Annuity Marketing and Sales Tips, Tools and Training

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

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

Discover... Why The Advisors We Work With, Who Were Earning $40k-$60k, Now Earn $150k-$350k Every Year!

We Are Dedicated Insurance Marketing & Sales Trainers... NOT Recruiters!

New & Improved For 2014...
Annuity Sales Excellence
Advanced Annuity Marketing, Prospecting and Sales Success Tool Kit

Includes the 'State of the Art' Quick Start Annuity Sales Excellence Tool Kit 
...the Complete Annuity Lead Magnet Ad, Booklet and Free Report Tool Kit
...the Complete 'Invincible' Annuity Workshop and Seminar Tool Kit
, 3 Months of One-on-One Coaching (not group coaching)


Annuity Sales Excellence™ Tool Kit... Annuity Marketing and Sales Training System

A $6,550.00 Value, with Special FREE Gifts

You'll Get It All, For 'One' Affordable Investment!

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

One Time Investment of $995!    Or, $99.00 for 12 months!   

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


Dear Insurance Agents and Financial Advisors,

It’s No Secret… that because of the two huge stock market losses in the last 14 years, and because CD interest rates are still very low, many retirees are being forced to dip heavily into their investment principal, just to survive.

Now their biggest concern is - “Will I Outlive My Money?

That makes this one of the best times in history for you to be selling annuities, because you can offer them the safety, guarantees, superior returns, tax deferral and the other exceptional benefits of fixed, indexed, variable, split and single premium immediate annuities.

The problem is... Seniors Are Tired Of Annuity Sales Pitches!

They’ve heard it all before. They’ve been burned, or they’ve seen their friends burned too many times by fast talking salespeople and advisors.

If you want to reach them, get them to listen to you and set an appointment, you’re going to have to learn a totally different approach in your Ads, Sales Letters, Seminars and Workshops.

You'll need to: Stop selling investment returns… Stop hyping the hot new annuity product… Stop using complicated sales presentation calculators that just confuse seniors and provides them all with the same solution.

Seniors want... are looking for... and deserve REAL HELP!

We have literally 'rewritten the book' on how to sell annuities.

Consider, the top annuity producers, 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 annuity marketing, branding, lead and sales systems, with 3 months of one-on-one sales training and customized coaching, you can do the same. And we’ll be by your side every step of the way.

Think about it, you can keep stumbling and fumbling around and struggle to make a decent income. Or, you can invest in an annuity marketing, prospecting, appointment setting and sales system that has a proven record of helping agents to earn significant six-figure incomes. It’s entirely up to you...

"A good system, shortens the road to the goal."
Orison Swett Marden

You can either learn by trail and error, which is time consuming and very expensive. Or you can find someone who has already done it and learn from them.

"Lew, I have been in the insurance and securities industry since 1965. I was a stock/broker and Life Insurance and Annuity Coordinator for E. F. Hutton for the state of North Carolina in1978. In 1981, I was president of FSC Agency (a large broker dealer in Atlanta). From 1982 to 1987, I was president and founder of Pilot Financial Services, a FINRA broker dealer. I have attended sales training for dozens of large insurance companies. You offer the best client presentation, and marketing and lead generation strategies I have ever seen."
Steve Patterson, RVP at Cherry Financial Partners, Ltd., (47 years)

 "Many of the agents and managers we work with have purchased sales systems, attended training courses with other groups and have been very dissatisfied with the overall sales results. Our primary objective is to enhance our agents' business opportunities and professional development by providing them with the intensive marketing, prospecting and sales training they need, and then giving them the very best in broker support. That is why we've associated ourselves with Lew and Jeremy Nason, of the Insurance Pro Shop. They have put together a comprehensive marketing and sales system and training program that if studied and followed has already proven to produce consistent positive results. It gets back to the real basics and keeps it simple, so that no matter what the agents experience level, they will succeed."
Arsy Grindulo Jr., CEO of WFLife (22 years)

"Your programs and coaching made an immediate impact on our agents and we are absolutely reaping the benefits. If anybody wants to be a player in this business and really make money, they need to stop hopping from program to program and get involved with the Insurance Pro Shop to learn to be a true, trusted professional in this industry.​ It's more than just "programs". It's the teaching and coaching that shows an agent how to use them properly to get consistent results. That's what sets the Insurance Pro Shop apart from the rest."
William Booser (23 years) & Tim Counts (10 years), National Annuity and Life Sales

Three Critical Pieces That Are Missing In Most Annuity Sales Programs

There are a few very good annuity sales ideas and sales programs out there, like LEAP, Circle of Wealth, Social Security Income Planning, Roth Conversions, Annuity Laddering and others to help present and sell your hot, new annuity products, once you are in front of the right prospect. However, besides their incredibly high upfront cost (3,000-$5,000), and ongoing annual fees, 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 lead generation tools and techniques, with the essential tips and training you need to set yourself apart from all the other agents, 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 skills training... questioning and fact-finding techniques you need to get your prospects emotionally involved, so they see you as a trusted financial advisor and WANT to set better priorities and take immediate action on your recommendations. It is about you learning how to discover your prospects’ innermost desires, and then using that knowledge to craft an offer that is irresistible to them? So, you consistently close more and larger annuity sales!

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

Using our Annuity Sales ExcellenceTool Kit, with our one-on-one coaching we'll show you how to quickly fill in the critical pieces that are missing in each of these hot, new annuity sales programs.

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

If you want to take control of your business and 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 quick sale, like everyone else!

"High achievers spot rich opportunities swiftly,
make big decisions quickly and move into action immediately.
Follow these principles and you can make your dreams come true."

Robert H. Schuller

Here's what industry leaders and your associates are saying about our ‘Turnkey’ annuity marketing, appointment setting and sales system... with personal coaching!

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
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.

"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

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

"Lew truly helps you have that slight edge."

Joseph Falbo"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)

"For my third seminar I spent $2800, and so far I've made $55,000"

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

Endorsement From A Respected Industry Leader

Loren Dunton, Founder of the financial planning profession.“I know and respect many leading financial planners who credit Lew Nason 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.

Annuity Sales Excellence™ Tool Kit... Annuity Marketing and Sales Training System  But don't just take their word for it…
Give it a Risk FREE test drive NOW!
(We offer a 90 day, 100% Satisfaction, 100% money back guarantee.)

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

One Time Investment of $995!      Or, $99.00 for 12 months!

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

Orison Swett Marden

Selling Annuities Is Easy...

Selling annuities is easy when you learn how to:

  • Set yourself apart from the 100's of other insurance agents, and financial advisors in your local community. Seniors won’t flock to just another annuity salesperson offering the same products and services as everyone else!

  • Add magical pulling power to all your communications! People will practically beg you for an appointment, once you clearly communicate how they’ll uniquely benefit by meeting with you!

  • Explode Your Annuity Sales Commissions, by learning how to discover your prospects’ innermost desires, and use that knowledge to craft an offer that is irresistible to them.

  • Close '9 out of every 10' annuity prospects you see.

Our ‘turnkey’ annuity marketing, prospecting, appointment setting and sales system is the First and Only System that addresses all three of the critical sales success areas of lead generation, appointment setting and closing sales in great detail... and reveals the secret strategies used by the top 1% of annuity sales professionals!

  • Plus, provides twelve (12) proven, low cost lead generation strategies, so you always have a steady stream of high quality annuity prospects!

  • Provides ‘one on one’ personal coaching and support for 3 months to help you determine the best annuity lead generation strategies for you, based on your strengths, knowledge, experience and budget!

  • Is Endorsed by over 30 Respected Industry Leaders and Advocates, like the following!


  • Has A Proven Record of Helping Agents and Advisors to earn $20,000, $50,000 and more per month!

  • Is Affordable for every insurance agent and financial advisor... because there is No high (3,000 to 5,000)upfront price tag, No annual fees and NO reduced commissions!

  • Offers a 90 Day, No Questions Asked, 100% Money Back Guarantee

  • And, we are the only annuity training organization that is a member in good standing of with the Better Business Bureau of Metro Atlanta, which means we are held to the highest standards of ethical conduct and customer satisfaction.

It's Up To You…

You can continue to believe all the hype and keep looking for a magic cure... Or, you can take charge of your own destiny, starting right now!

Why waste your valuable time and hard earned money re-inventing the wheel, when you can have over 3 decades of proven annuity marketing, prospecting, appointment setting and sales expertise at your finger tips in just a few days!

Annuity Sales Excellence™ Tool Kit... Annuity Marketing and Sales Training System

You'll Get It All, For 'One' Affordable Investment!

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

One Time Investment of $995!    Or, $99.00 for 12 months!   

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


"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

Outline of what you'll get in this 'Turnkey' annuity system…

Learn What Every Financial Adviser Ought To Know
Today About Annuity Marketing and Sales…

This affordable Annuity Sales Excellence system is very comprehensive, because it is designed for both new and experienced producers. At first, you may feel overwhelmed, like you are drinking water from a fire hose.

However, once you get into this annuity sales system and receive our 'one-on-one' personal coaching you’ll find it’s really not that complicated. We will help you to determine the very best annuity marketing, branding and prospecting strategies for you to use...'based on' your style, personality, preferred markets, experience and budget! 

Remember, everyone’s situation is different, with different strengths and weaknesses. The typical ‘one size fits all’ annuity marketing and sales strategies being taught today do not work for most advisors! That’s one of the major reasons why 90% of the new agents are still failing and why the average net income is still only $40,000-60,000 for experienced financial advisors! 

Our goal is to show you how become the most ‘Respected and Trusted Financial Adviser’ in your local community. The one person your prospects will WANT to see, and will WANT to do business with... Right Now!

Your ultimate success selling annuities is based on this simple truth…

“People don’t care how much you know, until they know how much you care!”


Disc #1 - Annuity Sales Training and Presentations

Make your prospects want to meet with you and buy from you! Become the trusted financial advisor they want to see! You'll learn what the Top 10% of Producers are doing, to set yourself apart from all of your competition. Plus, you'll learn the scientifically designed, 'conversation selling' scripts and questions the 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 personal sales skills training we provide)

Section 1 - Introduction To Annuity Sales Excellence™
Understanding The Financial Problems Retirees and Boomers 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' - (annuity prospecting scripts)

  • The Initial Fact-Finding Interview with Sales Skills Training - (annuity 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...

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... (annuity 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… (annuity prospecting scripts, annual review letter, annuity prospecting letters) Existing clients are the key to long-term success in every business... and certainly in annuity sales!

Section 7- Joint Venture Marketing... (annuity 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... (annuity sales letters, annuity 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…

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

You'll get 16 career and life changing classic guides to having the success you have been dreaming of!

“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)

Annuity Sales Excellence™ Tool Kit... Annuity Marketing and Sales Training System  What Are You Waiting For?
One additional sale will more than cover your investment in this system!

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

One Time Investment of $995!    Or, $99.00 for 12 months! 

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


Our Guarantee To You

Consider... 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 annuity business, verses people who have over 30 years of experience training agents and advisors 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!

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 personal coaching, you can experience a boost in your annuity sales almost overnight, just like these very successful financial advisors.

These Insurance Agents have quickly gone from working long hours and earning a mediocre income, to becoming one of the most recognized, trusted and respected Financial Advisors in their local community.  And You Can Do It Too!

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.

Nick and Jerry Royer

"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)

Beau Henderson, RFC - Rich Life Advisers - GA

"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)

Dennis Postema, RFC - Postema Marketing Group, LLC - OH

"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

Joe Casey, RFC - Casey Wealth Consultants - TN

More Financial Adviser Success Stories

"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

Endorsement From A Respected Industry Leader

Edward P. Morrow, CLU, ChFC, RFC, CEP - CEO of the IARFC recommends The Insurance Pro ShopLew Nason, RFC, 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

STOP Wasting Your Time And Money!

Annuity Sales Excellence™ Tool Kit  Your investment is only $995.00 for the Annuity Sales Excellence
with Our 4 Special FREE Gifts and
3 Months Of One-On-One Coaching

If You Act Now!

Are you thinking: “How come your prices are so much lower than everyone else?”

First, we believe every agent should have an equal opportunity to succeed in this business - Not just a chosen few!

Second, we believe that the more agents and financial services professionals we help to be seen as true 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 our prices very low.

Example: Instead of printing and sending expensive, bulky manuals, we’ve created 5 'Power Packed Text CDs' with all the tools and information you need. (You can easily print out the information you want, when you want it.) This dramatically cuts our printing, shipping and labor costs. These huge savings are being passed onto you.

Remember, unlike most of the other programs being offered out there... 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, or take a cut in commissions! We are dedicated trainers, NOT recruiters!

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:

You Get A 90 Day No Risk, 100% Money Back Guarantee!

We’re asking you to review and use this Annuity Sales Excellence lead, seminar & sales system.

We guarantee you will see a dramatic, positive results in only Days!

Our "Bulletproof" No-Risk, 90 Day, 100% Money Back Guarantee: If you are not convinced this program is right for you - if the program doesn't do everything I promised, I'll return every cent with no hard feelings.

That's right, if during the first 3 months you decide our program isn’t worth it, just send it back (within the 90 days) and you'll get the entire initial investment back!

So, what are you waiting for? Aren’t you ready to start making real money selling your annuities?

Imagine, you could be using this dynamic annuity marketing and sales system today and seeing positive results right now. There is absolutely no risk involved and the low cost is 100% tax deductible as a business expense. The only thing you stand to lose is the money you could be making if you were using this system today.

You are losing money and your competition is
getting richer every minute you delay.

We guarantee you won’t find an easier way to generate high quality annuity sales leads and establish yourself as the trusted and respected expert financial adviser in your local community.

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

Annuity Sales Excellence™ Tool Kit  A $6,550.00 Value, with 4 Special FREE Gifts

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

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

One Time Investment of $995!    Or, $99.00 for 12 months! 

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

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 affordable life insurance marketing, prospecting and sales training that really works - your satisfaction is 100% guaranteed. 

'Professor' Rodney D. Ballance, Jr. FIC, CCIA Endorsement From A Respected Industry Leader

"I only endorse people and companies I truly believe in. The Insurance
Pro Shop
, with Lew Nason and his sons Will and Jeremy are the ONLY insurance marketing and sales training organization we recommend."

Rodney Ballance Jr.
, FIC, CCIA - Speaker, Author
Founder of the International Financial Leadership

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

Whether you've been is the business for 30 days or 30 years, in just 30-90 days, using these cost-effective, proven annuity 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 & Lew Nason
The 9 Out Of 10 Guys...

P.S. One other thing… if you've read this letter and still decided not to order, then we're quite frankly, puzzled. You see we've mentioned all the benefits you get. We've given you testimonials from others who have already gotten great results. (did you notice they're from real agents like you, not just a bunch of our buddies trying to help us out)  We've made our 90 Day, 100% Money Back Guarantee to you and we've taken all the risk -- the only thing we can't do is make the decision to buy for you, it's up to you to take action right now.

Judge Us By The Company We Keep!

Mehdi Fakharzadeh, RFC - "MDRT Life Member"Endorsement From A Respected Industry Leader

“Working with IPS, there is no reason on earth why you can not become a sales super-star who ranks equally among MDRT all-time sales leaders like Ben Feldman, Norman G. Levine, Lew Nason, Tom Wolff, John Savage, Guy Baker, Walton Rogers, and other top producers.”
Mehdi Fakharzadeh,
RFC - "MDRT Life Member"
World’s most successful living and active insurance sales agent according to the MDRT.

Learn More About Us...  And Our Affordable, 'Cutting-Edge' Life Insurance and Annuity Sales Systems, Tools, Training and Support For Financial Advisors!

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Keeping The American Dream Alive...Keeping The American Dream Alive...Keeping The American Dream Alive...
One Family At A Time!

"You Can Make The Difference"

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!

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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, prospecting and sales ideas, strategies, tips, 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.