‘Insider Secret’ To Setting The Best Life Insurance Sales Appointments!
Dear Friends, Are you setting life insurance sales appointments with only one out of ten prospects you talk to? What if you could set two, three, or more life insurance sales appointments out of ten prospects? How would you feel about that? What would it mean to you and your family? Would you like to know the insider secret to setting more life insurance sales appointments? When would you want to get the insurance agent sales training to learn to ask your prospects the right questions – to set more life insurance sales appointments?
Do you believe you can set two, three, or more life insurance sales appointments out of ten prospects you talk to?
One huge reason why most agents are struggling today, is they are missing a crucial ‘insider secret’ that would enable them to set a life insurance sales appointment with almost every prospect they talk to. This is especially true about talking to the people they already know, their clients, friends, family, and current prospects. Most agents will tell everyone they know about a great new sales idea or product they have, to try to convince these people to set up a life insurance sales appointment with them. Then they wonder why they rarely set the life insurance sales appointment they want
What the best producers know is that setting life insurance sales appointments is your FIRST SALE! If you want to set a life insurance sales appointment, you must ‘SELL’ people on why they should meet with you. That is about you asking your prospects the right insurance sales questions and having a real conversation with them. So you help your prospects see and understand the problems they face today and in the future. So they will want to set a life insurance sales appointment.
“If people do not see they have a problem, and how you can help them, then is there any reason for them to take time out of their busy schedule to meet with you?”
Insider Secrets To Setting The Best Life Insurance Sales Appointments!
Stop telling people why they should meet with you, how great you are, and about your fantastic products and company. If you want to set more life insurance sales appointments with the people you know and meet, then learn to ask the right insurance sales questions! So you get people to talk about what they need and want for their family, business, and themselves.
Advisor to Mr. Business Owner – “Have you ever thought about, if you weren’t here tomorrow, what would happen to your business? Who would run the business? What would happen to your income? How would that affect your family? How do you feel about that? Why is that important to you?” And then have a real conversation with them…
Advisor to a friend – “Bob, if I may, I’d like to ask you a few questions about your retirement plans. Are you putting away as much money as you would like to towards your retirement? How do you feel about that? When would you like to retire? What would you like to do in retirement? Why is that important to you?” And then have a real conversation with them…
Ask Prospects The Right Insurance Sales Questions And Then Listen To Them!
By asking the right insurance sales questions and listening to the people you know, you can discover what is important to them. Then with a little thought, you can come up with the right insurance sales questions to ask prospects to get them thinking about their situation, so you have a real conversation with them… And then you will set the life insurance sales appointments you want with almost everyone.
“Frank, you’ve been talking about Alex going to college, if you don’t mind me asking, have you started saving for college yet? How is it working so far?”
“Bill, you do a lot of climbing in your business, if you don’t mind me asking, If you fell off a ladder tomorrow and could not work for the next six months, then what would happen?”
“Alice, are you and Frank still putting money into your company’s 401K? With the recent stock market losses, how is it doing for you? How do you feel about that?”
Summary Of Asking The Right Questions To Set The Best Life Insurance Sales Appointments!
If we could show you the right questions to ask prospects to set life insurance sales appointments with almost everyone you meet and talk to…
Who would benefit the most from that knowledge?
Where would your income be a year from now?
What would it mean to you and your family?
Why is that important to you?
How do you feel about that?
When would you like to begin?
Get the sales skills training you need to ask insurance prospects the right sales questions… So you will easily set life insurance sales appointments!
Will You Qualify For MDRT Like These Agents?
“Dear Lew; As you are aware I have been in the industry for 39 years and am a consistent MDRT ‘Top of the Table’ qualifier. I have spoken at MDRT, and at several major companies top producer meetings. In 2000, I went from being a Agency Development General Agent to a Personal Producer. The transition was challenging, but it worked. The one thing I lost along the way was the focus on life insurance sales.”
“I tried several refresher programs, and was able to modestly upgrade life production. Then I found your company. Eventually, I purchased several of your programs, including Found Money Management™ and How to Close 9 out of 10 ™. The material is excellent and I have spent many hours reviewing it. This year our life production is up almost 100% over last year and I believe it will double again. Thanks for your personal consulting time and the programs and most of all your sincere belief in the good work you and your company are doing.” Richard M. CLU, ChFC, RFC, CEP (39 years in business)
“You have truly blessed my life, Jeremy! Tell your Dad (Lew Nason) you punched another ticket for an agent to go “Top of the Table.” They must number in the hundreds or more by now. I will be in Dallas, Georgia in the future to show my appreciation! See you at the top buddy! Thank you, you guys are first class all the way, Jeremy! John M.
“I am finishing my finest personal production year ever, and that is directly attributable to the change in marketing efforts I have instituted since meeting Lew and Jeremy. (7/2008) After 25–years in this business I guess I have proven that you can teach new tricks to an “old dog.” Tony Brazeal, RFC, RFP, FMM, MDRT – TX (25 years in business) President, Pathfinder Group, LLC a national brokerage agency
“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. Once again thank you.” Franklin Allakpo – NY – New York Life (3 Years in the business)
Insider Secrets To Setting The Best Life Insurance Sales Appointments!
Do you want to set more and better life insurance sales appointments? Do you want to learn to ask your insurance prospects the right sales questions? So you close an insurance sale of $3,000 or more – instead of only $600?
Setting appointments and closing life insurance sales is much easier when you learn to ask your insurance prospects the right sales questions.
Whatever the reason is for you not making the sales income you want selling life insurance! We will help you to fix it! So where do you want to go from here? Will you be our next agent success story? Call us now so we can help you decide which of our training and coaching programs is the right one for you to increase your sales and income selling insurance! 877-297-4608
Unlock the #1 Critical Key to Insurance Sales Success
Are you struggling with prospecting, setting appointments, and closing insurance and annuity sales?
The root cause could be your approach to questioning and listening skills.
In this eye-opening ebook, you'll discover why becoming a great questioner and listener is the number one critical key to your overall success in the insurance industry. It's one of the easiest and quickest ways to dramatically increase your appointments, sales, average sale size, and income!
Download your copy of 'How To Close 9 Out Of 10 Sales'
How To Close ‘9 Out Of 10’™ Insurance Sales!
When Will You Get The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program – To Ask The Right Questions To Set More Appointments And Close More Life Insurance And Annuity Sales Like The Legends?
When will you learn the best consultative selling, insurance sales skills, probing sales questions, and fact-finding, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help middle-income families find the money to spend, save, invest, insure, and plan wisely for the future. So they can “Live Debt Free And Truly Wealthy?”
Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent success training, coaching, and mentoring… with back-office sales support! All from a team that has been training new and experienced insurance agents and advisors for over 40 to help middle-income families to want to solve their problems. It is about you asking the right probing insurance sales questions. So you will set more appointments and earn $250K or more per year selling life insurance! just like the Industry Legends Ben Feldman, Tom Wolf, John Savage, Van Mueller, and Medhi Fakharzadeh!
First, we will show you what to say (the basic insurance prospecting script). And then the right probing sales questions to ask your insurance prospects… So you will set your best life insurance sales appointments.
Then we will show you the right insurance sales sales questions to ask to help middle-income families identify and want to solve their problems. We will also show you how you can help middle-income families to find the money! So that they can take action right now!
Then we will show you the best ways to present your solutions to your families. So you will close more and larger life insurance and annuity sales in the next 30 days! To be successful in closing 9 out of 10 insurance sales like the legendary agents! To earn $250K or more per year!
Includes Membership to Our Private Site at $39.95 per month after the first month,
And 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-Office Sales Support Worth $2,097!
Starting right now, you will have affordable access to state-of-the-art life insurance marketing and sales systems, tools, agent training, coaching, and sales support to be a Trusted Advisor helping middle-income families! All from a family that has done it themselves. And has been training and supporting insurance agents and financial advisors who want to earn six and seven-figure incomes for over four decades!
But we do not stop there. How good would it feel to have a team of dedicated life insurance marketing and sales experts behind you to train and guide you every step of the way in asking the right insurance sales questions? Insurance sales training experts you can call whenever you have questions or need help! Life insurance marketing and sales training experts to help you make sure you do the very best for your clients. So you will have complete confidence in what you do to help middle-income families (We are NOT recruiters).
When will you get the tools, training, and support needed to ask prospects the right questions to set lots of life insurance sales appointments and close more sales?
“In the past three months, I’ve sold more life insurance premiums, than I did in the previous 8 years. I’ve placed 12 policies with annual premiums ranging from $800 – $30,000. Their systems and training work. Lew Nason has the marvelous ability to make the complicated, simple. Lew gives small practical tips that can only help to make your agency grow. What a mentor!” John Stewart, FMM – GA, Allstate Agency Owner (16 years in Sales)
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… Setting Life Insurance Sales Appointments! ***
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!
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 life 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 life insurance and annuity sales appointments with almost everyone you call. You will set more and your best life insurance and annuity sales appointments! Because they are better quality, you will also need fewer life insurance and annuity 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 attract the best insurance prospects 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 the most life insurance and annuity sales? Then make sure that your name and special insurance marketing message of how you are helping 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 closing more repeat life insurance and annuity sales and getting 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.”
When Will You Learn How To Help Families? So You Will Increase Your Sales And Income Selling Insurance!
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 the ‘Insider Secret’ To Asking Insurance Prospects The Right Sales Questions! So You Set The Best Life Insurance Sales Appointments And Close More Sales!
Set Great Life Insurance Appointments With A Cold Calling Script!
How To Set Great Sales Appointments For Life Insurance With The People You Know!
5 Tips To Making Your Life Insurance Sales Appointment Scripts Work!
How Can Appointment Setting for Insurance Agents Become Your First Big Win?
Setting appointments is often the moment that decides whether an agent struggles or rises. For many professionals, connecting with prospects feels like a numbers game—only one solid meeting out of ten conversations. But what if you could consistently schedule two, three, or even more? That shift alone can change your income, your confidence, and your long-term success.
The truth is simple: your first real sale is getting the appointment. And the way to do that starts with asking better questions—not talking about products.
How Strong Life Insurance Appointment Setting Strategies Can Transform Your Conversations
Most agents talk to prospects. Top producers talk with them. That difference is where strong life insurance appointment-setting strategies begin.
Instead of pushing ideas or explaining policies, high-performing agents focus on meaningful questions that help prospects recognize their own needs. When people clearly see a problem—and see that you understand it—they willingly make time to meet with you.
Here’s what the most effective agents do:
- Ask questions that spark reflection
- Guide prospects to talk about their goals, fears, and priorities
- Listen closely instead of jumping to solutions
- Build trust through conversation, not persuasion
This is the “insider secret” many are missing. When you rely on questions, not pitches, appointment setting for insurance agents becomes natural rather than stressful.
Why Asking the Right Questions Leads to Quality Appointments
People rarely set an appointment just because an agent asked. They say yes when they feel understood. That happens when you shift from presenting information to uncovering what matters most to them—family security, retirement readiness, business continuity, income protection, and more.
Examples of helpful question styles include:
- Reflective questions about financial goals
- What-if scenarios related to income, family, or business
- Feelings-based questions about their current planning
- Supportive follow-ups that open a deeper conversation
This approach makes prospects think about the risks they face and the future they want. When they recognize a gap, meeting with you feels important, not optional.
The Power of Real Conversation in Setting Better Appointments
A sincere conversation can do what scripts and sales pitches never will. When you listen closely and respond thoughtfully, prospects naturally begin sharing:
- Their concerns
- Their frustrations
- Their long-term hopes
- Their uncertainties about savings, retirement, or business stability
These insights allow you to guide the discussion toward a meeting—because the next step becomes obvious and meaningful to them.
Ready to Strengthen Your Appointment Skills?
Agents who master this approach routinely increase their appointment ratios and, ultimately, their income. When you learn to use questions effectively, you stop chasing prospects—and instead create genuine interest.
Insurance Pro Shop, LLC provides the sales training and coaching needed to help agents refine their skills, build confidence, and set stronger appointments with consistency. If better results matter to you and your family, this is your moment to take the next step.
