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"My recent case for my college planning client made me realize the importance of something Lew has been teaching me for years. 'Clients don't want to understand they want to be understood.' As I sat and listened to this client he told me why he wants to do business with me. The one thing that stood out in his mind was the first page of the three page plan you taught me to use, where I simply repeated back his and his wife's concerns. He was so impressed that I actually listened. And, because his ideas were important enough for me to write down, he knew that I heard him loud and clear. And, he knew that I would take into consideration all of his concerns, when making my recommendations. Using Lew's wonderful process I was able to build trust that caused this client to take massive action in a short amount of time. In fact this client had to go home and think about it all, but he called me back to move forward. What a difference in the way I now transact business thanks to all of you at the Insurance Pro Shop." "One last thing, Jeremy thank you for setting a fine example of how to treat a client. I really appreciate the way you prepare spreadsheets for me. I know how much work that takes. And, the most amazing part, that sets you apart from all of the rest, is that you guys never seem all that concerned weather I put the business with you or not. I know you would like my business, but you put my needs first and help me regardless of where this one case might land. You have truly earned my complete trust. I have told my wife if anything every happens to me that she should call you to know what to do with the money, so she can continue taking care of my family without me. I wouldn't trust any other advisors or GA's to do that. Thank you guys, (All of you) for helping me hang in this sometimes tough business. I really appreciate you all. Thank you. Thank you."
Antonio Filippone, RFC, FMM - IL - January, 2008
"Since I started reading and keeping your articles in my journal, although I am in the Philippines and most of your examples are based in the US, I have really learned lots of things and I would like to thank you for that! I have been in the life industry for the past three years, though it has been a struggling experience since I didn't really have a focus on this career. With the recent articles you have sent, I was really blessed and the information you have shared really improved my way of dealing with prospects. Yet I have to admit that I have to learn and practice more..." "Please continue to give articles that can help the many other starting agents like me to boost our confidence to go on with this noble career."
Arnold Acebuche, Davao City, Philippines - January, 2008
"Agents today have no real training, no mentors, and by offering this type of service you are doing them a real favor. Anyone who does not take advantage of your system is silly if they are to remain in this business."
Roger Craig, LUTCF, Licensed Agent since 1965 - January 2008
"Lew, I recently purchased your Advanced Fact Finding Video... I have been on two interviews so far and used the methods you described. It was surprising how the folks opened-up. Not only were their defenses totally down, but they actually stated that they liked the low-pressure approach and questioning process to find out what their needs/concerns were before they were asked to buy anything. In both cases the customer actually told me what they were going to buy... By the way, I am going to recommend that you contact Allstate's Financial Specialist Manger, so you can help them with their sales efforts. They have spent a ton of money on similar programs, but in my humble opinion, what you offer is much better. Feel free to drop my name."
Robert Dupuis, Allstate Agency Owner, TX - August 2007
"I must say that as a Financial Consultant with a securities license, I admit I was a bit apprehensive in getting your material. But I did purchase the Advanced Fact Finding Techniques Video, which in turn convinced me to get involved with your personal coaching and the members only site. For the amount of money I spent, for the amount of such useful information, it is just incredible. I have logged hours, upon hours, of reading of such priceless, quality and helpful material on just about every aspect of the business imaginable. I have done Annuity Seminars for about a year now with marginal results. After applying what I have learned from you in just a few short weeks, I not only improved the quality of my existing seminar, but the appointments I have made from the seminars have become much stronger. Potential clients come into my office, ready for me to help them. Gone was the skeptical attitude of, ok, what can you do for me? Replaced by, do you think you could help me too? Plus, they brought in all their statements, 1040 forms, old annuities, life insurance policies and long term care policies as well. Also, after just a few of your coaching sessions, which I highly recommend, has helped me put all of this together very quickly. Your smooth and simple, yet thorough approach to your Advanced Questioning Techniques, have not only helped me improve my questioning, but makes interviews exciting as well as rewarding. Thank You."
John Guntkowski, RFC, CSA - FL, February 2007 (20 years in business)
"It has been quite busy and I am looking forward to a slow down. This week we have our final two seminars for the year. Scott and I have been very focused on the senior market via the seminar and our weekly radio program. We wrote $2.7M (Annuity Premiums) for October and were #7 for the month in production with American Equity. I think last week I cleared the requirements for MDRT Top of Table."
Phil Calandra, RFC - GA, Nov. 2006 (Phil has been in the business less than 2 years)
"I have been in the financial services industry for about 13 years and I have only been receiving coaching from Lew in the last 3. ...it took me 3 years to finally listen to Lew. Don't waste 3 years of your career thinking that you know what you are talking about. Don't buy in to your own negative thinking that this can't work and it can't be that easy. Some of Lew's coaching may at times come across as, 'oh I knew that', or 'yeah, yeah I could do that, but that's not what I want to do.' Do not dismiss what this man has to say. He knows from years of experience what he is talking about. He can lead you to the easiest and least expensive way to literally explode your production. Listen, Listen, Listen and shorten your learning curve. If Lew tells you to do something, at least try it. If you don't get the results you were expecting call him, tweak it and try it some more. You will not be disappointed."
Antonio Filippone, RFC, FMM - IL, October 2006
"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, July 2006 (with a National Bank)
"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, January 2005
"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. I'll give you credit for 90% of the success I've had with this seminar. I just followed the advice in your 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, Dec. 2004
"I just made a large (for me) annuity sale that would have not been possible had I not used your website (the Insurance Marketing & Sales Resource Center™) and your coaching advice. I have learned to listen much, much, more than talk. The sale is made by them not me. And most importantly I did the right thing for the client because they will be earning much more income and saving a bundle on taxes. So, you not only helped me, but the client." "Oh by the way the sale was for $24,000 commission, not a bad day!!! This is only step one in the planning process, step two the life insurance review will generate another smaller, but nice sale."
Brian H. - PA, Oct. 2004
"I am really getting a lot from the site. It is reminding me of things I knew about marketing but did not apply for whatever reason. In my old business I used to do this for other people!!??!! I really enjoy the direct response writing style -- I studied it and wrote that way myself in my other business. I'm finally getting how CRUCIAL it is to lay a good marketing foundation and that has been my failing. I'm going to be giving a lot of thought as to how I want to focus." Colleen Urban - AZ, Oct. 2004
"You have the most comprehensive and I firmly believe, the most practical coaching service for insurance/annuity agents." "Thanks Again and please, Keep On, Keeping On (what you are doing)!" Gil C. - LA, July 2004
"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, July 2004
"Lew, you are good. You have a tremendous gift in/of coaching, guiding us agents through all the fog, saving us time and money, advising us in a way to simply cut through all the fog, so that we act on what gets results (vs. otherwise just randomly having the attitude of let's just throw some money at it and see if by happenstance it might have mediocre performance) . Thanks for the straight forward, result oriented, coaching! I look forward to our next coaching session. All the best", Ken Walbridge - TX, July 2004
"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 - AZ, June 2004
"I'm a newcomer to your coaching service, but have been in the industry for over 15 years. I am so impressed with how much you have been able help me and our organization. Through your coaching, you have introduced an entire new approach and therefore profit center for our organization. You are a God send. All the best,"
Ken Walbridge - TX, May 2004
"Thanks for the coaching session today. As usual you helped me get back on track. Thanks to your great advice about paying more attention to my existing clients I have already written $22,000 this year in just 3 1/2 months, whereas last year I only made $34,000 for the whole year. I always felt funny going back to existing clients and I had a tough time doing business with family and friends. Sometimes they would show interest and I would just drop the ball because I didn't want to feel like a pushy salesman. You helped me to see the value in what I do and to realize that these people would rather work with me anyway. Now I jump on the opportunities to help the people who already like me and everyone is a winner. Thanks again, and be patient with me I will eventually get this questioning thing down."
Antonio Filippone RFC, FMM - IL, April 2004
I am having my best month ever with seminars, appointments, and closes. I am sure that a lot of it has to do with the coaching sessions and becoming more aware of my own actions during the seminar presentation and the opening appointments. I have sold more life insurance in one month than I use to sell in one year and the annuity sales have been unbelievable. Not only a higher percentage of closes but much larger sales."
Rick Wallace - ND, April 2004
"Just want to thank you and IPS for giving me that 'little extra' nudge I needed (through your articles and our prior coaching sessions Lew) in pursuing 'joint venture relationships' as a result I now have complete access to a major P&C firm's book of business. Their agency has been in business over 40 years and they have A LOT of clients with a good chunk of them being commercial. I've already started working them and can't tell you how grateful and excited I am! Thanks Again,"
Alex Gayton - FL, March 2004
"Thanks so much for helping me out with the social security report, I really appreciate it. It just goes to show how committed you and everyone else are to helping us succeed. You have been very accommodating and friendly, that's something that I don't see but once in a great while. I just want you to know that your hard work does not go overlooked."
Nick Royer - OH, March 2004
"I have combed through your website and read almost every page and want to say thank you! The information has helped big time, my production is up 65% over last year already."
Rick H. - Winnipeg MB, March 3, 2004
"My experience with Lew is great service and excellent, creative, practical ideas!" Nikki Ross, author of Lessons From The Legends Of Wall Street: How Warren Buffett, Benjamin Graham, Phil Fisher, and John Templeton can help you grow rich.
Nikki Ross - FL, February 27, 2004
"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 cant wait to get out and try these strategies on the appointments. Thanks for your help!"
David Hodgkins - NH, February 2, 2004
"I've been selling insurance and annuities since 1988. Over the years, I've purchased many of the annuity sales systems and books being offered out there. None of them are as comprehensive and as easy to use as your Annuity Sales Excellence program. Thank you!"
Rick Wallace - ND, February 2004
"Just wanted to tell you I think the Joint Venture piece on the site is awesome and very useful to say the least. I love that particular style of information. Practical, hard-hitting, high-content, 'how to', hardcore marketing information tailored to our business and most importantly from your perspective. Thanks again." Alex Gayton - FL, January 2004
"Lew, I just completed my first seminar using the strategic questions we discussed during our first coaching session. The results were remarkable. At the seminar I had a 90% response on people who have agreed to the one hour complimentary meeting. And, I just had my first appointment and uncovered in excess of $150,000 for an annuity sale. The system works and many thanks for your help." Steve R. - OK, January 21, 2004
"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 Holland - LA, November 24, 2003
"Thank you both for an inspiring afternoon. Today, both of you restored my faith in what I know to be real. Lending your hand to me and taking the time to show me how to get on the right path meant more than I can really express. Knowing someone else put their heart into helping me today was more than I could ever expect. I was blessed today and I Thank You so very much." Carolyn Decrisi - FL, November 2003
"Thanks for the great advice. You helped me determine areas in my seminar presentation and opening appointments that allowed me to grow my commissions by as much as 50% over what I was doing in the past. Lew has been especially helpful in the role playing and immediately being able to point out areas of weaknesses that I was able to immediately correct. Having a coach doesn't cost you money, it makes you money. In addition to the coaching, the annuity packages available for sale on this web site are jam packed full of information that will help propel you to the top in terms of building clientele and increasing your commissions. These packages are some of the best in the industry, and for the price, you can't afford not to have them." Rick Wallace - ND, November 2003
"I have been reading your GREAT articles. YOU are just FANTASTIC! The information that you have given me so far has been VERY, VERY HELPFUL. Thanks again."
Ellice J. - MI, October 28, 2003
"First, thanks for answering all my questions before I subscribed to the Resource Center. I have found this to be a virtual gold mine of information. As a new agent I am thankful that there is absolutely no "fluff". I truly believe that there is no other site or service that contains so much information so designed for success in this profession. One look and a person can see that Mr. Nason's true goal is to see positive results and success for those whom he mentors. Thanks again for the professional and personal manner with which you have helped me."
John C. - KY, October 28, 2003
"Thank you for the help - Your coaching is wonderful. The day of our third coaching session I was able to close a $100,000 annuity sale that I attribute to Lew's coaching. Using your advice and tips closed that case. Your suggestions for two other cases I will use this week. Thanks a lot." Judy D. - GA, September 29, 2003
"I just want to say 'thank you'. I recently signed up for the Insurance Marketing program and decided to give your office a call regarding a question I had. Was I ever surprised when you came on the phone and not only answered my question but turned the phone call into a coaching session!! Now that is what I call 'value added service'!! I look forward to much success as I take you up on your invitation to call anytime."
Patricia S. - RI, July 30, 2003
"I have been in business for 14 years and have become one of the largest Farmers Agents in the USA. I have spent many dollars on information and services, some beneficial, some not, and none were as valuable as the products I have purchased from you. Your newsletters and booklets are ideal for prospecting and adding credibility to an agent."
John L. S., MBA, CSA - IL, July 29, 2003
"Lew, I wanted to take a moment to write you and let you know how helpful your services have been to me. Part of why I am doing this is in an effort to help other people, like myself, that are looking for the tools to become the best in the business."
"Professional is the most over used word in the sales profession in my opinion. Many times when I have seen an example of a "professional" sales presentation it reeks with another slant of arm twisting, condescending, manipulative, or insincerity. I don't want any of that, I think more of myself than that."
"Your system is obviously completely different and it is genuinely professional. I am able to diagnosis my clients ills and make credible recommendations that they buy because of the legitimateness of the interview. I have clients, not customers, because of this. My clients are engaged in the process, so that they are able to obtain a greater level of satisfaction in what they are doing." John Neeland - LA, July 10, 2003
"To anyone thinking about investing in any of Lew Nason's programs, I would say 'DO IT'. After 10 years in this business, I have found in Lew a true no hype mentor, that has a proven track record, and proven techniques he is willing to share. And, he cares about my success." Randal Cade, CSA, TX, May 2003
"Thanks for all the help, guidance and true humble spirit, willing to help me and others."
J. T. Winkler - WA, May 3, 2003
"I'm an experienced producer with over 13 years in this business and I've yet to find anything that even comes remotely close to the dollar for dollar value I get from The Insurance Pro Shop…" "As a direct result of being a member for 4-5 months now I am more focused then I've ever been. I'm truly developing a Bread n' Butter Market, (i.e. consistent sales) and lastly I have REAL SECURITY AND CONFIDENCE IN MY ABILITY TO PROMOTE AND SELL MYSELF AND MY SERVICES."
Alex Gayton - FL, Apr. 20, 2003
"Awesome, Awesome Site…I've recently become a member on your site as of 3-26-03. Wow, this is something I've been looking for all of my agent life, Power packed with everything an agent needs to be a professional in their industry. I really have my own university wherever I happen to be. It is no doubt the best site available for education on the Insurance Industry. Thank You." Sally H. - OR, Apr. 10, 2003
"Stay up late and get your mind going. There are great ideas on this site. Lew has done an excellent job." Vernon T. - TX, Mar. 20, 2003
"By handing them out at seminars… Your Booklets helped me earn over $50,000 in one month." Stephan Lomsdalen - AZ, Jan. 22, 2003
(Follow-up April 22, 2003 "I'm way ahead of last year. I have over $150,000 in commissions so far this year.")
"It never ceases to amaze me how when I am stuck with a marketing problem, a phone call to Mr. Nason clears my head and gets me back on track immediately. Mr. Nason has a deep love for and understanding of, marketing. His uncanny ability to simplify problems and develop marketing solutions is an asset that I rely upon heavily. Thank you for making your resource center available and helping me focus on how to make more money!"
A. S., Insurance Web Designs - CA, Nov. 2002
"Thanks for the great advice. You helped me define several key areas that will make me much better at setting appointments and closing sales at those appointments. I especially enjoyed the roll playing. Anyone who is in this business and doesn't have a coach is making a VERY expensive mistake. Save time, save money, save aggravation. Hire Lew."
Kevin Bard - Metro Detroit, MI, Oct. 12, 2002
"I was skeptical. Now, I'm overwhelmed with the amount of great information available on your site." Jim M. - CA, Oct. 3, 2002
"I found your website to be one of the most helpful tools I have used in building my practice. Thank you for developing a resource that is informative and cost effective."
Scott W. - KS, Oct. 2, 2002
"I'm glad you convinced me try your resource center. I just spent a lot of money for a high powered coaching program from one of your competitors. After visiting your site, I'm totally convinced I'll learn more from you." Paul F. - CA, Sept. 23, 2002
"Lew: I just wanted to say Thank You so very much in advance. I truly enjoyed our chat on the phone Tuesday, and I put to good use everything you said. I was able to use your presentation and personal pointers with a client who is 86 and has lost several hundred thousand dollars in stocks. I'll be able to preserve about $250,000 for him. I couldn't have helped him see the wisdom of preservation of assets so easily without your 'Golden' advice." "Again Thank You" Carol C. - CA, Aug. 7, 2002
"Lew, Thanks…" "That sales appointment with _______ turned from a small sale of less than $1,000 in commissions, into almost $17,000. You're right, the fact find and the two call close, are the way to go." "This is my biggest sale ever." Mike Pizzerelli - FL, July 2002
"Thank you.... I just started your system less than a one month ago. People are constantly calling from the ______ Senior Center to get my free booklet. I've made three appointments and I just closed my first case for over $4,500 of commissions." "The system works great." Stacy Towers - FL, June 2002
"…I can personally vouch for the systems Lew teaches. I started using them and within two weeks I closed an annuity sale for over $6,000 in commissions, and these clients want me to manage another $350,000 of their money." Don Zaberer, CLU - FL, Aug. 8, 2001
"... the booklets for the lead generation system are great. They are very professional and in color... I am really impressed.. I have run the ads in two publications one day each and have received 23 responses and have set two appointments to date. I have been utilizing the system now for three weeks…" S. Tucker - GA
"I just had an appointment with a 65 year old respondee from a few months ago. We have a second appointment next week. He is bringing in all his financial information so we can move over $300,000 into annuities." Don Zaberer, CLU - FL
"Lew, I've worked with many agency's over the years, and there's no question, you guys are the best." Andy Wingate - MA
Not sure we can help, or if our services are right for you…
Please read our free report… "How To Attract And Sell The 'Ideal Prospects' For Your Current Products And Services!"
And, call us today, toll free at 877-297-4608… (M-F, 9AM-5PM EST)
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