Success Tips - How I Went From Failure To Success, In One Year, Selling Annuities & Life Insurance!

How I Went From Failure To Success, In One Year, Selling Annuities And Life Insurance!

01/21/2021 – A few years ago our friend Beau Henderson wrote this about his success selling annuities and life insurance. He wrote it because he wanted to help other Insurance agents and financial advisors to learn how to help their clients! So, here is his insurance sales success story!

Beau’s Insurance Agent Sales Success Story…

Beau Henderson, RFC - GA How I Went From Failure To Success, In One Year, Selling Annuities And Life Insurance!These are times of recession and increasing national economic uncertainty caused in Washington, DC, by Republican and Democrat infighting resulting in inaction, or actions that cause monetary harm to the American people. Yet today my financial planning practice is booming! Each month our team and I help more clients progress toward their financial goals and objectives. Your prospects most likely now need your help more than ever. I can trace my career advances to three events.

1. Attending the Insurance Pro Shop® Trusted Advisor Success Training

2. Being a member of IPS and using the IPS Specialized Systems created by Lew and Jeremy Nason.

3. By following the coaching and mentoring from IPS... Lew and Jeremy Nason.

Nine years ago I began with nothing, not even a desk. Today my book The Rich Life: Ten Investments for True Wealth is an Amazon best-seller. My syndicated radio program has been quoted or referenced in The Wall Street JournalUSA TodayMarket WatchReutersMorningstarCBS Money WatchThe Boston GlobeThe Miami HeraldThe Atlanta Journal, and Yahoo Finance.

My Radio Show

The Rich Life Show is a fast-paced Q&A hour radio program based on questions and concerns sent in from listeners. Plus, I often interview guest experts. Believe it or not, I strive to never hog my microphone. Because it is important to allow others to talk. So they fully express their views, do not interrupt or take over, and make their positions clear. I don’t just sit in the studio and blab on and on with my ego ruling me because attracting ‘and holding’ people are our true objectives.

We also provide a free weekly online consumer newsletter. We have served 3,000-plus clients and have many ongoing or long-lasting relationships. These relationships are highly valued. I’m living my dream. Now I am invited to speak at venues across our nation. Life for me today is better than during the years when I was a college football hero. My days are precisely scheduled and my time is carefully managed.

I learned quickly that career success selling annuities and life insurance is all about having the wisdom to make the right decisions. And then having the courage to act quickly upon those decisions. If I have a core message here for you, then that is it!

Beau Henderson…


Beau Henderson bought his first marketing and sales system from us in September of 2009, when he was struggling and ready to leave the business. Then two years later he was a success selling annuities and life insurance. And making a lot of money! While receiving all sorts of recognition and awards.

Beau Henderson is just one of the hundreds of Insurance agents and financial advisors that we have helped be a big success selling annuities and life insurance. (We also show a few more insurance agent sales success stories below) They have all taken their business to the top of the industry. Why! Because they went from being just salespeople to getting their message out about how they help people!

Many of these people, like Beau, have now written books, and are on the radio, or TV. And they have also been featured in industry magazines like the IARFC Register!

Beau Henderson An Award Winning Producer

“Lew, we have put together our 2 most successful months in a row! I took your advice and focused solely on the things that would bring revenue into my business and cut all of the things that were distracting me from that core focus. For me, that effort is primarily speaking to groups of people. We have put together back-to-back 30k months (commissions)and are speaking to 2-4 audiences per month. The beautiful thing is the more people we help, then the more referrals and momentum we build. I’m on track to finish the year two months ahead of my personal goals.”
Beau Henderson, RFC – GA

“Lew has the unique ability, as a teacher and a coach, to break down selling concepts into easy-to-understand and implement steps. He gives his students skills that can have an immediate impact on their businesses. The biggest reason I recommend Lew Nason is because he truly cares about his students, and will go the extra mile to help them become more successful advisors/agents.”
Beau Henderson, RFC – GA

These Insurance Agents and Financial Advisors Went From Failure To Success In One or Two Years Selling Annuities And Life Insurance!

Insurance Agent Sales Success Story – Joe Casey


Joe Casey An Award Winning Producer

“Being in this business for 2 1/2 years now I know one thing is true. There is a lot – a lot of BS out there! The quest to find the right info has been difficult. Being new in the insurance business I have been on this journey to find the right fit for insurance companies, products, lines of insurance, selling, marketing, and a system to follow. Not really knowing what’s good, bad, and ugly in this business – I have been sided lined, ran over, ripped off, had success, feast or famine, tried this and that, wined and dinned by the best, etc… One thing I have found out on this journey, you guys at Insurance Pro Shop tell the truth and tell both sides of the story. I just wish I would have realized that sooner. Thank You.” Joe Casey, RFC – KY

Insurance Agent Sales Success Story – Dennis Postema


Dennis Postma, RFC... An Award Winning Financial Advisor

“I have been working with the Insurance Pro Shop since 2006 and have used 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 – OH, Postema Marketing Group, LLC

Insurance Agent Sales Success Story – Phil Calandra


Phil Calandra, RFC ...Award Winning Financial Advisor

“Do you always get what you pay for? Sometimes NOT. Lew, I have to tell you I have purchased thousands of dollars of training, development materials, and seminars and yours is by far the greatest value I have seen. All your programs have a firm foundation of sales and marketing basics. In addition, you deliver so much detailed, turn-key, real-world ideas, things that I can start using today. The Found Money Management™ Concept program is incredible. I put down the big money to attend the other training out west, it was good, but your material is “over the top”. Thank you! Sometimes you get more than what you pay for, thanks for giving us that.” Phil Calandra, RFC – GA

Insurance Agent Sales Success Story – Tony Filippone


“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 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 put me on a great path to success. And I can’t express my gratitude enough.” Antonio Filippone, RFC – IL

Insurance Agent Sales Success Story – John C. Neyland


Lew, I wanted to take a moment to share with you how much you have helped me. One of the biggest difference makers in my practice is something that I learned from you, and believe it or not I had forgotten who it was that taught me. If you recall, in 2003 you and I spent time on the phone repeatedly, with you helping me to learn how to ask questions. Not rhetorical questions, but questions that enabled me to separate myself from others. This is something that is now second nature to me and it is one of the things that I am sure to teach those that I coach.”

“Frankly Lew, the spirit in which you conduct your business is as important, or more important, than the tools you provided me with. So, I wanted you to know that in helping me you have in turn helped all the reps that I coach. Since we last spoke I have been interviewed three times by the Wall Street JournalRegistered Rep Magazine, and local newspapers and I am in CPA Ed Slott’s newsletter this month as his expert advisor. My practice and those that I coach have a consistent supply of ideal prospects. And then once they are in front of them I teach advisors how to eliminate the competition. So, you Lew are a big part of my success and those that I coach. Please accept my sincerest thanks!”
John C. Neyland, CSA – LA – President, JCN Financial & Tax Advisory Group, LLC and the Founder of The Collective Momentum Program…

Will You Go From Failure To Success Selling Annuities and Life Insurance And Be A Sales Success Story Like These Insurance Agents And Financial Advisors?  

Do you want to be a huge success success selling annuities & life insurance?
Phil Calandra, Nick Royer, Jerry Royer. Candice & Joe Casey, Beau Henderson

Will You Be Recognized For Your Success Selling Annuities and Life Insurance Like These Insurance Agents And Financial Advisors?  

Do you want to be a huge success success selling annuities & life insurance?
Nick & Jerry Royer, Phil Calandra. Dennis Postema, Mark Kanakaris, Tony Filippone

We Pledge To Help, Coach, Mentor, And Support You To Success in Selling Annuities and Life Insurance!

What is your sales success story as an insurance agent? What do you want your insurance agent’s sales success story to be in 90 days?

Trusted Advisor Success Program™

Trusted Advisor Success Program - For Success Selling Annuities And Life Insurance!Our Trusted Advisor Success Program is about you helping middle-income families to find the money to Live Debt Free And Truly Wealthy! So you will help families to get all the life insurance they need to protect their families. While they save for a tax-free income, save for college, create a family bank, etc. (Using cash value life insurance!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance training, coaching, and mentoring… with back-office sales support! All from a team that has helped agents and advisors to be a success selling life insurance and annuities for over 40 years! 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… to be a success selling IUL, whole life insurance, and annuities!

First, we will show you how to find and attract your best life insurance leads/prospects. So you set great sales appointments.

Then we will show you how to do a complete client fact-find to help families to identify and want to solve their financial problems. We will also show you how you can help families find the money! So that they can take action right now!

Next, we will show you the best ways for you to present your ideas. So you will take your life insurance and annuity sales career to extraordinary heights like the legends!

Discover The Best Life Insurance Marketing Strategies For Insurance Agents and Financial Advisors!

Inside our Trusted Advisor Success Program, you will find all the best life insurance marketing strategies laid out for you… in a step-by-step process! Using booklets, free reports, joint ventures, educational workshops, seminars, and more – with all the tools, scripts, invitations, PowerPoints, and more. So you can find and set your best life insurance sales appointments with qualified prospects! Because your ‘special message’ to everyone will be all about how you help middle-income families to find the money to spend, save, invest, insure, and plan wisely for the future! So they can Live Debt Free and Truly Wealthy!

You will also learn how to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, etc… All combined into Our Superior Found Money Management Strategy designed to help average people, not just the wealthy!

Includes Our Found Money Management™ Tool KitLife insurance marketing, appointment setting, and agent selling system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales Training System And Videos,
With 90 Days of Personal Insurance Agent 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 Read Our Full-Length Book? So You Too Will Be A Success Selling Annuities And Life Insurance!

Living Debt Free And Truly Wealthy

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 the complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them 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… And so they will have a secure financial future! Only $18.97… PDF, Immediate Download, ORDER Now!

Nothing Will Change Until You Make it Change. So It Is Up To You To Learn How To Be A Success Selling Annuities And Life Insurance!

Insurance Agent Sales Success Story

Setting Insurance Appointments And Closing Sales? Insider Marketing and Sales Secrets!

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 - How I Went From Failure To Success, In One Year, Selling Annuities & Life Insurance! Help For Insurance agents and financial advisors!