The Best Life Insurance and Annuity Trusted Advisor Success Training Workshop

Our Life Insurance and Annuity Trusted Advisor Success Training Workshops for agents and financial advisors are where you will learn everything that you need to know… So you can help your clients find the money to spend, save, invest, insure, and plan wisely for the future! So, they can “Live Debt Free and Truly Wealthy?”

Trusted Advisor Success Training™ Learn How to…

 Effectively Sell Whole Life, Universal Life, Indexed Universal Life, and Annuity Policies…

Work A Virtually Untapped Market That Has The Best Life Insurance and Annuity Prospects…

Help People Find The Money To Buy Cash-Value Life Insurance and Annuities…

Consistently Generate Premiums Starting At $3,000 Initially, Growing to $10K And More!

Our live (2-day) Trusted Advisor Success Training ™ Workshops for agents and financial advisors are where you will learn everything that you need to know to help your clients! So, you will be the Trusted Advisor that people will want to see! And you will be the one person that they will want to do business with! Because this Life Insurance and Annuity Trusted Advisor Success Training Workshop is for agents and financial advisors… And about you learning how to help your clients and not just make a sale! So, that you will make a real difference in their lives! Instead of just selling your products and investments!

Ultimately, our Agent and Financial Advisor Life Insurance and Annuity Trusted Advisor Success Training workshops are about you learning how to use our proven Found Money Management™ concepts! They will help you find the money to fund the powerful ‘Safe Money Strategies’ found in Circle Of Wealth, Leap, Missed Fortune, Infinite Banking, and Tax-Free Retirement!

We are full-time insurance marketing and sales trainers and coaches for agents and financial advisors NOT Recruiters!

Helping Others

Our goal is to help you make a real difference in people’s lives – instead of just making a sale! So you will always find and attract your best life insurance leads. This will make it much easier for you to set the best life insurance sales appointments. And you will close more and larger life insurance sales to qualify for MDRT to earn $250k or more per year! it is the best training for insurance agents and financial advisors!

Helping others (your clients) is one of the most rewarding things a person can do. When we help others, we not only make their lives better, but we also make our own lives better.

We are doing as much as we can to make it affordable to help you get the life insurance and annuity marketing and sales training that you need to survive… And then thrive in these difficult times!

Our Next Life Insurance And Annuity Trusted Advisor Success Training Workshop For Agents And Financial Advisors!

Join Us In Dallas, Georgia…
Thursday, Sept. 5th / 8:30 AM – 5:00 PM
Friday, Sept. 6th/ 8:30 AM – 5:00 PM
$1,250.00 or $250.00 a month for 5 months.
Can’t Attend In Person, Then Attend Via Zoom!

Register Now... September Trusted Advisor Success Training™ Boot Camp - Life Insurance and Annuity Sales Success Training Workshop

What Janet Had To Say About Our Life Insurance And Annuity Trusted Advisor Success Training Workshop For Agents & Financial Advisors!

Antonio Filippone RFC, FMM - IL (24 years in the business) Financial Advisor Sales Training Workshop - Trusted Advisor Success Training™ Boot Camp7 years later he writes… “I did it the hard way for 10 years (selling mortgage insurance) 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)

Jeff Cody... Financial Advisor Sales Training Workshop - Trusted Advisor Success Training™ Boot CampA few weeks Later he writes… “Dear Lew and Jeremy: I just wanted to know how much I appreciate you and how much I’ve gotten out of your systems (Found Money Management™) and boot camp (Trusted Advisor Success Training) last month. Before finding you, I was nearly out of business. I’ve been in business for seven years, and I’ve had no mentoring, coaching, or guidance. I’ve just been out there trying to figure things out on my own. The week before coming to your workshop, I was on my last two prospects with no idea of what I was going to do next if I didn’t sell something soon. I was sure that I had lost them the week before coming to your workshop. I had nearly analyzed myself out of the business trying to figure out how to prospect and market myself.

After attending the boot camp and applying just a few things that I learned, I took your advice and went back to those two prospects I thought I had lost. I started over with them using your fact-finding techniques and at the second meeting, I closed the biggest case of my career – $42,000 plus in commissions. The clients are extremely happy, and you can imagine how my confidence is. The message I would like to send is this: Hire Lew and Jeremy as your coach!Jeff Cody – TN, (7 Years in business)


About Our Live Trusted Advisor Success Training Workshop for Insurance Agents and Financial Advisors!

Our in-person and virtual insurance agent and financial advisor Trusted Advisor Success Training workshops are where you will get everything that you need to help your clients! So, you will be the Trusted Advisor that people will want to see! And you will be the one person that they will want to do business with! This Trusted Advisor Success Training workshop for insurance agents and financial advisors is about you learning how to help your clients… and not just make a sale! So, that you will make a real difference in their lives! Instead of just selling your products and investments!

This 2-day insurance marketing and sales Trusted Advisor Success Training workshop will provide agents and financial advisors with everything that you need to know! It covers it all, from finding and attracting your best prospects; setting your best sales appointments; doing great sales fact-finding; to creating the best sales presentations! So, you will close more and larger sales… in 30 days or less!

You will also learn how you can use our Found Money Management concepts! So, you can help your clients find the money… to fund the ‘Safe Money Strategies’ that are found in Circle Of Wealth; Leap; Infinite Banking; Tax-Free Retirement; and more!

Here is an example of how this Trusted Advisor Success Training ™ workshop for insurance agents and financial advisors will help you earn $250,000 or more each year!

Our Next Life Insurance And Annuity Trusted Advisor Success Training Workshop For Agents and Financial Advisors!

Join Us In Dallas, Georgia…
Thursday, Sept. 5th / 8:30 AM – 5:00 PM
Friday, Sept. 6th/ 8:30 AM – 5:00 PM
$1,250.00 or $250.00 a month for 5 months.
Can’t Attend In Person, Then Attend Via Zoom!

Register Now... September Trusted Advisor Success Training™ Boot Camp - Life Insurance and Annuity Sales Success Training Workshop

Our Live Trusted Advisor Success Training Program!

Accordingly, at this live Life Insurance and Annuity Trusted Advisor Success Training Workshop for insurance agents and financial advisors… We will share everything that we have learned, tested, and refined in the past 39-plus years! When working with the top producers and experts in the industry! Including people such as Sandy Schussel, Beau Henderson, Norman G. Levine, Jeffery Reeves, Rodney Ballance, Jack Gargon, Mehdi Fakharzadeh, Edwin P. Morrow, Forrest Wallace Cato, Charlie ‘Tremendous’ Jones, Brian Tracy, Ben Feldman, Tom Wolfe, John Savage, Van Mueller, and many others… Who have all shared their Keys to Success with us!


Agenda For Our Trusted Advisor Success Training ™ Program

At Last! Affordable Life Insurance and Annuity Trusted Advisor Success Training workshop for insurance agents and financial advisors. We will show you how you can have endless streams of new, repeat, and referral business! While you learn… “How To Help Your Clients to “Live Debt Free And Truly Wealthy!” So, when they retire they will have a “Guaranteed Income That They Cannot Outlive!”

First Day (9:00 AM – 5 PM)

Continental Breakfast (On Us)

Introduction… How you can make the move from a salesperson to a ‘Trusted Advisor!‘ So that you are the one person that people will want to see!

Our life insurance and annuity marketing and sales Trusted Advisor Success Training workshop for agents and financial advisors… Start by helping you to understand the problems that families and seniors face today! So, that you will know what you need to do to help them.

Next, you will learn how to deliver a special message to all the people in your community. So that they will see you as the trusted expert!

You will learn how to find and then attract your best prospects to you! When you use the best sales letters, joint ventures, educational workshops, and more.

You will also learn how to approach your friends, family, and neighbors the right way. So they will not feel pressured to meet with you or buy from you!

Next, you will learn how and why small (10-people) workshops are the most cost-effective way for you to find and attract your best prospects! (in person or online)

Finally, you will get the insurance agent and financial advisor training to set sales appointments… with 70-90% of your seminar and workshop attendees… at your event!

Lunch (On Us)

After lunch… You will learn how you can set a sales appointment with almost everyone that you meet!

Then you will learn how to make More Sales… and ‘Repeat Sales’… with your current clients!

But, more importantly, how you can get a ‘Flood of Referrals’ from your clients… without you asking!

Next, you will learn how and why you should help your clients see life insurance and annuities as the Safe Money that they need! Instead of just selling investments!

You will learn how, why, and when you should use Infinite Banking, Missed Fortune, Tax-Free Retirement, and much more to help your clients!

But more importantly, you will learn how to help your clients Find The Money! So, you can help them to fund all of the above concepts!

Then you will learn how to properly use life insurance! And then how you should present the real benefits of whole life, UL, and IUL policies! So that they will understand why they should have them! As a result, you will now know how you can provide the best solutions to your clients! So that you will double and triple your commissions and income!

You will also learn why and the best ways for you to use and present fixed index, and immediate annuities! As a result, you will now know how to provide the best solutions for your clients! So that you can Guarantee An Income They Can’t Outlive!” While you double and triple your commissions and income!

Best of all, you will now know how you can… overcome the competition from banks and brokerage firms!  

__________________________________

Second Day (9:00 AM – 5 PM)

Continental Breakfast (On Us)

Introduction… This Life Insurance and Annuity Trusted Advisor Success Training Workshop for agents and financial advisors is about how you can do a much better fact find! So that you be a trusted advisor and close 9 Out Of 10 Sales!

Learn How To Use Insurance Sales Questions… So you Get Your Prospects Emotionally Involved In The Fact-Finding Process!
Learn to ask the right insurance sales questions… so that you help people sell themselves. Yes, this happens!

  • Start with the right opening phrases that immediately create trust… So, they will want to answer your insurance sales questions!
  • Now learn the difference between gathering the hard facts and the soft facts!
  • Then use the insurance sales questions to help people see their problems… So that you raise their buying desire!
  • Next, use your insurance sales questions… So you help people to want to take immediate action!
  • Now ask even more insurance sales questions to help people… so they close your sale for you!!!

Lunch (On Us)

Next, You Will Learn How You Can Use Our ‘5 Minute Insurance Sales Presentations’… So You Quickly Sell Your Sales Concepts!
Now you will learn the simple insurance sales presentations for Missed Fortune, LEAP, Circle Of Wealth, Infinite Banking, and much more!

You will also learn our ‘5 Minute Insurance Sales Presentations‘… So you will help people to answer their own objections… before they happen!!!

  • How Much Do You Need For Retirement?
  • Qualified Plans, The Seed, or the Harvest?
  • Borrowing To Invest Your Home Equity?
  • The Interest Rate Does Not Matter!
  • Recouping Your Losses With Mutual Funds!
  • Income Losses With Mutual Funds!
  • The Value Of Equity Indexed Accounts!
  • Rule Of 72 and 115!
  • The Value of Split Funding for your clients!
  • Using Life Insurance to Replace Lost Income in Retirement!

Finally, Learn How You Can Close ‘9 Out Of 10’ Insurance Sales Presentations

You will learn how to keep your sale simple when you use our two-page insurance sales presentations. And then you will learn how that can be the difference between you making the sale or your hearing “Let Me Think About It!”

  • Sell the feeling, not your product…
  • Find the easiest way for you to make them a client first…
  • Multiply your sales by working smarter, not harder…
  • Make your work more enjoyable, satisfying, fulfilling, and profitable…
  • Earn $10,000, $20,000, $30,000, or more of commissions Every Month!!!

At the end is a Test, Wrap-up, Presentation of CTA Certificates, and Publicity Photos…

When are you going to get the Life Insurance and Annuity Trusted Advisor Success Training for insurance agents and financial advisors, that you need to be Trusted advisors? So that you can help families to find the money… to spend, save, invest, insure, and plan wisely for the future! So, they can “Live Debt Free and Truly Wealthy?” And so you can help retirees to have a Guaranteed Income They Can’t Outlive!” 


Featured Presenters For The Trusted Advisor Success Training ™!

Jeremy and Lew Nason... Financial Advisor Sales Training Workshop - Trusted Advisor Success Training™ Boot CampCoach Jeremy Nason, RFC

Come hear the facts… not theory, in our Insurance Agent And Financial Advisor Trusted Advisor Success Training Workshop… with our Found Money Management Concepts! In addition to the best Marketing, Lead, Appointment, and Sales Strategies… all designed to help you to become a Trusted Advisor!

Jeremy Nason, RFC, is an award-winning national insurance sales coach, trainer, and mentor! He has been providing insurance agent and financial advisor training workshops and programs for over 30 years. Click Here for more about Jeremy 


Future Life Insurance and Annuity Trusted Advisor Success Training Workshops For Agents and Financial Advisors!

Bring your best friend or associate and you both will get 25% off! Or Call 877-297-4608 for Group Rates!

2024 Trusted Advisor Success Training ™ Boot Camps

Join Us In Dallas, Georgia…
Thursday, Sept. 5th / 8:30 AM – 5:00 PM
Friday, Sept. 6th/ 8:30 AM – 5:00 PM
$1,250.00 or $250.00 a month for 5 months.
Can’t Attend In Person, Then Attend Via Zoom!

Register Now... September Trusted Advisor Success Training™ Boot Camp - Life Insurance and Annuity Sales Success Training Workshop

Join Us In Dallas, Georgia…
Thursday, Dec. 5th / 8:30 AM – 5:00 PM
Friday, Dec. 6th / 8:30 AM – 5:00 PM
$1,250.00 or $250.00 a month for 5 months. 
Can’t Attend In Person, Then Attend Via Zoom!

2025 Trusted Advisor Success Training ™ Boot Camps

Join Us In Dallas, Georgia…
Thursday, March 6th  / 8:30 AM – 5:00 PM
Friday, March 7th / 8:30 AM – 5:00 PM
$1,250.00 or $250.00 a month for 5 months. 
Can’t Attend In Person, Then Attend Via Zoom!

Register Now... March Trusted Advisor Success Training™ Boot Camp - Life Insurance and Annuity Sales Success Training Workshop

Join Us In Dallas, Georgia…
Thursday, June 19th / 9 AM – 5 PM
Friday, June 20th / 9 AM – 5 PM
$1,250.00 or $250.00 a month for 5 months. 
Can’t Attend In Person, Then Attend Via Zoom!

Register Now... September Trusted Advisor Success Training™ Boot Camp - Life Insurance and Annuity Sales Success Training Workshop

Join Us In Dallas, Georgia…
Thursday, Sept. 4th / 8:30 AM – 5:00 PM
Friday, Sept. 5th/ 8:30 AM – 5:00 PM
$1,250.00 or $250.00 a month for 5 months.
Can’t Attend In Person, Then Attend Via Zoom!

Register Now... September Trusted Advisor Success Training™ Boot Camp - Life Insurance and Annuity Sales Success Training Workshop

Join Us In Dallas, Georgia…
Thursday, Dec. 4th / 8:30 AM – 5:00 PM
Friday, Dec. 5th / 8:30 AM – 5:00 PM
$1,250.00 or $250.00 a month for 5 months. 
Can’t Attend In Person, Then Attend Via Zoom!

Earn The ‘Certified Trusted Advisor’ (CTA) Designation
You May Also Qualify For The Registered Financial Consultant (RFC) Designation From The International Association Of Registered Financial Consultants.

Cancellation Policy:
The $250 deposit is non-refundable… however, it can be applied towards future Life Insurance and Annuity Trusted Advisor Success Training Workshops For Agents And Financial Advisors!

100% Money-Back Guarantee…
Accordingly, you can attend the live Life Insurance and Annuity Trusted Advisor  Success Training Workshop for agents and financial advisors. Then, if you’re not 100% satisfied! Or believe that this Trusted Advisor Success Training ™ workshop… with our Found Money Management™ concepts… will immediately increase your income. Then just take me or one of my staff aside and let us know. And we’ll process your refund right there on the spot. Unfortunately, there are no refunds once you leave this live Life Insurance and Annuity Trusted Advisor Success Training Workshop!

Click Here For Information About Our Insurance Agent And Financial Advisor Group Trusted Advisor Success Training Workshops


Join The Hundreds Of Insurance Agents And Financial Advisors Who Have Doubled And Tripled Their Incomes With Our Trusted Advisor Success Training Workshop! 

Randy Delph Highly Recommends Our Life Insurance and Annuity Agent Training Programs, Our Sales Skills and Advanced Fact-finding Training and Our specialized Insurance Marketing and Sales Systems

“$270,000.00 of Life Premiums in Only 2 Months”
“Thanks for everything. I’ve written over $270,000.00 of life premiums in the past two months since attending the (Trusted Advisor Success Training™) boot camp in December! ($190,000 in commissions) Freedom Equity Group has asked me to do a teleconference to explain how I’ve accomplished this dramatic increase in my business. I’ll be recommending your system and your boot camp to everyone on the call.”
Randy Delph, RFC, LUTCF, FMM – IN (Freedom Equity Group) (35 years in business)

Brad Stewart, CA (12+ years in business)

“I learned from Lew things that were never taught by any of the insurance company trainers that I’ve worked with in the past.”
“With over a dozen years in the financial services industry, I learned from Lew things that were never taught by any of the insurance company trainers that I’ve worked with in the past. This hands-on “Trusted Advisor Success Training” in Branson, MO, was absolutely the BEST! I have previously used several of the other training programs available from the Insurance Pro Shop, but the live interaction with Lew and the other attendees at this Trusted Advisor Success Training™ made for a great learning experience. So any agents or reps looking for the most exceptional training available anywhere in the financial services arena need to call Insurance Pro Shop!

Again, thanks for all your efforts as well as the great time and training. I didn’t want the training sessions to end in April and now I can’t wait till I’m able to join you all again for another live training. I look forward to talking to you sometime soon.”
Brad Stewart, CA (12+ years in business)

Michael Hill, SD (16 years in business)

“I learned more in those three days, then in any other period in my 16 year career.”
“The three days I spent with Lew Nason in Branson, Mo. was the most important training I have ever received. I learned more in those three days, then in any other period in my 16 year career. If I had paid twice as much, then I still would have paid less than the true value of the course. I wish I would have found his course 16 years ago. The information and format of the overall Trusted Advisor Success Training™ was invaluable. Thanks Lew!”
Michael Hill, SD (16 years in business)

C.C. Koo, Marketing Director,

“the information we got out of it is life changing.”
“Thank you very much for the eye-opening and the best training boot camp I have attended so far. And also thank you very much for your hospitality. The boot camp is worth more than what we paid for and the information we got out of it is life changing. After attending, I now have no doubts about you and your system. You guys are the most honest and truthful people I have met.

I wish I had attended the boot camp when I first bought your system (Found Money Management™) about a year ago. From now on I will discard all the other so-called “systems” out there and just follow your system and ingrain it into me so that it becomes a part of who I am and what I represent… “helping people to live debt free and truly wealthy”. Thank you very much and hope to see you soon, yours sincerely,”
C.C. Koo, Marketing Director, World Financial Group, Canada (7 years in business)

Kevin Davis, NY (18 years w/Northwestern Mutual)

“the best investment I could have made in my practice!”
“Many ‘experts’ claim to have the answers on how to grow your insurance business. But it is nice to actually meet someone who really has the tools and strategies needed to succeed. Lew Nason is the person who truly delivers. I attended his boot camps in 2005 (Trusted Advisor Success Training™) and purchased his training kits (Found Money Management™) and it was the best investment I could have made in my practice!”
Kevin Davis, NY (18 years w/Northwestern Mutual)

rusted Advisor Success Training™ Boot Camp

Organizations Are Requesting Our Insurance Agent and Financial Advisor Trusted Advisor Success Training Workshops…
Group Insurance Agent and Financial Advisor Success Training Programs!

As A Result, With our Trusted Advisor Success Training ™ Workshop and Our Found Money Management Concepts, We Can Help You To Make A Positive Difference In People’s Lives! While We Help You To Earn The Significant Six-figure Income You Have Been Dreaming About! But only if you believe you can!

There’s No Better Time Than Right Now To Get The Best Trusted Advisor Success Training For Agents and Financial Advisors!

We Want To Help You Get The Life Insurance and Annuity Sales Training You Need To Take Your Financial Sales Career To The Top Of The Industry!

Recommended By The Members Of The IARFC - Financial Advisor Sales Training Workshop, Program - Trusted Advisor Success Training™ Boot Camp