Live 8-Hour Intensive with Jeremy Nason, RFC®
Master the Questions That Set Appointments with 9 Out of 10 — and Close Them, Too.
In the free class you learned why asking the right questions changes everything. In this 8-hour deep-dive, you’ll master the exact questions, in the exact order — to fill your calendar with appointments and turn them into closed IUL & Whole Life cases.
Just $397(reg.$697) — register by July 1 to save $300
You don’t have a product problem.
You have a question problem.
Most agents lose the sale long before the close. They lose it in the first 15 minutes of the appointment — or they never get the appointment at all — because they’re telling instead of asking.
When you tell, you sound like every other salesperson. When you ask the right questions, your prospect tells you why they need to act, takes ownership of the problem, and sells themselves on the solution.
If you’ve ever heard “Let me think about it” … that wasn’t an objection. It was feedback that the right questions never got asked.
This class fixes that —permanently.
By the end of these 8 hours, you’ll be able to…
- Set appointments with as many as 9 out of 10 of the people you talk to
- Run a discovery interview so powerful that prospects open up and tell you exactly what they need
- Use questions to help prospects answer their own objections — before they ever come up
- Guide clients to discover the value of IUL & Whole Life for themselves, so you stop pushing and they start pulling
- Lead prospects to close themselves — for the appointment and the sale
- Walk into every appointment with a proven question framework instead of winging it
8 Hours. Two Live Sessions. One Complete System.
Taught live on Zoom by Jeremy Nason, RFC®. Every hour builds toward a single outcome: more appointments, more closed
cases.
Session 1 Tuesday, Sept 22, 2026 · 1:00–5:00 PM EST – Getting the Appointment & Mastering the Discovery Interview
Hour 1 — The Psychology of the Ask – Why questions outsell pitches every time; emotion vs. logic; how to make a prospect feel understood so they want to meet with you.
Hour 2 — Appointment-Setting Questions –The exact question sequences that set appointments with 9 out of 10 — for families and for retirees; turning cold conversations into booked meetings; handling “I’m not interested” with a question.
Hour 3 — The Art of the Fact-Find – The discovery interview that uncovers the real problem behind the stated problem; the question funnel: Open → Uncover → Feel → Commit; using silence as a selling tool.
Hour 4 — Building Emotional Ownership – Questions that get prospects to take ownership of their problems; layering money, family, and fear questions; live script walk-through + Q&A.
Session 2 Tuesday, Sept 29, 2026 · 1:00–5:00 PM EST -Closing the Case — Asking Your Way to 9 Out of 10
Hour 5 — From Discovery to Solution – Transition questions that bridge the fact-find into your recommendation; presenting IUL & Whole Life as the answer they asked for.
Hour 6 — Closing Questions That Close – The questions that lead prospects to close themselves; trial closes and assumptive closes done conversationally; getting to “when do we start?”
Hour 7 — Objections Answered by Questions – Turning “I need to think about it,” “I can’t afford it,” and “I need to talk to my spouse” into next steps — using questions, not rebuttals.
Hour 8 — Putting It All Together – The complete question script, start to finish; live role-play and practice; your personalized question playbook; final Q&A.
Everything you get
Full session recordings — rewatch every hour as often as you like
The complete workbook — follow along and capture every insight
Done-for-you question scripts — word-for-word sequences for families and retirees
Quick-reference cheat sheets — the right questions at your fingertips in every appointment
2 hours of 1-on-1 coaching with Jeremy after the class — personalized to your practice
2 live case preps with Jeremy — bring real prospects and build the questions together
★ Exclusive Bonus An advance copy of Jeremy’s brand-new book — yours before it’s published to the public.
Agents are already getting these results
“I closed 3 whole life plans yesterday for $3,045 in annual premium — and I still have a $78K rollover to help her with. This
is the second month I’ve earned my bonus, and I was #13 on the company leaderboard last month.”— Corey Greene
“Since I began the training, in the past three months I’ve closed two cases for total premium of $220,000 — almost $14,000 in commission. Before, I was lucky to do that in a whole year!” — Raymond Naclerio
“Yesterday I set 9 new appointments for this week and next. I picked up a $40,000 check, 2 life apps, and an appointment to move $67,000 from a 401(k) to an EIA. Thanks again for your help and generosity.” — Spencer Childs
Reserve your seat
Enrollment is limited to [10] seats to keep the coaching and case preps personal.
This $300 savings expires when registration closes on September 1st, 2026 — or when seats sell out, whichever comes first.
Two live sessions · Sept 22&29 · 1:00–5:00 PM EST · on Zoom
Your 30-day no-risk guarantee
Enroll, attend, and put these questions to work. If you don’t believe this training will help you set more appointments and close more cases, just let us know within 30 days and we’ll make it right. The only risk is staying where you are.
About your instructor
Jeremy Nason, RFC® ·
Registered Financial Consultant· Income Planning Specialist · National Sales Coach & Mentor
Jeremy Nason has spent more than 30 years in the insurance and financial-services industry — and has trained, coached, and mentored thousands of agents and advisors across the country and abroad. As co-founder of Insurance Pro Shop™ and co-creator of the Found Money Management™ system, he’s helped advisors grow from $40K–$60K to $150K–$350K+ in annual income by learning to truly serve their clients… starting with the questions they ask.
- Registered Financial Consultant (RFC®) and approved MDRT coach
- 30+ years in the industry — entered the business in 1994 at age 17
- Co-author of the Middle American Family’s Guide to Living Debt-Free and Truly Wealthy
- Speaker & co-host of the IARFC Virtual Advisor Summit; featured in the IARFC Register, ThinkAdvisor, and InsuranceWebX
- Honorable Kentucky Colonel and multiple-award-winning producer and educator
When it comes to the art of asking questions, you’re learning from someone who has built his entire career on it.
Frequently asked questions
When are the sessions?
Two live 4-hour sessions on Zoom: Tuesday, 9/22 and Tuesday, 9/29, 2026, both from 1:00–5:00 PM EST.
Will the sessions be recorded?
Yes. The class is taught live, and you’ll receive full recordings of both sessions to rewatch anytime.
Who is this for?
Insurance agents and financial advisors who want to set more appointments and close more IUL & Whole Life cases by mastering question-based selling — whether you’re newer or a 20-year veteran.
What if I can’t make a session live?
We recommend attending live for the interactive practice and Q&A, but every session is recorded so you’ll never miss the material.
How do the coaching and case preps work?
After the class you’ll receive 2 hours of 1-on-1 coaching and 2 live case preps with Jeremy to apply the questions to your real
prospects.
Is there a guarantee?
Yes — a 30-day no-risk guarantee.
Stop pitching. Start asking.
Set more appointments
and close 9 out of 10 sale.
Seats are limited, and the bonus advance copy of Jeremy’s new book is
reserved for this class only. Reserve your seat before enrollment closes on July 1.
