Lew Nason, Will Nason & Jeremy Nason Annuity Marketing and Sales Trainers

Frequently Asked Questions

About the 'Annuity Sales Excellence' Lead and Sales System

"What Makes Your Annuity Lead and Sales System So Different From The Competition and So Much More Effective?"

  • First we've made our annuity marketing and sales system 'Affordable To Everyone', not just a select few!  Similar annuity systems from our competitors range from $2,000 to over $10,000 upfront.  That's thousands more than what we charge.

    Why, because we believe every agent and advisor should have an equal opportunity to succeed - Not just the chosen few, who can afford those expensive systems!

    Second, we believe the more insurance agents and financial services professionals we help to be seen as true financial advisors, instead of just salespeople, the easier it will be for all of us to succeed in this great profession...

    Accordingly, we are utilizing the latest internet and computer technology to keep all of our business expenses very low... and we're passing 100% of our savings on to you.

  • Plus, we've put everything into 'One Complete System.'  Our competition sells each of their systems separately.  They have one system for seminars and workshops. One for offering information booklets and free reports.  And, a system for Roth IRA conversions, Stretch IRAs, or Split Annuities, etc.  So, you are forced into buying multiple systems... We've put it all into one system!

  • You'll learn of the latest, lowest cost, proven ways the Top 1% of Producers use to generate a steady stream of the highest quality annuity sales leads...  instead of using the typical 'hit and miss' tactics like expensive direct mail campaigns, postcards or running expensive ads in the newspaper and senior publications.

  • Finally we've put everything onto 'Five' CD ROMs, so you get more tools, you can find everything easier and you save expenses...  No more expensive, bulky manuals to lug around.  No more lost pages.  Many of the sales letters and flyers are already in Microsoft Word so you can easily personalize and use them.  The reports are in an Adobe Acrobat file so you can print out as many copies as you want for your prospects and clients.  This dramatically cuts your clerical and printing costs.
And, That Is Just The Beginning...
  • You'll receive our FREE bonus gifts, plus forms, sample letters, reports and other great motivation, marketing and sales ideas...

  • You'll receive up to 60 minutes of personalized, one-on-one coaching and support for 3 months to get the system working for you...

  • Our systems are updated... 2 or 3 times a year.  So, you can be sure you and your prospects are receiving all the latest and best information.

  • Our systems work on the positives.  It's NOT about telling seniors they bought the wrong product.  It's NOT about replacing existing annuities

  • There is nothing else you need to buy from us.  i.e.  We are not selling senior lists, 800#s voice mail services, or the like.

  • If you are a Registered Representative, you'll find it's much easier to get these tools approved by your compliance department because we are not pushing products...  It's about identifying and solving the prospect's problems!
    (Note: We have many career agents and advisors from Northwestern Mutual, New York Life, Met Life, New England Mutual, The Guardian, Mass Mutual, Banker Life and Casualty, Farmers, Allstate, State Farm and others that are using our services.)

  • When you call, you'll almost always get to talk to a live person.  If, on the rare occasion, you get our voice mail, we will always return your call within 24 hours.

  • Our marketing systems are designed to improve your sales techniques and teach you new marketing skills, rather than requiring a complete overhaul of your current sales techniques like the other companies out there.

  • And, we are NOT recruiters.  So, you don't need to contract with another annuity company to get our support or marketing systems.

  • Our Systems, Training, Services And Support are endorsed by the most Respected and Trusted Industry Leaders and Advocates.  See Below...

  • Plus, we are members of the Better Business Bureau of Metro Atlanta and have an outstanding record with them!  Click Here to Check Us Out
"Do you Offer A Money Back Guarantee on Your Systems?"
Answer - Yes!  We are the first and still the only company that offers a 'No Questions Asked... 90 Day '100%' Money Back Satisfaction Guarantee!'  If after reviewing the system and calling us for coaching you decide the marketing, prospecting and sales systems and tools aren't worth it, you'll get your entire investment back.  It's that simple.  There are no restocking fees, or qualifications.  Just return the entire system to us within the 90 days of the purchase date and you'll get 100% of the cost of the system back.

An Example Of Our Competition's Refund Policy: In order for you to obtain a refund… They say you must thoroughly read, watch and listen to all written, audio, video and Internet materials and then participate in the 30-minute consulting call… Then they'll tell you what to modify, which is nothing more than following instructions in the system which you did not follow. You must agree to implement the proper instructions and then if you still achieve unsatisfactory results after 60 days from the trouble shooting call, you must provide them evidence that you implemented their instructions and then you may return the program for a refund. They also state that, if you do not attend the trouble shooting call on the time and date scheduled for you without providing them prior notice, you forfeit your right to a refund.

We don't require any of the above!  There are NO restocking Fees!  (When you offer a great product and exceptional service those requirements and fees are not necessary.)

Return Policy... If you're not absolutely satisfied with the products you purchased from the Insurance Pro Shop, send them back to us within 90 days of the purchase date, for a full refund.  We will refund your original credit card bill within 3 to 5 weeks!  (Sorry, No Refund On Shipping)  Please write the reason for your return on the back of the invoice you received with your shipment, as well as your name, address and email address.  (We do need your invoice #).

I guarantee you won't find an easier, faster or more cost effective way to generate high quality annuity sales leads and establish yourself as the expert advisor in your local community.

Return To Annuity Sales Excellence page…
Member of the Better Business Bureau of Metro Atlanta
Better Internet Bureau - Certified Quality Site
Member of the Better Business Bureau of Metro Atlanta
Insurance Sales Tools - Certified Quality Site
Member of the International Association of Registered Financial Consultants
If you are not a member of NAIFA, you should be...
MDRT - Million Dollar Round Table - The Premier Association of Financial Professionals

Cato says,
"You can cut a greater figure."

Are you on the list of leaders that Cato works to promote?

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This detailed '37 page' E-book is about how to become the most recognized and trusted expert in your local community, to consistently attract more of the right annuity prospects to you!
10 Deadly Mistakes E-Book

Endorsements From Respected and Trusted Industry Leaders

"Many of our industry super-achievers owe a large part of their success to Lew Nason."
Mehdi Fakharzadeh, RFC - MDRT Hall of Fame
"The most successful living and active insurance sales agent
in the United States." Leader's Magazine

Endorsements From Respected and Trusted Industry Leaders

"Lew Nason hits the nail right on the head.  Lew's analysis about selling Insurance (and for that matter any product - financial or otherwise) holds so true.  We are ALL our own worst enemy at times.  Each of us is our own worst enemy - Lew makes that case beyond any doubt.  Lew's salient points are a gentle reminder to us all, to always ensure that we attain, maintain, and provide, the highest standards of personal conduct to our clientele, our peers, our staff, our communities, but most importantly to ourselves.  We are ultimately answerable for our actions.  Great points are made by Lew Nason and his lessons are always timely for every one of us."
George Flack, CFP, FPNA, AFAIM, RFC (USA)
"Money Management" Magazine's 1996 & 2004
"Australian Financial Planner of the Year"
George Flack and Lew Nason

Endorsements From Respected and Trusted Industry Leaders

"Lew Nason, RFC, FMM, is a highly respected, proven and admired practice building coach. He has been particularly effective in guiding financial services advisors to increased effectiveness and higher sales."
Edwin P. Morrow, CLU, ChFC, RFC, CEP, 
CEO of the International Association of Registered Financial Consultants
Mr. Morrow appears regularly on the national programs of broker dealers and professional associations such as FPA, NAIFA, IARFC, SFSP, AICPA, CLU Institutes, the Insurance Pro Shop and five times at the MDRT.

Endorsements From Respected and Trusted Industry Leaders

As a coach for financial advisors and other professionals, I was delighted to have the opportunity to attend one of Jeremy and Lew Nason's Insurance Pro Shop workshops.  I had heard about the success that Jeremy's and Lew's workshop graduates were having, and wanted to see for myself what magical formula they might be using to generate that success.  I quickly saw that this was an opportunity to sit at the feet of a Master at insurance sales, watching financial advisors being taught to sell from the heart and attract business through existing clients.  It's a formula I believe in, taught by someone whose passion and skill make it almost impossible not to improve your business.  If you're an insurance producer and you're tired of being good at what you do, but not knowing how to have the kind of business you can be proud of, make the decision to invest in one of their incredible programs.  Stop whining about the economy, or the competition, or... whatever, and arrange immediately to attend Lew's next workshop.
Sandy Schussel, Author... Become A Client Magnet
www.brassringcoaching.com
Forrest Wallace Cato - Legendary Media Advocate To The Financial Services Industry

Endorsements From Respected and Trusted Industry Leaders

"Lew Nason and Jeremy Nason of Dallas, GA, are emerging as the marketing consultants most in demand today for insurance agents, financial advisors and planners.  There is a good reason why they are called the nine-out-of-ten guys!"
Forrest Wallace Cato, RFC, RFMA, CRR, CPC,
Editor-In-Chief  Financial Services Advisor® magazine
"Legendary Media Advocate For The Financial Services Industry"
www.catomakesyoufamous.com

Endorsements From Respected and Trusted 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 E. "Tremendous" Jones
International Speaker, Author of Life Is Tremendous and The Books You Read
Charlie Jones entered the insurance business at age 22, with MONY.  At age 23, he was awarded his agency's Most Valuable Associate Award.  Ten years later, he received his company's highest management award for recruiting, manpower and development, and business management.  In 1965, he founded Life Management Services to share his experience through seminars and consulting services.

Endorsements From Respected and Trusted Industry Leaders

"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, International Sales Trainer
Tracy 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 and sales trainers. 

Brian Tracy

Endorsements From Respected and Trusted Industry Leaders

"Lew Nason deals with the true issues of financial planning.  Issues that have been forgotten by most agents, advisors and planners.  It's that missing link!  If you really want to be helping people, get reconnected with your clients and grow your business, then Lew's systems, and training are absolutely essential!" 
I. Jeff Eshun, Ph.D., HD, FMM, RFC, IARFC Canadian Chair
Jeff is the President & Co-founder of Solutions 21 Financial & DSC Lifestyle Services. Woodbridge, Ontario, Canada.

Jeff Eshun

Endorsements From Respected and Trusted Industry Leaders

"Learning how to find quality prospects and convert them into quality clients is the lifeblood of any sales professional.  But marketing and selling Life Insurance and Annuities is an art in and of itself. I've been training and coaching sales professionals for years in marketing and selling insurance, but I've learned to stay away from trying to help improve the results of life and annuity professionals.  The skills and techniques needed to succeed in selling life insurance and annuities are unique to those industry specialties. 

Lew and Jeremy Nason... and their programs are right on the money.  Learning from people who are experts in the Life and Annuity fields is extremely valuable.  My advice is that if you are a Life Insurance professional or an Annuity professional, don't bother spending your time or money with anyone else.  Lew and Jeremy (and their programs at the Insurance Pro Shop) are the answer to your sales and marketing needs."
Michael Beck
"Michael Beck is the nation's leading expert
on recruiting independent sales representatives."

XLeaders.com

Michael Beck


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