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Financial Advisor Reviews, Testimonials & Success Stories 2

Testimonials Page 1    Testimonials Page 2 
Video Testimonials Page 1  Video Testimonials Page 2

 

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Keith Calicoat - Ohio,
"I want to thank you for the Fact Finding Training Video. It has really helped me to help the client. The questioning technique is really the best thing I have learned anywhere... Thanks guys, I can see the light at the end of tunnel now."

Keith Calicoat
- Ohio

 

Dave Lewis, RFA - NY,“If there is anyone out there that is wondering if it's worth the trip and the money to come and see Lew, I have to tell you my opinion on this: YOU'RE NUTS IF YOU DON'T!

In December I attended a (Found Money Management) boot camp Lew was hosting, and it focused a lot on the fact finding and presentation process. Well, about a few days after I returned home I set up an appointment to see a client. I'm not going to tell you that everything went smooth because this was my first attempt at doing what Lew calls a ‘good fact-find’. But, tonight I was able to close that case for a $9,600 target premium, which I doubt very much I could have done without the training. And… when I asked for referrals, and asked them "Do you feel the time I've spent with you has been extremely valuable?" I got the most heartfelt testimonial an agent could ever get. The wife at one point stopped and said, "You know, we didn't know what we were going to do (for retirement). We were looking at a few ways to get these bills paid off but no matter what way we looked at it we wouldn't be able to save for retirement. We'd be out of debt, but have no retirement savings. Now we can sit back and take a breather because we know everything's going to be alright" These clients have agreed to refer me to the husband's mother and a friend of theirs. That's my story, just wanted to share. P.S. This is the best I've ever felt about writing a life insurance policy.”
Dave Lewis,
RFA - NY (1 year in the business)

Tony Filippone, RFC, FMM - IL,“Using the Found Money Management™ seminar and Lew's other great ideas I currently have more people to see than I can handle on my own. And, thanks to Lew I now actually know how to help them. I found one other key difference in Lew's systems than the other systems I have purchased. Other systems show you how to present yourself as an expert. Lew has helped me and encouraged me to become an expert. Huge difference!”
Tony Filippone,
RFC, FMM - IL (15 years in the business)

Tim Smith, IMO - Index Marketing Group,“I would like to share something special with you. A long time friend of mine, Lew Nason, who is the founder/creator of the Insurance Pro Shop, has asked me for two years to attend his ‘Advisor Boot Camp’ called ‘Found Money Management™’. Well I finally did on December 1st and 2nd of 2005 and I wish I had gone to it two years ago.” “It was a wonderful learning experience. Lew’s Boot Camp shows you a very simple approach to use with your existing Clients and Prospects to help them to become Debt Free and Truly Wealthy. And, it incorporates many of the new, powerful concepts used in the Missed Fortune, Infinite Banking, Circle Of Wealth and Leap Sales Systems, only a lot simpler and a lot easier to use. He’s designed the system to be used with Middle American families, so there is virtually no competition. Plus, it’s not just a sales system, it’s also a complete prospecting system. I was very impressed and feel that this is an easily transferable approach that everyone can understand and be able to use in a very short time.”
Tim Smith, IMO
- Index Marketing Group
(30+ years in the business)

Janet Ricker, RFC, FMM - TX,
“I’ve spent thousands on other systems and boot camps. The cost of this Boot Camp
(Found Money Management™) was minimal compared to the value received. Excellent! Excellent! Excellent! Well worth the time and money!”
Janet Ricker,
RFC, FMM - TX


Peter Lampert, CPA, FMM - VA,

“Your (
Found Money Management™ ) Boot Camp was Excellent - It’s the best coaching I’ve ever had at one time. Please use me as a referral for future attendees.”
Peter Lampert,
CPA, FMM - VA (20+ year veteran and member of LEAP)

 

Antonio Filippone, RFC - IL,“Thank you for your recent Fact Finding training session. The training was fantastic. It really helped me put the pieces of the puzzle together. I realized that I am making this whole process a lot harder than it needs to be. The Proofs you shared with us are so simple, yet so powerful. I can’t wait to go home and do this the right way. As you know I haven’t been doing half bad the way I was going. Thanks for your tremendous insight.”
Antonio Filippone,
RFC - IL (14 years in the business)

Dave Lewis, RFA - NY,“I want to thank you for inviting me to your Fact Finding Training. I can tell you that, no kidding, I have learned more from you in 2 days about how to truly help clients AND earn a great living than I have learned in 7 months as a captive agent.” (with MetLife)
Dave Lewis,
RFA - NY (1 year in the business)


Larry Webb, PHD - GA,“Your ‘Fact Finding Training’ was very helpful in learning how to “Set The Stage” for our prospective clients. Your Fact Finding procedures truly develop rapport and build a relationship of trust to move into the solution part of the sales process.

1. The results are gaining more info than I expected.

2. Builds rapport thru sincere inquiry.

3. Easier sales closing.

4. Happy clients, more sales and more commissions.”

Larry Webb, PHD - GA (2 years in the business)

Joe Adelizzi, JD - CA,“I wanted to Thank you again for a great seminar (Found Money ManagementBoot Camp) last week in Atlanta. The concepts really opened my eyes to tremendous opportunity for both my clients and myself. It was more than I expected - and these days, that doesn't happen too often. Again, I really enjoyed meeting all of you and look forward to working together.”
Joe Adelizzi,
JD
- CA

 

Alisa Le Sueur - TX,
“Your Found Money Management™ Boot Camp turned my business around. Once we get to the 6 month point (mid-January) I'll give you an earnings update.”

Alisa Le Sueur
- TX


 

“I just did my first seminar using the Found Money Management presentation. I did it at my public library where everything was done for free (event mailers, press releases, and in-library advertisements). Most of the people were in awe. 90% of the people submitted the evaluations sheets (with all of their contact info) and most of them liked the presentation. I never thought I would be doing seminar selling. For the past few years, I was nervous just thinking about it and just did direct mailers and cold calls. After doing this 1 event, I feel like doing seminars every week now.” Charles Amith, RFC - CA

Jim Greer, CSA, FMM - OH
“The Found Money Management training is extremely valuable. It’s made what Doug Andrew taught me work: It’s pulled it all together for me - Fits My Market - Easier”

Jim Greer,
CSA, FMM - OH (Missed Fortune TEAM Member) (18 years in the business)
 


 

Tony Filippone, RFC, FMM - IL,“I used a seminar mailing service (RME) and sent out 5000 mailers plus had them mail my personal mailing list of 400. I had 3 dates and a 40 people per night limit. I had 40 people per night sign up. Only about 50% showed up and 50% of them booked appointments. I have been doing business with nearly all of them. I used the Found Money Management seminar and it really got a great reaction and positioned me as the expert. I plan to do another one in January, as I will be busy from this one and my client base until the end of the year.”
Tony Filippone,
RFC, FMM - IL

“We attended your Found Money Managementboot camp last month and are applying everything you taught us. It really is a turnkey program. We already have over 160 people who have registered for our first series of client seminars.”
Al Bonfield & Dave W.
- AL

Tim G. - NM, (State Farm)“Per our conversation this morning I wanted to let you know how the (Found Money Management) program is working for me so far. I got the CD package on or around May 1st. Today is May 24th and I have set a total of 5 appointments by loosely following the word track on the appointment setting CD. Of those 5 appointments, I have already had 3 of them, and we have started the underwriting process on all 3 totaling $67,000 in annual premiums. (Life Premiums in one month) I have the other two appointments next week. It is amazing how powerful these concepts are, and how receptive people are to discussing them. I have given a general presentation to a couple of clients who own mortgage companies, another client who is a CPA, and a fourth client who is an estate planning attorney. They all buy into the concept and we will be working with RME to set up some joint venture seminars. I have a feeling that I will have enough leads just by mentioning this concept to people that I meet, but I really want to try the seminars to get even more leads. Thank you for this program, my career will never be the same.”
Tim G.
- NM,
(State Farm)

Antonio Filippone, RFC - IL,“Just to let you know I have enjoyed the articles touting the benefits of cash value life insurance. They have been great. And I recently took your advice to add people to my list that I know personally and would like to have as clients. Well as usual your advice is right on target. One of them called me last week and moved $56,000 to me from his 401(k) as he was changing jobs. It was one of the easiest sales I have ever made.” Antonio Filippone, RFC - IL (14 years in the business)

“And I wanted to let you know about something else that worked for me recently. I sent out an anniversary letter and followed up with a phone call. (a process I used to do from time to time but since working with you I do a lot more, still not as often as I should) I found a client that was interested in college funding. In the past I probably would have sold her a $50.00 per month cash value plan, but by using your system of a two call close, a fact find and, a two sheet summary, they decided they could commit $300.00 per month to the plan. (Life Insurance) I would never have sold that kind of premium without your help. Thank you Lew. You really do have some great, simple, easy to use, ideas that translate to increased commissions if agents would only listen.”
Antonio Filippone
, RFC - IL (14 years)

Phil Calandra, RFC“Do you always get what you pay for? Sometimes NOT. Lew, I have to tell you I have purchased thousands of dollars of training, development materials, seminars and yours is by far the greatest value I have seen. All your programs have a firm foundation of sales and marketing basics. In addition you deliver so much detailed, turn-key, real world ideas, things that I can start using today. The Found Money Management™ Concept program is incredible. I put down the big money to attend the other training out west, it was good, but your material is "over the top". Thank you! Sometimes you get more than what you pay for, thanks for giving us that.” (Phil has been in this business for less than a year and is already generating over $40,000 per month in commissions)
Phil Calandra,
RFC, GA  (2 years in the business)

“The seminar (Found Money Management™) was a very successful means of providing client leads to jump start my business. Although not everyone becomes a client, most of the people that attended were impressed by the presentation and saw value in the concepts. I came out of my three seminars with enough business to keep me busy for two or more months and that doesn't include the referrals I will get from the seminar attendees that become clients. The great thing about the seminars is that, when you meet with the attendees afterward, they are already sold on the concept. I personally plan on hosting at least two or three more seminars later this year.”
Vito M.
- GA

Gerry Williams, BS, MS, RFC, FMM - GA,“Thanks for the opportunity to comment on the success I've had using the Found Money Management™ concept. It is amazing how responsive the prospect is when you can help them with a new low interest mortgage and then use a cash-value life policies to hold the cash generated by the lower monthly mortgage payments. In my many years of financial services work I've never seen any concept with as much power to help clients as this one produces. People love lower house payments, tax-favored growth and withdrawals from life contracts, and the increased amount of coverage they get in the bargain. The mortgage people we are working with are superb and the seminars are producing great prospects. All and all, I haven't been nearly as satisfied or passionate with what I can offer in years. Best Wishes,”
Gerry Williams,
BS, MS, RFC, FMM - GA


Doug Moore - GA,“What a deal! The Found Money Management™Concept is amazing. This seminar system shows clients how to fix the hole in their financial accumulations buckets and divert money from their transferred assets bucket (most people are unknowingly and unnecessarily transferring assets to their banks and Uncle Sam)”.

“I've had great success doing this Life Insurance/Equity Management Seminar. I had been doing Senior Seminars and had great success but the market became crowded and attendance went down. The response rate for the market we now deal with doing our Home Equity Management/EIUL seminar is beyond outstanding. Our very first mailing to 5000 clients yielded $38,000.00 in target premium IN ONE MONTH!…and several new home loans! And we're still not finished with the follow-up calls.”

“The best part is: NO ONE ELSE IS DOING SEMINARS for our demographic groups with these concepts, strategies and products! Clients say things like: "How come no one ever told me this before?" Our best clients seem to be the most astute: professionals, managers, CPA's.”

“We are doing for Middle America what no one else is doing. It’s a win-win situation. You can feel good about that. Nine out of ten attendees ask for appointments. Nine out of ten that we see become clients. Average life premium is around $500 per month. Instead of being a "Termite" we are now seeing people actually ask how much they can put into cash value life insurance (I prefer Equity Indexed Life! I just closed a $950.00 per month premium today.) This (Found Money Management) seminar and planning package has taken our practice to a new level!”

“I road on my first insurance case in 1981 and have never been more excited. Other seasoned professionals I associate with say the same thing: this is the biggest window of opportunity ever for our field and it promises to stay open for the next ten years! I decided not to become part of the "Shoulda, Woulda, Coulda Club" and made a smart decision to act decisively and swiftly to dominate my market area. Happy Selling,”
Doug Moore
- GA

“As I told you over the phone, I purchased the Annuity sales program for $xxx and a month later I sold $370,000 in annuities. The system helped me understand a lot more about annuities and how I could benefit my clients. Thanks a lot. I could not more highly recommend this to all who are thinking about investing in the program.”
Pat Davis
- AR

Peter Orange - WA, Dec. 2004,“Following the advice of your competitors, for my first seminar I spent $16,000 and made $22,000. The second seminar I spent $6,000 and made $1300. Then a few weeks ago I found you. For my third seminar I spent $2800, and so far I’ve made $55,000. I’ll give you credit for 90% of the success I’ve had with this seminar. I just followed the advice in your system, for my seminar, the initial interview and the closing appointment and I’m making serious money. In just one month I’ve made over half of what I made in previous years. I’m certainly glad I found you. Thanks,”
Peter Orange
- WA
(20 + years in financial services)

Antonio Filippone, RFC - IL,"I have made a great deal of money this year just by taking your advice and paying attention to the people around me and following up on opportunities when they present themselves. Thanks again for helping me believe in life insurance enough to share its benefits with the people I care about most. By the way Lew I just made $3,000 from one existing client and another $3,000 with a referral who we also have plans to move additional money for next month when I will make another $4,000. I am telling you this because I honestly feel that I would not have made these sales without your newsletters. The best part is both of these clients called me!"
Antonio Filippone,
RFC - IL

“Last week I attended a CE training on LTC solutions and realized how much I have learned in such a short time through this site. (the Insurance Marketing & Sales Resource Center™) The trainer focused on statistics and the technical aspects of the product -- and immediately I could see how off base this type of training is… And, the kicker was when he talked about "how hard" it was to sell LTC. It is a challenge, but especially if your not talking to the right people! Thanks Lew for the great site! You are a breath of fresh air in this tech-heavy industry!”
Colleen U.,
AZ

"I just made a large (for me) annuity sale that would have not been possible had I not used your website (the Insurance Marketing & Sales Resource Center™) and your coaching advice. I have learned to listen much, much, more than talk. The sale is made by them not me. And most importantly I did the right thing for the client because they will be earning much more income and saving a bundle on taxes. So, you not only helped me, but the client." "Oh by the way the sale was for $24,000 commission, not a bad day!!! This is only step one in the planning process, step two the life insurance review will generate another smaller, but nice sale."
Brian H.,
PA

"I am really getting a lot from the site. It is reminding me of things I knew about marketing but did not apply for whatever reason. In my old business I used to do this for other people!!??!! I really enjoy the direct response writing style -- I studied it and wrote that way myself in my other business. I'm finally getting how CRUCIAL it is to lay a good marketing foundation and that has been my failing. I'm going to be giving a lot of thought as to how I want to focus."
Colleen U.,
AZ

I love this program and the great insightful vision into the needs of agents as well as those of the client are broken down to the true core of the sale. Thanks for the newsletter. I hope you are blessed as much as I have been by read your words of wisdom and experience.”
Keith S.,

“You have the most comprehensive and I firmly believe, the most practical coaching service for insurance/annuity agents.” “Thanks Again and please, Keep On, Keeping On (what you are doing)!”
Gil C.,
LA

"I have been applying some of the techniques you shared with me and have been doing really well. I did 1.1 million in Index Annuity business in June and have been promoted to branch leader with my company."
Gregg Hall,
FL

Ken Walbridge., TX, “Lew, you are good. You have a tremendous gift in/of coaching, guiding us agents through all the fog, saving us time and money, advising us in a way to simply cut through all the fog, so that we act on what gets results (vs. otherwise just randomly having the attitude of let’s just throw some money at it and see if by happenstance it might have mediocre performance). Thanks for the straight forward, result oriented, coaching! I look forward to our next coaching session. All the best”,
Ken Walbridge.,
TX (15 years in insurance sales)

Stephan Lomsdalen, AZ, “Hi Lew, I just wanted to let you know that the ‘Survival In A Volatile Market’ client booklets are still working great and they helped me to close over $40,000 of additional annuity commissions this month. I’m handing the booklets out at my seminars, to my clients and other prospects. When these people come in for an appointment, they bring in the booklet and have actually Hi-Lighted some of the information. Thanks,”
Stephan Lomsdalen,
AZ

The Mortgage Insurance Tool Kit has been a great help. Using the survey I’m now getting an appointment with one out of every two people I talk to.
John R.,
FL

Ken Walbridge., TX,"I'm a newcomer to your coaching service, but have been in the industry for over 15 years. I am so impressed with how much you have been able help me and our organization. Through your coaching, you have introduced an entire new approach and therefore profit center for our organization. You are a God send. All the best,"
Ken Walbridge.,
TX
(15 years in insurance sales)

Antonio Fillipne, IL, “Thanks for the coaching session today. As usual you helped me get back on track. Thanks to your great advice about paying more attention to my existing clients I have already written $22,000 this year in just 3 1/2 months, whereas last year I only made $34,000 for the whole year. I always felt funny going back to existing clients and I had a tough time doing business with family and friends. Sometimes they would show interest and I would just drop the ball because I didn't want to feel like a pushy salesman. You helped me to see the value in what I do and to realize that these people would rather work with me anyway. Now I jump on the opportunities to help the people who already like me and everyone is a winner. Thanks again, and be patient with me I will eventually get this questioning thing down.”
Antonio Fillipne,
IL

I am having my best month ever with seminars, appointments, and closes. I am sure that a lot of it has to do with the coaching sessions and becoming more aware of my own actions during the seminar presentation and the opening appointments. I have sold more life insurance in one month than I use to sell in one year and the annuity sales have been unbelievable. Not only a higher percentage of closes but much larger sales.”
Rick Wallace,
ND

“Just want to thank you and IPS for giving me that ‘little extra’ nudge I needed (through your articles and our prior coaching sessions Lew) in pursuing ‘joint venture relationships’ as a result I now have complete access to a major P&C firm's book of business. Their agency has been in business over 40 years and they have A LOT of clients with a good chunk of them being commercial. I've already started working them and can't tell you how grateful and excited I am! Thanks Again,”
Alex Gayton
, FL

“Thanks so much for helping me out with the social security report, I really appreciate it. It just goes to show how committed you and everyone else are to helping us succeed. You have been very accommodating and friendly, that's something that I don't see but once in a great while. I just want you to know that your hard work does not go overlooked.”
Nick R.,
OH

“I have combed through your website and read almost every page and want to say thank you! The information has helped big time, my production is up 65% over last year already.
Rick H.,
Winnipeg MB

“My experience with Lew is great service and excellent, creative, practical ideas!” Nikki Ross, author of Lessons From The Legends Of Wall Street: How Warren Buffett, Benjamin Graham, Phil Fisher, and John Templeton can help you grow rich.
Nikki Ross,
FL

“Over the last two weeks I have been holding seminars. Appointment results from the first in my series were lower than normal in the past at just 25% ( I normally will get 40% to 60%). After speaking with you and implementing some of your tips, my results exploded to 90% for the next and 75% for the 3rd seminar! I am amazed that using the same presentation and only asking a few simple questions could transform my appointment request ratio so much. I cant wait to get out and try these strategies on the appointments. Thanks for your help!”
David Hodgkins,
NH

“I’ve been selling insurance and annuities since 1988. Over the years, I’ve purchased many of the annuity sales systems and books being offered out there. None of them are as comprehensive and as easy to use as your Annuity Sales Excellence program. Thank you!”
Rick Wallace, ND (18 years in insurance sales)


“Just wanted to tell you I think the Joint Venture piece on the site is awesome and very useful to say the least. I love that particular style of information. Practical, hard-hitting, high-content, ‘how to’, hardcore marketing information tailored to our business and most importantly from your perspective. Thanks again.”
Alex Gayton,
FL

Lew, I just completed my first seminar using the strategic questions we discussed during our first coaching session. The results were remarkable. At the seminar I had a 90% response on people who have agreed to the one hour complimentary meeting. And, I just had my first appointment and uncovered in excess of $150,000 for an annuity sale. The system works and many thanks for your help.”
Steve R., OK

"I bought the Annuity Quick Start plan with the hope of getting a system that will keep me in front of the money. The first day after reading some of Lew's ideas on presenting and closing sales, I closed 3 out of 3 appointments. I ended up closing 5 out of 7 appointments for $350,000 for the week (all were one call closes). I have to give Lew credit, I made some slight changes in my overall approach that produced immediate results. I now feel confident that Lew can help me when I begin to set up my marketing game plan. Nobody will ever be any more skeptical than I was, when I ordered this program. The very first appointment after implementing these techniques, I paid for the plan almost 20 times over just off of that first sale."
John Holmes.,
LA

“Thank you both for an inspiring afternoon. Today, both of you restored my faith in what I know to be real. Lending your hand to me and taking the time to show me how to get on the right path meant more than I can really express. Knowing someone else put their heart into helping me today was more than I could ever expect. I was blessed today and I Thank You so very much."
Carolyn D., FL

“This my first visit to your site. From the face of it, I trust I have been lucky at last.”
Ravi S.,
UK

“I think this is one of the best websites I've seen for insurance agents and I hope you keep up the good work. Thanks,”
Bill K.

Rick Wallace, ND, "Thanks for the great advice. You helped me determine areas in my seminar presentation and opening appointments that allowed me to grow my commissions by as much as 50% over what I was doing in the past. Lew has been especially helpful in the role playing and immediately being able to point out areas of weaknesses that I was able to immediately correct. Having a coach doesn't cost you money, it makes you money. In addition to the coaching, the annuity packages available for sale on this web site are jam packed full of information that will help propel you to the top in terms of building clientele and increasing your commissions. These packages are some of the best in the industry, and for the price, you can't afford not to have them." Rick Wallace, ND (18 years in insurance sales)

“I have been reading your GREAT articles. YOU are just FANTASTIC! The information that you have given me so far has been VERY, VERY HELPFUL. Thanks again.”
Ellice J.,
MI

“First, thanks for answering all my questions before I subscribed to the Resource Center. I have found this to be a virtual gold mine of information. As a new agent I am thankful that there is absolutely no "fluff". I truly believe that there is no other site or service that contains so much information so designed for success in this profession. One look and a person can see that Mr. Nason's true goal is to see positive results and success for those whom he mentors. Thanks again for the professional and personal manner with which you have helped me.”
John C., KY

Tony Fillipone, IL, October 9, 2003


“Thank you. Since starting with you 3 weeks ago I’m already seeing a big difference. This week I closed 4 life insurance sales for $9,000 in commissions. It’s my best week ever.”
Tony Fillipone, IL
 

“Thank you for the help - Your coaching is wonderful. The day of our third coaching session I was able to close a $100,000 annuity sale that I attribute to Lew's coaching. Using your advice and tips closed that case. Your suggestions for two other cases I will use this week. Thanks a lot.”
Judy D.,
GA

“I just want to say ‘thank you’. I recently signed up for the Insurance Marketing program and decided to give your office a call regarding a question I had. Was I ever surprised when you came on the phone and not only answered my question but turned the phone call into a coaching session!! Now that is what I call ‘value added service’!! I look forward to much success as I take you up on your invitation to call anytime.”
Patricia S.,
RI

“I have been in business for 14 years and have become one of the largest Farmers Agents in the USA. I have spent many dollars on information and services, some beneficial, some not, and none were as valuable as the products I have purchased from you. Your newsletters and booklets are ideal for prospecting and adding credibility to an agent.”
John L. S.,
MBA, CSA, IL

“Lew, I wanted to take a moment to write you and let you know how helpful your services have been to me. Part of why I am doing this is in an effort to help other people, like myself, that are looking for the tools to become the best in the business. Professional is the most over used word in the sales profession in my opinion. Many times when I have seen an example of a "professional" sales presentation it reeks with another slant of arm twisting, condescending, manipulative, or insincerity. I don't want any of that, I think more of myself than that. Your system is obviously completely different and it is genuinely professional. I am able to diagnosis my clients ills and make credible recommendations that they buy because of the legitimateness of the interview. I have clients, not customers, because of this. My clients are engaged in the process, so that they are able to obtain a greater level of satisfaction in what they are doing.
John Neyland,
LA 

Randal Cade, CSA, TX,
“To anyone thinking about investing in any of Lew Nason’s programs, I would say ‘DO IT’. After 10 years in this business, I have found in Lew a true no hype mentor, that has a proven track record, and proven techniques he is willing to share. And, he cares about my success.

Randal Cade,
CSA, TX
 

 

“Thanks for all the help, guidance and true humble spirit, willing to help me and others.”
J. T. Winkler,
WA,

“I’m an experienced producer with over 13 years in this business and I’ve yet to find anything that even comes remotely close to the dollar for dollar value I get from The Insurance Pro Shop…” “As a direct result of being a member for 4-5 months now I am more focused then I’ve ever been. I’m truly developing a Bread n’ Butter Market, (i.e. consistent sales) and lastly I have REAL SECURITY AND CONFIDENCE IN MY ABILITY TO PROMOTE AND SELL MYSELF AND MY SERVICES.” Alex Gayton, FL

“Awesome, Awesome Site…I’ve recently become a member on your site as of 3-26-03. Wow, this is something I’ve been looking for all of my agent life, Power packed with everything an agent needs to be a professional in their industry. I really have my own university wherever I happen to be. It is no doubt the best site available for education on the Insurance Industry. Thank You.”
Sally H.,
OR

“Stay up late and get your mind going. There are great ideas on this site. Lew has done an excellent job.”
Vernon T.,
TX

Stephan Lomsdalen, AZ,
“By handing them out at seminars… Your Booklets helped me earn over $50,000 in one month. I’m way ahead of last year. I have over $150,000 in commissions so far this year.”

Stephan Lomsdalen,
AZ
 

“Thanks for the coaching and role playing… I just called my first 10 prospects and I got 4 appointments.
Tony C.,
FL

“It never ceases to amaze me how when I am stuck with a marketing problem, a phone call to Mr. Nason clears my head and gets me back on track immediately. Mr. Nason has a deep love for and understanding of, marketing. His uncanny ability to simplify problems and develop marketing solutions is an asset that I rely upon heavily. Thank you for making your resource center available and helping me focus on how to make more money!”
A. S.,
Insurance Web Designs - CA

Kevin Bard, Metro Detroit, MI,“Thanks for the great advice. You helped me define several key areas that will make me much better at setting appointments and closing sales at those appointments. I especially enjoyed the roll playing. Anyone who is in this business and doesn't have a coach is making a VERY expensive mistake. Save time, save money, save aggravation. Hire Lew.”
Kevin Bard,
Metro Detroit, MI

x

“I was skeptical. Now, I’m overwhelmed with the amount of great information available on your site.”
Jim M.,
CA

“I found your website to be one of the most helpful tools I have used in building my practice. Thank you for developing a resource that is informative and cost effective.”
Scott W.,
KS

“I’m glad you convinced me try your resource center. I just spent a lot of money for a high powered coaching program from one of your competitors. After visiting your site, I’m totally convinced I’ll learn more from you.”
Paul Fair,
CA

“Lew: I just wanted to say Thank You so very much in advance. I truly enjoyed our chat on the phone Tuesday, and I put to good use everything you said. I was able to use your presentation and personal pointers with a client who is 86 and has lost several hundred thousand dollars in stocks. I'll be able to preserve about $250,000 for him. I couldn't have helped him see the wisdom of preservation of assets so easily without your ‘Golden’ advice.” “Again Thank You”
Carol C.,
CA

“Lew, Thanks…” “That sales appointment with _______ turned from a small sale of less than $1,000 in commissions, into almost $17,000. You’re right, the fact find and the two call close, are the way to go.” “This is my biggest sale ever.”
Mike Pizzarelli,
FL

“Thank you.... I just started your system less than a one month ago. People are constantly calling from the ______ Senior Center to get my free booklet. I’ve made three appointments and I just closed my first case for over $4,500 of commissions.” “The system works great.”
Stacy Towers,
FL

“…I can personally vouch for the systems Lew teaches. I started using them and within two weeks I closed an annuity sale for over $6,000 in commissions, and these clients want me to manage another $350,000 of their money.
Don Zaberer,
CLU, FL

“... the booklets for the lead generation system are great. They are very professional and in color... I am really impressed.. I have run the ads in two publications one day each and have received 23 responses and have set two appointments to date. I have been utilizing the system now for three weeks…”
S. Tucker,
GA

“I just had an appointment with a 65 year old respondee from a few months ago. We have a second appointment next week. He is bringing in all his financial information so we can move over $300,000 into annuities.”
Don Zaberer, CLU, FL

“I met Lew Nason in 1989. I was struggling and was almost out of the business. He saved my career... Listen to him he knows what he is talking about and his systems work.”
Jerry Nord, FL

“I’ve been in the business for almost 24 years. What I have learned from Lew about marketing has revitalized my career.”
Robert Lund,
FL

“Lew, I’ve worked with many agency’s over the years, and there’s no question, you guys are the best.”
Andy Wingate,
MA

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