Insurance Pro Shop - Weekly Marketing and Sales Tips - Are You Offering The Best Solution For Your Clients To close more insurance and annuity sales?

Do You Offer The Best Solution To Help Your Insurance Client’s Situation? To Close More Insurance And Annuity Sales! 

11/05/2019… Dear Friends… Are you doing what is right for your insurance clients and really helping them? Are you offering the best solution to help your insurance clients get what they need and want? Or are you just selling a product? Do you want to know how to close more insurance and annuity sales?

Most of the advisors we talk to are just selling an insurance product and are not offering the best solution for their client’s situation. Why? Because their company is only teaching them about the features and benefits of their products – and NOT how to properly use their products! So, they can help their insurance clients to get the best solution.

Here is an example of what most advisors will do for their retired clients. Their client has $500,000 in CDs, earning 2% per year. So, the advisor recommends moving all of the money into a fixed indexed annuity earning 4-6%. Which should give them a better return. And keep the interest from being taxed each year, until they take money out of the annuity. This plan is OK as far as it goes. But, is it the best solution to help your insurance client?

One of the problems your insurance clients face…

What if 5 years later your insurance client wants to take $25,000 out of that annuity to buy a car, fix a roof, or whatever? If the annuity has grown to $530,000, then the $25,000 they withdraw from the annuity is all subject to income taxes. And, because that $25,000 is added to their taxable income, it could also cause them to pay more taxes on their social security income and/or move them into a higher tax bracket.

Accordingly, would it be better for the client to put $100,000 into 5 different annuity contracts? Then 5 years later each of those contracts would have grown to $106,000. So, now if they take $25,000 out of one of those contracts, then only $6,000 will be taxable, instead of the entire $25,000! How much money would that save them? How much have you just helped your insurance client?

Also, consider, is it ever wise to put all of their money with just one company? How much of their money will be covered by the state guarantee fund?

What is the best solution to help your insurance clients?

There are just too many variables to say that this is the best solution to help your insurance clients.

Will your clients need to use part of that money to generate an income each year? Then annuity split funding (laddering) using immediate annuities may be a part of the solution! Do they need long-term care insurance and/or life insurance? What is the best way for them to find the money to pay for those policies?

If you want to find the best solution for your clients, then stop relying on your insurance company for their product solutions. Call us and let us show you the right way to help your clients! So you will close more and much larger life insurance and annuity sales! Plus, when you are really helping your clients the right way, they will refer you to everyone they know!


Do You Want To Learn The Best Solutions To Help Your Insurance Clients? So You Will Close More Life Insurance And Annuity Sales? 

Platinum Membership - Do You Offer The Best Solution For Your Clients?

“I have been working with Jeremy Nason at the Insurance Pro Shop on Annuity & Life cases for the past couple 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.  And he uses both his creativity and case design experience to maximize the benefits for the client in a simple, easy to understand, sales presentation.  Then he does a great job of comparing the clients’ current plan to the “new proposed plan” that we developed in a collaborative manner. Andrew Maisch – NJ (10 years)

“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, lets do this!” Kevin Murray – FL (10+ years)

Note: We are the first and only full-service insurance marketing and sales tools, training, coaching, mentoring, and support organization… for agents and advisors! We Are NOT Recruiters and We Do Not Want Any Of Your Commissions! Our goal is to help you close more Life Insurance And Annuity Sales! 


Do You Want To Know All The Little Secrets So You Can Help Your Insurance Clients Find The Best Solutions?

Trusted Advisor Success Program™

Trusted Advisor Success Program - Are You Offering The Best Solution For Your Insurance Clients? To Close More Insurance And Annuity Sales! Our Trusted Advisor Success Program is about you learning to help middle-income families to find the money to Live Debt Free And Truly Wealthy! It is about helping your clients and prospects to get all the cash value life insurance they need to protect their families. While you help them 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 insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years to help clients find the best solutions for their problems. So you close more and larger life insurance and annuity sales… to earn $250k or more per year!

We will show you how to find your best life insurance and annuity leads/prospects. So you will set great sales appointments. Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects to find the money so that they can take action right now! Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 life insurance and annuity sales. So that you will earn $250K or more this year like the legends.

It is the best life insurance marketing and sales system and training for insurance agents and advisors to learn how to help clients!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Coaching You Need To Help Client… To Want Your Help?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, 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 your best prospects and set your best sales appointments! Because your ‘special message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also learn the best marketing and sales training 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 average people – not just the wealthy!

When will you get the best life insurance sales training for agents? So you can learn how to really help your insurance clients? So you will successfully close life insurance and annuities sales like the industry legends?


When Will You Learn The Best Ways To Help Families? So You Help Your Clients Find The Best Insurance Solutions

Living Debt Free And Truly WealthyMiddle 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 the 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, by the end of the book, you will understand our philosophies, concepts, and techniques. 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 so they will have a secure financial future! Only $18.97… PDF, Immediate Download, ORDER Now!


Nothing Will Change Until You Make it Change. Learn How to Find the Best Solution To Help Your Insurance Client’s Situation – To Close More Insurance And Annuity Sales! 

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Recommended By The Members Of The IARFC - Are You Offering The Best Solution For Your Clients To close more insurance and annuity sales?