The best insurance presentation to close 9 out of 1o sales with your clients is to do a simple comparison!

Example of Simple Sales Presentations For Insurance Clients.

This couple was buying 20-year term insurance ($1,020 per year) and wanted to put $2,000 into a Roth IRA… Spending a total of $3,020! All we did was compare putting that same $3,200 into an indexed life insurance policy with the same total death benefit on the husband and wife. The result is they had 20% more money at age 65!

The agent initially made almost $3,000 in commissions on the sale! Then in the next six months, he closed more sales to make another $12,000 in annuity and insurance commissions! Because he kept the insurance client sales presentation simple! And, proved he had the best solution for their unique problems and concerns.

With each of our systems, you will receive 90 days of sales training, coaching, and support. A big part of the insurance sales training, coaching, and support we provide is to help you find the easiest way to close sales to make people a client. We will help you create a simple insurance sales presentation for your clients that will close 9 out of 10 sales.

After our 90 days of sales training, coaching, and support we will help with the insurance sales presentations for your clients for $100 per hour or $399.00 per month. We have agents who want our help with all of their insurance client sales presentations. Some insurance agents and advisors just want our help with the more complex cases to make sure they close the sale.

The result is the top agents and advisors we work with, earn over a million dollars per year selling 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 people find the money to get all the life insurance they need! Then the average insurance sale you will close is $3,000 – $7,000 in commissions!

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

“Lew 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)

“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)

“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 Nelson – CA (1 year 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 Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 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)

When will you decide to get our help with client sales presentations to close 9 out of 10 insurance sales?

More Insurance Sales Presentations for Your Clients 

Would you like to prove to your clients why and how certain money management concepts make more sense to build wealth and create more spendable income? Do you want the best client sales presentations… to close more and larger insurance sales?

We also have the following 5-minute insurance sales presentations (and more) to help your clients understand the power of using cash-value life insurance, deferred annuities, and income annuities. Using these 5-minute insurance client sales presentations… Makes it a lot easier for you to close more and larger sales.

• Let Me Tell You Everything I Know About Life Insurance (sell CV Life Insurance)
• Qualified Plans (Seed or Harvest)
• Borrowing To Invest Home Equity (Missed Fortune)
• The Interest Rate Doesn’t Matter (Missed Fortune)
• Recouping Losses With Mutual Funds 
• Understanding Losses With Mutual Funds
• The Value Of Equity Indexed Accounts
• Spilt Funding (To Increase Retirement Income)
• Learn The Rule Of 72 and 115

Each of these 5-minute insurance sales client presentations (and more) are on our Private Site. We explain these 5-minute insurance sales client presentations in our recorded agent webinars. Many of these 5-minute insurance sales client presentations are PowerPoints.

How To Close More And Larger Insurance Sales

The key to closing more and larger insurance sales… is to keep it simple! Ask questions to help your clients see the problems they face. Ask questions to help your clients want to set better financial priorities. Then help your clients find the money to take action… and you will close 9 out of 10 insurance sales!