Insurance Pro Shop - Weekly Marketing and Sales Tips - Client Annual Reviews To Quickly Increase Your New And Easy Insurance Sales!

Client Annual Reviews To Quickly Increase Your New And Easy Insurance Sales!

Client Annual Reviews To Quickly Increase Your Insurance Sales!Dear Friends, In any given year, as many as a third of us will experience a life-changing event that impacts our financial situation. It may be getting a new job or a promotion; having a child; buying a house; moving; getting married; getting a divorce; or retiring. Each of these events can create new financial needs. That is why the best agents are always conducting regular client annual reviews to quickly increase their new and easy insurance sales – plus referrals!

As a result, these new needs will often translate into the purchase of life insurance, the rollover of a 401(k) plan, or the investment of new assets into annuities, and other financial instruments. But, more importantly, most people have these needs, including many of your existing clients.

Because your client’s needs and circumstances will change as the years pass, the only way to keep up is to review your client’s situation annually. However, fewer than one in 10 agents schedule annual reviews with their clients. Most agents fail to capitalize on what is perhaps their best opportunity for you to quickly increase your insurance sales.

In addition, how many of your clients are on time to reach their retirement goals? Can you help your clients find the money to put more into retirement savings?

Conducting client annual reviews is widely considered a benchmark for providing good customer service. But there are other upsides to your practice. Not only can the annual review process help you uncover new client needs… they are a great way to get REFERRALS! And, it will also help keep others from replacing your business. It is the best way for you to quickly increase your insurance sales!


When Will You Start Conducting Client Annual Reviews To Quickly Increase Your Insurance Sales?

Richard M. - Recommends Client Annual Reviews To Quickly Increase Your New And Easy Insurance Sales!“Dear Lew; As you are aware I have been in the industry for 39 years and am a consistent MDRT ‘Top of the Table’ qualifier. I have spoken at MDRT, and at several major companies’ top producer meetings. In 2000, I went from being an Agency Development General Agent to a Personal Producer. The transition was challenging, but it worked. The one thing I lost along the way was the focus on life insurance sales.”

“I tried several refresher programs and was able to modestly upgrade life production. Then I found your company. Eventually, I purchased several of your programs, including Found Money Management™ and How to Close 9 out of 10 ™. The material is excellent and I have spent many hours reviewing it. This year our life production is up almost 100% over last year and I believe it will double again. Thanks for your personal consulting time and the programs and most of all your sincere belief in the good work you and your company are doing.” Richard M. CLU, ChFC, RFC, CEP (39 years in business)

Our Specialized Life Insurance Marketing, Leads, And Sales System To Quickly Increase Your Insurance Sales!
With 90 Days Of Personal Agent Training, Coaching, And Sales Support!

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families find the money to Live Debt-Free And Truly Wealthy! It is about helping middle-income families 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 middle-income families So you will quickly increase your insurance sales to earn $250k or more per year selling life insurance!

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 middle-income families see and want to solve their money problems.

We will also show you how you can help middle-income families 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 insurance sales. So you will quickly increase your insurance sales to earn $250K, or more this year selling life insurance and annuities 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 middle-income families! And you will learn how to conduct client annual reviews to quickly increase your insurance sales!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Coaching You Need To Help Middle-income Families… So you quickly increase your insurance sales?

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, set your best sales appointments, and quickly increase your insurance sales! Because your ‘special message’ to everyone will be all about how you help middle-income families find the money to Live Debt-Free and Truly Wealthy!

You will also get the best marketing, sales training, and support 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 – not just the wealthy!

Includes Our Found Money Management™ Tool KitLife insurance marketing, appointment setting, and agent sales training success system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales System, And Agent Training Videos,
With 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
Also Membership to Our IPS Private Site at $39.95 per month after the first month!

“Dear Lew and Jeremy, I want you to know that you are right on track with your advice and training methods. No one else even comes close. The techniques you’ve taught, when applied in the field, have produced great results for me in my business. I look forward to attending many more sessions with you. Respectfully,” Harmon Pye IIIRFC – GA (23 years in business)

When will you get the insurance tools, training, and sales support you need to help middle-income families? So you will conduct much better client annual reviews? So you will quickly increase your insurance sales to sell like the Insurance industry legends?


Insurance Marketing and Sales Webinars!See How We Do It… Setting The Initial Appointment and Getting Client Annual Reviews…

Insurance Agent Training Webinar – Listen and Learn as Coach Alex and Coach Jeremy teach you the strategies to set simple appointments and they will be joined by a SPECIAL GUEST (who’s killing it during COVID) to cover how to get and set appointments for Policy / Annual reviews – Get training for even the captive agents who want to quickly increase their insurance sales.

Get the Recording: $19.95


Fast Track Advisor Guide To... 'Growing Your Business'  Only $9.95 Insurance marketing and sales E-book! Guarantee Your Success Selling Insurance!  

Fast Track Advisor Guide To… ‘Growing Your Business’  Only $9.95
By Lewis Nason And Jeremy Nason

As all of the great marketing gurus will tell you; “There are three ways and only three ways to grow your business… See More Prospects… Convert More Prospects To Clients… Sell More To Your Existing Clients…” “If you truly want to grow your business, the fastest and easiest way… then you must master and use all three!” Your short-term success selling insurance is just getting a sales appointment with whoever will meet with you! So you can sell a product… To make a quick sale… So you generate a quick income. However, your long-term success selling insurance is about you getting the agent training to learn the insider marketing secrets of how to attract the ‘Right’ people to you.

It is about you learning how to make a real difference in their lives. So, you build a long-term trust relationship… To generate a steady stream of new, repeat, and referral sales. (44-page insurance marketing E-book) It is some of the best insurance agent marketing and sales training to quickly increase your insurance sales. It is an immediate download… Order Here 


Middle American Family's Guide To Living Debt-Free And Truly Wealthy!When Will You Learn How To Help Middle-Income Families? So You Will Quickly Increase Your Insurance Sales

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 the 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 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. Client Annual Reviews Are A Quick and Easy Way To For You To Increase Your Insurance Sales!

Annual Reviews With Insurance Clients for Easy Insurance Sales And Referrals!

Insurance Annual Review Letter For Clients and Family!

Free Consult - Helping 9 Out Of 10 Agents and Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Client Annual Reviews To Quickly Increase Your New And Easy Insurance Sales!