Success Tips - How To Succeed In Insurance Sales! Learn How To Help Families!

How To Succeed In Insurance Sales… Beyond Your Wildest Dreams!

Dear Friends... When I first got into insurance sales in the 80s, I was fortunate to have two great mentors. It was with their help I led my sales office during the great recession from 1982 to 1984!  They taught me about persistence, setting goals, keeping it simple, self-belief, and total honesty!  But, here is the most important lesson that I learned from them.  If you want to succeed in insurance sales…  Then you must take the time to build relationships!  People will not do business with you until they know you, like you, and feel they can trust you!  It wasn’t until early in 1985 that I learned what I consider the ultimate lesson to succeed in insurance sales!  You Must Get The Insurance Agent Training To Learn The Best Ways To Help Families!

In 1985, the AVP for Met Life approached me and a few other top agents to work on an exciting new pilot life insurance sales program. He had found a group of producers in New York who had put together a revolutionary new sales program to sell cash-value life insurance.  This program helped families to maximize their eligibility for college financial aid. In simple terms, it helped families qualify for free money for college.

When Mr. Stabile briefly explained the program to me, I jumped at the chance to learn more about the college aid funding program. The fact is, I had a sixteen-year-old daughter in a private Catholic School who was planning to go to college.  And my wife and I were already wondering how we would pay for it.  I saw this as a great opportunity to help myself and other parents with the same problem.

How To Succeed In Insurance Sales… Learn How To Help Families!

DHow To Succeed In Insurance Sales... Learn How To Really Help Families!uring the next few weeks, we learned how to help families fund their children’s college education – without them going broke. And then we learned how to approach families with high school juniors, to help them to find the money to pay for college. We learned how to help families to reposition their assets and modify their spending habits to pay off their debts. We were also reducing their income taxes… and removing the equity from their home to legally hide it in cash-value life insurance. So that they could qualify for more free college financial aid. We were helping families see a much brighter and more secure financial future.

After just a few weeks of training, I was able to present myself to my clients, friends, family, and prospects as an expert in college education funding. And, within a few months, I was setting more appointments, closing more insurance sales, making larger commissions, and receiving a lot more referrals. The results were incredible – I was earning over $100,000 per year in the ’80s!

Over time, I realized that these sound financial strategies could help every middle-income family to reduce their debt. So they could start saving for their future. We were showing people how they could improve their current situation without spending any additional money or changing their lifestyle! Eventually, we became experts in helping middle-income families find the money to Live Debt-Free And Truly Wealthy.

Have you guessed what the key is to succeed in insurance sales? No, it is not helping families qualify for college financial aid. It is not a hot new product. And, it is not some hot new sales concept. If you want to succeed in insurance sales… It is helping families solve a unique, immediate problem for a specific group of people.

The key ingredients to a specialty market

If you want to succeed today in insurance sales, you must learn to specialize. You must learn how to establish yourself as a specialist in helping families to solve a specific problem, for a specific group of people. People must recognize you as the expert in a specific area. You must gain people’s trust and respect… So that they will want to meet with you.

Contrary to what you may want to believe, the whole world is not your market. Even if everybody can use your product or service. There is a specific group of people, with an intense, immediate, need and want for the benefits you offer. Find that “target market”! Then focus your efforts on helping those families and you will soon discover how profitable your business can be. And you will succeed in insurance sales… beyond your wildest dreams.

Define your target market

If you want to succeed today in insurance sales, you need to work in a target market. A target market is a group of people that have something in common. It could be a hobby, a business, owning a home, or whether they have children. Those people interested in something cohesive and are all part of the same mindset… think the same way.

Members of a strong target market should have the following characteristics: Easily identifiable: Easily approachable: Have money that is accessible!

Don’t forget, that the help you offer families should satisfy a dominant, immediate need. The group should be large enough to make your specialty worthwhile – so you will succeed in insurance sales!

Buying today for the future

If you want more people to see and buy from you today, to succeed in insurance sales! Then you have to find out what people want today.

One of the most difficult aspects of the products we offer is, that for the most part, they are for future use. Think about it! With most of our products, we explain to our prospects how they will be protected if someone dies or becomes disabled, sometime in the future. Or, we paint a picture of how important it is to save for retirement. And how investing a few dollars a month now will result in a guaranteed nest egg when they retire.

While all of these things are true, they can be difficult to sell because they are future needs, not immediate ones. There is no compelling reason for our prospects to do something today instead of tomorrow.

Almost everyone these days has a short-term outlook on life. The only thing prospects want to buy… is something that will satisfy their immediate needs. If they get hurt, they will pay a doctor to heal them. If they get sued, they will pay a lawyer to keep them out of jail. That is why doctors and lawyers can be some of the worst marketers in the world and they will still make very nice incomes. They are selling immediate needs.

Fortunately, there is a simple solution to this problem. If you want to succeed today in insurance sales… find a product or service that satisfies your prospect’s most pressing, immediate need.

Attract people with money

In today’s world, it seems that none of us has any extra money. We are all living up to, or beyond our means. So, even if your prospect agrees that they need and want your products and services, it is often a struggle to find the money to pay for them. It generally means for them to buy our product, they will have to decide to make a sacrifice, somewhere. Remember, it’s useless to identify a target market and be able to satisfy an immediate need – if the prospect doesn’t have the money to buy your product or service.

If you want to succeed today in insurance sales… you need to help families find the money to take action.

People hate to make big decisions – and make sacrifices

The easier way is for you to look for money that can be moved. People have their money tucked away in all sorts of places, like CDs, money market accounts, IRAs, mutual funds, 401(k)s, savings bonds, and real estate. And many of them spend their money on lower-priority items. They are not averse to moving that money, however, once they understand how they will benefit. And as long as they don’t have to sacrifice their current lifestyle.

I hope that you will take this advice and decide to learn how you can help families find the money to “Live Debt-Free and Truly Wealthy”. I pray that you will take the time to learn and use these ideas to make the necessary changes in your business. So you will succeed in insurance sales… beyond your wildest dreams!

Learning how to help people to move their assets and reduce their spending is not that hard. When you have a team of experts there to guide you every step of the way. It is how you will succeed in insurance sales… beyond your wildest dreams.

The result is the top agents and advisors we work with earn over a million dollars per year selling insurance, annuities, investments, and their services. While thousands of agents and advisors who were earning $30,000 – $50,000 per year, within a year earned $100,000–$200,000! Why! Because when you learn how to help people find the money to get what they need and want… Then the average case is $3,000 – $7,000 in commissions!

Imagine, if you close just one sale per week of $3,000, you will earn over $150,000 of commissions per year – even in these troubled times!

When will you learn to specialize? When will you define your target market? But most importantly… when will you decide to help families? When will you help people find the money to take action? So you will succeed in insurance sales!

“I have followed Lew Nason for 3 years, investing in almost every system and video they offer. I don’t know if I would have succeeded in this business except for the systems, training and coaching offered by the Insurance Pro Shop. If I could go back 3 years, I would have attended their Trusted Advisor workshop right from the beginning. What a learning experience!” Alex Onulak, IN (4 years in the business)

“I have been working with the Insurance Pro Shop since 2006 and have used each and every one of their products since then. (For my agents and myself) If you want a chance to increase your income and become the successful agent that you want to be, then you have to be learning from the best. I truly believe Lew Nason and Jeremy Nason and their team have the tools and resources to help mold successful agents. If you aren’t learning from Lew, you aren’t learning from the best!” Dennis Postema, RFC – Postema Marketing Group, LLC, OH (10 yrs in the business)

Ed Morrow - Highly Recommends and Endorses The Life Insurance And Annuity Sales Training From Insurance Pro Shop, Lew Nason, Jeremy Nason
Finally, How To Succeed In Insurance Sales… Beyond Your Wildest Dreams! Recommended By Over 40 Industry Experts!

Helping families find the money is how you will succeed in insurance sales… Beyond your wildest dreams!

When will you decide to learn all the best ways for you to help families find the money to secure their financial future? When will you decide to succeed in life insurance sales like the Legends?

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:
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Trusted Advisor Success Program™

Revealed… The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program To Succeed In Insurance Sales! So You Sell Life Insurance And Annuities Like The Legends!

Trusted Advisor Success ProgramOur 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 they save for a tax-free income, 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 that have been training agents and advisors… to be Trusted Advisors! Helping families find the money to secure their future. It is the best agent sales training to guarantee you will succeed in insurance sales. It is how you will earn $250k or more per year… Selling IUL, whole life insurance, and annuities!

First, we will show you how to find and attract your best life insurance leads/prospects. So you set great sales appointments. Then we will show you how to do a complete client fact-find to help families identify and want to solve their financial problems. We will also show you how you can help families find the money! So that they can take action right now! Next, we will show you the best ways for you to present your ideas. So you will take your life insurance and annuity sales career to extraordinary heights to succeed like the Legends!

Discover The Best Life Insurance Marketing Strategies To Succeed In Sales!

Inside our Trusted Advisor Success Program, you will find all the best life insurance marketing strategies laid out for you… in a step-by-step process! You will learn the best ways for you 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 tools, scripts, and more you need to succeed in insurance sales. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales to succeed beyond your wildest dreams! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families  find the money Live Debt-Free and Truly Wealthy!

INCLUDES… The best life insurance marketing, agent sales training, coaching, and support you need to succeed! It is everything you need to Help 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 find the money to secure their future – not just the wealthy!

Includes Our Found Money Management™ Tool KitLife insurance marketing, appointment setting, and sales training system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales Training System And 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 learn the best ways to help families… so you will succeed in insurance sales?

Charles Fish

“Lew and Jeremy, again, I wish to express my appreciation and gratitude for your dedicated passion to assist the many agents, like myself who want to help middle-income America get back on track; Living Debt-Free and Truly Wealthy.  I took home many new gold nuggets of information and I am excited, motivated, and very focused on who, what, and where I want to market.”
Charles Fish  FL <(4 years in the business)

Brian Tracy - Highly Recommends and Endorses The Life Insurance And Annuity Sales Training From Insurance Pro Shop, Lew Nason, Jeremy Nason
Finally, How To Succeed In Insurance Sales… Beyond Your Wildest Dreams! Recommended By Over 40 Industry Experts!

IPS Mini-University In Insurance Marketing And Sales

Revealed The Insider Secrets We Learned From Working With Insurance Industry Experts!

*** Not Sure Where To Start… How To Succeed In Insurance Sales… Beyond Your Wildest Dreams! ***

Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access! 

Become An IPS Member To Day - Insurance Marketing and Sales Resource Center™ Best insurance marketing and prospecting strategies, training programs, tips, and tools

Become an IPS Member today to check out the most affordable and effective insurance agent – marketing ideas and sales training – with live coaching!

Golden Opportunity For Insurance Agents - Middle-Income Families Need Your Help Right Now To Survive!

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!

Neal Merems – CA (34 years in the business)“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 Centerlast 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)

David H. Kinder, ChFC® - CA  (11 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)

Mehdi - Highly Recommends and Endorses The Marketing and Sales Training From, Lew Nason and Jeremy Nason
Finally, Affordable Insurance Agent Training, Coaching, and Support To Help Middle-Income Families Find The Money To Get Out Of Debt And Save For The Future!  Recommended By Over 40 Industry Experts!

Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access! 

Become An IPS Member To Day - Insurance Marketing and Sales Resource Center™ Best insurance marketing and prospecting strategies, training programs, tips, and tools

What Are You Waiting For – Get Our Affordable Online Live Weekly Group Training And Coaching Webinars For Insurance Agents and Financial Advisors! 

Insurance Marketing and Sales Resource Center™ Only $39.95 per month for the life of your membership - immediate access! 

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!

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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 to attract a stream of life insurance prospects? Do you want to make it easy to set appointments and close sales with your life insurance prospects? Then, make sure that your name and special insurance marketing message about how you are helping middle-income families are out there! So you are always attracted to and in front of the ideal life insurance prospects in your community!

Your client newsletter is critical to attracting and staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals from your current clients (life insurance prospects). So it is a big 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 don’t know how you are helping middle-income families? And, then why would they refer people to you?


Asking Your Insurance Clients Enough Questions, To Set The Best Sales Appointments, To Close More Sales

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!

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 You Will Succeed In Insurance Sales!

How I Got Started In Life Insurance Sales… And Led My Office In Only 6 Months!

How I Learned To Set Great Life Insurance Sales Appointments

How I Learned To Close 9 Out of 10 Insurance Sales Calls!

Call Us For A Free 15 Minute Consultation - 877-297-4608. Get The Best Advice For Your Career Selling Insurance! How To Make More Money Selling Final Expense Insurance! Mistakes that most agents make!

Recommended By The Members Of The IARFC - Life Insurance and Annuity Marketing and Sales Systems For Agents and Advisors!