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Sales Success Tools For Financial Professionals!
Insurance Sales Tools - FREE
A New resource for financial services professionals. The one place where agents, planners and advisors can go to easily find all the marketing, prospecting, leads, tools, coaching, training and support they need to be ultra successful in the financial services industry.
Annuity Lead Generation Tips and Strategies - FREE
Financial Advisors Guide To: Affordable Annuity Marketing, Prospecting and Sales... On This Web Site You'll Learn The Cutting Edge Annuity Marketing, Prospecting and Sales Strategies The Top Annuity Marketing and Sales Authorities In Our Industry Use Every Day. (Lew and Jeremy Nason)
Cato Makes You Famous
Sales Promotional, Media Exposure and Image Building… To Significantly Improve Marketing And Sales Results For The Serious Financial Services Professional!
Forrest Wallace Cato, 770-516-9395
Fast Track Advisors Guide To: Lead Generation Success
Download these "little secrets" to 'Lead Generation Success' today, and you'll change your insurance sales career forever…
Financial Advisor Marketing and Sales Training
Discover What Every Financial Advisor Ought to Know About Marketing, Lead Generation and Sales... from one of the most respected and endorsed coaches, trainers and mentors in the financial services industry! Financial Services Advisor Magazine reported, "Lew Nason just may be the most effective sales improvement coach of all time."
Financial Planning Consultants
'Practice Builder' the Client Relationship Management (CRM) system for today's financial advisor. 'Plan Builder' developing comprehensive financial plans, powerfully and swiftly. 'Client Builder' is a presentation system for financial advisors that motivates the prospect to engage your services on your preferred basis. Edwin Morrow - 800-666-1656
Annuity Wholesalers / Recruiters
Independent Agents Insurance Group - Providing Agents And Advisors The Tools They Need To "Help Families To Live Debt Free and Truly Wealthy"… Based on the 'Found Money Management™' Concepts! And, Using Many Of The Same Strategies Presented In The 'Missed Fortune', 'Infinite Banking' and 'Leap' Systems! Offering Equity Indexed Life products from Aviva (formerly AmerUs Life) and many of the top companies in the industry. Call 877-297-4608… Jeremy and Will Nason, RFC, FMM
Index Marketing Group - #1 Marketer of Indexed Life and Annuities. Top Commissions. Core Company is Aviva Life and Annuity. Call 800-546-9968 for more information… (Tim and Kevin Smith)
4 Insurance Agents - your one stop resource for many of the 'Top Selling' & Most Competitive Traditional & Indexed Annuities…(Sonny Waldron)
Client Newsletters
Email Insurance Marketing System - with ZIPDRIP you can send your own personal messages! Customize the newsletters! Follow up on website visitors! Send sales letters! And every message is personalized!
Insurance Pro Shop - For just pennies each... get a newsletter designed so your clients will believe that you wrote it. This provides you with instant credibility and more…The only way to stay in front of your prospects is with a monthly newsletter. So, when they're ready to buy, you're there.
Education Resources
Annuity Lead Generation Tips, Ideas and Strategies
FREE Financial Advisors Guide To: Affordable Annuity Marketing, Prospecting and Sales... On This Web Site You'll Learn The Cutting Edge Annuity Marketing, Prospecting and Sales Strategies The Top Annuity Marketing and Sales Authorities In Our Industry Use Every Day. (Lew Nason)
Dearborn Financial Institute - Insurance & Securities Licensing Training
Discount Books, Videos and Audios Store - From Executive Books... the Premier Supplier of Sales and Motivational Media on the Internet. "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)
Financial Advisor Marketing "Marketing ideas and links for Making Big Profits from your Financial Advisory Business" Grant Hicks, co-author of Guerrilla Marketing For Financial Advisors.
Insurance Marketing and Sales Mastery Newsletter™
FREE Every week you'll receive the all the latest proven strategies, ideas and tips the Top Producers use to get their ideal prospects to call them. (Lew Nason)
International Association of Registered Financial Consultants
The IARFC is dedicated to providing continuous value-added services to professional financial advisors who are helping people do a better job of spending, saving, investing, insuring and planning. Earn the coveted Registered Financial Consultant (RFC) designation. (Ed Morrow)
The Advisor's Advisor
FREE Marketing Advice for Financial Advisors - Do yourself a favor, and check out the free TIP email newsletter. I GUARANTEE it will help your business! 604-261-2194 donpooley@eTIP.ca Donald F. Pooley, CFP, CLU, CHFC
TheInsuranceCoach.com - "The Insurance Coach" works with Insurance Professionals, helping them to accelerate their success through dynamic leadership. Visit The Insurance Coach website to learn more about Executive Coaching, to subscribe to his newsletters, and to contact Michael to schedule a phone consultation. (Michael Beck)
Pension Concepts - Making the Pension Maximization Sale. Informational, CD's lead you through the closing of the Pension Maximization sale. Audios cover introduction and advanced concepts. Plus, comprehensive, 36 slide, screen show for clients and prospects. Also, offers videos.
Financial Links
Future Financial - Glossary of Financial Terms
Morningstar - Mutual Fund Updates
Found Money Management™ - Helping Middle American Families to Live Debt Free and Truly Wealthy
Roth IRA Advisor - Cutting edge strategies for IRA owners (Jim Lange)
Impaired Risk Wholesales
United Underwriters - We give you Same Day sales illustrations & 24-hour service on impaired risk illustrations, competitive product analysis.
Industry Links
Annuity Information - from Sector Updates
Retirement Planning Advice - Great resource for retirement planners
GAMA - General Agents Management Association
MDRT - The Million Dollar Round Table has the best to offer in books & tools that inspire industry and life achievement.
NAIFA - National Association of Insurance and Financial Advisors
Industry Publications
Advisor Today
Financial Services Journal - is the first and largest financial services publisher and portal on the Internet. Our publications include Financial E-News, Financial Services Journal Online and Messages From The Masters, which are available at no cost on our Portal.
Insurance & Finance Research Station - Industry News
Life Insurance Selling Magazine - is the magazine for top life, health, and financial services producers. The magazine provides producers with practical, transferable sales ideas and information, both editorial and advertising, about products they can offer to clients. Leading producers share their successful techniques in feature articles. Product survey reports several times a year list characteristics of products from life and health insurance companies. Regular departments describe policies, books, sales aids, computer products, and educational programs designed for producers.
Senior Market Advisor Magazine - if you are working with seniors you must read this magazine… it's free...
Lead & Lists Companies - click here
A list of the best resources for insurance agents, financial advisors and planners.
Marketing & Sales Systems, Coaches & Trainers - click here
A list of the best resources for insurance agents, financial advisors and planners. - Insurance Pro Shop and Our Competition…
Legal Support - Agents & Financial Services Professionals
Financial Advisors Legal Association - "The Leader in Litigation Prevention and Defense for the Individual Financial Professional."
Insurance Marketing and Prepaid Legal - Add Pre-Paid Legal to the list of products you offer your clients, and you will provide your insurance customers with a valuable service that they can use in their everyday lives. (Independent Associate)
Life Insurance Wholesalers / Recruiters
Independent Agents Insurance Group - Providing Agents And Advisors The Tools They Need To "Help Families To Live Debt Free and Truly Wealthy"… Based on the 'Found Money Management™' Concepts! And, Using Many Of The Same Strategies Presented In The 'Missed Fortune', 'Infinite Banking' and 'Leap' Systems! Offering Equity Indexed Annuity products from Aviva (formerly AmerUs Life) and many of the top companies in the industry. Call 877-297-4608… Jeremy Nason, RFC, FMM
Index Marketing Group - #1 Marketer of Indexed Life and Annuities. Top Commissions. Core Company is Aviva Life and Annuity. Call 800-546-9968 for more information...(Tim and Kevin Smith)
Technology, Software and Web Site Resources
Email Insurance Marketing System - with ZIPDRIP you can send your own personal messages! Customize the newsletters! Follow up on website visitors! Send sales letters! And every message is personalized!
Financial Planning Consultants - 'Practice Builder' the Client Relationship Management (CRM) system for today's financial advisor. 'Plan Builder' developing comprehensive financial plans, powerfully and swiftly. 'Client Builder' is a presentation system for financial advisors that motivates the prospect to engage your services on your preferred basis. Edwin Morrow - 800-666-1656
Insurance Web Designs - Customized, Affordable Insurance Agent Web Sites by someone who was actually in the insurance business. Highly recommended.
Make Your Site Sell - If you want to sell Insurance Products, or Your Services on the Web, Make Your Site SELL! (MYSS!) shows you how, like no other book or program ever has.
Assured Net - Smart Sales Tools for Life Insurance Agents. Internet based sales solutions can dramatically increase your life insurance sales.
Internet Marketing Corp -Your online resource for Internet Marketing!
Drive Traffic To Your Web Site with Traffic Swarm.
Term Insurance
Term Life Insurance Quotes at Americans-life-insurance.com created to find the right term life insurance easy and affordable. Our online quoting system will guide you through the entire term life insurance process
Useful Links
Age Net
Elder Law Updates
Found Money Management™ - Helping Middle American Families to Live Debt Free and Truly Wealthy
Insurance Sales Tools - This is a new web site designed to help agents and advisors find all the best insurance marketing, prospecting, leads, tools, sales training and more that they need to be successful in this business...
Sold On Seniors - if you are marketing to seniors this is a must web site…
Total Return Annuities - A great resource for Annuity, Life Insurance and all kinds other financial information and history. Highly Recommended!
Note: These links are merely what we think are useful for research purposes, and contain different views. We do not endorse nor guarantee the accuracy of the contents, and are not liable for any consequences.
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