™ Concept program is incredible. I put down the big money to attend the other training out west, it was good, but your material is “over the top”. Thank you! Sometimes you get more than what you pay for, thanks for giving us that.” (Phil has been in this business for less than a year and is already generating over $40,000 per month in commissions) Phil Calandra, RFC – GA (2 years in the business)

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… How To Get Started In Life Insurance Sales!***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!

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!
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 easier for you to set appointments and close 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 a critical insurance marketing and prospecting strategy for staying in touch with prospects, friends, family, and clients. It is also a key life insurance marketing and prospecting strategy for more repeat sales and referrals (exclusive leads) from your current clients. So, it is a huge key marketing and prospecting strategy to being a successful life 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 don’t know how you are helping 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 Lewis Nason And Jeremy Nason
One of the recurring topics we write about each week… and talk about daily is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance clients! 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 sales questions you should ask your insurance clients to set appointments and close sales. More Details! Immediate Download… Order Now!
A huge agent success key to attracting high-quality sales leads/prospects, setting better appointments, closing sales, and increasing your income selling life insurance is and always will be asking enough questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Read Our Full-Length Book? So You Will Learn How To Help Families!
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’s Guide To Living Debt Free And Truly Wealthy“! Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them “Live Debt Free and Truly Wealthy”! As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference… helping your family, friends, clients, and neighbors 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 just 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, selling life insurance… 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!
It Is Up To You To Learn How To Help Families… So Right From The Start, You Will Be Successful In Life Insurance Sales!
How To Succeed In Insurance Sales… Beyond Your Wildest Dreams!
How I Learned To Set Great Life Insurance Sales Appointments
How I Learned To Start Closing 9 Out of 10 Life Insurance Sales Calls!



“Dear Lew, Jeremy, and Alex, I have been in the financial industry since 1988. I have spent tens of thousands of dollars on training, motivation, and coaching. The total over the last three decades may be in the hundreds of thousands of dollars. I have been a client of IPS for over 3 years. I have never seen the breadth and depth of material that IPS has. They have the right recipe for success. All you have to do is follow it.
“Do you always get what you pay for? Sometimes NOT. Lew, I have to tell you I have purchased thousands of dollars of training, development materials, and seminars, and yours is by far the greatest value I have seen. All your programs have a firm foundation of sales and marketing basics. In addition, you deliver so much detailed, turn-key, real-world ideas, things that I can start using today. The 
“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.
“Just wanted to drop you a quick note about your
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (




