Best Life Insurance and Annuity Client Sales Presentations

IPS Weekly Sales Success Tips - Best Life Insurance and Annuity Client Presentations

11/24/21 – Are you getting the best life insurance or annuity sales from your sales appointments? What if you had expert help to review your client’s case with you? And help to provide you with the best solutions and sales presentations for your clients (Using your life insurance and annuity companies)! What if you had someone to show you how to put together the best life insurance and annuity sales presentation for your client? So you would close more and much larger sales. How much better off would you be? How much more money would you make?

Learn The Best Life Insurance And Annuity Client Sales Presentations!

One of the best parts of working with us is that you will get 3 months of coaching and sales support when you invest in one of our specialized marketing and sales systems. So you will learn how to really help your clients. And learn to provide them with the right solution for their situation (Free with our system)! So you will learn the best life insurance and annuity sales presentation for your client!

After that 3 months of coaching and sales support. If you need or want help on a case it is $100 per hour. Most cases will take less than an hour to review and put life insurance and annuity client sales presentation together. Or if you want us to help you with most of your cases, then it is $399 per month.

Do you want to learn the best ways to help your client with life insurance and annuities? Do you want to make sure you provide them with your best advice, the right advice, and the best life insurance and annuity sales presentation for a client? So you close more and much larger sales?

Then why not call us on your next case and let us prove to you how much we can and will help you… And Your Client!

Let us help you to maximize your sales commissions! While you provide the absolute best solutions and best life insurance and annuity sales presentions for your clients!

What Top Agents Say About Our Support, With Our 2 Page Life Insurance And Annuity Client Sales Presentations.

Kevin Murray - FL (10+ years in the business) Best Life Insurance and Annuity Client Presentations“How Jeremy makes my life as an agent easier. In working with Jeremy over the years, one thing truly stands out when reviewing a case with him. I shoot him the completed fact finder. Sometimes I even have a hard time remembering what was most important according to the client. And not to mention additional sales to be made from problems I didn’t even consider. Jeremy calls me up to review the details and the next day or two, I have this seamless two-page client presentation that is a no-brainer when it comes to the client saying “yes, let’s do this”.

I have tried to duplicate the process, however, I find myself asking why? Working with Jeremy on case designs, allows me to do more of my work which is going on appointments. My suggestion is the next case you have, give him a call. And see for yourself how much easier he can make your life in this business.”
Kevin Murray– FL(10+ years in the business)

Bryan Schurter, RFC, FMM - CA (4 years in business) Best Life Insurance and Annuity Client PresentationsLew and Jeremy, thanks again for all your help with the three retiring couples that we have been working on over the past two months. It’s great to know that I can always count on you to find creative, helpful solutions to assist my clients.  Jeremy, you must have saved me at least a week’s worth of work over the past two months with all your help.  You guys are the best, and although I’ve told you many times before, THANK YOU!!” (These three retiring couples were from the free educational workshops he has been doing for teachers. And total over $2,000,000 in annuity premiums.)
Bryan Schurter
, RFC, FMM – CA (4 years in business)

Andrew Maisch - NJ (10 years in the business)“I have been working with Jeremy Nason at the Insurance Pro Shop on Annuity & Life cases for the past couple of years with great success. In a nutshell, I have found that my IMO’s have tunnel vision when it comes to case design. And to be blunt, most are not good at it. They tend to focus primarily on pushing products. Jeremy, on the other hand, is the polar opposite of an IMO. He uses both his creativity and case design experience to maximize the benefits for the client. And does it in a simple, easy to understand, 2 page client presentation. He does a great job of comparing the client’s current plan to the “new proposed plan”! That we developed in a collaborative manner.

As a result, his process helps the client see the major differences between what they’re currently doing… And what they should be doing. If they want to live a safe, secure, comfortable retirement and meet their overall goals and objectives. I have found that when I use Jeremy’s system and his easy-to-understand two-page client presentation, the majority of the time I end up making the sale.” Andrew Maisch – NJ (10 years in the business)

Scott Nelson - CA (1 year in the business)“Jeremy, thank you for increasing my income and helping me to protect the families in my local market. Here’s the money… It happened to be a difficult case with several accounts all over the map. So I sent the Confidential Needs Analyst to Jeremy. He worked hard on it and put together 2 scenarios, using an easy-to-read and follow 2-page client presentation.  It is so helpful to do business like that, very simple. There was $68,000 to be placed in 3 annuities, and 6k to start an annual IUL… $11,200 in total commissions. Jeremy took the time and walked me through the program. Thank you for all your coaching, advice, and support.”
Scott NelsonCA (1 year in the business)

Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF - TX (15 years in the business)“I wish every agency and professional association would use your systems. While they are far from basic. They do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two-page client presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let’s go with the second option that you proposed. That’s it! There was no closing, no cajoling, and no begging. All the work was done during the first meeting. Thanks for all your help and coaching and please know that I appreciate your commitment to our industry.” Brandon GreenChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)

Christine Lopez - CA, (12 years in the business)“Jeremy, I took 2 apps for their family last night!!! Thank you, thank you! The illustrations I tried to run before the client presentation did NOT give me the numbers you did. I am so grateful for your expertise and your help. Again, thank you for helping me help so many families! You guys gave me hope for this business again! (And hope has a MUCH bigger payout than a paycheck!) Many thanks,”
Christine Lopez – CA, (12 years in the business)


Real Insurance Agent Sales Support… With The Best Life Insurance And Annuity Client Sales Presentations!

Do you want to close more insurance sales? Then you need to help your clients find the best solution for their problems. You also need to have a logical, simple sales presentation to prove to your client that the life insurance and annuity solution you provide will work!

Trusted Advisor Success ProgramOur Trusted Advisor Success Program (Life insurance marketing and sales success training system)! This is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about you helping middle-income families to 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, etc. (Using cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal life insurance agent success training, coaching, and mentoring… with back-office sales support! All from a team of life insurance marketing and sales coaches that have been training agents and advisors for over 40 years to specialize in helping middle-income families to find the money So you will provide your clients with the best annuity and life insurance sales presentations to earn $250k or more per year!

You will get the best agent marketing training to find and attract your best life insurance sales leads/prospects. So you will set great sales appointments.

Then you will get the best insurance agent sales training to show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families find the money so that they can buy life insurance right now!

Then you will get the best agent sales training to learn the best solutions with the life insurance and annuity sales presentations to help your clients and prospects… To close 9 out of 10 life insurance sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best-specialized life insurance and annuity marketing and sales success system, with client presentations, training, coaching, and support for agents and advisors to learn how to help middle-income families!

When Will You Get The Best Life Insurance Marketing, Agent Success Training, Coaching, and Support You Need Specialize… To Find and Attract Your Best Life Insurance Prospects?

Inside our Trusted Advisor Success Program, you will find all the best life insurance marketing plans, sales strategies, and ideas laid out for you! 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. 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 will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

INCLUDES… The best life insurance and annuity marketing, agent sales success training, and coaching… with client sales presentations and support! It is everything you need to find the money to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help middle-income families – not just the wealthy!

Includes… Our Found Money Management™ Tool Kit (Life insurance marketing and sales success training system),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training Program And Videos,
And Includes… Membership to Our Private Site at $39.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!

When Will You Learn The Best Life Insurance and Annuity Client Sales Presentations To Close More Sales?


When Will You Read Our Full-Length Book? So You Will Learn How To Really Help Your Families!

Living Debt Free And Truly Wealthy

Middle American Family’s Guide To: Living Debt Free And Truly Wealthy!

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 to “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 by 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!


Nothing Will Change Until You Make it Change. So It Is Up To You To Learn The Best Life Insurance and Annuity Client Sales Presentations!

Create Your Best Life Insurance And Annuity Sales Presentations To Close More And Larger Sales!

12 Awesome Insurance Sales Training Tips from the World’s Best Trainers!

Long-Term Success Selling Life Insurance!

Free Consult - Best Training For Helping 9 Out Of 10 Insurance Agents and Financial Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Best Life Insurance and Annuity Client Sales Presentations

Leave a Reply

Your email address will not be published. Required fields are marked *

*

This site uses Akismet to reduce spam. Learn how your comment data is processed.