Insurance Pro Shop - Weekly Marketing and Sales Tips - How One Simple Insurance Sales Idea and Presentation Made Me A Fortune!

How One Simple Insurance Sales Idea and Presentation Made Me A Fortune!

07/20/2021… Would you like a simple insurance sales idea and presentation to make it easier for you to close more and much larger close more and larger insurance sales? What if you had a team of experts to show you a simple insurance sales presentation to present your best sales insurance ideas to your clients? So that you can get your clients to take action right now – to close 9 out of 10 insurance sales?

Would you also like to make sure you do the very best for your clients? While you close more and larger insurance sales?

Then let us show you how to put together a simple insurance sales presentation. So that it will make it a lot easier for your clients to take action. Would you spend $100 to make an additional $1,000, $2,000, or more per sale? (with your companies)

Then let us show you the best insurance sales ideas and presentations to make it happen! Just like we did for these agents!

Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF - TX (15 years in the business)“I wish every agency and professional association would use your systems. While they are far from basic they do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two-page insurance sales presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let’s go with the second option that you proposed. That’s it! There was no closing, no cajoling, and no begging. All the work was done during the first meeting. Thanks for all your help and coaching and please know that I appreciate your commitment to our industry.” Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)

Scott Nelson - CA (1 year 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 2-page insurance sales 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 and walked me through the program. Thank you for all your coaching, advice, and support.” Scott NelsonCA (1 year in the business)

Andrew Maisch - NJ (10 years in the business)“I have been working with Jeremy Nason at the Insurance Pro Shop on Annuity & 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 in a collaborative manner.

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 insurance sales presentation illustrations, the majority of the time I end up making the sale.” Andrew Maisch NJ (10 years in the business)

Kevin Murray - FL (10+ years in the business)“How Jeremy makes my life as an agent easier. 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 the next day or two, I have this seamless two-page insurance sales presentation that is a no-brainer when it comes to the client saying “yes, let’s do this”.

I have tried to duplicate the process, however, I find myself asking why! Working with Jeremy on case designs, allows me to do more of my work which is going on appointments. My suggestion is the next case you have, give him a call and see for yourself how much easier he can make your life in this business.” Kevin Murray – FL (10+ years in the business)

Christine Lopez - CA, (12 years in the business)“Jeremy, I took 2 apps for their family last night!!! Thank you, thank you! The illustrations I tried to run before the two-page insurance sales presentation did NOT give me the numbers you did. I am so grateful for your expertise and your help. Again, thank you for helping me help so many families! You guys gave me hope for this business again! (And hope has a MUCH bigger payout than a paycheck!) Many thanks,” Christine LopezCA, (12 years in the business)

We want to help you to do what is best for your clients. While we help you with your insurance sales presentations so you close more and larger insurance sales. That is why we offer 3 months of personal insurance agent training, coaching, and sales support… when you invest in our Trusted Advisor Success Program!

It is also why we offer 3 LIVE webinars each month for the members of our Insurance Marketing and Sales Resource Center

During those 3 months of agent training and sales support, we will help you to custom design a few of your cases, with your carriers (we are not recruiters). We will show you how to properly build a simple sales presentation, to close 9 out of 10 insurance sales.  (By the way, when we design cases for agents, they close 95% of their insurance sales. And usually, we will increase your commissions by 50% or more!)

We Also Offer Ongoing Insurance Sales Support and Presentations…

After the 3 months of personal insurance agent training, coaching, and sales support you get with our systems, we offer 2 sales support options
Option 1: Hourly case design $100/hour – most cases take less than 1 hour.
Option 2: Platinum Mentoring Program – virtually unlimited cases, for $399 a month.

Our team has been training insurance agents to close 9 out of 10 insurance sales for over 40 years! We will show you how to help your clients to identify and want to solve their problems. Then we will show you how you can help families to find the money. So that they can take action right now! We will also show you put together a simple sales presentation to present your insurance sales ideas to your clients. So that you will close life insurance sales like the legends!

When Will You Learn The Best Insurance Sales Idea To Help Your Client To Take Action?

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families to 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 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 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 your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects to find the money so that they can take action right now! Then we will show you the best insurance sales presentation to close 9 out of 10 sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best Insurance sales presentation training for insurance agents and advisors to close insurance sales!

When Will You Get The Best Agent Marketing Tips, Tools, Ideas, and Training You Need To Sell More Life Insurance And Annuities?

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

You will also learn how 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 average people – not just the wealthy!


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

Living Debt Free And Truly Wealthy

Middle American Family’s Guide To: Living Debt Free And Truly Wealthy!

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 to 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, 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. 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!


Nothing Is Going To Change… Until You Make It Change! When Will You Learn A Simple Sales Presentation To Close 9 Out Of 10 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 - Life Insurance and Annuity Marketing and Sales Systems For Agents and Advisors!