Be Their Trusted Advisor! Differentiate Yourself From All The Other Insurance Agents And Financial Advisors!

IPS Weekly Sales Success Tips - Be the Best Insurance Agent! Be Their Trusted Advisor Helping Client Solve Their Financial Problems!

4/20/2022 – You should be proud of being an insurance agent. But, if you just think of yourself as just an insurance agent who sells insurance products, then this is one of the reasons you are not making the kind of income you want to make. Because, whether you like it or not, prospects hate to buy insurance. And they do not like insurance agents! Do You Want To Start Making A Lot More Money From Your Insurance Career? Then You Must Start Helping Your Prospects And Clients Solve Their Financial Problems. They Must See You As Their Trusted Advisor!

Be Their Trusted Advisor!

Extensive research has shown the prospects and clients of the top-producing agents who earn more than $500,000 a year, see their agents as ‘Trusted Advisors.’ Do your prospects and clients think of you as a “Trusted Advisor?” Or do they simply think of you as “just another insurance agent who sells insurance products?” (Products they could probably purchase from several other insurance agents. And maybe even for less money.)

And, when someone asks you, “What do you do?” Do you usually reply… “I sell insurance?” Or… “I’m an insurance professional?” Or… “I’m in the insurance business” or another similar answer?

This tells me you also consider yourself only as an “insurance agent.” And, while there’s nothing wrong with that, the important fact you need to realize is that insurance agents are a dime a dozen. There are currently 1.2 million insurance agents in the US. And that is down from 1.4 in 2015. 

And, depending on the types of insurance you sell, within just a few blocks of your office, there are probably dozens of agents selling the same products as you sell. So, if your prospects simply think of you as “just another insurance agent,” then why should they choose you over one of your competitors?

Are you thinking… “They choose me because I offer the best service or the lowest price.”

I hate to tell you this. But your competition also claims to offer the best service. And, you cannot be the lowest all the time. Sooner or later, someone else is going to undercut you.

Keep This In Mind! When You Get A Client Based On Price! Sooner Or Later, You Will Lose Them Because Of the Price!

Lew Nason

Take Good Care Of Your Prospects And Clients To Solve Their Financial Problems!

Provide everyone with excellent service and solve your prospects’ and clients’ financial problems. Be their trusted advisor and you will make it almost impossible for your competition to steal them away from you! Even when they do offer a lower price.

Unfortunately, most insurance agents have the wrong definition of the word, “service.” To many agents, great service means… “We answer the phone promptly.”And We process the data accurately.”  “Plus We return the customers’ messages within 24 hours.” And… “We update their files immediately.” These “services” are NOT true customer service activities. they are simply processing activities. Every insurance agent provides them, and your prospects and clients certainly expect to get them from you.

Some agents claim… “We provide excellent service because we always send birthday cards, Christmas cards, and calendars to our clients each year.” Well, although these activities are a part of your excellent customer-service philosophy, if you want to gain your clients’ loyalty and trust, you will need to do much more than that.

Let’s face it… your prospects can also get these “so-called” excellent services from your competitors. You still have not given them a compelling reason to do business with you.

Dare To Be Their Trusted Advisor!

Do you want to compel prospects to do business with you? Do you want to get your existing clients to keep on doing business with you for years to come? And, do you want them to refer everyone they know to you? Then you must transform yourself from just an insurance agent into a ‘Trusted Advisor!

Being a Trusted Advisor means…

  • Staying in touch and following up with your clients!
  • Doing a full fact-find to help clients to see and understand the problems they face!
  • Asking questions and then listening to what your clients need and want!
  • Helping your clients to solve their financial problems!

When Will You Become A Top Producer Like These Trusted Advisors?

When will you learn to do a full fact-fact with everyone to help your clients to solve their financial problems?

“I’ve been in the business about 8 years and generally have focused on Medicare and final expense. After attending an IPS Bootcamp and buying the Found Money Management™ Toolkit I’ll admit I never really implemented Lew’s and Jeremy’s concepts into my practice. After about 2 years of reading and not acting, I finally made the click and utilized what they’ve been preaching all along. Sitting with a client that had about $70,000 in debt I was able to help them get out of debt in about 2 1/2 years instead of 12. At the same time, I was able to help them set aside for retirement and wrote a $10,500 annual premium dividend-paying life case. It’s amazing how much easier it is to write a case when you’re HELPING someone instead of selling!

Secondly, after the initial click, I decided to send some review letters and beneficiary updates. A client I had thought I couldn’t do anything more with, received another inheritance and had about $120,000 in the bank. Out of sight out of mind. We’re now writing another $10,000 life case and her sister who received the same inheritance now wants to work with our group.

The moral of the story is don’t delay… don’t procrastinate… trust IPS, Lew and Jeremy. Their process works! I was stubborn to see it. They’ve changed my practice and opened up huge new opportunities that can build my practice for generations to come!” Ryan BiniakIA, (8 Years in the business)

Oliver Chamberlain, PA (12 years in the business)“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 Nasons 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 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)

Learn How To Help Clients Solve Their Financial Problems… And Be Their Trusted Advisor!

Trusted Advisor Success Program - Be Their Trusted Advisor To Help Clients Solve Their Financial Problems! The Best Insurance Agent!Our 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 (solve their financial problems)! 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 to solve their financial problems. So you will be their trusted advisor and earn $250k or more per year selling life insurance!

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

Then you will get the trusted advisor sales training to show you how to… Help middle-income families see and want to solve their immediate financial problems. We will also show you how you can help middle-income families find the money to solve their immediate financial problems… And buy life insurance right now!

Then you will get the trusted advisor sales training to learn the best ways for you to solve their immediate financial problems! And the best way to present your solutions to your clients and prospects… to close 9 out of 10 life insurance sales. Now you will be their trusted advisor and earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best-specialized life insurance marketing and sales success system, 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 and Sales Training You Need To Specialize… To Find The Money To Solve Your Clients Financial Problems?

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!(Solve their financial problems!)

INCLUDES… The best life insurance marketing, agent sales success training, coaching, 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 solve their financial problems – and not just the wealthy! And you will be the Trusted Advisor everyone want to meet!

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 $29.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!

How To Sell More IULs and Whole Life...
In This Economy!

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 generate premiums from $4,000 to $8,000 CONSISTENTLY?

Work An Untapped Market That Has The Best Life Insurance Prospects...

And use all the HOT Sales Concepts... Wealth In Motion, Infinite Banking,
Missed Fortune, Circle Of Wealth, Combined into a SUPER Concept!

Claim Your Copy of: Advisor's Guide To Found Money Management™
Discover If Found Money Management is the Perfect Fit for Your Success!

 

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When Will You Read Our Full-Length Book? Learn How To Help Your Clients Find The Money To Solve Their Financial Problems?

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 and solve their financial problems! 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 How To Help Clients Solve Their Financial Problems To Be Their Trusted Advisor!

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 - Be Their Trusted Advisor Helping Client Solve Their Financial Problems!

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