Take Away #2 – Discovery Interview Cheat Sheet

Insurance Pro Shop’s/InsuranceWebX Special Offer 10/2022


Insurance Marketing and Sales Resource Center™…
Become An IPS Member Today!

You have just found the most affordable and effective insurance marketing, prospecting, sales strategies, tips, and tools!

Because We Will Help You To Get Off To A Fast Start – While You Guarantee Your Insurance Marketing & Sales Success!

This is a $3,343.00 Value, with a 30 Day ‘Risk-Free’ Trial, and a 100% Money Back Guarantee!

When will you ‘Lock-in’ your IPS membership at $29.95 per month for the life of your membership?
There is no long-term commitment, so you can cancel anytime.

Join IPS Now! The Best Insurance Marketing, Prospecting, and Sales Strategies, Tips, Tools!Want To See Everything Included… Keep Reading

Dennis Postema, RFC - Postema Marketing Group, LLC, OH (10 years in insurance sales)“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 and Jeremy Nason and their 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, RFC – Postema Marketing Group, LLC, OH (10 years in insurance sales)

Alex Gayton - FL (13 years in business)“I’m an experienced producer with over 13 years in this business and I’ve yet to find anything that even comes remotely close to the dollar for dollar value I get from the Insurance Pro Shop! As a direct result of being a member for 4-5 months now I am more focused then I’ve ever been. I’m truly developing a Bread n’ Butter Market, (i.e. consistent sales) and lastly I have REAL SECURITY AND CONFIDENCE IN MY ABILITY TO PROMOTE AND SELL MYSELF AND MY SERVICES.” Alex Gayton – FL (13 years in business)

It Has Taken Us 40+ Years To Collect This Goldmine Of Proven Insurance Marketing, Prospecting, And Sales Strategies, Tips, and Tools!

Whether you are a seasoned advisor, a new agent, or a P&C agent? Then you need to learn these critical insurance marketing and prospecting strategies – with our sales training courses right now! They are not an option if you want to be successful long-term. It is how you will get your message out about how you Help Families to have a secure future! This will make it much easier for you to find and then attract your best insurance leadsSo, you will set your best Insurance appointmentsSo, you will close more and larger sales! This is just the start of the insurance marketing and sales strategies, training courses, tips, and tools you will get when you become a member of our IPS private insurance marketing website.

You will also receive 2 Live Hour Coaching Webinars and Insurance Sales Training Programs! each month – Live Group Coaching – Case Design Class – with Insurance Marketing and Prospecting Strategies Training! You will also have immediate access to all of our Past Insurance Coaching Webinars and Insurance Sales Training Programs! Finally, you will learn how to attract your best insurance sales leads and set your best sales appointments. And then how you can really help families. So that you will close more and larger insurance sales right now!

David H. Kinder, ChFC® - CA  (11 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 teacher for insurance and financial planning. So, 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)

Here is just a quick OUTLINE of what you will have access to every day when you get your exclusive IPS membership! So that you will guarantee your insurance marketing and sales success no matter what happens in our economy!

Start By Learning How To Market Your Insurance Services

Are tired of chasing the wrong insurance leads/prospects and playing the numbers game? We have some great news, because by simply changing people’s perception of what you do! You can find and then attract more of your best-qualified insurance prospects to you in a month – than most producers will see in a year!

Insurance Marketing 101…

Learn how and why to position yourself and your company so you stand out from the crowd! Make it easy for the right people to get to know you and the work you do. Learn the insurance marketing basics and best strategies to make your insurance sales career much easier and more profitable. So you guarantee your long-term success!

Important Note: Buying leads is OK when you are just getting started. But it is a short-term solution to a long-term problem!

  • Marketing Basics – How to name your company, your tagline, your elevator talk, telephone greeting, and more.
  • How To Set Up A Business Web Site – What to do and include on your website.
  • Why A Business Brochure – Your Best Company Brochure Is Your Information Booklet.
  • How To Properly Use A Client Newsletter – It is about the problems they need help with (Not Products or Returns).
  • Using Social Media – What To Do!
  • Bio Sheet – Help people to get to know you and your services!
  • Sample Marketing Plan – You need a plan to find and attract your best prospects!

Recommended Reading… it is all on our website!

This business is difficult if all you want to do is make a net income of only $30,000 to $50,000. Because most agents will skip the insurance marketing, prospecting, and sales basics. They will take shortcuts and want quick fixes. On the flip side, this is an easy business to make $100,000 and a lot more if you become a full-time student of the business. So you learn the basics, with all the best insurance marketing, prospecting, and sales strategies and tools!

  • Six Little Secrets’ to ‘Unlimited’ Lead Generation Success – Lew & Jeremy Nason
  • Ten Commandments of Power Positioning – by Micheal Fortin
  • Stealth Marketing – By Michel E. Enlow
  • Seven Proven Marketing Secrets – By Mark Hendricks

Neal Merems – CA (34 years in the business)“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)

Best Insurance And Annuity Prospecting Strategies

Insurance Prospecting 

Here are the top six insurance prospecting strategies and tools we recommend. So you are always in front of your best prospects. Because when you help people to see the problems they face now and in the future. And then how you will help them to solve those problems. They will now see you as a trusted advisor, instead of just a salesperson! Which will make it a lot easier to set an appointment.

  • Start With Friends, Family, Neighbors, And Everyone You Know And Meet – Step By Step Insurance Marketing Strategies With Our Heartfelt Letters.
  • Joint Ventures – Step By Step Course On How To Set Up A Joint Venture with all the tools, letters, and more.
  • Seminars & Workshops – Step By Step Course and more (With Audio & Video Training).
  • Information Booklets and Free Reports – Step By Step Insurance Marketing strategies with the ads, and more, with booklet samples!
  • Annual Reviews – Step By Step Course with sales letter and appointment script.
  • Dynamite’ Referred Lead System™ – This is a complete course on how you get client referrals.
  • Knock ‘Em Dead Prospecting Sales Letters
  • Powerful Words And Power Benefit Statements – for your sales letters and scripts!

Recommended Reading… it is all on our website!

When will you become a student of business? So you will guarantee your long-term success?

  • Advisor’s Guide To REAL Financial Planning – Lew & Jeremy Nason
  • Seven Proven Marketing Secrets – By Mark Hendricks
  • The Common Denominator of Success – By Albert Gray

The Best Insurance Sales Strategies and Training Course – How To Set Great Insurance and Annuity Sales Appointments

Learn the real Insider Secrets and insurance sales strategies! So you successfully set more and better sales appointments? Then learn to ask the ‘Right Questions‘ to get your prospects to talk to you about their problems. So that they will want to meet with you? When you use these insurance sales strategies and tools you will only need 3-5 new sales appointments per week. And you will save a lot of time because all of your sales appointments will be in your area!

Lew Nason’s Fact-Finding approach to selling life insurance, eliminating debt, and accumulating wealth is exactly what I’ve been looking for to help my clients. Whether you have been in the life insurance business for five (5) days, or fifty (50) years, I would strongly suggest everyone spend some time with Lew and Jeremy Nason to advance their talents, increase their earnings, and provide a better lifestyle.” Terry Bialek, Canada (30 years in the business)

The Best Insurance Sales Training Course – Questioning Strategies and Questions For Fact-finding

  • Advanced Fact-finding Videos and Audio
  • The Insurance Sales Presentations, Templates, Tips, And Tools.
  • The Insurance Sales Training So You Can Overcome Objections.
  • Advanced Insurance Sales Closing Techniques – So you get your clients to practically close themselves!
  • ‘5 Minute’ Annuity Sales Presentations – Video Training & PowerPoints

Recommended Reading…

Insurance Marketing, Prospecting, and Sales Strategy And Training Course – How to Attract and Sell Your Best Qualified Annuity Prospects 

Are you curious about how and why the Top Annuity Producers are still able to attract and set appointments with their ‘Best Annuity Prospects’? So they can collect ‘One Million Dollars’ of Annuity Premiums Every Month in the current economy? Even with all the negatives about annuities?

  • Understanding What Your Annuity Prospects Really WANT – (With Video Training)
  • Annuity Product Training – (With Video Training)
  • Annuity Laddering Training and Templates – (With Video Training)
  • ‘5 Minute’ Annuity Sales Presentations – (Video Training & PowerPoints)
  • How To Fill Your Seminar or Workshop with Your ‘IDEAL’ Prospects – (With Video Training)
  • Convert 90% of Your Seminar & Workshop Attendees Into Sales Appointments – (With Video Training)
  • Attract Your Very Best Annuity Prospects Using The Taxation of Social Security Income!

Spencer Childs - NV  (31 years in the business)“Dear Lew, Jeremy and Alex, I have been in the financial industry since 1988. I have spent tens of thousands of dollars on training, motivation and coaching. The total over the last three decades may be into the hundreds of thousands of dollars. I have been a client of IPS for over 3 years. I have never seen the breath and depth of material that IPS has. They have the right recipe for success. All you have to do is follow it.

If you are going to invest in your career, I know of no better investment in yourself, than establishing a relationship with IPS. Do yourself a favor, develop the courage to change, and grow. IPS has incredible information available, but more importantly, they care. They will emotionally invest in you and your career. Most importantly they are good people! All The Best, R. Spencer Childs” Spencer Childs – NV  (31 years in the business)

Insurance Marketing, Prospecting, And Sales Strategy And Training Course – How to Attract and Sell Your Best Qualified Life Insurance Prospects

Are tired of chasing life insurance prospects; begging for appointments; making term insurance sales; and only a few small cash-value life insurance sales? Then you will want to read How To Successfully Sell Life Insurance!

  • Understanding What Your Life Insurance Prospects Really WANT – (With Video Training)
  • Life Insurance Product Training – (With Video Training)
  • ‘Found Money Management’ Strategies – (With Video Training)
  • ‘Missed Fortune’ Principles…
  • ‘Infinite Banking’ Principles…
  • Using Cash Value Life Insurance As A ‘Retirement Supplement’!
  • Life Insurance ‘5 Minute’ Sales Presentations – (With PowerPoints and Video Training)

Recommended Reading

And Then 10 More Critical Insurance Marketing, Prospecting, and Sales Training Strategies and Courses…

  • Disability Products – Insurance Sales Training and Sales Tips, Tools
  • Long-Term Care – Insurance Sales Training and Sales Tips. Tools
  • Case Studies And insurance Sales Presentations
  • IPS Videos…
  • Advisor’s Guides…
  • Referred Lead System…
  • Making A Better You…
  • Weekly Updates…
  • Learn from the Experts…

Steve Patterson - RVP at Cherry Financial Partners, Ltd., NC (47 years in insurance sales)“Lew, I have been in the insurance and securities industry since 1965. I was a stock/broker and Life Insurance and Annuity Coordinator for E. F. Hutton for the state of North Carolina in 1978. In 1981, I was president of FSC Agency (a large broker-dealer in Atlanta). From 1982 to 1987, I was president and founder of Pilot Financial Services, a FINRA broker dealer. So I have attended sales training for dozens of large insurance companies. But, you offer the best client presentation, and marketing and lead generation strategies I have ever seen. Sincerely, Your friend Steve Patterson.” Steve Patterson – RVP at Cherry Financial Partners, Ltd., NC (47 years in insurance sales)

That Is A Total Value Of $3,343.00 For About $1 Per Day!

30-Day ‘ Risk-Free’ Trial, 100% Money-Back Guarantee – So ‘Lock-in’ your IPS exclusive membership today to the Insurance Marketing and Sales Resource Center ™ at only $29.95 per month for the life of your membership. No long-term commitment, so you can cancel anytime.

You Will Never Know How Much This IPS Membership Will Help You Until You Give Us A Try!

Join IPS Now! The Best Insurance Marketing, Prospecting, and Sales Strategies, Tips, Tools!