Live In-person 8-Hour Intensive with Jeremy Nason, RFC®
Master the Questions to Close 9 Out of 10 Sales
Eight hours. One room. One day that changes how you sell for the rest of your career. 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 — and you’ll practice them out loud, in person, with Jeremy correcting you in real time.
One day, live and in person in West Palm Beach, Florida
Monday, September 14, 2026 · 8:30 AM – 6:00 PM ET
Just $697 (reg. [$997]) — register by Septeber 1st to save $300
Only 24 seats. When the room is full, it’s full.
You don’t have a product problem.
You have a question problem.
You know your products. You’ve sat through the carrier trainings, you’ve studied the illustrations, you can explain indexed universal life better than most of the people selling it.
So why does it keep ending the same way?
You have a good meeting. They nod. They seem interested. And then: “Let me think about it.” And they’re gone.
Here’s what’s actually happening. 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 who’s called them this month. 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.
You can watch someone ask a great question.
You can’t learn to ask one that way.
Reading a script doesn’t make it yours. Watching a webinar doesn’t make it yours. It becomes yours the first time you say it out loud to a real person, hear how it lands, and get corrected on the spot.
That’s what this day is, and it’s why it isn’t a Zoom class:
You’ll practice out loud, all day — not one demo at the end, but live role-play built into every block, with a partner in the room.
Jeremy hears you. He’ll catch the hesitation in your voice, the question you rushed, the moment you talked past the answer. Nobody can coach that through a screen.
You’ll get answers about your actual cases. Raise your hand and describe the prospect you lost last week. You’ll leave with the questions you should have asked.
You’ll be in a room full of producers. The conversations at lunch and between sessions are worth the trip by themselves. Agents come back for the room.
No inbox. No second monitor. No “I’ll catch the recording.” Eight hours of your full attention is the reason this works.
This isn’t a recorded class you’ll get to eventually. It happens once, in one room, on one day.
By the end of this day, 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. One Room. One Complete System.
Taught live and in person by Jeremy Nason, RFC®. Every hour builds toward a single outcome: more appointments, more closed cases. We’re not padding this day — you get the full eight hours.
Monday, September 14, 2026 · West Palm Beach, Florida
8:00 AM — Registration, coffee, and introductions
MORNING — Getting the Appointment & Mastering the Discovery Interview
8:30 · 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.
9:30 · 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. Live practice.
10:30 · Break
10:45 · 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. Live practice.
11:45 · 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 and open Q&A.
12:45 PM · Lunch — included, and where a lot of the real learning happens
AFTERNOON — Closing the Case: Asking Your Way to 9 Out of 10
1:45 · 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.
2:45 · 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?” Live practice.
3:45 · Break
4:00 · 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. Live practice.
5:00 · Hour 8 — Putting It All Together
The complete question script, start to finish; full role-play with feedback; building your personalized question playbook; final Q&A.
6:00 PM — Close
Everything you get
8 hours of live, in-person training with Jeremy Nason, RFC® — small room, hands raised, questions answered
Live role-play and coaching all day — practice every framework out loud and get corrected in the moment
The printed workbook — in your hands when you walk in
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
Lunch and refreshments — you won’t need to leave the building all day
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 in the room, 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
Where we’re meeting
VENUE: TBD
Reserve your seat
Just [$697] (reg. $997) — register by September 1st to save $300
Enrollment is limited to 24 seats. It’s a room, not a webinar — when it’s full, it’s full. And keeping it small is the only way the live coaching, the 1-on-1 time, and the case preps stay personal.
The $300 savings ends September 1st or when the room sells out, whichever comes first. Final registration closes September 10 so we can finalize the room and catering.
Monday, September 14, 2026 · 8:30 AM – 6:00 PM ET · West Palm Beach, FL
Your no-risk guarantee
Show up, stay the day, and put these questions to work. If you get to the end of the day and don’t believe this training will help you set more appointments and close more cases, tell us before you leave the room and we’ll refund your tuition in full. You keep the workbook and the scripts.
The only real risk is another year of “let me think about it.”
If something comes up: Cancel by September 10th for a full refund. After that, you can send another agent in your place, or move your tuition to our next live event — just let us know at [877-297-4608].
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 and where is it?
Monday, September 14, 2026, from 8:30 AM to 6:00 PM ET, at [VENUE NAME] in West Palm Beach, Florida. Doors and registration open at 8:00 AM.
Is this recorded? Will I get a replay?
No. This one is in the room only. The whole point is the live practice, the coaching, and the correction you can only get in person — and honestly, knowing there’s no replay is part of why people get so much out of the day.
Is lunch included?
Yes — lunch and refreshments are covered. You won’t need to leave the building.
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.
Do I need to prepare anything?
Just bring real cases you’re stuck on. The prospect who went quiet, the family you couldn’t get in front of, the “let me think about it” from last month. We’ll build the questions for them.
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, scheduled at your convenience.
What if I have to cancel?
Cancel by September 10th for a full refund. After that, send another agent in your place or move your tuition to our next live event.
Is there a guarantee?
Yes. Attend the full day, and if you don’t believe it will help you set more appointments and close more cases, tell us before you leave and we’ll refund your tuition in full.
Stop pitching. Start asking.
One day in West Palm Beach. Then you go home and set appointments with 9 out of 10.
There are 24 seats, the advance copy of Jeremy’s new book is reserved for the agents in this room, and this material isn’t being recorded or repeated online.
Monday, September 14, 2026 · 8:30 AM – 6:00 PM ET · West Palm Beach, FL
$697 (reg. $997) — save $300 through September 1st
