Insurance Agent Case Reviews… How to close a larger sale with almost everyone you meet with!
Dear Friends, What would it mean to you and your family if you could learn how to close a life insurance or annuity sale with almost everyone you meet with? What if you could learn how to make each of those life insurance or annuity sales presentations total $3,000, $5,000, or more in commissions? That is what happens when agents call Jeremy to review their insurance cases with them. And get Jemey’s help to come up with the best life insurance and annuity sales presentations.
How The Insurance Agent Case Review Works
In their first sales appointment, the agent meets with their prospects and does a full fact-find. Then the agent sends the fact-find to Jeremy and calls him to review the insurance case with them! Jeremy reviews the insurance case with the agent to show him/her where to find the money to help the prospect get what they said they need and want! Then Jeremy puts together a life insurance and/or annuity sales presentation based on what the agent agreed was the best and easiest way to make the prospect a client.
The life insurance and/or annuity sales presentation compares what the prospect is doing now, to what we recommend. And shows them how much better off they will be when they follow the recommended plan. Next, Jeremy calls the agent to review the case and life insurance and/or annuity sales presentation with them. So the agent knows how to present it to the client. The next step for the agent is to use the presentation to present his recommendations to the prospect to close the life insurance and/or annuity sale.
Objectives Of The Insurance Agent Case Review
The main objective of the insurance agent case review with Jeremy is to show you how much more you can do to help prospects find the money to spend, save, invest, insure, and plan wisely for the future. So they can “Live Debt Free And Truly Wealthy?”
The second objective of the insurance agent case review is to show you when you do more to help prospects find the money, you will close life insurance and/or annuity sales with almost everyone you meet. And close sales for a total of $3,000, $5,000, or more in commissions.
The third objective of the insurance agent case review is to help you fine-tune your fact-finding! The better you are at fact-finding, the more prospects will trust you, like you, and want to do business with you. And the more they will refer others to you.
The fourth objective of the insurance agent case review is to help you learn how to do better life insurance and/or annuity sales presentations. So you can eventually help prospects find the money and put a life insurance and/or annuity sales presentation together yourself for most cases.
The fifth objective of the insurance agent case review is to make you feel better and more confident about what you do to help prospects! The more confident you are, then the more positive you will feel.
The final objective of the insurance agent case review is you will save a lot of time and money! You will need to see fewer people to make the money you want in life insurance and annuity sales. Less time calling for appointments etc.
Results Of Our Insurance Agent Case Reviews and Training for Life Insurance and Annuity Sales Presentations
The top life insurance agents and financial advisors we train and help with case reviews earn over $1,000,000 per year! While many other agents and advisors who earned $40,000-$60,000 per year in life insurance and annuity sales… now earn $150,000-$350,000 per year. Because these agents got the life insurance and annuity marketing and sales training needed to stop chasing the wealthy! They now help average people find the money to secure their future.
However, the best part for you is that most of these people now work 40 hours or less per week! They have a lot more fun! While they spend a lot more of their time with their family and friends. And, it is because they have learned how to help people find the money to get what they need and want. And not just make a quick life insurance and/or annuity sale! So, now they only need 3-5 new sales appointments per week! And they do most if not all their business within 5-10 miles of their home or office.
Three ways to get help with agent case reviews and presentations to close more and much larger life insurance and annuity sales!
Insurance agents or financial advisors can just call Jeremy and set an appointment for a case review. 877-297-4608 We charge $100 per hour for life insurance and/or annuity reviews and sales presentations. Most life insurance and/or annuity case reviews and sales presentations for agents are fairly simple and will take less than one hour.
Is it worth $100 to see if we can turn your case into $3,000 or more in commissions? Call Jeremy to review your next case! 877-297-4608
Trusted Advisor Support Program™… Ongoing Insurance agent case reviews and support, which focuses on evaluating, designing, and presenting your solutions, using your companies. So, you will be the Trusted Advisor who helps families find the money to close more and significantly larger life insurance and/or annuity sales using the Found Money Management ™ strategies, tools, and techniques. The Trusted Advisor support program consists of unlimited agent case reviews and insurance client sales presentations per month.
$399.00 per month… Value $600.00
No Long-Term Commitment, You Can Cancel At Any Time!
Trusted Advisor Mentor Program™… First, you will receive Marketing, Sales Coaching, And Mentoring each week from one of the most respected and successful teams of coaches and mentors in the industry. You will also receive Back Office Sales Support… Including insurance agent case study and reviews, which focuses on evaluating, designing, and presenting your solutions, using your companies. So, you will close more and significantly larger life insurance and/or annuity sales using the Found Money Management ™ strategies, tools, and techniques. Additionally, this program consists of unlimited life insurance and annuity case reviews and client sales presentations per month.
Only $797 per month… Value $1,629.95
No Long-Term Commitment, You Can Cancel At Any Time!
Here is what agents and advisors say about our Trusted Advisor Programs, Case Reviews, And Life Insurance And Annuity Sales Presentations!
“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 that sometimes I even have a hard time remembering what was most important according to the client! Not to mention additional sales to be made from problems I didn’t even consider. Jeremy calls me up to review the details! And then in the next day or two, I have this seamless two-page presentation that is a no-brainer when it comes to the client saying… “Yes, let’s do this!” Kevin Murray – FL (10+ years)
“I have been working with Jeremy Nason at the Insurance Pro Shop on Annuity and life cases for the past couple of years with great success. In a nutshell, I have found that my IMOs 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 and he uses both his creativity and case design experience to maximize the benefits for the client in a simple, easy-to-understand, illustration. He does a great job of comparing the client’s current plan to the “new proposed plan” that we developed collaboratively. As a result, his process helps the client see clearly 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 illustrations, the majority of the time I end up making the sale.” Andrew Maisch – NJ
“I did it the hard way for 10 years 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)
“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-the-two-page 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, to walk me through the program. Thank you for all your advice.” Scott Nelson – CA
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’s Guide To Living Debt-Free And Truly Wealthy“! Because we give you complete strategies, on how you can help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help middle-income families “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 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 life insurance and/or annuity sales? Or are you really interested in helping families? Who do you think your insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who is doing their best to help them? When will you decide to make a real difference in people’s lives? The more you learn to help families the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change!