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Here Are Your World-Class Top Experts!
Richard Weylman

Richard Weylman

How to Get past the Gatekeeper and Reach High Value Clients

Specifically you will learn:

  • Where to find "wealthy clients"
  • How to gain valuable personal information from clients and prospects
  • Secrets to attract more ideal clients
  • How to network in order to gain more insight & information about your ideal prospects and clients

Today, as a highly sought after marketing consultant, Richard Weylman draws from his lifetime of experience to help others understand this unique marketplace, overcome obstacles, and grow a profitable business. He is the author of the bestselling book, "Opening Closed Doors -- Keys to Reaching Hard to Reach People" and is the founder of The Weylman Center for Excellence in Practice Management™, an online university for financial professionals and staff to elevate their success in the affluent market.

Bill Cates, CSP

Bill Cates, CSP

What you must know about Referral Marketing to Thrive (especially in Tough Times)

Specifically you will learn:

  • How to network strategically
  • What is a good niche and how to select one
  • The secret to overcome your fear of asking for referrals
  • How to easily get people to call you

Bill Cates is a world renowned referral expert and has revolutionized the way financial services professionals generate referrals. He is the author of "Unlimited Referrals, Get More Referrals Now and his newly released Don't Keep Me a Secret"!

Bill is the president of Referral Coach International and the creator of The Referral Advantage™ Program and has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power and The Wall Street Journal. His own business success has also been featured in Money Magazine.

Eric Lofholm

Eric Lofholm

The Seven Step System to Generating More Clients and More Income

Specifically you will learn how to:

  • Easily generate leads in your target market
  • Convert your leads to appointments
  • Move leads in a predictable way to get a consistent use from them
  • Master the "Selling Stage" process

Eric Lofholm is a master sales trainer, who has trained tens of thousands of sales professionals nationwide. He is one of the best and most sought after sales scripting trainers in the world. This is a presentation you can't afford to miss.

He is president and CEO of Eric Lofholm International, Inc., an organization he founded to serve the needs of sales professionals worldwide.

Eric began his career as a top-producing sales representative for 3 different sales organizations. Eric has been trained by the top trainers of his time including: Anthony Robbins and Dr. Donald Moine Ph. D. as well as countless others. His clients have added millions of dollars in sales to their record after attending Eric's energetic and groundbreaking seminars. His client list is extensive including Microsoft, RE/MAX, Prudential, Sun Microsystems, Honda, Time Warner, Lexus, GTE, Bank of New York to name a few.

Jill Lublin

Jill Lublin

Get Noticed! How to Get Referrals, Build Your Client Base, and Expand Your Business By Making a Name for Yourself

Specifically you will learn:

  • The power of consistency and persistency
  • The key steps to properly marketing to existing customers and prospects
  • How you can use publicity to take your business to the next level
  • The formula to provide "value" and "benefit" to previous and new clients

Praised as a modern-day Dale Carnegie for how to be influential, Jill Lublin is the founder of GoodNews Media, Inc. and hosts the TV program, Messages of Hope, and the nationally syndicated radio show, Do the Dream. Jill is a popular international speaker who teaches powerful publicity, networking, and how to be influential techniques. As the CEO of the strategic consulting firm, Promising Promotion, Jill has trained companies in innovative techniques to improve bottom line results. In the past twenty years, she has worked with ABC, NBC, CBS, and other national media, and knows what the media wants. Jill has been featured in The New York Times, Women's Day, Fortune Small Business, Inc, and Entrepreneur Magazine, and on ABC and NBC radio and TV national affiliates.

Duncan MacPherson

Duncan MacPherson

The Three Pillars of Success

Specifically you will learn:

  • How to identify & capitalize on opportunities
  • The secret on how and where to begin your marketing strategy
  • The most important goal to achieve with each new client

Duncan MacPherson is the founder of Pareto Systems and focuses on helping financial professionals generate more business and improve their client relationship management (CRM).

Mitch Axelrod

Mitch Axelrod

Win… The NEW Game of Selling™ - How to Be THE Go-To Advisor and Industry Game Changer!

The old game is over, and The NEW Game™ is here. To win requires new thinking, new strategies, new skills, a new game plan, new playbook and new plays. Mitch will share the inside secrets his clients use to generate $2 BILLION of new sales.

Specifically you will learn:

  • Catch the Hungry Fish… Find More Motivated, Ready Buyers NOW!
  • Qualify People Quickly… Stop Wasting Time with Tire-Kickers, and Focus on True Believers!
  • Convert Browsers to Buyers… Use 3 Magic Words to Advance Sales and Gain Commitment!
  • Keep Customers… Get MEGA-Referrals, Powerful Testimonials and Prestigious Endorsements
  • Multiply Profits… Maximize ROI and Value for Life
  • Speak Up, Stand Out… Be the Go-To Advisor, the Trusted Voice, the Service Provider of Choice!
  • Get Game… Re-ignite Your Purpose and Passion for the Valuable Work You Do!

Mitch Axelrod is the author of The NEW Game of Business™, The NEW Game of Selling™, Sales Alchemy™, and more than 50 training programs. He is founder and CEO - Chief Encouragement Officer™ - of The NEW Game Publishing and Media. Mitch has delivered 3,500 live appearances, radio, television, teleconferences, webcasts, audio and video training to more than one million people from 35 countries. He has been changing the business game since 1978.

Maribeth Kuzmeski

Maribeth Kuzmeski

What's working: How Financial Professionals are Landing High-Value Clients NOW!

Specifically you will learn:

  • The most important ways to create an impact
  • Insight to create close, welcoming relationships with clients
  • How to expose yourself in order to get more referrals
  • Strategies to use the media to get yourself more exposure

Maribeth Kuzmeski is president of Red Zone Marketing and consults with financial professionals to boost their success. She has just authored a book, "The Connectors: How the World's Most Successful Businesspeople Build Relationships and Win Clients for Life" and has been featured in Business Week, Entrepreneur Magazine, MSN.com, Advisor Today, ProducersWEB, and NBC. Her program discusses practical strategies that insurance professionals can use to effectively build their business using traditional media, social media, and websites.

Annette Bau

Annette Bau

5 Selling Strategies that Guarantee Success (and more sales)!

Specifically you will learn how to:

  • Develop a plan that guarantees results
  • Achieve your desired results with HVFDAs and IPAs
  • Choose a profit niche market you love serving
  • Utilize the AskLearnRiches questionnaire process
  • A simple tool to master your follow up & follow through skills

Annette is the founder of MillionDollarMarketingPractices. She is the author of The Million Dollar Marketing System and The Affluent Women's Marketing Guide How to Market to and Work with Affluent Women.

She has been an advisor to wealthy business owners and affluent women for over 20 years. She is also a columnist for some of the largest financial services magazine.

Learn the 5 Selling Strategies that will propel your insurance business to the next level… Guaranteed!

Ethan Kap

Ethan Kap

Lead Generation to Explode your Insurance Business

Specifically you will learn:

  • A good system to easily find and then close new clients
  • How to show up and provide value for your customers
  • The best ways to connect with your clients
  • The 'Showing up and saying I want to help you grow your business' process
  • How to easily close leads

Ethan Kap is president of Insurance Mavericks, an organization specializing in helping agents and advisors get more leads.

Michael Beck

Michael Beck

Why You Must Stand Apart to Succeed in the Financial Services Industry

Specifically you will learn:

  • The best referral generating strategies
  • How to utilize the professional 100 program is
  • How to easily expand your professional network
  • How to increase warm introductions
  • The secret to building and maintaining a great reputation and connection with in your community

Michael Beck is a recruiting and marketing specialist, and is the nation's leading expert on recruiting independent sales agents. Having helped insurance and financial service professionals over many years, Michael provides new perspectives on how people behave and how to communicate more effectively. He is a regular contributor to many trade publications such as ProducersWEB, Financial Services Journal, and Advisor Today, and is the author of the upcoming book, Stand Apart or Stand Aside.

Marie Swift

Marie Swift

What You Must Know - and DO! - to Survive and Thrive in Tough Times

Specifically you will learn how to:

  • Get "free advertising"
  • Build credibility and visibility
  • Tap into the "Law of Attraction"
  • Narrow the gap of where you are and where you want to be
  • The secrets that a PR firm won't tell you

Join marketing expert Marie Swift, president and CEO of Impact Communications, to learn what you must know about marketing and PR to survive and thrive in tough times.

Marie Swift is an expert in public relations and marketing communications for financial advisors and the institutions that support them. Her reputation is such that when she talks, everyone listens.

Her firm, Impact Communications, boasts a long and illustrious list of industry thought leaders, celebrities and highly-successful advisors - all gleaned effortlessly through attraction-based marketing and PR strategies.

Hailed as "a Marketing Guru" by the editors at Investment Advisor magazine, this is an interview you can't afford to miss.

Lew Nason

Lew Nason

Insurance Pro Shop

Recession Breakout… “Insider Secrets” to Finding More Life Insurance and Annuities Sales!

Specifically you will learn how to:

  • Gather the proper prospects when planning seminars and conferences
  • Show clients you truly care
  • Get known and get your name into the community
  • Build key relationships
  • Effectively use direct mail, email, flyers

Lew Nason is the founder of the Insurance Pro Shop “The 9 out of 10 Guy’s”. He is a specialist in helping agents boost their life and annuity sales and has helped 1,000 of agents do just that! Lew shares strategies that have been PROVEN over many years of success. (He doesn’t teach theory.) In fact, Financial Services Advisor Magazine reported, “Lew Nason just may be the most effective sales improvement coach of all time.” His presentation is focused on helping anyone interested in increasing their life and/or annuity sales – even during these tough economic times.

Bob Burg

Bob Burg

The Go-Giver: How to Become a Rainmaker

Specifically you will learn:

  • What you must do to achieve your goal
  • How to properly time your questions
  • The way to properly add value when you first meet someone
  • How our beliefs affect our reality

Bob Burg is a highly sought-after speaker at financial services and direct sales conventions.

His critically acclaimed book, Endless Referrals: Network Your Everyday Contacts into Sales has sold over 200,000 copies and continues to be used as a training manual for top sales organizations throughout the world. His latest national bestseller, The Go-Giver, has been heralded as a new business classic. It's been translated into 18 languages and is his fourth book to reach the 100,000 copies sold mark.

Sharing the principles contained in his bestselling books, Bob has addressed audiences ranging in size from 50 to 16,000, sharing the platform with notables including today's top thought leaders, broadcast personalities athletes and political leaders including cabinet secretaries and a former United States.

Rob Brown

Rob Brown

Creating Encores: 6 Strategies for Building a World Class Practice

Specifically you will learn:

  • How to successfully build a world class practice
  • How to strive for the best in order to successfully run a business
  • The secret to building long term relationships
  • The "It's not what you do, it's how you do it" Strategy
  • The key to attracting your "ideal" clients

Rob Brown, founder of Encore Partners, helps financial professionals implement action-oriented strategies that dramatically improve their practices and their lifestyles. Utilizing his ENCORE approach to sales and business development, Rob teaches advisors how to build happier client relationships, create greater personal freedom and grow bottom-line profits. His strategies are based on his 25-year career as a successful financial advisor, industry leader and strategic coach. During his Insurance Selling Summit presentation, Rob will share 6 strategies for building a world class practice.

Simon Reilly

Simon Reilly

The Six Degrees of Life Insurance Connection

Specifically you will learn:

  • The importance of showing a "passion" and a "spark"
  • Now to effectively tap into your values and emotions
  • The concept "what can I do for the client versus what do I want from the client"
  • The importance of the client and their needs

Simon Reilly is an expert business coach, speaker, writer, and values and behavior analyst with 20 years of experience in coaching, consulting, facilitating and training. For over 15 years, he has worked exclusively with financial advisors and their teams to achieve sustainable business results.

Tessa Stowe

Tessa Stowe

7 Surefire Sales Strategies to Create Ultra High Converting Prospects In a Down Economy

Specifically you will learn:

  • The most powerful reasons you must, at all costs, stop selling today
  • The #1 reason you want your clients to say "NO" sooner than later
  • The speed questions which will motivate your prospects to buy from you NOW.
  • The L.O.V.E strategies which are guaranteed to generate a flood of referrals

Tessa Stowe is the Founder of SalesConversation.com and coaches her global clients on how to sell more without being salesy or pushy.

Any one of the 10 strategies that will be covered has the potential to catapult your insurance and financial services business. So just imagine what would happen if you applied all ten of them from today!

Michael Lovas

Michael Lovas

Increasing Sales through Credibility and Likability

Specifically you will learn:

  • How to become more creditable
  • The key relationship between relationships and credibility
  • The most important steps to prove to people you are creditable
  • The 10 steps to building your credibility
  • How to better understand the prospects needs versus your own

Michael Lovas is the founder of AboutPeople.com and the author of 13 books, including Face Values, a must read for any advisors. His latest book is The Axis of Influence: How Credibility and Likeability Drive Success.

Michael is a foremost expert on building likeability and credibility and shares simple steps that anyone can be implementing immediately. Anyone who wants to succeed can benefit from his expertise.

In this interview, Michael will teach you everything you need to know to increase your credibility to increase sales and grow your business.

Stephen W. Anderson

Stephen W. Anderson

Prospecting Successfully in Turbulent Times

Specifically you will learn:

  • How to prospect successfully in turbulent times.
  • How to handle rejection in all circumstances.
  • The price of success and enjoying the benefits.

Stephen W. Anderson entered the financial service industry at the age of only 20, yet by his second year in the business, was already earning over $1 million a year in commissions.

Stephen W. Anderson is the President & CEO of iMediaPro, formerly known as Cold Call Cowboy Productions, which he founded in 1985. iMediaPro is the leading provider of custom personal marketing products with over 23,000 clients in the USA, Canada and Europe.

He has been called one of the brightest marketing minds in business today and has been featured in such publications as Forbes, Success Magazine, The Wall Street Journal, Money Magazine, Registered Representative Magazine , USA Today and Newsweek. Steve has been the past recipient of the prestigious Entrepreneur of the Year Finalist Award.

Peter Montoya

Peter Montoya

Increase Your Sales through Relationship Marketing

Specifically you will learn:

  • What you must know how about relationship marketing to succeed
  • How to get your clients to become "Clients for Life" and to purchase again and again
  • How to leverage your network
  • How to build credibility with your practice
  • One of the biggest mistakes that advisors don't do

At just 40 years old, Peter Montoya is already a seasoned Financial Services veteran with over 12 years experience in the industry. Since launching his Advertising Agency in 1997 he has delivered over 1,200 presentations to Financial Advisors all over the country, developed more than 5,000 custom marketing plans, authored 3 best-selling books The Brand Called You; The Brand Called You: Make Your Business Stand Out In a Crowded Marketplace; The Personal Branding Phenomenon.

He is a leading expert in Relationship Marketing, Branding and Referral Marketing and referred to as "The Big Idea Guy". He provides insight to any advisor desiring to grow their business. He will be sharing "How to Increase Your Sales through Relationship Marketing."

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