Shorten Your Learning Curve To Sell Life Insurance Successfully!

Dear Friends, Here is a success story from one of the many agents who finally learned the real secrets of how to sell life insurance successfully!

Tony Filippone, RFC, FMM Some people are very sharp and adapt quickly to new ideas… While others struggle to sell life insurance.

I have been in the financial services industry for about 13 years. And I have only been receiving coaching from Lew in the last 3.

Way back when I first started with his coaching, Lew tried to tell me to continue doing what I was doing. (mortgage insurance leads) But, to improve my life insurance selling skills. He knew that if I was already getting life insurance appointments, I had half the battle won. So, I just needed to close larger life insurance sales, to get the sale more often. And I would dramatically improve my income.

He tried to tell me that I needed to do a “good” fact-find with every prospect. But I was not ready to hear it. I figured that after doing this for 10 years, I knew what I was doing. And that some people were just not going to open up and give me all of their information.

Then at an insurance sales training session with Lew, (Trusted Advisor Success Training) that I attended in Georgia, I raised this same question again. Stating that it was just too hard to get people into a fact-finding mode. He gave me the answer once again. But I was not ready to hear it.

Finally, I was watching one of Lew’s training DVDs on Fact-Finding. (The same Trusted Advisor Success Training session that I attended, but did not listen) And it hit me like a ton of bricks. If I just do it right and ask the right questions, people will open up to me and allow me to do thorough fact-finding. And I’ll write much bigger life insurance cases. And, I could use the same old mortgage insurance prospecting letters that I have used for years.

I Decided To Give It A Try!

So, I decided to give it a try. I ordered a mortgage mailing of 1000 pieces. Then, I had my assistant call to book the appointments in my office using the same old mortgage script I had used for years. And guess what?

I used Lew’s opening questions, word for word, right from the Fact-Finding DVDs. And they gave me all of their information. Not only did they give all of their info, they appreciated my efforts to do the right job for them. So, I not only wrote life insurance to protect their family’s home. But I was able to help them with their IRAs at the same time. And then one of the clients, who just bought a home 6 months ago, is refinancing to a longer-term mortgage to free up cash to invest with me.

So far, from this one batch of leads, I’ve written $5,000 in commissions. Next week I plan to write $7,000 more, not counting what I will make on the refinance. (By the way, I only sat down with 4 people, and 2 bought and one will be buying next week, that’s 3 out of 4)

My point in all of this is that it took me 3 years to finally listen to Lew. Don’t waste 3 years of your career thinking that you know what you are talking about. Don’t buy into your ‘own’ negative thinking that this can’t work and it can’t be that easy.

Some of Lew’s coaching may at times come across as, “Oh I knew that”! Or “yeah, yeah I could do that, but that’s not what I want to do.” Do not dismiss what this man has to say. He knows from years of experience what he is talking about. So, he can lead you to the easiest and least expensive way to explode your production.

Listen, Listen, Listen, and shorten your learning curve. If Lew tells you to do something, then at least try it. If you don’t get the results you were expecting call him, then tweak it and try it some more. You will not be disappointed.

By Tony Filippone, RFC

Congratulations Tony! And, Thank You!

Tony has attended several of our Trusted Advisor Success Training events, in Georgia. He has also invested in our Advanced Sales Training Videos and Audio and our “Found Money Management ™ Life Insurance Marketing and Sales Tool Kit” to learn how to successfully sell life insurance.

When Will You Learn To Successfully Sell Life Insurance Like Tony?

Tony Filippone, RFC, FMM received high praise for his outstanding achievements in 2007, from Lew Nason.
Tony was on the Front Cover of the IARFC Register, on 2/2011

Tony Filippone, RFC, FMM

How You Can Learn To Sell Life Insurance Successfully Like The Best Agents!

When are you going to get the system and tools, with the 3 months of training, coaching, and sales support you need to help middle-income families find the money to spend, save, invest, insure, and plan wisely for the future to “Live Debt Free and Truly Wealthy?” So you will be one of the top agents successfully selling life insurance!

Our Specialized Life Insurance Marketing, Leads, And Sales System To Successfully Sell Life Insurance…
With 90 Days Of Personal Agent Training, Coaching, And Sales Support!

When Will You Learn To Successfully Sell Life Insurance And Annuities Like The Legends?

Trusted Advisor Success Program™

Trusted Advisor Success Program - How Agents Learn To Sell Life Insurance Successfully!Our Trusted Advisor Success Program (Life insurance marketing and sales system)! This insurance agent sales system and training is about you learning how to help middle-income families (people) find the money to Live Debt-Free And Truly Wealthy! It is about you helping families (people) find the money… To get all the cash-value life insurance they need to protect their families. While you help them find the money… To save for a tax-free retirement, save for college, create a family bank, and more! Using your cash-value IUL, whole life insurance, and annuities!

Using our agent marketing and sales program to successfully sell life insurance… You will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team of insurance coaches who have been training agents and advisors for over 40 years … to be Trusted Advisors just like the Industry Legends Ben Feldman, Tom Wolf, John Savage, and Medhi Fakharzadeh! Helping families (people) find the money to secure their future. It is the best agent sales training to guarantee you will earn $250k or more per year… Successfully Selling IUL, whole life insurance, and annuities!

First, you will get the best agent marketing training… to find and attract your best life insurance sales leads/prospects. Then you will get our proven scripts and the right questions to ask your insurance prospects… to set great life insurance sales appointments.

Next, you will get the best insurance agent fact-finding and sales training. You will learn to ask prospects the right questions. We will show you how to help families see and want to solve their money problems. We will also show you how to help families (people) find the money… So they can buy the life insurance they need right now!

Then you will get the insurance agent sales training you need to learn how to help families (people) find the money to take immediate action!

Finally, you will get insurance agent sales training to learn the best sales presentations… So you will successfully (sell) close 9 out of 10 IUL, whole life insurance, and annuity sales. So you will earn $100K, $200K, or more per year successfully selling life insurance like the Legends.

It is the best life insurance marketing, appointment setting, sales system, and training for agents and advisors. It is how you will learn to help people find the money… To start closing more and larger life insurance sales today! 

You Will Master The Best MARKETING To Find Your Best Life Insurance Prospects!

Inside our agent training program, you will find the best insurance marketing plans and sales strategies! You will learn the best ways 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 sales tools, appointment scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone is… How you help families (people) find the money to Live Debt-Free and Truly Wealthy!

INCLUDES… The best life insurance marketing, agent sales training, coaching, and support! It is everything you need to Help People find the money to successfully use all the HOT Life Insurance Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… To sell IUL, whole life, and annuities! Because they are all a part of our Trusted Advisor Success Program. Now you can help every family (people) find the money to secure their future – not just the wealthy!

Includes Our Found Money Management™ Tool KitLife insurance marketing and agent sales training to successfully sell life insurance,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales System, And Agent Training Videos,
With 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097,
Also Membership to Our IPS Private Site at $39.95 per month after the first month!

When will you decide to get the agent training and system to be successful in selling life insurance?

These Agents Immediately Learned How To Sell Life Insurance Successfully! And You Will Too!

Audrey Sendrowski“I just got off the phone with my CPA – I increased my bottom line 2 and half times over last year! He wanted to know what I was doing differently. He’s impressed – and wants to do a joint venture with me. You guys are right on the money. Your system absolutely works! My clients are happier and better off and so am I. I’ve said the same before, but this is real proof. The bottom line doesn’t lie!” Audrey Sendrowski – MA (10 years in business)

Bill Constain“Lew and Jeremy, thank you for all of your hard work and dedication over the years. It has been a great pleasure working with you and your team over the past 8 years. You have provided me world class training and support. You have helped me immensely with my newsletters, booklets, PowerPoint presentations, and so much more. The masterminding in the live classes is priceless.

Recently, I did a seminar with the PowerPoint you helped me customize. I created over $80,000 in commissions from that one seminar and business keeps rolling in. The Found Money Management program that you teach goes hand in hand with what I do. We help clients to dramatically improve their financial situation. Thanks again for all you do. God bless you and the Insurance Pro Shop! Your Friend,” Bill Constain, CFO, RFP – Freedom Wealth Services – FL (34 years in Insurance Sales)

Tim G.“Per our conversation this morning I wanted to let you know how the (Found Money Management) program is working for me so far. I got the CD package on or around May 1st. Today, is May 24th and I have set a total of 5 appointments by loosely following the word track on the appointment setting CD. Of those 5 appointments, I have already had 3 of them, and we have started the underwriting process on all 3… $67,000 of annual life premiums.” (In less than a month) Tim G. – Albuquerque – NM – State Farm (In Insurance Sales Since 1999)

Randy Delph“Thanks for everything, I’ve written over $270,000 of life premiums in the past two months since attending the boot camp in December. ($190,000 in commissions) Freedom Equity Group has asked me to do a teleconference to explain how I’ve accomplished this dramatic increase in my business. I’ll be recommending your Found Money Management™ system and your boot camp to everyone on the call.” Randy Delph, RFC, LUTCF, FMM – IN (35 years in Insurance Sales)

John Stewart“A while back, I found the Insurance Pro Shop and signed up for their (FREE) weekly newsletters and started applying some of their techniques. They worked. So nine months ago, I decided to visit with them to meet Lew and Jeremy. After meeting them, I decided to purchase their Found Money Management™ System and their Fact Finding DVDs. However, with the holidays and running my P&C business, I didn’t get to begin to earnestly study their materials until a few months ago, and then I attended their Found Money Management™ Boot Camp.

In the past three months, I’ve sold more life insurance premiums, than I did in the previous 8 years. I’ve placed 12 policies with annual premiums ranging from $800 – $30,000. Their systems and training work. And, now I’m here at theirAdvanced Fact-Finding Techniques Sales Skills Boot Camp to learn as much as I can from them. Lew Nason has the marvelous ability to make the complicated, simple. Lew gives small practical tips that can only help to make your agency grow. What a mentor! John Stewart, FMM – GA, Allstate Agency Owner (16 years in Insurance Sales)

When will you decide to be a successful agent or advisor selling life insurance?

Middle American Family's Guide To Living Debt-Free And Truly Wealthy!

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

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’s Guide To Living Debt-Free And Truly Wealthy“! Because we give you complete strategies, on how you can help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help middle-income families 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!

Important Question… Are you in this insurance business just to sell life insurance? Or are you really interested in helping families? Who do you think your insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who is doing their best to help them? When will you decide to make a real difference in people’s lives? The more you learn to help families the more you will learn to help yourself and your family and successfully sell life insurance! Nothing will change until you decide to take action to make it change!

It Is Up To You To Learn How To Be An Agent That Sells Life Insurance Successfully!

Insurance Agent Case Reviews… How to close a larger sale with almost everyone you meet with!


We Want To Help You Get The Life Insurance and Annuity Sales Training You Need To Take Your Financial Sales Career To The Top Of The Industry!

Recommended By The Members Of The IARFC - Shorten Your Learning Curve To Sell Life Insurance Successfully!