Trusted Advisor Mentor Program™ With Back Office Sales Support For Insurance Agents & Financial Advisors
The most recommended coaching, back office sales support, and Trusted Advisor Mentor Program™ for insurance agents and financial advisors!
IPS Diamond Membership Support… Overview
From A Family That Has Been ‘Coaching and Mentoring Insurance Agents And Financial Advisors’ For Over 40 Years!
Help Clients Find the Money… So You Will Double And Triple Your Sales In As Little As 30 Days!
Dear Fellow Agents and Advisors,
Are you thinking about working with an insurance coach and mentor for agents and advisors? Because you would like to earn $250,000, $500,000, or much more every year selling insurance, annuities, investments, and your services?
Or, maybe your goal is to qualify for the MDRT! Or, do you want to make it to the MDRT court of the table… or even the Top of the Table?
So, like many other agents and advisors…
- Do you find yourself wanting to get to the next stage in your sales career, but do not know where to start?
- Are you at a crossroads, and you feel a little bit overwhelmed?
- Then, maybe you are just waking up to the realization that more meaningful success may be possible in your life, career, or business.
- Are you struggling with stress and time management issues that are sucking the joy out of your life?
- So, you are longing for greater effectiveness, clarity, confidence, balance, or a sense of purpose?
- Or, is the problem that you are simply not getting the sales results you want?
Then consider… with the right insurance agent coach and mentor, you end up saving time, making more money… and getting even closer to your best self.
Trusted Advisor Mentor Program™ With Back Office Sales Support For Insurance Agents and Financial Advisors!
As a result, are you looking for the best coaching and mentoring for insurance agents and financial advisors? Are looking for agents (mentors) who have actually sold life insurance, annuities, and investments themselves? And agents who have a long proven history as insurance marketing, sales coaches, and mentors. Because you want an agent mentor who really understands this life insurance sales and financial services business! An insurance agent mentor who can help you to develop a clear, actionable plan, to move you past your doubts and distractions… to make a genuine insurance sales breakthrough!
By working together, we can and will help you get clear on what you want most! Finally, with our coaching, mentoring, and insurance sales support for agents and advisors, you will learn what you need to learn. So you can move past whatever is currently standing in your way!
However, that is just the beginning of our coaching, mentoring, and insurance sales support for agents and advisors. We will also help you to create a plan that aligns with what you really value… and builds on your strengths. While we support you to make all the changes you need to make. So, you achieve the sales results you desire.
When you are clear on what you truly want. Then you can decide what is most important to you. Then and only then will you build your values and purpose into all that you are. So you will create a truly joyful life! While you have a life that you are excited to wake up to each day!
Jeremy & Lew’s private Trusted Advisor Mentor Program™ for agents and advisors is customized. They’re for individuals who are committed to dramatically increasing their results in life, both personally and professionally.
Note: My family and I have been coaching and mentoring insurance agents and financial advisors for over 4 decades! Today, we are full-time dedicated insurance agent sales trainers, coaches, and mentors!
Our Trusted Advisor Mentor Program™ With Back Office Sales Support for Insurance Agents And Financial Advisors Also Includes!
In addition, this Trusted Advisor Mentor Program™ also includes our Platinum Package – Insurance Agent Client Case Reviews!
When you do a complete fact find, and you submit that case to us… Then we will thoroughly review the client’s situation with you to ensure ‘we both’ completely understand what the client needs and more importantly what the client wants. Then we will review the best alternatives with you. So we help you come up with the best solutions for your client… all based on your companies and products. Also, more often than not, we will discover additional sales or money that you may have overlooked. Such as old policies, 401(k) rollovers, and money that they can reallocate… without changing their lifestyle!
Finally, having an insurance agent mentor ensures that you continuously go outside your comfort zone… and pushes you to accomplish more than you would on your own.
Additionally, an insurance agent marketing and sales mentor provides you with tips, strategies, and advice based on your own experience and knowledge to help you get where you want to be.
The Bottom line is – why try to save money by going it alone? When a mentor (with back-office sales support for insurance agents and financial advisors) can help you to get there much faster? Also, with the right insurance agent mentor program, you end up saving time, making more money, and getting even closer to your best self! So, would you agree that is worth more than the $797 per month?
Overview of The Diamond Membership, Coaching, Mentoring, and Back Office Sales Support for Insurance Agents and Financial Advisors!
Trusted Advisor Mentor Program™ Caching and Mentoring, with Back Office Sales Support and Membership For Insurance Agents And Financial Advisors!
Now here is what you’ll receive for only $797 per month…
Trusted Advisor Mentor Program™ First, you will receive Marketing, Sales Coaching, And Mentoring each week from one of the most respected and successful teams of coaches and mentors in the insurance industry. (Value $1000 per month)
- Then you will receive Back Office Sales Support… Including case study and support, which focuses on evaluating, designing, and presenting your solutions, using your companies. So, you will close more and significantly larger insurance cases using the Found Money Management ™ strategies, tools, and techniques. Additionally, this program consists of unlimited case studies per month. (Value $600 per month)
Only $797 per month… Value $1,600.00
No Long-Term Commitment, You Can Cancel At Any Time!
So do you want to learn more about us and our services… Then click here!
Who’s Raving About Our Trusted Advisor Mentoring Program™! Back Office Sales Support, Coaching, And Mentoring For Insurance Agents and Financial Advisors!
“It’s rare in these times to find people of your caliber, who put ethics ahead of profits.”
“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, Allstate Agency Owner, FL (10+ years in sales)
“You Lew are a big part of my success and 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. I wanted you to know that in helping me you have in turn helped all the reps that I coach. My practice and those that I coach have a consistent supply of ideal prospects and once in front of them I teach advisors how to eliminate the competition.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 (10 years in sales)
Two More Agents and Financial Advisors Who Rave About Trusted Advisor Mentoring Program™, with our Back Office Life Insurance and Annuity Sales Support!
“The best client presentation, marketing and lead generation strategies I have ever seen.”
“I have been in the insurance and securities industry since 1965. I was a stock/broker and Life Insurance and Annuity Coordinator for E. F. Hutton for the state of North Carolina in1978. In 1981, I was president of FSC Agency (a large broker dealer in Atlanta). From 1982 to 1987, I was president and founder of Pilot Financial Services, a FINRA broker dealer. I have attended sales training for dozens of large insurance companies. You offer the best client presentation, and marketing and lead generation strategies I have ever seen. Sincerely, Your friend Steve Patterson.” Steve Patterson, RVP at Cherry Financial Partners, Ltd. – NC (47 years)
“over $80,000 in (life) commissions from that one seminar and business keeps rolling in.”
“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. God bless you and the Insurance Pro Shop! Your Friend,” Bill Constain, CFO, RFP – Freedom Wealth Services, FL (34 years in sales)
“Dear Lew, Jeremy and Alex, I have been in the financial industry since 1988. I have spent tens of thousands of dollars on training, motivation and coaching. The total over the last three decades may be into the hundreds of thousands of dollars. I have been a client of IPS for over 3 years. I have never seen the breath and depth of material that IPS has. They have the right recipe for success. All you have to do is follow it. If you are going to invest in your career, I know of no better investment in yourself, than establishing a relationship with IPS. Do yourself a favor, develop the courage to change and grow. IPS has incredible information available, but more importantly they care. They will emotionally invest in you and your career. Most importantly they are good people! All The Best, R. Spencer Childs”
Note… Here is an email we got from Spencer this morning at 4:38AM.
“Dear Jeremy, I just wanted you to know, yesterday I set 9 new appointments for the rest of this week and next. I picked up a $40,000 check yesterday, 2 apps for life insurance and an appointment to move 67,000 from a 401K to an EIA. Thank again for your help and generosity. Spencer” Spencer Childs – NV (31 years in the business)
Promise A Lot and Deliver More!
Over the years, we have been honored to have some of the most respected names in the industry attend and speak at our live training and coaching events for insurance agents and financial advisors. Seen here, Sandy Schussel (Sales Coach and Mentor) autographs his latest book, ‘Become a Client Magnet’ 27 Strategies to Boost Your Client-Attraction Factor for all of our attendees. Other notable attendees and speakers include (Seen Below) Mehdi Fakharzadeh (“The most successful living and active insurance sales agent in the United States”), Jeffrey Reeves (Author of Money for Life), Edwin P. Morrow (Former CEO of the International Association of Registered Financial Consultants), and Forest Wallace Cato (Legendary Media Consultant) to name just a few.
IPS Trusted Advisor Success Training – February 2010
Sandy Schussel, Mehdi Fakharzadeh, Dennis Williams, Kevin Murray, Ugen Peden