Success Tip... Fact-find Training! How To Do A Great Insurance Fact Find! Ask The Right Questions!

Insurance Agent Fact-find Training! How To Do A Great Insurance Fact-Find!

Ask The Right Insurance Fact-finding Questions!

Dear Fellow Advisors, Do you want to help your clients to live debt-free and truly wealthy? Do you want to take your insurance sales to the next level? Then learn how to ask the right questions – to do a great insurance fact-find. So that you can help people to see where they stand financially. This is the best fact-finding and questioning training for insurance agents and advisors!

 Insurance Agent Fact-find Training! How To Do A Great Insurance Fact-Find! Ask The Right Questions!You must get the training to ask the right insurance agent fact-finding questions to help people review their goals and what the future might hold for them. While you consider their experience and attitudes. Then you need to ask the right insurance agent fact-finding questions to help people identify what money is available. An insurance agent fact-finding is how you gather the information that you need…  So that you can help people plan now and for the future.

A great insurance fact-find asking the right questions will give you a valuable snapshot of their money situation. As well as what they have planned for their future. So that you will know their Big Picture!

You will want to ask the right insurance agent fact-finding questions to review what they have. So you will gain knowledge of their current finances and goals. While you ask the right insurance agent fact-finding questions about their plans for now and in the future.

Insurance Agent Fact-Find Training To Ask The Right Questions…

Ask insurance fact-finding questions like the ones below to get a quick view of their current finances, insurance, and future goals…

Have you thought about when you would like to retire?

If you were to retire today, how much income would you want?

Would that allow you to do everything you want when you retire?

What do you want to do when you retire?

What do you think inflation will average over the next ____ years?

Do you think social security will be there when you retire?

How much money have you saved for your retirement?

Are you planning on your children going to college?

Are you planning to pay for their college?

If you got hurt tomorrow and your family lost your income… what would happen to them?

What would they have to do?

Important Agent Training Tips For A Great Insurance Fact-Find…

Insurance Agents Fact-Find Training Tip… To make it a great insurance fact-find… you need to listen to them! And then ask more insurance fact=find questions to get them to tell more about what they want!

Insurance Agent Fact-Find Training Tip… Do not tell them they have a problem! Ask the right insurance fact-finding questions to get them to tell you they have a problem!

Insurance Agent Fact-Find Training Tip… Do not talk about your products until you get them to see and understand what they need and WANT! Most agents lose sales because they jump in too soon with the solution.

Insurance Agent Fact-Find Training Tip… Do not try to solve all their problems the first time you meet them. Because if you try to do too much, they may see you as a salesperson and not someone who wants to help them! Find out what is most important to them, and then take care of that problem first!

Insurance Agent Fact-Find Training Tip… Do not try to close a sale on the first visit. Because you will end up with a small insurance sale! Take all of the info that they give you… back to your office. So that you can come up with a solution and sales presentation tailored just for them!

Insurance Agent Fact-Find Training Tip… Help them find the money so that they will not be spending more of their money. This will make it much easier for you to close the insurance sale.

Insurance Agent Fact-Find Training And Questioning Summary

Get the best insurance agent questioning and fact-finding training. So you ask the right questions to do great fact-finding is the key to your success in insurance sales. Fact-find training (asking the right agent questions) is the difference between you earning $30,000 to $50,000 per year – and earning $100,000, $250,000, or more per year in insurance sales!

“You have truly blessed my life, Jeremy! Tell your Dad (Lew Nason) you punched another ticket for an agent to go ‘Top of the Table.’ They must number in the hundreds or more by now. I will be in Dallas, Georgia in the future to show my appreciation! See you at the top buddy! Thank you, you guys are first class all the way, Jeremy!” John M.


There is more to your success selling life insurance than having great leads or doing a great fact-find! Do you want to succeed? Then you must send a monthly newsletter to everyone you know. So they will remember to call you when they need help… like right now! And you should offer everyone your FREE information booklet to help people see you as the expert. So that they will see and understand how you can help them!

Don’t Have Much Money… But Want The Best Insurance Agent Fact-find Training To Ask Insurance Questions?

Here is another way for you to increase your sales. (and you will only spend about a dollar a day) Over the past few months, we have hundreds of our members each week watching our past recorded webinars. They are FREE to the members of our Insurance Marketing and Sales Resource Center. It is one of the best ways for you to stay positive and learn how you can help people.

This is a great time for you to be in this business because people need and want help right now. So you need to get the insurance agent training to do great insurance questioning and fact-finding to help people get through this difficult time!

What These Top Advisors Say About Their Success With Our Insurance Agent Fact-finding Training And Video Programs To Close 9 Out of 10 Insurance Sales!

Robert Dupuis 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 SystemsLew, I recently purchased your Advanced Fact-Finding Video… I have been on two interviews so far and used the methods you described. It was surprising how the folks opened up. Not only were their defenses totally down, but they actually stated that they liked the low-pressure approach and questioning process to find out what their needs/concerns were… before they were asked to buy anything. In both cases, the customer actually told me what they were going to buy! By the way, I am going to recommend that you contact Allstate’s Financial Specialist Manager, so you can help them with their sales efforts. They have spent a ton of money on similar programs, but in my humble opinion, what you offer is much better. Feel free to drop my name.” Robert DupuisAllstate Agency Owner, TX

Joe Mardesich - UT (30+ Years In Financial Services)“Your (insurance sales skills) training has affected the way I sell health insurance. After listening to your training, I went from doing a one-call close on health insurance to doing a fact-finder first. I now start off every new call by saying, “I know we’re here to talk about health insurance, but is there anything, in particular, you wanted to talk about?” I then ask them questions like, “What’s got you in the market for health insurance right now? What do you want your health insurance to do for you? Why is that important?” Etc. I’m finding that closing is 5 times easier than it was before I was doing a fact-finder – not because I’m selling anything different than before. It’s because the clients feel like they’ve been heard and somebody cared.” Joe Mardesich – UT (30+ Years In Financial Services)

Paul Cross - Highly Recommends and Endorses The Life Insurance And Annuity Sales Training From Insurance Pro Shop, Lew Nason, Jeremy Nason
Insurance Agent Sales Skills, Questions & Fact-finding Training Recommended By Over 40 Industry Experts!

How To Get The Best Insurance Agent Fact-Find And Questions Training!

Unlock the #1 Critical Key to Insurance Sales Success

Are you struggling with prospecting, setting appointments, and closing insurance and annuity sales?

The root cause could be your approach to questioning and listening skills.

In this eye-opening ebook, you'll discover why becoming a great questioner and listener is the
number one critical key to your overall success in the insurance industry. It's one of the easiest and
quickest ways to dramatically increase your appointments, sales, average sale size, and income!

How To Close ‘9 Out Of 10’™ Insurance Sales!

When Will You Get The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program – To Set More Appointments, Do a Great Fact-Find, And Close More Life Insurance And Annuity Sales Like The Legends? 

How To Close 9 Out Of 10 Insurance Sales. Insurance Agent Fact-find Training! How To Do A Great Insurance Fact-Find!When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding training, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help families find the money to spend, save, invest, insure, and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years on how to set the best sales appointments… do a great insurance fact-find… to close 9 out of 10 life insurance and annuity sales! It is the best insurance agent fact-finding and sales training… To guarantee you will earn $250K or more per year selling life insurance and annuities! 

First, we will show you what to say and probing fact-finding questions to ask your prospects… So you will set your best sales appointments.

Then we will show you how to help families identify and want to solve their problems.

We will also show you how you can help families 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 families. So that you will close more and larger life insurance and annuity sales in the next 30 days – to be a success closing 9 out of 10 sales like the Legends!

When will you get the best insurance agent fact-finding training, questions, and support that you need to help families? So that they will have the money they need to save for a secure future! So, you will double and triple your sales in as little as 30 days? It is the best insurance agent and financial advisor fact-finding training and questioning to earn $250K or more per year as a Trusted Advisor!

Includes… 90 Days of Personal Insurance Agent fact-finding, 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!


Not Sure Where Start… Become an IPS Member today to check out our insurance agent marketing ideas, sales strategies & training programs!

Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access! 

Online Live Weekly Group Training And Coaching Webinars For Insurance Agents and Financial Advisors! 

Insurance Marketing and Sales Resource Center™ Only $29.95 per month for the life of your membership - immediate access!  Life Insurance Marketing and Sales Systems, Tools, And Training For Agents and Advisors To Help Families!

Are you a seasoned financial advisor, a new insurance agent, or a P&C agent? Then you need training and coaching to learn these critical and fundamental insurance marketing ideas, exclusive leads, fact-finding, and sales strategies right now! They are not an option if you want to be a Trusted Advisor and be ultra-successful in insurance sales. It is how you will get your special message out about how you help middle-income families to have a secure future! This will make it much easier for you to find and attract your exclusive insurance leads/prospects and conduct client annual reviews! So, you will set your best insurance appointments! And then you will close more and larger sales!

This is just the start of the life insurance marketing ideas and sales agent training, courses, tools, and videos you will also get… When you decide to be an elite member of our IPS private life insurance marketing and sales training website, you will learn to help middle-income families.

INCLUDES… 4 Live Hour Coaching Webinars each month – Live Group Coaching – Case Design Classes – with Insurance Marketing, Prospecting, And Sales Training Tips and Strategies! You will have immediate access to all of our Past Live Coaching Webinars!

Become An IPS Member To Day - Insurance Marketing and Sales Resource Center™ Best insurance marketing and prospecting strategies, training programs, tips, and tools

30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!


Asking Your Insurance Clients Enough fact-finding Questions, To Set The Best Sales Appointments, To Close More Sales

Are You Asking Your Clients Enough Insurance Sales (fact-find) Questions? Only $39.95
By Lewis Nason And Jeremy Nason

One of the recurring topics we write about each week… and talk about every day is asking your insurance clients the right sales questions. And then ask your insurance clients enough fact-finding and sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have asked us for a complete list of probing fact-finding sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance fact-finding sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions?  In this 24-page guide, you will find our goldmine of sales questions you should ask your insurance clients to set appointments and close sales.  More Details! Immediate Download…  Order Now!

A huge key agent to success in attracting the right prospects, setting better appointments, fact-finding, closing sales, and increasing your income selling life insurance is and always will be asking enough fact-finding questions!


IPS Personalized Client Newsletters– Free Personalization

Do you want a stream of your ideal insurance clients and exclusive leads? Do you want to make it easier for you to set appointments and close sales? Then make sure that your name and special insurance marketing message about how you are helping middle-income families is out there! So you are always in front of your ideal prospects.

Your client newsletter is critical to staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals (exclusive leads) from your current clients. So it is a huge key to you being a successful insurance agent!

Remember, ‘Out Of Sight, Out Of Mind’ is a deadly mistake for advisors. Why would your clients, friends, family, neighbors, or prospects call you when they need your help? Or when they are ready to buy. Since they never hear from you, don’t remember you, or know how you are helping middle-income families? And, then why would they refer people to you?


Middle American Family's Guide To Living Debt-Free And Truly Wealthy!

When Will You Read Our Full-Length Book? So You Will Learn How To Help Middle-Income Families?

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 Guide To Living Debt-Free And Truly Wealthy! We give you complete strategies to help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help middle-income familiesLive Debt-free and Truly Wealthy!” As a result, you will understand our philosophies and techniques by the end of the book. And finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!

Important Question… Are you in this insurance business just to make sales? Or are you really interested in helping families? Who do you think insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more personal insurance agent fact-finding, questioning, training, coaching, and sales support you get to become successful in helping families... Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change! 

 It Is Up To You To Get The Best Fact-Find And Questioning Training For Insurance Agents To Make It Change!

Critical Secret Of How To Conduct A True Problem-Solving Insurance Fact-Find!

Today… Add $5,000 A Month To Your Income… For Less Than A Dollar Per Day!

A Huge Key To Your Success In Insurance Sales!

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 - Fact-find Training! How To Do A Great Insurance Fact Find! Ask The Right Questions!