Shorten Your Learning Curve To Sell Life Insurance Successfully!
Dear Friends, Here is a success story from one of the many agents who finally learned the real secrets of how to sell life insurance successfully!
“Some people are very sharp and adapt quickly to new ideas… While others struggle to sell life insurance.
I have been in the financial services industry for about 13 years. And I have only been receiving coaching from Lew in the last 3.
Way back when I first started with his coaching, Lew tried to tell me to continue doing what I was doing. (mortgage insurance leads) But, to improve my life insurance selling skills. He knew that if I was already getting life insurance appointments, I had half the battle won. So, I just needed to close larger life insurance sales, to get the sale more often. And I would dramatically improve my income.
He tried to tell me that I needed to do a “good” fact-find with every prospect. But I was not ready to hear it. I figured that after doing this for 10 years, I knew what I was doing. And that some people were just not going to open up and give me all of their information.
Then at an insurance sales training session with Lew, (Trusted Advisor Success Training) that I attended in Georgia, I raised this same question again. Stating that it was just too hard to get people into a fact-finding mode. He gave me the answer once again. But I was not ready to hear it.
Finally, I was watching one of Lew’s training DVDs on Fact-Finding. (The same Trusted Advisor Success Training session that I attended, but did not listen) And it hit me like a ton of bricks. If I just do it right and ask the right questions, people will open up to me and allow me to do thorough fact-finding. And I’ll write much bigger life insurance cases. And, I could use the same old mortgage insurance prospecting letters that I have used for years.
I Decided To Give It A Try!
So, I decided to give it a try. I ordered a mortgage mailing of 1000 pieces. Then, I had my assistant call to book the appointments in my office using the same old mortgage script I had used for years. And guess what?
I used Lew’s opening questions, word for word, right from the Fact-Finding DVDs. And they gave me all of their information. Not only did they give all of their info, they appreciated my efforts to do the right job for them. So, I not only wrote life insurance to protect their family’s home. But I was able to help them with their IRAs at the same time. And then one of the clients, who just bought a home 6 months ago, is refinancing to a longer-term mortgage to free up cash to invest with me.
So far, from this one batch of leads, I’ve written $5,000 in commissions. Next week I plan to write $7,000 more, not counting what I will make on the refinance. (By the way, I only sat down with 4 people, and 2 bought and one will be buying next week, that’s 3 out of 4)
My point in all of this is that it took me 3 years to finally listen to Lew. Don’t waste 3 years of your career thinking that you know what you are talking about. Don’t buy into your ‘own’ negative thinking that this can’t work and it can’t be that easy.
Some of Lew’s coaching may at times come across as, “Oh I knew that”! Or “yeah, yeah I could do that, but that’s not what I want to do.” Do not dismiss what this man has to say. He knows from years of experience what he is talking about. So, he can lead you to the easiest and least expensive way to explode your production.
Listen, Listen, Listen, and shorten your learning curve. If Lew’s training tells you to do something, then at least try it. His son, Jeremy Nason, has continued this training for 30+ years. If you don’t get the results you were expecting give Jeremy a call, then tweak it and try it some more. You will not be disappointed.
By Tony Filippone, RFC
Congratulations Tony! And, Thank You!
Tony has attended several of our Trusted Advisor Success Training events, in Georgia. He has also invested in our Advanced Sales Training Videos and Audio and our “Found Money Management ™ Life Insurance Marketing and Sales Tool Kit” to learn how – to successfully sell life insurance.
When Will You Learn… To Successfully Sell Life Insurance Like Tony?
Tony Filippone, RFC, FMM received high praise for his outstanding achievements in 2007, from Lew Nason.
Tony was on the Front Cover of the IARFC Register, on 2/2011

These Agents Immediately Learned How To Sell Life Insurance Successfully! And You Will Too!
“I just got off the phone with my CPA – I increased my bottom line 2 and half times over last year! He wanted to know what I was doing differently. He’s impressed – and wants to do a joint venture with me. You guys are right on the money. Your system absolutely works! My clients are happier and better off and so am I. I’ve said the same before, but this is real proof. The bottom line doesn’t lie!” Audrey Sendrowski – MA (10 years in business)
“Lew and Jeremy, thank you for all of your hard work and dedication over the years. It has been a great pleasure working with you and your team over the past 8 years. You have provided me world class training and support. You have helped me immensely with my newsletters, booklets, PowerPoint presentations, and so much more. The masterminding in the live classes is priceless.
Recently, I did a seminar with the PowerPoint you helped me customize. I created over $80,000 in commissions from that one seminar and business keeps rolling in. The Found Money Management™ program that you teach goes hand in hand with what I do. We help clients to dramatically improve their financial situation. Thanks again for all you do. God bless you and the Insurance Pro Shop! Your Friend,” Bill Constain, CFO, RFP – Freedom Wealth Services – FL (34 years in Insurance Sales)
“Per our conversation this morning I wanted to let you know how the (Found Money Management™) program is working for me so far. I got the CD package on or around May 1st. Today, is May 24th and I have set a total of 5 appointments by loosely following the word track on the appointment setting CD. Of those 5 appointments, I have already had 3 of them, and we have started the underwriting process on all 3… $67,000 of annual life premiums.” (In less than a month) Tim G. – Albuquerque – NM – State Farm (In Insurance Sales Since 1999)
“Thanks for everything, I’ve written over $270,000 of life premiums in the past two months since attending the boot camp in December. ($190,000 in commissions) Freedom Equity Group has asked me to do a teleconference to explain how I’ve accomplished this dramatic increase in my business. I’ll be recommending your Found Money Management™ system and your boot camp to everyone on the call.” Randy Delph, RFC, LUTCF, FMM – IN (35 years in Insurance Sales)
“A while back, I found the Insurance Pro Shop and signed up for their (FREE) weekly newsletters and started applying some of their techniques. They worked. So nine months ago, I decided to visit with them to meet Lew and Jeremy. After meeting them, I decided to purchase their Found Money Management™ System and their Fact Finding DVDs. However, with the holidays and running my P&C business, I didn’t get to begin to earnestly study their materials until a few months ago, and then I attended their Found Money Management™ Boot Camp.
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. And, now I’m here at theirAdvanced Fact-Finding Techniques Sales Skills Boot Camp to learn as much as I can from them. 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 Insurance Sales)

When will you follow the ‘Top Producers’ to be a successful agent or advisor selling life insurance?

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… Shorten Your Learning Curve To Sell Life Insurance Successfully! ***
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 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 in insurance sales!
How You Can Learn To Sell Life Insurance Successfully Like The Best Agents!
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
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 life insurance!
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™'
When Will You Learn How To Sell Life Insurance And Annuities – Like The Legends?
Trusted Advisor Success Program™
Our Specialized Life Insurance Marketing, Leads, And Sales System To Successfully Sell Life Insurance… With 90 Days Of Personal Agent Training, Coaching, And Sales Support!
Our Trusted Advisor Success Program™ (Life insurance marketing and sales system)! This insurance agent sales system and training is about you learning how to help middle-income families (people) find the money to Live Debt-Free And Truly Wealthy! It is about helping 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 agent marketing and sales program to successfully sell life insurance… 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 Meuller, and Medhi Fakharzadeh! Helping families (people) find the money to secure their future. It is the best agent sales training to guarantee you will earn $250k or more per year… Successfully Selling IUL, whole life insurance, and annuities!
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 and sales 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 get the insurance agent sales training you need to learn how to help families (people) find the money to take immediate action!
Finally, you will get insurance agent sales training to learn the best sales presentations… So you will successfully (sell) close 9 out of 10 IUL, whole life insurance, and annuity sales. So you will earn $100K, $200K, or more per year successfully selling life insurance like the Legends.
It is the best life insurance marketing, appointment setting, sales system, and training for agents and advisors. It is how you will learn to help people find the money… To start closing more and larger life insurance sales today!
You Will Master The Best MARKETING To Find Your Best Life Insurance Prospects!
Inside our agent training 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… 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, 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, and support! It is everything you need to Help People find the money to successfully sell – 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 and agent sales training to successfully sell life insurance,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales System, And Agent Training Videos,
With 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 get the agent training and system to be successful in selling life insurance?
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 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 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.”
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 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!
It Is Up To You To Learn How To Be An Agent That Sells Life Insurance Successfully!
Insurance Agent Case Reviews… How to close a larger sale with almost everyone you meet with!


“I just got off the phone with my CPA – I increased my bottom line 2 and half times over last year! He wanted to know what I was doing differently. He’s impressed – and wants to do a joint venture with me. You guys are right on the money. Your system absolutely works! My clients are happier and better off and so am I. I’ve said the same before, but this is real proof. The bottom line doesn’t lie!”
“Lew and Jeremy, thank you for all of your hard work and dedication over the years. It has been a great pleasure working with you and your team over the past 8 years. You have provided me world class training and support. You have helped me immensely with my newsletters, booklets, PowerPoint presentations, and so much more. The masterminding in the live classes is priceless.
“Per our conversation this morning I wanted to let you know how the (
“Thanks for everything, I’ve written over $270,000 of life premiums in the past two months since attending the boot camp in December. ($190,000 in commissions) Freedom Equity Group has asked me to do a teleconference to explain how I’ve accomplished this dramatic increase in my business. I’ll be recommending your
“A while back, I found the Insurance Pro Shop and signed up for their (FREE) weekly newsletters and started applying some of their techniques. They worked. So nine months ago, I decided to visit with them to meet Lew and Jeremy. After meeting them, I decided to purchase their
“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. (




