Annuity Marketing and Sales Tips, Tools and Training

Annuity Pro Shop ®
The #1 Annuity Marketing & Sales Training Authority

Call Us Toll Free 877-297-4608

An Insurance Pro Shop web site!

Annuity Marketing and Sales Tips, Tools and Training... Will Nason, Jeremy Nason and Lew Nason

IPS Insurance Marketing & Sales Resource Center... Members Login         Not An IPS Member... Click Here

Click Here For Our "You Can Make The Difference" Weekly Newsletter - Insurance Marketing and Sales Tools, Tips & Training Stop Following The Struggling Crowd!

Stop Falling For The Myths Of Instant Annuity
Marketing & Sales Success... By Secret Formulas,
No-effort Strategies, Magical Lead Programs &
Similar False Promises That Never Work!

 We Are Dedicated Annuity Marketing and Sales Trainers... NOT Recruiters!

Don't Invest One Cent Of Your Hard Earned Money On Any Annuity Sales or Lead Programs... Until You Read This!

Important Message: There are a few very good annuity sales ideas and programs out there, like LEAP, Circle of Wealth, Roth Conversions, Annuity Laddering, Social Security Income Planning and others to help present and sell your hot annuity products, once you are in front of the right prospect. However, besides their high cost, the problem is they are missing one or all three of the following critical pieces, that you need, if you want to succeed Today... and Long-term!

  • They don't provide you with the superior annuity marketing tools and techniques, with the essential tips and training you need to set yourself apart from all the other advisers, to consistently attract and set appointments with your IDEAL annuity prospects in as little as 30 days.

  • They don't provide you with the advanced annuity sales training... questioning and fact-finding techniques you need to get your prospects emotionally involved, so they WANT to set better priorities and take immediate action on your recommendations.

  • They don't help you to 'Find The Money' to fund your recommendations for long-term care and life insurance.

Think about it... If this business were really about having the best products and sales ideas, like people are telling you, then why are 90% of the new advisers failing and why is the average income for advisers only $40,000-60,000?

If you want to take control of your business & guarantee your success... no matter what this economy does, then it is about you learning how to make a real difference in people's lives, instead of just making a sale!

It's about you learning ‘Step by Step’ Marketing, Lead Generation, Appointment Setting and Sales Procedures for selling Life Insurance, Annuities, Investment, etc., from some of most successful producers and respected names in the financial services industry.

Brian Tracy, International Sales TrainerEndorsement From A Respected Industry Leader

"I began by selling financial services and I can assure you that Lew
Nason is one of our greatest authorities on improving financial sales!"

Brian Tracy,
Renowned Speaker, Sales Trainer and Author
began his career in the financial services industry where he built a very large
sales organization. He is one of America's "most booked" speakers & sales trainers.

Here are a few of the success stories from the outstanding advisers we work with, who have stopped listening to the typical annuity marketing, lead generation and sales rhetoric and took the time to learn and use those three (3) critical missing pieces to selling annuities...

Special Message from Nick Royer, RFC - Click here

Nick Royer, RFCNick is one of the new, bright and shining stars in the financial services industry. Over the past decade, Nick has earned the ongoing business of hundreds of personal clients in good times and especially in bad times. He has spoken nationally, sharing these simple keys to create a predictable ongoing income without the nauseating roller coaster ride typical of commission sales. Nick and Jerry Royer have been featured in numerous magazine articles (including the Front Cover of the IARFC Register), appeared on NBC and ABC news, and been endorsed by such people as Brian Tracy and Jack LaLanne.

Nick and Jerry Royer, RFC - Group 10 Financial, LLC.

"We have put together back to back 30k months" (commissions)

Beau Henderson, FMM, RFC "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, 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 - Rich Life Advisers - GA,  (9 years in business)

"If you aren’t learning from Lew, you aren’t learning from the best!"

Dennis Postema"I have been working with the Insurance Pro Shop since 2006 and have used each and 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 his team Will Nason and Jeremy Nason have the tools and resources to help mold successful agents. If you aren’t learning from Lew, you aren’t learning from the best!"
Dennis Postema
, RFC - Postema Marketing Group, LLC - OH, (10 years in business)

"You guys at Insurance Pro Shop tell the truth and tell both sides of the story." 

Joe Casey, FMM, RFC - TN"Being is this business for 2 1/2 years now, I know one thing is true.  There is allot - allot of BS out there! The quest to find the right info has been hard and 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 - Casey Wealth Consultants - TN

Discover... What Most Advisors Don't Know and May
Never Find Out About Annuity Marketing and Sales
...Because It Isn't Being Taught Today!

Dear Fellow Agents & Advisors,

You have finally found... The Unquestioned Leading, Most Effective and Affordable Annuity Marketing and Sales Strategies, Ideas, Tips, Tools, Systems and Training for Today's Serious Financial Advisor.

And, it’s not just us saying so!

International Association of Registered Financial Consultants... For Financial Advisors and Planners
"Lew Nason
directs the famous Insurance Pro Shop, possibly the most
successful training source for insurance agents in the United States."

The IARFC Register
magazine, Feb. 2007 edition
Financial Services Advisor Magazine, for Financial Advisors

Lew Nason just may be the most effective sales improvement coach of all time."

Financial Services Advisor
Magazine - Insurance Marketing and Sales Tips and Training for Financial Advisors
Lew Nason
has been ranked as one of the "All Time Leading Experts"
since 2006 by the current 250,000 plus insurance agents
and financial advisers on

Lew Nason on IARFC Register - International Association of Registered Financial Consultants... For Financial Advisors and Planners


Lew Nason, with his sons Jeremy and Will are featured in the
IARFC Register
Sept. 2011 edition
Lew Nason is 
featured on the front cover of the magazine.

Let’s keep this simple and get straight to the point...

Are you here because you’re an experienced annuity producer, but you're not satisfied with the amount of money you’re currently making marketing and selling Annuities, Investments or your services in this economy. And, you want to know how you can take your annuity sales career to the next level?

Or, are you new to annuity sales and financial services, and you want to make darn sure you get off to a quick start!

Then buckle your seat belt and put some coffee on! Because we're going to take you 'step by step' down the road to building your highly successful annuity and financial services practice!

Revealed... What the Top Annuity Producers know  
that 98% of the other annuity salespeople don’t!

Let's start by facing up to a glaring reality. No matter what you are being told, there are only a handful of salespeople in the annuity industry who are consistently making most of the annuity sales and making most of the money. What is it that they know, that 98% of the other annuity salespeople don’t know?

They know that the 'Hot, New' annuity products and sales ideas that are being hyped, along with the 'Old Fashioned' typical annuity marketing, prospecting and sales techniques that have been taught during the past 40 years or more by our companies, recruiters and even the so-called industry gurus have resulted in a deplorable 90% failure rate for new agents, and a very disappointing income of only $40,000 - $60,000 (after expenses) for most experienced agents. 

They also know that, if you want to be successful and stay successful marketing and selling your Fixed Annuities, Index Annuities, Variable Annuities and Immediate Annuities, then you must differentiate yourself from all your competitors!

Boomers and Retirees won't call your toll-free number, access your website, mail in your reply card, talk to you on the phone, or set an appointment with you if they believe you’re just another annuity salesperson after their money. People must believe that you understand and can help them solve the financial problems they are facing now and in the future!

'People Don't Care How Much You Know,
Until They Know How Much You Care!'

When Are You Going To STOP Listening To All Of The Hype from the self-proclaimed annuity experts?

Consider, where would you be, in just a few days, if you could learn how to ask better questions, to set more appointments from your current annuity leads: fax blasting, direct mail, phone dialers, free reports, seminars, workshops, referrals, post card leads, friends and family? You'll finally be able to set appointments with the people who want and are looking for real help... right now! 

What would it mean to you and your family if, in a few weeks from now, you could learn how to attract more of the IDEAL annuity prospects to you each month, then most agents and advisors will see in a year... in spite of what the economy is doing! You'll attract the people you have the best chance of selling... right now!

How good would you feel if you could focus on making a positive difference in people's lives, instead of just making a quick sale? And, you could become the most recognized, trusted, respected and sought after financial professional in your LOCAL community? No more wasting time and gas traveling all over creation, you'll work with the people who live within 5 miles of your home or office!

What if you could learn how to discover your prospects’ innermost desires, and use that knowledge to craft an offer that is irresistible to them? So, you'll consistently close more and larger annuity sales!

Where Would You Be in 60 to 90 Days From Today... If you had a team of award winning trainers, coaches and mentors, with over 30 years of experience, who are dedicated to helping you to determine the best annuity marketing and lead strategies for you... based on your strengths, knowledge, experience and budget? A team you can rely on to be there whenever you have question, need help or support? So, you are never forced to go it alone again?

What if that team could help you to increase your annuity, investment sales, etc. so you could collect ‘One Million Dollars’ of fixed, index, variable and immediate annuity premiums each and every month?

Seem impossible?

Well, it's not only possible, it's highly probable, if you'll take the time right now to learn a few of the proven 'Fundamentals' and 'Insider Secrets' to identifying and attracting your 'Ideal Annuity Prospects' just like these advisors!

"I am having my best month ever with seminars, appointments, and closes."

Rick Wallace - ND "I am having my best month ever with seminars, appointments, and closes. I am sure that a lot of it has to do with the coaching sessions and becoming more aware of my own actions during the seminar presentation and the opening appointments. I have sold more life insurance in one month than I use to sell in one year and the annuity sales have been unbelievable. Not only a higher percentage of closes but much larger sales." Rick Wallace - ND

"...a month later I sold $370,000 in annuities."

"As I told you over the phone, I purchased the Annuity sales program for $xxx and a month later I sold $370,000 in annuities. The system helped me understand a lot more about annuities and how I could benefit my clients. Thanks a lot. I could not more highly recommend this to all who are thinking about investing in the program."
Pat Davis
- AR

Ron Fara, RFC, RIA - IL"$16,800 in (annuity) commissions in 2 weeks!"

"Lew’s coaching and system has helped my practice immensely! Learning from Lew on how to ask questions the right way, helped me close $16,800 in (annuity) commissions in 2 weeks! Thanks Lew!"
Ron Fara, RFC, RIA - IL, (19 years in this business)

Mark Kanakaris, BA, RFC, FMM
(5 years in the business)

Joe Casey, MBA, FMM
(5 years in the business) 2011

Endorsement From A Respected Industry Leader

“I know and respect many leading financial planners who credit Lew
for the key role his famous Insurance Pro Shop played in increasing their professional skills and success. Lew has grown into
one of the most powerful people in our industry when it comes to increasing sales and improving services for clients.”

Loren Dunton,
Founder of the financial planning profession.

What’s The FIRST Secret To
Outrageous Success In Annuity Sales?

It’s understanding...

You're Not In The Annuity or Financial Services Business...
You're In The Marketing Business!

That's right, you're NOT in the annuity or financial services business. You're operating a marketing business that happens to be selling annuities, investments, financial services, etc.

If you want to earn a constant, significant six-figure income each year selling annuities and enjoy the long-term success you want and deserve, then you must focus on delivering a message of how you are actually helping people to solve their financial problems. You must find consistent, cost-effective strategies to deliver your special message to ATTRACT a steady stream of your ideal, hot, qualified, annuity sales leads.

There is only one way to do that... it's through marketing!

Look, you can keep cold calling or wasting your time and money trying to find a good source of quality annuity leads, just like 90% of the current agents and advisors do!

Or, you can set yourself apart, if you…

Learn What The Top 10% Of Producers Know!

Marketing Is The Only Function In Your Business
That Attracts Your Ideal Annuity Prospects...
Produces Sales... And Generates Profits!

Whether you've been in this business for 30 days or 30 years?

Whether you're currently earning $30,000, $130,000, $230,000 or much more, the annuity marketing ideas, tips, tools, systems and training on this site will show you how to deliver a special message, so you will have a flood of your 'Ideal Annuity Prospects' wanting to meet with you every day... (without you spending a ton of money

And, that’s just the beginning of our services!

How much longer are you going to follow the pack, wasting your time and money doing the same old  pressure filled annuity prospecting and quick sales techniques that are bringing most agents and advisors only mediocre results? (while emptying their pockets)

Remember, the definition of insanity is doing the same things over and over, and expecting a different result.

Check us out, because for over a decade, we've helped over a thousand agents, advisers, planners and 'MDRT' members EACH YEAR to double and triple their incomes within 60-180 days spite of this economy!

The top advisers, we worked with last year, earned over $1,000,000 and many others who were earning $40,000-$60,000 per year, now earn $150,000-$350,000 per year. And with our proven, advanced insurance marketing and sales systems, ongoing one-on-one training and custom coaching, you can do the same. And we’ll be by your side every step of the way.

Here's what these very successful advisors had to say about our 'Recession Proof' annuity marketing and sales training!

"I am finishing my finest personal production year ever"

Tony Brazeal, RFC, RFP, (Member MDRT) - TX"I am finishing my finest personal production year ever, and that is directly attributable to the change in marketing efforts I have instituted since meeting Lew and Jeremy. After 25-years in this business I guess I have proven that you can teach new tricks to an "old dog."
Tony Brazeal
, RFC, RFP, FMM (MDRT Member) - TX (25 years in business)
President, Pathfinder Group, LLC a national brokerage agency

"Lew teaches basics not taught elsewhere"

Tim Porter, RFC - FL"Lew Nason and team are second to none. Lew teaches basics not taught elsewhere. Lew was the first person to share with me the true concepts behind financial services and how they serve my clients." Top Qualities: Personable, Expert, High Integrity
Tim Porter, RFC - FL
(20 years in business)

Ron Fara, RFC, RIA, FMM
(15 years in the business)

Bill Gibbons, CLU, ChFC, FMM
(35 years in Financial Planning)

Contrary To What You Are Being Told, Or Want To Believe…

There Are NO Overnight Fixes Or Magic Formulas
For Annuity Marketing, Prospecting and Sales!

Here Is Our Advice For The Hard Working, Ambitious and Determined Agent and Advisor...

"Successful people do what unsuccessful people are unwilling to do!"

And, that's about YOU taking the time to learn the proven basics and fundamentals of annuity marketing, prospecting, appointment setting and sales that most advisors are missing, because they aren't being taught today.

Consider, advisors don't know what they don't know! So, couldn't one simple annuity marketing, prospecting, appointment setting or sales idea help you to add thousands to your income each year?

Whether you've been in this business 30 years or 30 days, the following information can unlock your unlimited potential in annuity sales, and you'll be on your way to making the significant six-figure (or seven-figure) income you've been dreaming about! While working less and enjoying life more! Just like the all the agents and advisors on this site!

Discover... The Leading, Most Affordable & Complete Annuity Marketing, Lead and Sales Success System

Annuity Sales Excellence
Annuity Lead Generation, Seminar and Sales Success Tool Kit
With 3 Months Of Personal, One-on-One 'Live' Coaching and Support!

Annuity Sales Excellence™  How to market and sell Fixed Annuities, Indexed Annuities, Variable Annuities and Immediate AnnuitiesUnlike the other annuity sales systems, this is more than just a sales system, it’s a complete 'Turnkey' marketing, lead generation and appointment setting system for fixed, indexed, variable and immediate annuities. The Annuity Sales Excellence system contains everything you need... including 3 Months Of One-on-One 'Live' Coaching and Support!

Where Would You Be In 60 to 90 Days From Today... If you had a team of award winning trainers, coaches and mentors, with over 30 years of experience, who are dedicated to helping you to determine the best annuity marketing and lead strategies for you... based on your strengths, knowledge, experience and budget? A team you can rely on to be there whenever you have question, need help or support? So, you are never forced to go it alone again?

We've kept it affordable for everyone. Plus, you DO NOT need to contract with us, buy anything else from us, or pay an annual fee to continue to use this system!

Click Here For The Complete Details

90-Day ‘100%’ Money Back Satisfaction Guarantee

"I ended up closing 5 out of 7 appointments... for $350,000 for the week."

John Holmes - LA"I bought the Annuity Quick Start plan with the hope of getting a system that will keep me in front of the money. The first day after reading some of Lew's ideas on presenting and closing sales, I closed 3 out of 3 appointments! I ended up closing 5 out of 7 appointments for $350,000 for the week (all were one call closes). I have to give Lew credit, I made some slight changes in my overall approach that produced immediate results. I now feel confident that Lew can help me when I begin to set up my marketing game plan. Nobody will ever be any more skeptical than I was, when I ordered this program. The very first appointment after implementing these techniques, I paid for the plan almost 20 times over just off of that first sale."  John Holmes - LA

"I did 1.1 million in Index Annuity business in June..."

"I have been applying some of the techniques you shared with me and have been doing really well. I did 1.1 million in Index Annuity business in June and have been promoted to branch leader with my company."
Gregg Hall

" (appointment) results exploded to 90% for the next
and 75% for the 3rd seminar!"

David Hodgkins - NH"Over the last two weeks I have been holding seminars. Appointment results from the first in my series were lower than normal in the past at just 25% (I normally will get 40% to 60%). After speaking with you and implementing some of your tips, my results exploded to 90% for the next and 75% for the 3rd seminar! I am amazed that using the same presentation and only asking a few simple questions could transform my appointment request ratio so much. I can’t wait to get out and try these strategies on the appointments. Thanks for your help!" David Hodgkins - NH

You have the choice to be ultra successful, or just average. It's entirely up to you! You can sit back, do nothing and hope that things will change. Or, you can take action right now to make things change! What have you done in the last sixty days to increase your annuity sales?  Why not learn the annuity marketing, prospecting, appointment setting and sales success strategies that most of the leading agents, advisors and planners on the planet use?

Not sure we can help, or if our services are right for you... Don’t Wait...
Call us Toll Free to schedule a No Obligation, Free 15 Minute Consultation with Lew or Jeremy. We guarantee you'll be glad you did! 877-297-4608 (M-F, 9AM-5PM, EST) 

Yours in success,
Jeremy, Will & Lew Nason
The 9 Out Of 10 Guys...

P.S. Don't wait to get started, take action now!  You'll get everything we've promised, and much, more! Go ahead and hold our feet to the fire to provide you with the annuity marketing, prospecting, fact-finding and sales ideas that really work - your satisfaction is 100% guaranteed! 

Still Not Sure We Can Help You
Download This Free Report Now To Discover 10 Deadly Mistakes
That Are Keeping You From
Succeeding In Annuity Sales.

Fast Track Advisors' Guide To: 
'10 Deadly Annuity Marketing Mistakes!'

By Lew Nason, RFC, FMM, LUTCF, CFLA and Jeremy Nason, RFC, FMM, CFLA

You'll Learn...

  • That a Profitable Annuity Business is NOT Built On Just Attracting New Annuity Customers!

  • How to Target Your Most Profitable Annuity Market!

  • Why You Must Have A Unique Selling Proposition!

  • How To Create A Constant Stream Of Referred Leads!

  • And 6 More Critical Steps to Collecting ‘One Million Dollars’ of Annuity Premiums Each Month!

‘10 Deadly Mistakes’ That Are Keeping You From Collecting‘ One Million Dollars’ Of Annuity Premiums Every Month! How to market and sell Fixed Annuities, Indexed Annuities, Variable Annuities and Immediate AnnuitiesWhen you hit the submit button you’ll instantly get access
to this Revealing (29 Page) FREE Annuity Sales Report,
10 Deadly Annuity Marketing Mistakes
(Value $29.95)

First Name *
Last Name *
Email *


We will NOT sell, trade, rent or give your email address away for any reason.
You Can Cancel At Any Time. Read our 
Privacy Policy

Charles “Tremendous” Jones, International Speaker Endorsements From Respected Industry Leaders

“We all love Lew Nason. How could you not be impressed with the man
who earned fame for turning ‘nine-out-of-ten’ prospects into satisfied
clients! I wish I had met Lew when I was selling insurance.”

Charles “Tremendous” Jones,
International Speaker
and former "top five world-wide insurance sales producer

Rosemary and Lew Nason with Charles “Tremendous” Jones, International Speaker and Gloria Jones       Will Nason with Charles “Tremendous” Jones

Jeremy Nason with Charles “Tremendous” Jones

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

Visit Insurance Pro Shop For More About Us and Our Services

About Us   Our Credentials   Our Team   Adviser Testimonials   Endorsements   FAQ   Contact Us

Follow Us On...

Facebook - Lew Nason, Insurance Marketing and Sales Training YouTube- Lew Nason, Insurance Marketing and Sales Training LinkedIn- Lew Nason, Insurance Marketing and Sales Training ProducersWeb - Lew Nason, Insurance Marketing and Sales Training

We Are Members Of...

International Financial Leadership Association    National Association of Insurance and Financial Advisors   International Association of Registered Financial Consultants (IARFC)

Working Together, We Can Help You To Make A Positive Difference In People Lives...
  While Helping You To Earn The Significant Six-figure Income You've Been Dreaming About!

Insurance Pro Shop, 150 Watson Drive, Dallas, GA 30132 - 877-297-4608 (M-F, 9AM-5PM, EST)

Copyright © 2000-14 Insurance Pro Shop® All Rights Reserved
All guest articles © their respective authors

 Extreme Tracking

Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every insurance agent or financial advisor will achieve the same or similar results. Each individual's success will be determined by his or her desire, dedication, effort and motivation to work and use the life insurance and annuity marketing and sales ideas, strategies, tips, scripts, tools and training in these programs. There is no guarantee you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.