How to Help Your Clients Find The Money To Save For Retirement! The Best Retirement Savings Plan!
Dear Fellow Advisors; For the past 50 years, Washington and Wall Street have misled Americans to believe that qualified retirement savings plans are the best way to help your clients save money for retirement. However, it is just not true! Because there are retirement savings plans that are a lot better and are much safer for most families today! Below are 2 secrets to help your client find the money to save for retirement!
Helping Clients Save For Retirement… Secret No. 1:
Let’s start with this simple truth. When you take a deduction for an IRA, 401(k), or any tax-deductible retirement account… you do not save money on your taxes! You just delay the taxes that you owe. In effect, you are borrowing that money from the IRS, so you do not have to pay some of your taxes that year. And then your retirement savings plan is now your collateral for that loan.
The truth is that you will have to pay the tax on that money when you retire. And you will also have to pay taxes on all the money you earned on that money. But, what is even worse… is you pay the taxes when you will have fewer tax deductions! And when the tax rate may be a lot higher.
Here is a story to help you to understand the point:
You own land and you want to plant an apple orchard. Your friendly IRS agent shows up and says, “Have I got a great deal for you? You can buy your seeds to start your orchard and I will give you a tax deduction on the cost of those seeds. This will make it easier for you to start your orchard. Then, I will not bother you until you start to harvest your apples. However, I will tax you on the money that you earn. When you sell your apples. Not just once, but every year until you die or run out of apples to sell.”
When you ask the friendly IRS agent what the tax rate might be in the future. He replies, “I don’t know right now, but you can be sure the IRS will take care of that.”
Is that a good deal for you? Think it over! Because it is the same deal that you will get… When you take a tax deduction for qualified retirement savings plans. You will defer your taxes, at the current tax rate. And then like the snickering mechanic in the oil change commercial says…“You can pay me now, or pay me a whole lot more later.”
Now that you know that sneaky little secret, here is another!
Helping Clients Save For Retirement… Secret No. 2:
Imagine that, instead of mortgaging your retirement to the IRS, you could put all of your hard-earned dollars into a savings plan for retirement that will guarantee you annual growth. That’s right, guarantees your growth! A savings plan for retirement that is safe and will guarantee your investment principle. A retirement savings plan that will allow you to take a tax-free income when you retire. And, a plan that gives you complete access to, use of, and control of the money that you save each year… with no government, employer, bank, or investment company involvement.
For the past 50 years, Washington and Wall Street have misled you into believing that no such savings plan for retirement exists. However, this retirement savings plan is one of the oldest, most respected, and most reliable savings tools that American families can have.
What is this great tool to help your clients save for retirement? It is permanent life insurance. And it has delivered on its promises with safety and guarantees for the past 150 years! While it has protected families from the loss of income from the death of a loved one.
When will you decide to get all of the life insurance sales training and tools you need today to help your clients find the money to save for retirement? So you will set more and better sales appointments? So you will close more and larger sales in the next 30 days? And so people will refer you to everyone they know! (Referred Lead System)
Is it time for you to let everyone know how you help clients find the money to save for retirement? Then the best way for you to do that is to offer them a free booklet or report on your website and Facebook pages! And then you need to send everyone you know your monthly client newsletter!
“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 into the hundreds of thousands of dollars. I have been a client of IPS for over 3 years. I have never seen the breath 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, 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)
“I just attended a 2 day workshop with Insurance Pro Shop. I am so happy to say that this time spend was very well invested in my insurance career. Lew and his staff were amazing teachers. I learned more about marketing, sales concepts, and closing techniques, all by asking the right questions. I highly recommend INSURANCE PRO SHOP for the new or seasoned agents. It is time very well invested.” Carol Walker, TX (27 years in the business)

When Will You Learn All The Ways You Can Help Your Client Find The Money To Save For Retirement?
Want More Tips Like This? Become an IPS Member Today!

Virtual Training Class. Become A Member Today!
If you found this blog post helpful, you’re going to love what’s waiting inside our Insurance Marketing and Sales Resource Center™.
For just $39.95/month, you get immediate access to:
Step-by-step insurance marketing and prospecting strategies
Proven sales training that helps you book better appointments and close larger cases
Powerful fact-finding questions and sales scripts that make you the Trusted Advisor
Live weekly coaching webinars (4 per month) + unlimited access to all past sessions
Real-time case design and appointment prep support
Access to our video training vault with 100+ hours of content
A private community of agents and advisors growing together
We’ve helped thousands of agents and advisors go from struggling… to earning $100K, $200K, and more — without hype, gimmicks, or overpriced leads. Just real help from a team that’s been in the trenches.
You don’t have to do this alone. If you’re ready to make a real difference for your clients and build a business you’re proud of…
Click Here to Join IPS Today – Risk-Free
$39.95/month • Cancel anytime • 30-Day Money Back Guarantee
#”The IPS membership is hands down the best money I’ve spent on my career. The tools, the support, and the guidance have transformed my business.” – Bryan G., MO
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 Coach Jeremy Nason, RFC®
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 To Help People Find The Money? So You Can Set Appointments, Close Sales, And Make Big Money Selling Life Insurance 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®
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 successfullyhelp familiesfind 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!


“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 into the hundreds of thousands of dollars. I have been a client of IPS for over 3 years. I have never seen the breath and depth of material that IPS has. They have the right recipe for success. All you have to do is follow it. 





