How To Be A Successful Life Insurance Agent Today! The Tale Of Two Advisors…
Dear Friends, This is a TRUE Tale Of Two Actual Advisors! Two advisors want to learn how to be successful agents today selling life insurance. So, they both invest in our Trusted Advisor Success Program™ with our 90 days of personal insurance agent training, coaching, and mentoring… with back-office sales support!
The first advisor within 6 months, is successful and has doubled his income selling life insurance and he writes us this glowing agent testimonial!
“Dear Lew; I tried several refresher programs, and was able to modestly upgrade my 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, the programs and most of all your sincere belief in the good work you and your company are doing.”
Within two years, the first agent is highly successful selling life insurance, qualifies for the MDRT ‘Top of the table’, and earns over $500,000 annually!

The second advisor never calls us for the 3 months of personal insurance agent success training, coaching, and sales support we provide with each system. Then, within 3 months, he returns the Found Money Management™ Tool Kit for a refund and writes…
“Your ‘Found Money Management Tool Kit’ has a lot of great information for a new agent just starting out selling life insurance. But, there is nothing new or advanced in the tool kit!”

Why Is The First Agent So Successful Today Selling Life Insurance? While The Other Agent Is Not?
If both agents invested in the same successful life insurance sales system? Then it is how they look at the insurance agent marketing and sales ideas and success strategies in the ‘Found Money Management™ Tool Kit’ that created the difference.
The first Insurance Agent wants to find life insurance marketing and sales ideas and strategies proven to work – and will produce successful results. So, he is not afraid to step outside of his comfort zone to try something new! And he is willing to put in the work and get the personal insurance agent success training, coaching, and sales support to make it happen.
Study any top professional and you will see the same things. Top agents are focused on getting successful sales results selling insurance!
So, why doesn’t the second insurance agent see what the first successful agent sees?
Is it because the second agent wants an insurance sales success system that is new, exciting, and easy? A system that he feels comfortable with? Is it because he is afraid to make changes? Or maybe, it is because the ‘Found Money Management™ Tool Kit’ looks like it requires too much study and hard work.
Albert Grey, in the ‘Common Denominator of Success’, put it this way… “Successful men are influenced by the desire for pleasing results. Failures are influenced by the desire for pleasing methods and are inclined to be satisfied with such results as can be obtained by doing things they like to do.”
Do You Want To Be A Successful Insurance Agent Today?
What are you looking for?
Do you want an insurance agent sales success system that is new, easy, and comfortable? Or, do you want an insurance agent sales training selling system that will produce successful results? What will you do to become a successful insurance agent right now? Are you willing to get the personal insurance agent success training, coaching, and sales support we provide with each of our systems?
I Know It Is Hard For You To Believe!
The Great News For You Is… the typical agent we work with, within a year, is highly successful in selling life insurance. As a result, they earn a net income (after expenses) of $150,000-$350,000 per year. And it is because they have learned and applied the ‘success secrets’ the most successful insurance agents use to ATTRACT a constant stream of their Best prospects to them! So, the agent successfully closes more and larger life insurance sales!
And, their insurance sales and income will keep growing year after year! Because they are out there to help families find the money to solve their financial problems. Instead of just trying to make a quick sale!
Note: The most successful insurance agents we worked with last year, earned over $1,000,000. While many insurance agents who earned $40,000-$60,000 per year, within a year, are now highly successful, earning $150,000-$350,000 per year.
Do you want to be a successful insurance agent today selling insurance? When will you get the personal insurance agent training, coaching, and sales support we provide to be successful?
When will you get the personal insurance agent success training, coaching, and sales support needed to help middle-income families, find the money to spend, save, invest, insure, and plan wisely for the future? So they can “Live Debt Free and Truly Wealthy?”
When Will You Decide To Become A Successful Insurance Agent? What are you waiting for?
Learn the secrets and tips the top sales agents know – that 99% of all the other agents and trainers do not know about how you can successfully sell life insurance! So, you too will earn $250,000, $500,000, or much more per year… year after year?
We are here and want to help you to be a sales success in selling life insurance and annuities. Give us a call today so we can review your situation – 877-297-4608! There is no cost or obligation.
Harness The Power of Found Money Management!
Do you want to work in an Untapped Market with the Best Life Insurance Prospects?
Do you want to know the secrets to finding and closing more IUL & Whole Life Sales in the next 30-60 days?
Do you want to learn how to Find The Money, So, you can generate premiums from $4K to $12K CONSISTENTLY per case?
Do you want to use all the HOT Sales Concepts like Wealth In Motion, Infinite Banking, Missed Fortune, Circle Of Wealth, and Tax-Free Retirement?
Then Claim Your Copy of:
'Advisor's Guide To Found Money Management™'
Our Specialized Life Insurance Marketing, Leads, And Sales System For Successful Agents… With 90 Days Of Personal Insurance Agent Success Training, Coaching, And Sales Support!
Trusted Advisor Success Program™
Our 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 your clients and prospects to get all the cash-value life insurance they need to protect their families. While you are helping them to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)
Using our life insurance marketing and sales program… You will get 90 days of personal insurance agent success training and coaching… with back-office sales support! All from a team of sales coaches for over 40 years who have been personally training, coaching, and supporting insurance agents and financial advisors… to be successful Trusted Advisors! Helping families (people) find the money to secure their future. It is the best personal insurance agent sales success training, coaching, and support… to guarantee you will be successful and earn $250k or more per year… selling IUL, whole life insurance, and annuities!
First, you will get personal agent marketing training… to successfully find and attract your best life insurance sales leads/prospects. Then you will get our proven scripts and the right agent questions to ask your insurance prospects… to successfully set great life insurance sales appointments.
Next, you will get the most successful personal insurance agent fact-finding training, coaching, and support. You will learn to ask prospects the right questions. We will show you how to help families see and want to solve their money problems. We will also show you how to help families (people) find the money… So they can buy the life insurance they need right now!
Then you will get the personal insurance agent sales success training, coaching, and support you need to be successful in helping families (people) find the money to take immediate action!
Finally, you will get personal insurance agent sales success training. coaching, and support to learn the most successful sales presentations… So you will successfully close 9 out of 10 IUL, whole life insurance, and annuity sales like the top agents. So you will earn $100K, $200K, or more per year selling life insurance like the Legends.
It is the best personal life insurance marketing, appointment setting, sales system, training, coaching, and support for successful agents and advisors. It is how you will learn how to help families find the money… So you start closing more and larger life insurance sales today!
When Will You Get The Personal Marketing Agent Training, Coaching, and Sales Support… You Need To Be Successful In Selling Life Insurance And Annuities!
Inside our personal agent training, coaching, and support program, you will find the most successful insurance marketing plans and sales strategies! You will learn the most successful ways insurance agents use… Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews; and more… With all the sales tools, appointment scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone is… How you help families (people) find the money to Live Debt-Free and Truly Wealthy!
INCLUDES… The most successful personal life insurance marketing, agent sales success training, coaching, and support! It is everything you need to Help People find the money to use all the HOT Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… To sell IUL, whole life, and annuities! Because they are all a part of our Trusted Advisor Success Program™. Now you can help every family (people) find the money to secure their future – not just the wealthy!
Includes Our Found Money Management™ Tool Kit – Life 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 Success System, And Agent Success 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!
These Successful Insurance Agents Are Recognized As Among The Very Best In Selling Insurance… And You Will Too!
“I have been working with the Insurance Pro Shop since 2006 and have used each and every one of their products since then. (For my agents and myself) If you want a chance to increase your income and become the successful agent that you want to be, then you have to be learning from the best. I truly believe Lew Nason, Jeremy Nason and his team have the tools and resources to help mold successful agents. If you aren’t learning from Lew, then you aren’t learning from the best!” Dennis Postema– Postema Marketing Group, LLC – OH (10 years in business)
“Do you always get what you pay for? Sometimes NOT. Lew, I have to tell you I have purchased thousands of dollars of training, development materials, seminars. And yours is by far the greatest value I have seen. All your programs have a firm foundation of sales and marketing basics. In addition you deliver so much detailed, turn-key, real world ideas. Things that I can start using today. The Found Money Management Concept program is incredible. I put down the big money to attend the other training out west. It was good, but your material is “over the top”. Thank you! Sometimes you get more than what you pay for. Thanks for giving us that.” Phil Calandra, RFC – GA (13 years in Insurance Sales)
Lew, we have put together our 2 most successful months in a row! I took your advice and focused solely on the things that would bring revenue into my business. And cut all of the things that were distracting me from that core focus. For me, that effort is primarily speaking to groups of people. We have put together back to back 30k months (commissions) and are speaking to 2-4 audiences per month. The beautiful thing is the more people we help, the more referrals and momentum we build. I’m on track to finish the year two months ahead of my personal goals.” Beau Henderson, RFC – RichLife Advisers – GA (9 years in business)
“I have bought just about every system under the sun, I consider myself a system junkie. You may think I am foolish but I have learned valuable lessons from each system I bought. Although they seldom work as well as they say. I bought, Dean Cipriano’s, Brian Kay’s College Planning, Larry Klein’s Annuity System, Annual Review Millions and I am sure a few more. But the one that actually helped me double my income twice was the Found Money Management System from Lew Nason of the Insurance Pro Shop. The reason I feel this system worked so well is that it comes with coaching from Lew himself. He has been a wonderful mentor in this business. Lew, I meant every word. I am still prospering from all that I learned from you and so are my clients. Thank You!!! Antonio Filippone, RFC – IL (19 years in business)

Whether you are a career or independent agent. Whether you have been in the business for 30 days or 30 years! In just 30-90 days, using the, proven life insurance marketing and sales secrets, ideas, tips, tools, and strategies… in our affordable Trusted Advisor Success Program™! You too will quickly increase your sales. So you will be selling life insurance successfully in just a few weeks!
IPS Mini-University In Insurance Marketing And Sales

*** Not Sure Where To Start… How To Be A Successful Life Insurance Agent Today! ***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!

In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
Over the past 20-plus years, our family has helped thousands of agents and advisors increase their sales in a few weeks to earn $3,000 – $7,000 per week, $150,000, and more annually! By becoming members of our Insurance Marketing and Sales Resource Center. It is only $39.95 per month and you can cancel anytime. Check it out, because it has detailed insurance marketing strategies to attract the best prospects in your area, with many hours of agent video training. It also has in-depth appointment setting and insurance sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly insurance agent training webinars.
We are always here to help and guide you every step of the way to find your best prospects, and set appointments to succeed in selling more life insurance and annuities!
Here Is What Our Members And Experts Say About Our Affordable Insurance Agent Training!
“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
“Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university (Insurance Marketing and Sales Resource Center) last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! I think your program will tremendously help my father and I in our business! Thanks,” Bryan Grissum – MO (5 years in the business)
“Just wanted to drop you a quick note about your webinars. Your webinar content has been FANTASTIC! You help to “cut through” to the heart of what’s most important, in order to do an accurate and great job for the client. Sure, you often run past the 1 hour mark, but it’s always been valuable content. IPS always delivers! Everyone who is a student of the life and annuity insurance business needs to hire you to be their teachers for insurance and financial planning. You keep doing what you’re doing. You’re filling a vital need in the insurance training industry. We’re all lucky to have you and your family serving the industry the way you do.” David H. Kinder, ChFC® – CA (11 years in the business)
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (Insurance Marketing and Sales Resource Center) I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric” Ric Komarek, RFC® – CA (7 years in the business)

Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
What Are You Waiting For – Get Our Affordable Online Live Weekly Group Training And Coaching Webinars For Insurance Agents and Financial Advisors!
Are you a seasoned financial advisor, a new insurance agent, or a P&C agent? You need training and coaching to learn these critical and fundamental insurance marketing, exclusive leads, 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.
This training is how you will learn to send a “special marketing message” about how you help middle-income families Find The Money for a secure financial future! Following our program you will easily attract exclusive insurance leads/prospects in your community! NO more leads to buy! No more traveling all over your county and state. Save time and thousands of dollars each year!
Then learn how to ask the right questions to set appointments with almost everyone you call. You will set more and your best insurance sales appointments! Because they are better quality, you will also need fewer insurance sales appointments, and they will all be in your local area! Save time and thousands of dollars each year!
Then learn how to help middle-income families Find The Money to close more and larger sales! The average insurance commission per sale when you help middle-income families Find The Money is $3,000 to $7,000 in commissions.
This is just the start of the life insurance marketing and sales agent training, courses, tools, strategies, and videos you will also get… When you decide to be an elite member of our IPS private life insurance marketing strategies and sales training website.
INCLUDES… 4 Live Hour Long Weekly Insurance Agent 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 Insurance Agent Coaching Webinars!
There are many benefits to insurance agent sales training, coaching, and support! 80% of insurance agents who receive insurance marketing training, coaching, and sales support report increased self-confidence. The more confident you are in your ability to help middle-income families, then the more people will want your help.
Finding The Best Life Insurance Leads, Setting Insurance Appointments, And Closing More and Larger Sales Is Easy… When You Get The Best Agent Training And Live Agent Coaching From A Family Who Have Been Training Agents And Advisors For Over 40 Years!
Become An IPS Member today to check out our agent marketing and sales training life insurance programs! Find the best leads and sales appointments to help middle-income families!
30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!
Note: We have agents from around the world who are members of our affordable, IPS Exclusive Members-Only Website… And use our life insurance and annuity marketing systems, sales systems, tools kit, and personal agent and advisor training program – Canada, the United Kingdom, Indonesia, India, and the Philippines!
When Will Take Control Of Your Life – To Succeed In Selling Insurance!
Stop putting it off! When you can get the insurance marketing systems, sales training, agent support, and critical strategies you need to succeed with selling life insurance!
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 the most life insurance sales? Then make sure that your name and special insurance marketing message about how you help 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 help middle-income families! And, then why would they refer people to you?

Are You Asking Your Clients Enough Insurance Sales 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 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 and advisors have asked us for a complete list of successful probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance 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 life insurance clients to set better appointments and close sales. More Details! Immediate Download… Order Now!
A huge key to insurance agents’ success, finding the right leads (prospects), setting better appointments, closing sales, and successfully increasing your income selling life insurance is and always will be getting the personal training to ask enough questions!

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!
Important Question… Are you in this insurance business to make sales? Or are you interested in helping middle-income families? Do you want to be a highly successful insurance agent? 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 get the insurance agent sales skills training to make a real difference in people’s lives? The more personal insurance agent skills training, coaching, and sales support you get to learn how to help middle-income families, to be a successful insurance agent. 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!
When Will You Learn How To Be A Successful Life Insurance Agent Today – To Make It Change!
Agent Coaching and Mentoring to Increase Your Life Insurance Sales
Why You Need A Life Insurance Sales Coach for A Successful Career!

The First and Only Life Insurance Sales Training (IUL) Program Highly Recommended And Endorsed By Over 40 Industry Legends, Leaders And Experts!

How To Be a Successful Insurance Agent Today?
Becoming a top-performing insurance agent in today’s competitive market isn’t just about having the right tools—it’s about using them effectively. Many agents invest in training, but only a few achieve exceptional results. So, what separates the high earners from the average? Let’s look at what defines success in life insurance sales and how you can rise to the top.
The Tale of Two Advisors: What Makes the Difference?
Two agents start their journey with the same Found Money Management System™, receiving personal life insurance sales training, coaching, and back-office support.
One agent applies every lesson, practices new strategies, and steps outside his comfort zone. Within six months, he doubled his income and earned recognition among top performers, eventually qualifying for the prestigious MDRT “Top of the Table.”
The other agent, however, never commits to the coaching or mentorship. He expects results without putting in the effort. Within months, he gives up, believing success requires something “easier.”
This true story highlights the real answer to how to be a successful insurance agent—consistent effort, adaptability, and willingness to learn.
Why Some Agents Excel While Others Struggle
Successful insurance agents understand that growth demands action. They invest in training not just to acquire knowledge, but to master the mindset and skills that drive consistent sales.
The difference lies in attitude: top agents seek pleasing results, while average agents settle for pleasing methods.
The Found Money Management System™, provide a proven framework for life insurance success. These systems teach agents to find clients’ financial opportunities, help them solve money challenges, and close high-value policies—creating real results for both clients and advisors.
What You Gain From Personal Agent Training and Coaching
With over 40 years of experience in life insurance and annuity sales, Insurance Pro Shop, LLC provides 90 days of hands-on mentorship through the Found Money Management System™
Here’s what you’ll gain:
- Marketing training to attract your best life insurance prospects.
- Appointment-setting strategies that convert leads into clients.
- Fact-finding techniques to identify client needs effectively.
- Sales presentation mastery to close 9 out of 10 life insurance cases.
- Ongoing support and coaching to ensure consistent success.
Agents who apply this system often earn $150,000–$350,000 within a year—and some surpass $500,000 annually by mastering the same principles as top MDRT advisors.
Ready To Be the Next Successful Insurance Agent?
If you’re serious about how to be a successful insurance agent, the first step is commitment. Success doesn’t come from finding the easiest system; it comes from applying one that works.
Are you ready to learn how to attract the right clients, find the money they didn’t know they had, and help them live debt-free and financially secure?
Join the Found Money Management System™, today and start your journey toward financial freedom—for you and your clients.
Insurance Pro Shop, LLC, gives you everything you need to turn potential into performance.
Call 877-297-4608 today for personal guidance and no-obligation support—because your success story could be the next “Tale of a Top Advisor.”

“I have been working with the Insurance Pro Shop since 2006 and have used each and every one of their products since then. (For my agents and myself) If you want a chance to increase your income and become the successful agent that you want to be, then you have to be learning from the best. I truly believe Lew Nason, Jeremy Nason and his team have the tools and resources to help mold successful agents. If you aren’t learning from Lew, then you aren’t learning from the best!”
“Do you always get what you pay for? Sometimes NOT. Lew, I have to tell you I have purchased thousands of dollars of training, development materials, seminars. And yours is by far the greatest value I have seen. All your programs have a firm foundation of sales and marketing basics. In addition you deliver so much detailed, turn-key, real world ideas. Things that I can start using today. The 
“I have bought just about every system under the sun, I consider myself a system junkie. You may think I am foolish but I have learned valuable lessons from each system I bought. Although they seldom work as well as they say. I bought, Dean Cipriano’s, Brian Kay’s College Planning, Larry Klein’s Annuity System, Annual Review Millions and I am sure a few more. But the one that actually helped me double my income twice was the 
“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
“Just wanted to drop you a quick note about your
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (



