Annuity Marketing and Sales Tips, Tools and Training

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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

Better Business Bureau of Metro Atlanta, GADiscover... How You Can Collect ‘One Million Dollars’ Of Annuity Premiums Each Month
...In Spite of the Economy and All of the Bad Publicity About Annuities!

Important Message... There is a huge difference between the self-proclaimed experts who are really recruiters in disguise and will promise you anything and everything to get your business, verses people who have over 30 years of experience training advisers and are actually dedicating their lives to helping you to succeed in this business.
We are dedicated insurance marketing and sales trainers, coaches and mentors... NOT recruiters!

Annuity Sales Excellence
Advanced Lead, Seminar & Sales Success Tool Kit

How You Will Benefit

The Ultimate Annuity Marketing and Sales System

Ever since opening the Insurance Pro Shop in 2000, my sons and I have been helping producers to double and triple their annuity sales in as little as 60-180 days.

Last year, the top producers we worked with, 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, they are working 40 hours or less per week, having more fun and spending a lot more time with their family and friends, because they are consistently meeting with their IDEAL annuity prospects, to close more and larger annuity sales!

Now, it is your turn!

What You'll Discover

Annuity Sales Excellence is the first and ONLY truly complete 'TURNKEY' annuity marketing, branding, lead generation, seminar, referral, appointment setting and sales success system, that offers 3 months of personal coaching to help you to quickly fine-tune your annuity marketing and sales practice, based on your style, personality, preferred markets and budget.

Imagine, in just a few days from now, you could be in front of your 'IDEAL' annuity prospects and be helping Boomers and Retirees to maximize their income and reduce their income taxes. Plus, 'find the money' for LTC Insurance and Life Insurance.

Now, what if you could learn and apply the Hot, New, Powerful Sales Concepts found in LEAP, Circle of Wealth, Roth Conversions, Annuity Laddering and others... Without Their Ridiculous Price Tags?

Until now, because of their $3,000-$10,000 upfront cost, and annual fees, only a handful of annuity producers have been able to learn and use these amazing annuity sales strategies that practically guarantee you’ll make a high six-figure income selling annuities... once you are in front of the right annuity prospects! 

Now, we’ve made it affordable for YOU! Using these Cutting-Edge Concepts and our Turnkey System you can sky rocket your annuity sales almost immediately! (The 3 months of coaching alone is worth over $2,400!)

Plus, you DO NOT need to buy anything else from us! You DO NOT buy leads! You DO NOT pay an annual fee to continue to use this system! And, you DO NOT need to contract with us! (We are trainers, NOT recruiters)

When are you going to take the time to learn what the Top Annuity Producers and Experts know, so you can attract more of your 'IDEAL' annuity prospects to you in one month, than most advisers will see in an entire year... to collect $1 million of annuity premiums each month?


Sound To Good To Be True

Consider: LEAP, Circle of Wealth, Roth IRA Conversions, Annuity Laddering, Social Security Income Planning and others are great sales ideas to help you present and sell your hot, new 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 of the following three 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.

Learn What Today's Top Producers Know

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?

So, if you really want to succeed today, then isn't it time to stop following the struggling crowd, who are seen as the typical salesperson pushing their hot new sales ideas, latest products, lowest prices and highest investment returns?

Wouldn't it make more sense for you to learn what the top advisers know? They know that if you want to consistently attract your ideal prospects to you and get tons of referrals, then it's about you learning how to ask the right questions, to make a real positive difference in people's lives... instead of just making a quick sale, and being just like everyone else!

When are you going to take the time to learn what the Top Annuity Producers and Experts know, so you can attract more of your 'IDEAL' annuity prospects to you in one month, than most advisers will see in an entire year... to collect $1 million of annuity premiums each month?

"If you can dream it, then you can achieve it. You will get all you want
in life if you help enough other people get what they want.

Zig Ziglar

There Is A Lot Of BS Out There

If you are like most of the agents we talk to, over the years, you have been promised the world, and then been left out there to fend for yourself. You have been taken advantage of, lied to, cheated... and wasted a lot of your time and money on stuff that just doesn't work.

And, now it’s very hard for you to believe anyone, who says they are going to help you.

We understand! And, there is very little more that we can say or do to convince you that we are different.

All we can do, is to ask you to give us a chance to prove to you that we are for real.

You'll never know if we can really help you, unless you give us a chance to prove it.

Why waste your valuable time and hard earned money re-inventing the wheel, when you can have over there decades worth of proven Annuity marketing, prospecting, appointment setting and sales expertise at your finger tips in just a few days... What Are You Waiting For?

The Ultimate Annuity Marketing and Sales SystemAnnuity Sales Excellence

You'll Get It All, Plus 3 Months of Coaching...
For 'One' Affordable Investment!

…the 'State of the Art' Quick Start Annuity Sales Excellence Tool Kit 
...the  Annuity Lead Magnet Ad, Booklet and Free Report Tool Kit
...and the Complete 'Invincible' Annuity Workshop and Seminar Tool Kit

Finance Plan... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit                                       One Time Investment... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit

Only $99.00 for 12 months!    One Time Investment of $995!

'90-Day' No Risk '100%' Money Back Guarantee!
(We ship within 24 hours, using 2-3 days Priority Mail)

Our Guarantee To You

I guarantee, that if you follow the simple ‘Step by Step’ procedures, that you'll find in our 'Turnkey' Annuity Sales Excellence™ system, and call us for coaching, you can experience a boost in your annuity sales almost overnight, just like these very successful agents and advisers:

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

"over $40,000 of additional annuity commissions this month"

Stephan Lomsdalen - AZ,"Hi Lew, I just wanted to let you know that the 'Survival In A Volatile Market' client booklets are still working great and they helped me to close over $40,000 of additional annuity commissions this month. I'm handing the booklets out at my seminars, to my clients and other prospects. When these people come in for an appointment, they bring in the booklet and have actually Hi-Lighted some of the information. Thanks," Stephan Lomsdalen, ChFC, CFS, CIS - AZ

"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 - FL

Real Success Stories, From Real People

Larry Webb, PHD, FMM
(7 years in the business) 2011

Real Success Stories, From Real People

Roger Brown, RFC, CSA, CFE, FMM
'MDRT Member' (40+ yrs) 2011

"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

Brian Tracy, Renowned Speaker, Sales Trainer and AuthorEndorsements From Respected 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,
Renowned Speaker, Sales Trainer and Author
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 & sales trainers.

Outline of what you'll get in the…
Annuity Sales Excellence
Advanced Annuity Lead, Seminar & Sales Success Tool Kit

The 'State of the Art' Quick Start Annuity Sales Success Tool Kit

Disc #1 - Annuity Sales Training and Presentations

Make prospects want to meet with you and buy from you! Become the trusted advisor they want to see! You'll learn what the Top 10% of Producers know, to set yourself apart from all of your competition. Plus, you'll learn the scientifically designed, 'conversation selling' scripts and questions Top Advisors use to consistently set high quality annuity sales appointments and close sales! If your prospects don't see they have a problem and how you can help them, then why should they waste their time meeting with you or buying from you? (Our Competition Charges $1,000 just for the first part of our system, without the sales skills training we provide)

Section 1 - Introduction To Annuity Sales Excellence™
Understanding The Financial Problems Retirees Are Facing Today! What’s Causing These Financial Problems? How can you help them to solve those problems?

Even With All The Bad Publicity... How are the Top Advisors Still attracting their 'Ideal Annuity Prospects' and Collecting A Million Dollars of fixed, index and variable annuity premiums each month?

Section 2 - Annuity Sales Cycle...

  • How to set appointments with your 'Ideal Annuity Prospects' - (telephone prospecting scripts)

  • The Initial Fact-Finding Interview with Sales Skills Training - (fact-finding scripts & questions)

  • The Second Interview, Presentations and Closing The Sale - (annuity presentation scripts)

  • Getting Referrals - (Referred Lead Talk (script) and Referred Lead Form)

Section 3 - Annuity Information and Video...

  • Annuity Presentation Video

  • Buyers Guide To Annuities

  • Buyers Guide To Equity Index Annuities

Section 4 - Retiree Concerns...
Americans' Retirement Fears Revealed. Will boomers ever be able to retire? Understanding and working with the immediate problems your retirees and boomers are facing.

Section 5 - Annuities Vs. The Stock Market...
Putting investing in the stock market into perspective, with the Dalbar Reports.

Section 6 - Fact-Finding...
How to consistently close ‘9 Out of 10’ annuity sales, with all the annuity sales scripts and forms.

Section 7 - Annuity Sales Presentations & Templates... For Selling Index Annuities, Fixed Annuities, Variable Annuities and Immediate Annuities.

Section 8 - About The Fixed Index Annuity... sales ideas and explanations.

Section 9 - Free Calculators And Software...

Section 10 - Roth IRA Conversions... the concept and annuity sales presentations.

Section 11 - Annuity Spit Funding... the concept and annuity sales presentations.

Section 12 - About IRAs and Stretch IRAs... Learn all about IRAs, RMDs and IRS Code 72T.

Section 13 - Sales Tips And Training... How to become the trusted financial advisor your prospects want to see.

Section 14 - How To Prosper In A Recession... What you must know and do to survive and prosper during a struggling economy.

And, that's just the start...

"Lew truly helps you have that slight edge."

"I started with Lew roughly two years ago. He has helped me tremendously with his phone coaching. I was able to give him information about my prospects and clients, so that he would give me the CORRECT questions to ask them, to lead them to the sale… my business has grown significantly because of his help with the right questions as well as helping me put together some simple marketing techniques that go a long way. Lew truly helps you have that slight edge." Joseph F., RIA - NJ, (with a National Bank)

Disc #2 - Annuity Marketing and 'Ideal Annuity Prospects'Training

This unparalleled annuity marketing and prospecting training is what's missing in most systems. (Value $1,000)

Using Our Unique 'Problem Solving' Marketing You’ll Attract More Of The 'Ideal Annuity Prospects' To You Each and Everyday, without you spending more money! You’ll learn 12 (twelve) of the very best and most cost-effective annuity lead generation strategies used by the Real Top Producers. No more cold calling or buying expensive annuity leads! This system is designed to put you in front of more of the 'Ideal Annuity Prospects' each month, than most agents will see in an entire year.

Section 1 - Understanding What Retirees Really Want...
In many cases retirees saw their retirement incomes dramatically reduced by 30, 40, 50% or more in 1999. And it happen again in 2008. Many of them are now being forced to dig heavily into their investment principal, just to meet their daily living expenses. Now the biggest question facing most of them is: “Will I outlive my retirement savings?” How can you help them?

Section 2 - Introduction and Overview...
Intro To The Annuity Sales Excellence System... This is the overview of how to use this
'Ideal Annuity Prospects' marketing, prospecting and sales system... To become the respected, trusted advisor people want to see! A Must Read

Section 3 - Getting Started Selling Annuities…
What Are The Fastest Ways To Get Started Selling
Index Annuities, Fixed Annuities, Variable Annuities and Immediate Annuities? Pick one annuity lead generation system, get it going and then add the next one. The idea is to have 3 or 4 annuity lead systems working at all times so you never run out of high quality prospects.

Section 4 - Learn How The Top Advisors Grow Their Annuity Business...

How To Build Your Business - As Jay Abraham, Dan Kennedy and all the great marketing Gurus will tell you: ‘There are 3 ways to grow your business and only 3 ways... If you truly want to grow your business, the fastest and easiest way, you must use all 3!’ Most agents are only growing their annuity business one way... the hardest way!

Power Positioning - The 10 Commandments Of Power Positioning Are Magical Marketing Strategies for creating an endless stream of new, repeat and referral business... Learn how to position yourself as the expert in your market and to shut out your competition…

Section 5 - Quick Start With Family And Friends... (prospecting scripts, prospecting letters)
The Quickest Way To Get Annuity Appointments Is To Ask Your Acquaintances, Family and Friends For Their Help! The right way, without pressure! This is not a ‘Project 100!’

Section 6 - Repeat and Backend Sales with Your Existing Clients… (prospecting scripts, annual review letter, prospecting letters) Existing clients are the key to long-term success in every business... and certainly in annuity sales!

Section 7- Joint Venture Marketing... (prospecting scripts, prospecting letters)
Joint Venture marketing is the insider secret to generating literally thousands of annuity prospects, in your area, rapidly and with the utmost credibility. This is not a passive referral system. Most agents are doing it wrong...

Section 8 - Using Client Newsletters To Increase Sales…
Out of Sight, Out Of Mind... Is A Deadly Mistake That Most Agents Make! If you want to stop missing the easy annuity sales, then you must stay in front of your friends, neighbors, prospects and clients. You must be the first person they think of when they need help or they are ready to buy…

Section 9 - Using The Media...
Great tips on how to become the foremost expert and trusted financial advisor in your community from Forrest Wallace Cato.

Section 10 - Referred Leads and Testimonials... (referral scripts, referral letters)
There is no question among the ‘million-dollar’ producers that referred leads are one of the best prospects you can get. However, the majority of the agents I talk to are frustrated with them, and aren't using them. Why? The main reason most sales people have trouble with referred leads, is they haven't made themselves referable! People are not going to refer their friends, relatives, or associates to just another sales person.

Section 11 - Direst Mail Response System... (sales letters, telephone prospecting & appointment scripts) The following formula is used for all marketing. If you are going to send as annuity sales letter, and you want people to respond, then you need to follow this same formula. “The Right Message, To The Right Market, At The Right Time!”

Section 12 - Lead Exchange Groups...
If you want annuity leads and want to get known, then join (or form) a lead exchange group with local business professionals that cater to your ideal prospects and who have already built strong relationships with them?

Section 13 - Mastermind Groups...
With the frenzied pace of today’s business world, we all need help identifying and planning our future career moves. Even more important, we need contacts and resources to make our goals a reality.

Section 14 - Annuity Scripts, Objections, Questions...
Annuity Telephone Scripts, Overcoming Objections and the Emotional Questions... Having the best annuity leads in the world is useless if you can’t turn those leads into an appointment and then into sale…

"In just one month I've made over half of what I made in previous years!"

Peter Orange - WA"Following the advice of your competitors, for my first seminar I spent $16,000 and made $22,000. The second seminar I spent $6,000 and made $1300. Then a few weeks ago I found you. For my third seminar I spent $2800, and so far I've made $55,000. (in commissions) I'll give you credit for 90% of the success I've had with this seminar. I just followed the advice in your (Annuity Sales Excellence) system, for my seminar, the initial interview and the closing appointment and I'm making serious money. In just one month I've made over half of what I made in previous years! I'm certainly glad I found you. Thanks," Peter Orange - WA

Plus, Disc #3 - Annuity Lead MagnetTool Kit

The 'Ultimate' Annuity Sales Lead Generation System... Using Information Booklets and Free Reports! You’ll have access to 3 dynamic (Personalized) annuity information booklets and several free reports, with all the annuity newspaper ads, appointment scripts, sales letters and everything else you need, to get your 'Ideal Index Annuity, Fixed Annuity, Variable Annuity and Immediate Annuity Prospects' to call you. More Details (Our Competition Charges $1,000 for this booklet system)

Plus, Disc #4 - 'Invincible' Annuity Workshop and Seminar Tool Kit

Are you wondering how the Top 1% of All Annuity Producers are still able to consistently earn $50,000 or more of commissions every month using annuity seminars, when everyone else is saying that annuity seminars are being overdone? What is it that they know that you don't? Complete with with invitations, sales letters, newspaper ads, seminar presentations and more for Selling Index Annuities, Fixed Annuities, Variable Annuities and Immediate Annuities! More Details (Our Competition Charges $1,000 for this seminar and workshop system)

Plus, Disc #5 - FREE Bonus Gifts

“7 Hidden Psychological Secrets to MAXIMUM Sales” - “Joint Venture Endorsement Marketing” - “The Science Of Getting Rich” - “The Greatest Marketing Secrets of the Ages” - “The Secret to Winning Every Single Time... In Everything You Do” - “How To WOW your Customers” And, Much More… (Value $150)

Plus, 3 Months of 'Live' Personal 'One-On-One' Coaching And Support!

We’ll Help You To Get Off To A Quick Start! You'll receive ‘One-on-One’ Live Personal Coaching and Support Each Month, For 3 Months to help you fine-tune your annuity lead generation and sales process... Plus, case design and development, from one of the most respected and successful teams of sales trainers and coaches in the industry. (3 months of coaching... Value $2,400)

You'll Never Know How Much We Can
And Will Help You, Until You Give Us A Try!

Your investment is only $995.00 for the
Annuity Sales Excellence

If You Act Now!

Let me make the decision to invest in your business as simple and Risk-Free as I possibly can, by offering you the following assurance:

Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool KitYou Get A 90 Day, No Risk
Money Back Guarantee!

We won't consider your purchase binding or committed on your part until... after you've studied and used our Annuity Sales Excellence™ annuity lead, seminar and sales system, and called us for your personal one-on-one coaching. And, you've diligently monitored you progress. Then, if you can't honestly say that most of the following are true...

  • You are attracting more of the 'Ideal Annuity Prospects' to you each week...

  • You are consistently setting more and better annuity appointments from all your leads...

  • Your 'Ideal Annuity Prospects' are more receptive during the fact-finding process...

  • You are finding it easier to close more and larger annuity sales...

  • You are getting more referrals...

  • And, you're starting to have more fun and enjoy this great profession...

If you can't honestly affirm that, then we don't feel we deserve to keep your money.

Just return the Annuity Sales Excellence™ annuity lead, seminar and sales system to us within 90 days of the purchase date and we will refund 100% of the product purchase price, excluding shipping & handling. And UNLIKE our competitors, we NEVER charge a restocking fee, or make you jump through hoops!

How can we make this incredible 90 day, risk free guarantee? Because we KNOW that you will be overjoyed with the results you'll achieve in less than ninety days.

Before you put this aside... take action now, because the chances are too great you'll forget about all the immense potential this proven 'turnkey' annuity marketing and sales system can bring you.

Finance Plan... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit                                          One Time Investment... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit

Only $99.00 for 12 months!    One Time Investment of $995!

(We ship within 24 hours, using 2-3 days Priority Mail)

'90-Day' No Risk '100%' Money Back Guarantee!

" (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

When Are You Going To Stop Following The Crowd And Take Complete Control Of Your Future?

Dear Fellow Agents and Advisors,

I'll apologize up front for being blunt, but it's time for you to face the facts...

Let's face it, the 'Hot, New' annuity products and sales ideas that are being hyped out there, along with the 'Old Fashioned' typical annuity marketing and sales techniques that have been taught during the past 40 years or more by our companies, recruiters and even the 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 and advisors!

Unfortunately, no matter what they may promise you, most insurance companies, IMOs, agencies and brokerage firms are not going to spend a lot of their time or money training you. Why should they when they have thousands of people lining up to sell their products. It's much cheaper for them to play the numbers game and if you don't make it, they get to keep all of your commissions and renewals!

So, if you really want to succeed today, then it is up to you to get the annuity marketing, prospecting and sales tools and training you need!

When Are You Going To Stop Following The Crowd?

When Are You Going To Take Complete Control Of Your Future?

Do you want to be earning $20,000 to $100,000 per month... Every Month?

Then you'll want to take the time right now to invest in our ‘State of the Art’ Annuity Sales Excellence  advanced annuity marketing and sales success system.

This proven system is for new and experienced agents and advisors who want to:

  • Truly help seniors and boomers to better their financial lives and guarantee they don't outlive their money!

  • Attract more of the ‘IDEAL’ Annuity Prospects each month, than most agents will see in an entire year!

  • Find a much more affordable, simpler and quicker way to ATTRACT your 'Ideal Annuity Prospects' to you for 401k Rollovers, Roth IRA Conversions, Wealth Transfers and more?

  • Learn the ‘simple secrets’ to closing ‘9 out of 10’ sales appointments!

  • Make a positive difference in people's lives by offering seniors and boomers the safety, guarantees, superior returns, tax deferral and the many other exceptional benefits of fixed, index, variable and immediate annuities.

  • Be a 'CUT ABOVE'!

Here’s what your associates had to say about our unique, proven ‘Cutting-Edge’ approach to annuity marketing, prospecting, appointment setting and sales!

“We must give more in order to get more. It is the generous giving of
ourselves that produces the generous harvest.”
Orison Swett Marden

"...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 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 commissions in 2 weeks! Thanks Lew!"
Ron Fara

Endorsement From A Respected Industry Leader

Edward P. Morrow, CLU, ChFC, RFC, CEP - CEO of the International Association of Registered Financial Consultants Lew Nason, RFC, FMM, LUTCF 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.”

Edward P. Morrow
, CLU, ChFC, RFC, CEP - CEO of the
International Association of Registered Financial Consultants

"I have submitted over $30,000 of business… (Commissions)

Bryan Schurter, FMM, RFC - CA, "Lew and Jeremy, Thank you so much for everything. I don’t know where or how to begin to thank you for all you have done for me. As you know, I have been in this business for 4 years. I was working with another advisor in his office, and have had an average amount of success in helping people. Last year, when I began to work on my own, I knew I needed additional training, knowledge, and support in order to help more people, and to become an excellent advisor. Finding the two of you, and working with the two of you, was the best thing that could have ever happened to me and my clients. I have learned more from the two of you in 3 months than I did in 3 years working with the other advisor in his office (and you are all the way across the country)."

"After doing my first workshop at the end of September, and after getting back in touch with my current clients (through your newsletters) I have submitted over $30,000 of business…. IN JUST ONE MONTH! Although the additional income is nice, without a doubt, the best part of your whole system is the simplicity in helping clients. I finally feel that I am offering clients more than just retirement planning. I know that my clients will be better off after meeting with me than they were before. Your system is so easy to understand, to explain to clients, and to implement, that it’s almost ridiculous. I am so glad I found you when I did, so early in my career. I look forward to many years of working with the two of you! Thanks Again!"
Bryan Schurter
, FMM, RFC - CA, (4 years in this business)

Conquer Your Annuity Sales... Starting Today!

OK Lew, rush your complete annuity sales building program to me. I get the entire Annuity Sales Excellence Advanced Lead and Sales System for selling Index Annuities, Fixed Annuities, Variable Annuities and Immediate Annuities.

Which Includes Everything Mentioned Above:

  • Your ‘Quick Start’ Guide To Exceptional Annuity Sales… 400 pages of the latest annuity Lead Generation Ideas, Sales Letters, Ads, Telephone Scripts, Overcoming Objections, Closing Techniques and much more for selling Index Annuities, Fixed Annuities, Variable Annuities and Immediate Annuities.

  • Advanced Annuity Sales Concepts Training... I'll learn how to sell annuities using the Annuity Split Funding, Roth IRA Conversion, Wealth Transfer, Stretch IRA and Social Security Tax Reduction Strategies!

  • The 'Ultimate' Annuity Sales Lead Generation Tool Kit... Using Information Booklets and Free Reports!

  • The Complete Invincible Annuity Workshop and Seminar Tool Kit - with all the tools I need to attract my ideal attendees... invitations, sales letters, newspaper ads, seminar presentations and more!

  • Probing Questions and The Initial Interview - I’ll learn how to set more appointments and close more sales simply by asking the right questions…

  • A Complete Sales Skills Course, with all the Appointment Scripts, Sales Scripts, Questions and Mini Closing Presentations I need to learn how to sell annuities every day!

  • Your Advisors Guide To Closing ‘9 Out Of 10’ Sales Appointments! With Samples of your two page annuity sales presentations that makes it almost impossible for people to say no!

  • And, I’ll receive One Hour of Personal Coaching each month, for ‘3 months’ to get me off to a quick start and for case reviews!

  • Plus, Your Special FREE Bonus Gifts…

That’s everything you described in this letter - all for just $995... or $99.00 per month for 12 months.

Wow, that's an incredible savings of $2,000 or more in just the first year... from what your competitors charge for their ‘single method’ annuity marketing manuals, with none of the exceptional tools or coaching you offer.

Plus, I don’t have to sign up with any other companies or give away any of my commissions.

And, I have up to 90 days to review your system, and if I don’t think it will put tens of thousands of dollars in my bank account as a result of using it, I can request an immediate, 100%, no hassle refund.

On that basis, Let's Get Started...

Order Now To Lock In This Low-Low Price And To Receive All Of The Valuable Free Bonuses! 
You must be 100% satisfied in every way or we'll refund every penny. Click on one of the buttons 
to order safely and easily with our secure online order form.  You won't be sorry!

Finance Plan... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit                                          One Time Investment... Annuity Sales Excellence™ Lead, Seminar and Sales Success Tool Kit

Only $99.00 for 12 months!    One Time Investment of $995!

'90-Day' No Risk '100%' Money Back Guarantee!
(We ship within 24 hours, using 2-3 days Priority Mail)

Whether you've been is the business for 30 days or 30 years, in just 30-90 days, using these cost-effective, proven annuity insurance marketing, lead generation and sales ideas, tips, tools and strategies, in the affordable Annuity Sales Excellence Annuity Marketing and Sales Success System, you too can quickly turn your annuity sales around and become the winner you were born to be... in spite of the current economy!

Not sure we can help, or if our services are right for you... Don’t Wait...
Call us Toll Free Today 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 cost-effective annuity marketing, prospecting and sales training that really works - your satisfaction is 100% guaranteed. 

Mehdi Fakharzadeh, RFC - "MDRT Life MemberEndorsements From Respected Industry Leaders

"Many of our industry super-achievers owe a
large part of their success to Lew Nason"

Mehdi Fakharzadeh,
RFC - 'MDRT Top of the Table & Life Member'
"The most successful living and active insurance sales
agent in the United States." Leader's Magazine

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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.