Best Time Management Tips For Insurance Agents And Financial Advisors!
Dear Friends, In today’s world, many insurance agents and financial advisors tell us they need tips to help them with time management. Because they are working long hours and they can’t seem to get their time under control. There are a lot of little tips that can help agents to get better at time management. Such as, you only check your email twice a day. Make a To-Do List every day. Prioritize and tackle the most important and easy tasks first – like prospecting, setting sales appointments, and meeting with prospects to close insurance sales. Schedule specific times for insurance prospecting and don’t let anything interrupt that time. Block out times on your calendar for specific tasks. And the list goes on and on!
However, the main reason you need tips to help you with your time management is most insurance agents and financial advisors are doing business the hard way! You are traveling all over their county and state to have enough sales appointments and close enough insurance sales. This is because you are taking what you believe is the easiest way to find insurance prospects. You are buying your insurance leads, running ads, etc. trying to find prospects who want to buy insurance or annuities right now. However, the problem is you are closing smaller insurance sales. So you have to call and meet with a lot of prospects to make the income you need and want for your family.
YOU ARE CREATING YOUR PROBLEMS!
There is a much better and smarter way for you to do business. You can do it starting right now by making a few small changes to your business. And in just a few weeks, or so, you will make your life a lot easier and have a lot more fun! Because you will set better sales appointments and close larger life insurance and annuity sales! While you do it all in your local area!
Best Time Management Tip For Insurance Agents
First, you need to learn how to market your services in your local area. So you will start setting some of your insurance sales appointments within 5-10 miles of your home! This will cut down a lot of your travel time!
Then you will need to learn how to set more and better sales appointments with the insurance leads you buy, and the leads you will find in your local area. And, then you will start to close more and larger life insurance and annuity sales. This will save you time calling leads to set sales appointments. You won’t need to buy as many leads, which will also save you money!
However, the best part is you can do it all over time! You do not need to stop what you are doing right now. You just need to learn a much better way to do business.
Yes, most of us need tips to get better at time management. But first, you need to fix your biggest time wasters!!!
Here is what these agents and advisors had to say about how we helped them fix their time management problems. So they now set more and better sales appointments and close more and larger life insurance sales. While they work 40 hours or less per week. And they make a much better living.
How We Will Help You!
“I did it the hard way for 10 years (selling mortgage insurance) and most of your numbers were dead on for me. My average case size was just a little over $600. And I was struggling to earn between $40,000 to $50,000 just like you said. You guys had me up to $80,000 in about six months. And then $160,000 to $180,000 in about year 3 of working with you. I tell new agents about you every chance I get.
I had to kiss a lot of frogs to find my prince. And you guys were it. 15 years later I’m still in the business and just had my best year ever. Let’s just say a strong six-figure year. To think I was ready to quit when I found you. I know I’ve thanked you before, but you guys really put me on a great path to success. And I can’t express my gratitude enough.” Antonio Filippone RFC, FMM – IL (24 years in the business)
“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, then 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, Spencer Childs – NV (31 years in the business)

More Insurance Agent Time Management Tips For Our Private Site Members!
Have you read the reports and watched the videos in the Found Money Management section of our member’s private site? It is how you will learn the best ways to help your clients. So you will set more and better sales appointments and close more and larger life insurance and annuity sales.
Did you know that every month we have 4 live group coaching webinars? Did you know we record them… Group Coaching Recordings
Not a member, then click here! (It is only $39.95 per month and you can cancel at any time)
“I think anyone who has experienced Insurance Pro Shop in any capacity knows the first class training that Lew and Jeremy Nason offer agents, both new and experienced. But the one thing that makes the Nason’s special is how much they care about not only us, as THEIR clients… But OUR clients as well. The Nasons will not only help you increase your income. But if you apply what they teach you, you will truly become a trusted advisor of your community. You will also learn to sell the RIGHT way. The Nasons are wonderful people and I am very fortunate to have met them!” Oliver Chamberlain, PA (12 years in the business)

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… Best Time Management Tips For Insurance Agents! ***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
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Become an IPS Member today to check out the most affordable and effective insurance agent – marketing ideas and sales training – with live coaching!

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!
You Don’t Have To Go It Alone! Finding The Money Is A Big Secret To You Closing More and Larger Cash-Value Life Insurance Sales!
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™'
Trusted Advisor Success Program™
Revealed… The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program To Learn How To Help Families! So You Sell Life Insurance And Annuities Like The Legends!
Our Trusted Advisor Success Program™ (Life insurance marketing, exclusive (organic) leads, and sales tools system)! This insurance agent sales training and coaching program is about you learning how to help middle-income families (people) find the money to Live Debt-Free And Truly Wealthy! It is about you learning to help 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 income, save for college, create a family bank, and more! Using your cash-value IUL, whole life insurance, and annuities!
Using our life insurance marketing, exclusive (organic) leads, 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 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 Mueller, and Medhi Fakharzadeh! Helping families (people) find the money to get out of debt and secure their future. It is the best agent sales training to attract exclusive (organic) life insurance leads. So you guarantee you will succeed and earn… $200k, $300k, or more annually… selling IUL, whole life insurance, and annuities!
First, you will get the best agent marketing training and system… to find and attract your best exclusive (organic) 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 system. 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 and system needed to help families (people) find the money to take immediate action to buy life insurance!
Finally, you will get insurance agent sales training and a system to learn the best sales presentations… So you will successfully close 9 out of 10 IUL, whole life insurance, and annuity sales. So you will earn $100K, $200K, or more per year selling life insurance like the Legends.
Learn the best life insurance marketing, exclusive (organic) leads, appointment setting, sales system, and training for agents and advisors. It is how you will find and attract exclusive (organic) life insurance leads. It is how you will learn to help people find the money… To start closing more and larger life insurance sales today!
When You Will Master The Best MARKETING To Find And Attract Your Best And Exclusive (Organic) Life Insurance Leads/Prospects?
Inside our agent training system/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 to find and attract exclusive (organic) life insurance leads… With all the sales tools, appointment scripts, and more. Now you can find and attract your exclusive (organic) life insurance Leads, 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, support, and system! It is everything you need to Help People find the money to use all the HOT 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… 90 Days of Personal Insurance Agent Training, Coaching, and Back-office Sales Support… Worth $2,097,
Our Found Money Management™ Tool Kit – Life insurance marketing, exclusive (organic) leads, appointment setting, and agent sales success tools system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales System, And Agent Training Videos,
Also membership to our IPS Private Site… With weekly live agent training and coaching webinars – Only $39.95 monthly after the first month!
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!
When will you get the best time management tips for agents to set better sales appointments and close larger life insurance and annuity sales?
How To Succeed In Your Life And Insurance Sales Career!
How To Increase Your Sales And Income Selling Insurance!
Do Most Seniors Need Life Insurance When They Retire?




“I did it the hard way for 10 years (selling mortgage insurance) and most of your numbers were dead on for me. My average case size was just a little over $600. And I was struggling to earn between $40,000 to $50,000 just like you said. You guys had me up to $80,000 in about six months. And then $160,000 to $180,000 in about year 3 of working with you. I tell new agents about you every chance I get.
“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.
“I think anyone who has experienced Insurance Pro Shop in any capacity knows the first class training that Lew and Jeremy Nason offer agents, both new and experienced. But the one thing that makes the Nason’s special is how much they care about not only us, as THEIR clients… But OUR clients as well. The Nasons will not only help you increase your income. But if you apply what they teach you, you will truly become a trusted advisor of your community. You will also learn to sell the RIGHT way. The Nasons are wonderful people and I am very fortunate to have met them!”
“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. (



