Insurance Agent Case Reviews… How to close a larger sale with almost everyone you meet with!
Dear Friends, What would it mean to you and your family if you could learn how to close a life insurance or annuity sale with almost everyone you meet? What if you could learn how to make each of those life insurance or annuity sales presentations total $3,000, $5,000, or more in commissions? That is what happens when agents call Jeremy to review their insurance cases with them. Get Jeremy’s help to find the best solutions and create the best life insurance and annuity sales presentations.
How The Insurance Agent Case Review Works
In their first sales appointment, the agent meets with their prospects and does a full fact-find. Then the agent sends the fact-find to Jeremy and calls him to review the insurance case with them! Jeremy reviews the insurance case with the agent to show him/her where to find the money to help the prospect get what they said they need and want! Then Jeremy puts together a life insurance and/or annuity sales presentation based on what the agent agreed was the best and easiest way to make the prospect a client.
The life insurance and/or annuity sales presentation compares what the prospect is doing now, to what we recommend. And shows them how much better off they will be when they follow the recommended plan. Next, Jeremy calls the agent to review the case and life insurance and/or annuity sales presentation with them. So the agent knows how to present it to the client. The next step for the agent is to use the presentation to present his recommendations to the prospect to close the life insurance and/or annuity sale.
Objectives Of The Insurance Agent Case Review
The main objective of the insurance agent case review with Jeremy is to show you how much more you can do to help prospects find the money to spend, save, invest, insure, and plan wisely for the future. So they can “Live Debt Free And Truly Wealthy?”
The second objective of the insurance agent case review is to show you when you do more to help prospects find the money, you will close life insurance and/or annuity sales with almost everyone you meet. Close sales for a total of $3,000, $5,000, or more in commissions.
The third objective of the insurance agent case review is to help you fine-tune your fact-finding! The better you are at fact-finding, the more prospects will trust you, like you, and want to do business with you. And the more they will refer others to you.
The fourth objective of the insurance agent case review is to help you learn how to do better life insurance and/or annuity sales presentations. So you can eventually help prospects find the money and put a life insurance and/or annuity sales presentation together yourself for most cases.
The fifth objective of the insurance agent case review is to make you feel better and more confident about what you do to help prospects! The more confident you are, then the more positive you will feel.
The final objective of the insurance agent case review is you will save a lot of time and money! You will need to see fewer people to make the money you want in life insurance and annuity sales. Less time calling for appointments etc.
Results Of Our Insurance Agent Case Reviews and Training for Life Insurance and Annuity Sales Presentations
The top life insurance agents and financial advisors we train and help with case reviews earn over $1,000,000 per year! While many agents and advisors who earned $40,000-$60,000 per year in life insurance and annuity sales… now earn $150,000-$350,000 per year. Because these agents got the life insurance and annuity marketing and sales training needed to stop chasing the wealthy! They now help average people find the money to secure their future.
However, the best part for you is most of these agents now work 40 hours or less per week! They have a lot more fun! While they spend a lot more of their time with their family and friends. And, it is because they have learned how to help people find the money to get what they need and want. And not just make a quick life insurance and/or annuity sale! Now they only need 3-5 new sales appointments per week! And they do most if not all their business within 5-10 miles of their home or office.
Three ways to get help with agent case reviews and presentations to close more and much larger life insurance and annuity sales!
Insurance agents or financial advisors can just call Jeremy and set an appointment for a case review. 877-297-4608 We charge $100 per hour for life insurance and/or annuity reviews and sales presentations. Most life insurance and/or annuity case reviews and sales presentations for agents are fairly simple and will take less than one hour.
Is it worth $100 to see if we can turn your case into $3,000 or more in commissions? Call Jeremy to review your next case! 877-297-4608
Platinum Insurance Agent Coaching And Sales Support Package
Trusted Advisor Support Program™… Ongoing Insurance agent case reviews and support, which focuses on evaluating, designing, and presenting your solutions, using your companies. So, you will be the Trusted Advisor who helps families find the money to close more and significantly larger life insurance and/or annuity sales using the Found Money Management ™ strategies, tools, and techniques. The Trusted Advisor support program consists of unlimited agent case reviews and insurance client sales presentations per month.
$399.00 per month… Value $600.00
No Long-Term Commitment, You Can Cancel At Any Time!
Diamond Insurance Agent Coaching and Sales Support Package
Trusted Advisor Mentor Program™… First, you will receive Marketing, Sales Coaching, And Mentoring each week from one of the most respected and successful teams of insurance coaches and mentors in the industry. You will also receive Back Office Sales Support… Including insurance agent case study and reviews, which focuses on evaluating, designing, and presenting your solutions, using your companies. So, you will close more and significantly larger life insurance and/or annuity sales using the Found Money Management ™ strategies, tools, and techniques. Additionally, this agent program consists of unlimited life insurance and annuity case reviews and client sales presentations per month.
Only $797 per month… Value $1,629.95
No Long-Term Commitment, You Can Cancel At Any Time!
Here Is What Agents and Advisors Say About Our Trusted Advisor Programs, Case Reviews, And Life Insurance And Annuity Sales Presentations!
“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, let’s do this!” Kevin Murray – FL (10+ years)
“I have been working with Jeremy Nason at the Insurance Pro Shop on Annuity and life cases for the past couple of years with great success. In a nutshell, I have found that my IMOs 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, illustration. He does a great job of comparing the client’s current plan to the “new proposed plan” that we developed collaboratively. As a result, his process helps the client see clearly the major differences between what they’re currently doing and what they should be doing if they want to live a safe, secure, comfortable retirement and meet their overall goals and objectives. I have found that when I use Jeremy’s system and his easy-to-understand two-page illustrations, the majority of the time I end up making the sale.” Andrew Maisch – NJ
“I did it the hard way for 10 years 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)
“Here’s the money… It happened to be a difficult case with several accounts all over the map. So I sent the Confidential Needs Analyst to Jeremy. He worked hard on it and put together 2 scenarios, using an easy-to-read and follow-the-two-page presentation. It is so helpful to do business like that, very simple. There was $68,000 to be placed in 3 annuities, and 6k to start an annual IUL. $11,200 in total commissions. Jeremy took the time, to walk me through the program. Thank you for all your advice.”Scott Nelson – CA
*** Not Sure Where To Start… Insurance Agent Case Reviews! ***
Become an IPS Member today to check out the most affordable and effective insurance agent marketing ideas, lead strategies, agent sales training, and live coaching!
Over the past 20-plus years, we have helped thousands of agents and advisors increase their sales in a few days to earn $100,000, $200,000, and a lot more… Just by them 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 marketing strategies, with many hours of agent video training. It also has in-depth appointment setting and sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly agent training webinars. We are always here to help and guide you every step of the way to find 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 – July 2013 (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)
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 will 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. 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! 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 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 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 of 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 people the more people will want your help.
Finding The Best Life Insurance Leads Is Easy When You Get The Best Agent Training And Live Agent Coaching! You do want to find the best life insurance sales leads! You want to set the best appointment to close life insurance sales leads!
Become An IPS Member today to check out our life insurance agent marketing and sales training programs to find the best leads and help 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, and agent support you need to succeed in insurance sales!
IPS Personalized Client Newsletters – Free Personalization
Do you want to attract a stream of life insurance prospects? Do you want to make it easy to set appointments and close sales with your life insurance prospects? Then make sure that your name and special insurance marketing message about how you help middle-income families is out there! So you always attract and are in front of your ideal life insurance prospects in the community!
Your client newsletter is critical to attracting and staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals from your current clients (life insurance prospects). So it is a big 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 don’t know how you are helping 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 daily 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 have asked us for a complete list of 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 insurance clients to set appointments and close sales. More Details! Immediate Download… Order Now!
A huge agent success key to attracting high-quality sales leads/prospects, setting better appointments, closing sales, and increasing your income selling life insurance is and always will be asking enough questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Read Our Full-Length Book? So You Will Learn How To Help 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’s Guide To Living Debt-Free And Truly Wealthy“! Because we give you 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 middle-income families “Live Debt-Free and Truly Wealthy”! As a result, you will understand our philosophies, concepts, and techniques by the end of the book. 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 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 the insurance business to make life insurance and annuity sales? Or are you interested in helping families? Who do you think your 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 you learn to help families the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change!
When Will You Get The Best Agent Training And Sales Support For Life Insurance And Annuity Case Reviews and Presentations? The Best Ways To Help Families!
How To Help Clients Find The Money – To Make $250K Per Year Selling Life Insurance!
How To Make $250K Selling Life Insurance The Right Way!
