Best Sales Skills, Questioning, And Fact-Finding Training For Financial Advisors!
Dear Friends, Let’s keep this simple and get straight to the point. According to salary.com, the average Financial Advisor income in the United States is $92,020 as of April 24, 2024. The Financial Advisor’s income ranges between $51,593 and $132,447. Most financial advisors do not make big money, because the sales skills, questioning, and fact-finding training they get are on to sell their investment products (not insurance and annuities)… They do not get the financial advisor sales skills, questioning, and fact-finding training to help people solve ALL their financial concerns and problems! Accordingly, what are the best sales skills, questioning, and fact-finding training needed to be a successful financial advisor?
Do you want to be a very successful financial advisor? Do you want to earn $250k, $500k, or more? Then your job is to learn how to ask more and better questions to help people find the money to spend, save, invest, insure, and plan wisely for the future. It is how you will help your clients to be financially independent! Or, as we put it… so they can find the money to… “Live Debt-Free and Truly Wealthy!”
Families need your help identifying ALL the financial problems they face now and in the future! Only then will they WANT to set better priorities. Then people will want your help to find the money to solve their problems.
This means that you need the best sales skills, questioning, and fact-finding training for financial advisors. You need to help people find the money to get ALL of the insurance… annuities… and investments they will need right now! And what they will need for their future!
Being a successful financial advisor is more than just getting the sales skills, questioning, and fact-finding training to sell your investments. If you want to make big money, you need the best sales skills, questioning, and fact-finding training for financial advisors… to sell insurance, annuities, investments, and your services. You need to help people find the money to take action to solve ALL their problems.
“Dear Lew & Jeremy, I want to thank you from the bottom of my heart for all of your help. I took your systems in life insurance and annuities and achieved top producer status. My agency was appointed as a premier financial services office for Allstate and we led the region in IPS and Production Credit and qualified for Century Club. Thank you for all you do and for being so sharing and kind. It’s rare in these times to find people of your caliber, who put ethics ahead of profits. You have my deepest gratitude.” Shaun C. Borden, All Stars Agent, Allstate Agency Owner, FL (12 years in the business)
Discover The Truth About Financial Advisors’ Sales Skills, Questioning, And Fact-Finding Training!
The unfortunate truth is most of the sales skills, questioning and fact-finding training that financial advisors get today is about selling investments. The sales skills and fact-finding training that financial advisors need is… questioning training to help people see and understand the problems they face now and in the future. Too many people are putting all their money at risk in the market! They have no safe money for when they need it.
Consider, how many of the families, you are working with, have too much debt. How many of them do not have enough life insurance or disability insurance to protect their family if something were to happen to them today? And, how many of them are on time to reach their retirement income goals?
Are they paying too much in income taxes? How many have the permanent life insurance and long-term care insurance they will need in retirement?
Would you like to help these people find the money to solve ALL their problems? Then it is time for you to get the sales skills and questioning training financial advisors (you) need to do great fact-finding! So, you can get people to talk about what they want for the family now… and in the future! And the financial advisor sales skills and fact-finding training are about learning to ask more of the right questions when you are with your clients.
“Your kits really work and also your coaching series is the best in town. I recall a year ago I was struggling when I called and you worked me through the process and told me this is not a quick fix. I made it to MDRT this year and this is just my third year in the business. Once again thank you.” Franklin Allakpo – NY – New York Life (3 Years in the business)
How To Find The Best Skills Sales, Questioning, And Fact-finding Training for Financial Advisors
You can learn how to ask more of the right questions, by trial and error. You can read sales skills and fact-finding training books on asking better questions. Or, you can find one of the sales skills, questioning, and fact-finding websites that offer generic training for financial advisors! However, would it make more sense for you to find people who have done it themselves? People who will provide you with the specific questions you should ask your clients. People who have been training successful insurance agents and financial advisors on sales skills, questioning, and fact-finding for over 4 decades?
We are one of the few financial advisor trainers, coaches, and mentos approved and recommended by the Million Dollar Round Table. We are the only financial advisor sales skills trainers, coaches, and mentors who are recommended by over 40 experts and legends in the financial services industry! And the only trainers, coaches, and mentors with written and video testimonials from over 500 agents and advisors.
“Lew, I recently purchased your Advanced Fact Finding Videos… I have been on two interviews so far and used the methods you described. It was surprising how the folks opened-up. Not only were their defenses totally down, but they actually stated that they liked the low-pressure approach and questioning process to find out what their needs/concerns were before they were asked to buy anything. In both cases the customer actually told me what they were going to buy… By the way, I am going to recommend that you contact Allstate’s Financial Specialist Manger, so you can help them with their sales efforts. They have spent a ton of money on similar programs, but in my humble opinion, what you offer is much better. Feel free to drop my name.” Robert Dupuis, Allstate Agency Owner, TX
“I did it the hard way for 10 years (selling mortgage insurance) 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 (with IPS) 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)
“Dear Lew; As you are aware I have been in the industry for 39 years and am a consistent MDRT ‘Top of the Table’ qualifier. I have spoken at MDRT and at several major companies’ top producer meetings. In 2000, I went from being an Agency Development General Agent to a Personal Producer. The transition was challenging, but it worked. The one thing I lost along the way was the focus on life insurance sales.”
“I tried several refresher programs and was able to modestly upgrade life production. Then I found your company. Eventually, I purchased several of your programs, including Found Money Management™ and How to Close 9 out of 10 ™. The material is excellent and I have spent many hours reviewing it. This year our life production is up almost 100% over last year and I believe it will double again. Thanks for your personal consulting time and the programs and most of all your sincere belief in the good work you and your company are doing.” Richard M. CLU, ChFC, RFC, CEP (39 years in business)
If you want to be a highly successful financial advisor, you will also want to check out our…
‘Turnkey’ Advanced Sales Skills, Questioning, and Fact-Find Training for Financial Advisors…
Our sales skills training features proven questioning and fact-finding strategies from Top Financial Advisors! Industry Legends like Ben Feldman, Tom Wolf, John Savage, and Medhi Fakharzadeh. So, you will learn how to quickly double and triple your sales in the next few weeks! Because you will learn how you can help your clients to see they have a problem. So they will want to set better priorities and take immediate action. And the best part is you will learn how to do it all… without asking your clients to spend more money or change their lifestyle!
Here is what this financial advisor had to say about our sales skills, questioning, and fact-finding training videos!
How to truly help insurance clients to buy, instead of just closing the sale!
We have trained agents and financial advisors for over four decades on the best marketing techniques to find and attract your IDEAL life insurance and annuity prospects. To immediately set more sales appointments and close more life insurance and annuity sales! So you are successful in selling insurance, annuities, and your services! We are here to help you make it happen! Our life insurance and annuity marketing, sales presentations, and sales skills training programs for financial advisors have a documented 80% agent success rate… compared to the industry’s 90% agent failure rate!
We are here and want to help you be a success in closing life insurance and annuity sales. Give us a call today so we can review your situation – 877-297-4608! There is no cost or obligation.
Unlock the #1 Critical Key to Insurance Sales Success
Are you struggling with prospecting, setting appointments, and closing insurance and annuity sales?
The root cause could be your approach to questioning and listening skills.
In this eye-opening ebook, you'll discover why becoming a great questioner and listener is the number one critical key to your overall success in the insurance industry. It's one of the easiest and quickest ways to dramatically increase your appointments, sales, average sale size, and income!
Download your copy of 'How To Close 9 Out Of 10 Sales'
How To Close ‘9 Out Of 10’™ Insurance Sales!
Our Advanced Insurance Sales Skills, Questioning, And Fact-Finding Training System, And Videos For Agents And Financial Advisors, With 90 Days Of Personal Insurance Training, Coaching, And Sales Support To Help People Solve Their Problems!
When will you get the best consultative selling, insurance sales skills, probing questions, and fact-finding training for agents and financial advisors… With the coaching, tools, and back-end sales support you need to help middle-income families? So you can help families find the money to spend, save, invest, insure, and plan wisely for the future. So they can “Live Debt Free And Truly Wealthy?”
Using our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit you will get 90 days of personal financial advisor training and coaching… with back-office sales support! All from a team training new and experienced insurance agents and financial advisors for over 40 to be Trusted Advisors helping middle-income families to want to solve their problems. It is the best insurance agent and financial advisor sales skills and fact-finding training… To guarantee you will earn $250k, $500k, or more per year selling life insurance, annuities, and investments!
First, you will get the best sales training for agents and financial advisors to learn what to say (our proven prospecting scripts). And then the probing questions to ask your prospects… So you will set your very best insurance sales appointments.
Then you will get the best fact-finding training for financial advisors to show you the right sales questions to ask to help middle-income families… So they will identify and want to solve their problems. We will also show you how you can help middle-income families find the money! So that they can take action right now!
Then we will show you the best ways to present your solutions to your families. So you will close more and larger sales in the next 30 days! To successfully close 9 out of 10 insurance sales like the Legendary Financial Advisors! It is the best insurance agent and financial advisor sales skills, questioning, and fact-finding training to earn $250k, $500k, or more per year as a Trusted Advisor!
Includes… 90 Days of Personal Financial Advisor Success Training, Coaching, and Back-Office Sales Support Worth $2,097!
And also Membership to Our IPS Private Site at $39.95 per month after the first month,
When will you invest in the best Sales Skills, Questioning, And Fact-Finding Training For Financial Advisors? When Will You Learn To Help People To Solve Their Problems? So, you will double and triple your income to earn $250k, $500k, or more annually as a Trusted Advisor?
IPS Mini-University In Insurance Marketing And Sales
*** Not Sure Where To Start… Revealed Best Sales Skills Training For Financial Advisors And Fact-finding! ***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
Over the past 20-plus years, our family has helped thousands of agents and advisors increase their sales in a few weeks to earn $3,000 – $7,000 per week, $150,000, and more annually! By 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 insurance marketing strategies to attract the best prospects in your area, with many hours of agent video training. It also has in-depth appointment setting and insurance sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly insurance agent training webinars.
We are always here to help and guide you every step of the way to find your best 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 (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)
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (Insurance Marketing and Sales Resource Center) I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric” Ric Komarek, RFC® – CA (7 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 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.
This training is how you will learn to send a “special marketing message” about how you help middle-income families Find The Money for a secure financial future! Following our program you will easily attract exclusive insurance leads/prospects in your community! NO more leads to buy! No more traveling all over your county and state. Save time and thousands of dollars each year!
Then learn how to ask the right questions to set appointments with almost everyone you call. You will set more and your best insurance sales appointments! Because they are better quality, you will also need fewer insurance sales appointments, and they will all be in your local area! Save time and thousands of dollars each year!
Then learn how to help middle-income families Find The Money to close more and larger sales! The average insurance commission per sale when you help middle-income families Find The Money is $3,000 to $7,000 in commissions.
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 Long Weekly 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 to 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 middle-income families, then the more people will want your help.
Finding The Best Life Insurance Leads, Setting Insurance Appointments, And Closing More and Larger Sales Is Easy… When You Get The Best Agent Training And Live Agent Coaching From A Family Who Have Been Training Agents And Advisors For Over 40 Years!
Become An IPS Member today to check out our agent marketing and sales training life insurance programs! Find the best leads and sales appointments to help middle-income 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, agent support, and critical strategies you need to succeed with selling life insurance!
IPS Personalized Client Newsletters – Free Personalization
Do you want a stream of your ideal insurance clients and exclusive leads? Do you want to make it easier for you to set appointments and close the most life insurance sales? Then make sure that your name and special insurance marketing message of how you are helping middle-income families is out there! So you are always in front of your ideal prospects.
Your client newsletter is critical to staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals (exclusive leads) from your current clients. So it is a huge 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 know how you help 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 Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
One of the recurring topics we write about each week… and talk about daily is asking your insurance prospects the right probing questions. And then ask your insurance prospects enough sales questions! That is because asking your prospects the right probing questions is one of, if not the biggest key to your success in selling insurance. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance prospects! 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 probing questions you should ask your prospects to set appointments and close insurance ales. More Details! Immediate Download… Order Now!
A huge key to finding and attracting exclusive leads, setting better appointments, closing sales, increasing your income, and successfully selling life insurance annuities and your services is and always will be getting the agent training to ask enough of the right sales questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Learn How To Help Families? So You Will Increase Your Sales And Income Selling Insurance!
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 Guide To Living Debt-Free And Truly Wealthy! Because we give you complete strategies… To help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So you can help them “Live Debt-free and Truly Wealthy”! As a result, you will understand our philosophies and techniques by the end of the book. Finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to 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!
Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think 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 personal insurance agent training, coaching, and sales support you get to learn how to successfully help families find the money… for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change!
Get The Best Sales Skills, Questioning, And Fact-Finding Training For Financial Advisors. Help People Solve All Their Problems!
Are You A Real Financial Planner/Adviser?
Best Training And Coaching For Financial Advisors!
How To Become A ‘Successful’ Financial Adviser!
