Trusted Advisor Support Program™ - Back Office Sales Support, Case Reviews, and Client Sales Presentations For Insurance Agents And Financial Advisors

Trusted Advisor Support ProgramBack Office Sales Support – Case Reviews & Client Sales Presentations!

Discover… The most recommended Trusted Advisor Support Program back office sales support – case reviews and client sales presentations for insurance agents and financial advisors!

Gold Membership Support         Platinum Membership Support         Diamond Membership Support

IPS Platinum Membership… Trusted Advisor Support Program… Overview

Only $399.00 per month… or $100 Per Hour!

From A Family That Has ‘Helped Insurance Agents and Financial Advisors’ For Over 40 Years To Be Trusted Advisors…
To Help Clients to Find the Money… So You Will Double And Triple Your Sales In As Little As 30 Days!

Dear Fellow Agents and Advisors,

While it is true that most IMOs and Companies will help you to run product illustrations for your clients, they generally do not have the time to review each case with you. So, they will not help you to identify the ‘REAL SALE’ for your client. Or help you to find the money for the ‘Best Solutions’ for your client. And then help you to put effective ‘Customized Sales Presentations’ together for your client to be a Trusted Advisor.

Consider, that your most valuable asset, when it comes to your business, is your time. So, the more time you spend in your office reviewing cases and researching the best ways for you to help clients… plus testing scenarios and studying products. Then the less time you will tor meeting with clients. And that means fewer sales and fewer profits.

The effort of reviewing cases; running illustrations; finding the money; and then putting together effective insurance sales presentations for your clients can become very time-consuming. We can and will help you to make the process much easier and more profitable with our back-office Trusted Advisor insurance sales support.

With our 40-plus years of expertise in retirement planning, estate planning, business succession, college planning, income planning, products, investing, and much more, we have come across just about every situation. Accordingly, using conservative ‘safe money’ principles, and our ‘Found Money Management™’ strategies, we will tailor Customized Insurance Sales Presentations for your clients. While we always keep their best interests in mind!

Trusted Advisor Support Program™ Back Office Sales Support – Case Reviews & Client Sales Presentations!

How our Trusted Advisor back office sales support for insurance agents and financial advisors works – When you submit your fact-find to us, we will review the client’s case with you. So, we make sure ‘we both’ completely understand what your client needs and wants. Then we will review the client’s best options with you. So we can help you to come up with the best solutions for your client. All are based on your companies and products. More often than not, we will help you to discover additional sales… And find the money that you may have overlooked. Such as old policies, 401(k) rollovers, and other money that your client can move. So, we can help your clients to meet their goals! And then the client sales presentation shows them how they can do it all without them spending any more money… Or changing their lifestyle!

To design Customized Insurance Sales Presentations for your clients is one thing. However, getting your clients to take action right now is the real problem. So, if your client is overwhelmed, gets confused, or doesn’t understand the 36-page report or illustration that has been generated… Then the entire effort is meaningless. As a result, we have developed a simple two-page insurance sales presentation that will quickly compare what your client is doing now… to what you recommend for them. Which will make it easy for you to present your solution… And easy for your client to understand. So, they will see you as their Trusted Advisor and want to take action right now!

The result for your client… They will have a plan (client sales presentation) that meets their exact needs and wants. Instead of just buying an insurance or annuity product.

The result for you is that you will close more and much larger sales… for a lot more commissions! While you do the right thing for your client! So your clients will see you as their Trusted Advisor. Instead of just another agent or advisor that wants to make a sale! In addition, your clients will want to tell their friends and family about how you have helped them to find the money to get what they needed and wanted!

Our Goal… Is to help bring about a positive change in the insurance industry… so we can help to make it the respected and trusted profession it should be! While we help you to be a Trusted Advisor to earn the substantial living you want and deserve.

Note: We are the first and only ‘Full Service’ sales training, coaching, mentoring, and support resource for insurance agents and financial advisors… We are NOT recruiters! 


Overview of The Platinum Membership Support For Insurance Agents And Financial Advisors To Be Trusted Advisors

Trusted Advisor Support Program… Back Office Sales Support With Membership… Case Reviews & Client Sales Presentations!

What you will receive for only $399.00 per month…

  • Trusted Advisor – Back Office Sales Support… Ongoing case reviews and support, which focuses on evaluating, designing, and presenting your solutions, using your companies. So, you will be the Trusted Advisor who finds the money to close more and significantly larger cases using the Found Money Management ™ strategies, tools, and techniques. The Trusted Advisor support program consists of unlimited case studies per month and insurance client sales presentations. (Value $600 per month)

And, then the best part is you will never be alone again!

Trusted Advisor Support ProgramBack Office Sales Support

$399.00 per month… Value $600.00
No Long-Term Commitment, You Can Cancel At Any Time!

Trusted Advisor Support Program™ - Back Office Sales Support, Case Reviews, and Client Sales Presentations For Insurance Agents And Financial Advisors

Note, you will be locked in at $399.00 per month for the Trusted Advisor sales support no matter what we charge in the future!

Brian Tracy - Highly Recommends and Endorses The Life Insurance And Annuity Sales Training From Insurance Pro Shop, Lew Nason, Jeremy Nason
Trusted Advisor Support Program Back Office Sales Support Recommended  By Over 40 Industry Experts!

Who’s Raving About Our Trusted Advisor Back Office Sales Support – Case Reviews And Client Sales Presentations For Insurance Agents and Financial Advisors!

Trusted Advisor Support Program™ - Back Office Sales Support, Case Reviews, and Client Sales Presentations For Insurance Agents And Financial Advisors“I have been working with Jeremy Nason at the Insurance Pro Shop on Annuity & Life cases for the past couple years with great success. In a nutshell, I have found that my IMO’s have tunnel vision when it comes to case design. And to be blunt, most are not good at it. They tend to focus primarily on pushing product.

Jeremy, on the other hand, is the polar opposite of an IMO and he uses both his creativity and case design experience to maximize the benefits for the client in a simple, easy to understand, illustration.  He does a great job of comparing the clients current plan to the “new proposed plan” that we developed in a collaborative manner. As a result, his process helps the client see clearly the major differences between what they’re currently doing and what they should be doing, if they want to live a safe, secure, comfortable retirement and meet their overall goals and objectives. I have found that when I use Jeremy’s system and his easy to understand two page illustrations, the majority of the time I end up making the sale.” Andrew Maisch – NJ 

ShaunC. Borden, Allstate Agency Owner, FL“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.” ShaunC. Borden, Allstate Agency Owner, FL

Here’s Two More Trusted Advisors Raving About  Case Reviews And Client Sales Presentations For Insurance Agents and Financial Advisors!

Scott Nelson Highly Recommends Our Life Insurance and Annuity Agent Training Programs, Our Sales Skills and Advanced Fact-finding Training and Our specialized Insurance Marketing and Sales Systems“Here’s the money… It happened to be a difficult case with several accounts all over the map. So I sent the Confidential Needs Analyst to Jeremy. He worked hard on it and put together 2 scenarios, using an easy-to-read and follow the 2-page presentation. It is so helpful to do business like that, very simple. There was $68,000 to be placed in 3 annuities, and 6k to start an annual IUL. $11,200 in total commissions. Jeremy took the time and walked me through the program. Thank you for all your advice.” Scott Nelson – CA

Kevin Murray - FL (10+ years)“In working with Jeremy over the years, one thing truly stands out when reviewing a case with him. I shoot him the completed fact finder that sometimes I even have a hard time remembering what was most important according to the client! Not to mention additional sales to be made from problems I didn’t even consider. Jeremy calls me up to review the details! And then in the next day or two, I have this seamless two-page presentation that is a no-brainer when it comes to the client saying… “Yes, let’s do this!” Kevin Murray – FL (10+ years)

Free Consult - Back Office Sales Support, Case Reviews, and Client Sales Presentations For Insurance Agents And Financial Advisors
Judge Us By The Company We Keep!
Charlie'Tremendous' Jones - Highly Recommends and Endorses The Life Insurance And Annuity Sales Training From Insurance Pro Shop, Lew Nason, Jeremy Nason
Trusted Advisor Support Program Back Office Sales Support Recommended By Over 40 Industry Experts!
One of the most influential people in our lives was Charlie ‘Tremendous’ Jones. We Love You and Miss You!
You are the same today as you will be in  five years except for two things: the people you meet and the books you read.”  Charlie ‘Tremendous’ Jones

Recommended By The Members Of The IARFC - Back Office Sales Support, Case Reviews, and Client Sales Presentations For Insurance Agents And Financial Advisors