The Rules Have Changed…
Have You?

The way the insurance industry
 does business has changed forever
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    The game has gotten harder
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    Prospects have less time
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    Prospects have more information
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    Prospects have more choices

Now more than ever,

you need to be a Master at Client Prospecting

NEW! Elite, Live 3X Appointments
Be mentored by Wendy Weiss, The Queen of Cold Calling

3X Appointments, a live mentoring program with Wendy Weiss, will change the way you do business forever because once you’re trained to a higher level, you’ll get used to hearing “yes” – and you’ll never look back.

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    Get better at prospecting
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    Gain control over your sales and sales cycle
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    Feel confident and comfortable
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    Learn essential, brand new sales strategies
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    Get results when you set more appointments & close more deals

What form of marketing costs you absolutely nothing, enables you to have an in-depth, human being-to-human being conversation with your prospects in real time, and takes you only a matter of hours to generate leads that are likely to become clients?

What form of marketing can fill your sales funnel when you’re not getting enough referrals, networking contacts fail to come through with leads or your emails get no response?

Your telephone + today’s new prospecting strategies.

The World Has Changed

Many of the marketing strategies we used to consider foolproof within the commercial real estate industry just aren’t performing anymore. Yesterday’s top techniques become less effective every day – and one day very soon, they’re not going to work at all. You’ve probably felt the frustration or the anger of getting the runaround from your prospects who are scared to make a decision in a still troubled economy – or maybe, as it turns out, who weren’t ever going to become your client in the first place.

And, you may have spent more time than you’d like to admit chasing after prospects who seem likely…but who really end up wasting your time and getting you nowhere.

If you want to set more appointments and close more deals, the key is to get better at prospecting the way it works today. To do that, you need to take advantage of all the new techniques and incorporate them into your strategies.

Your Mentor for 3X Appointments

Known as The Queen of Cold Calling™, Wendy Weiss is recognized as a leading authority on lead generation, cold calling, and new business development. She guides clients as they speed up their sales cycle, reach more prospects directly and generate more sales revenue. Her clients double and triple the number of new business appointments they can schedule, resulting in a matching increase in sales. Wendy specializes in working with companies that want to increase sales revenue by generating new business and revitalizing under-performing sales teams. Clients include New York Life, Jefferson National and thousands of agents throughout the country.

What happens in the 3X Appointments program?

Session 1: Getting Past the Palace Guard

You’re about to change the way you feel about prospecting because it’s going to get a whole lot easier for you. Session 1 is packed with fresh, exciting tactics for bypassing gatekeepers and accessing decision makers.

Session 2: Guaranteeing Success

You need a clear plan of action to overcome any challenge. Session 2 focuses on developing effective pre-call planning and strategies.

Session 3: When They Say, “Hello…”

…what will you say? You’ll have the perfect answer when you master the proven introductory techniques revealed in Session 3.

Session 4: Responding to Objections

Fielding objections can actually be fun – no kidding. You’ll be nailing appointments left, right, and center when you’ve mastered the winning plays you discover in this session.

You’ll complete this message-focused portion of the course with a powerful introduction you can use on live calls, voice mails or e-mails.

Additional 2 Months of Weekly Coaching Calls

Following the first 4 weeks, Wendy provides 8 additional weekly group coaching calls to support you as you begin implementing your new prospecting methods.

Live, in-depth, personal mentor training—your springboard to future success!

3X Appointments Includes

  • 4 weeks of content-focused group mentoring.
  • 2 months of weekly group coaching calls following completion of the content sequence.
  • Digital copies of all course materials. You will receive digital copies of presentation slides and all other course-related materials. This will enable you to search, cut-and-paste, and personalize – make them yours!
  • Lifetime access to the audio and video recordings of your 4 content-focused sessions. You’ll be able to review everything you learn in the first 4 weeks as often as you like until you master every concept and technique.
  • Unlimited virtual coaching during your coaching program. The Online Learning Center will be live and accessible while you are in the coaching program so that you get the support you need throughout the program.
  • Free multimedia support suite. On top of everything else, you’ll receive a collection of valuable support materials to help you successfully apply the techniques you’ve learned.

Seating is extremely limited. Call us at 1-866-220-4242 or email Kim Storz at to reserve your seat now.

Still Not Convinced? Here's What Clients Are Saying

“Working with Wendy has enabled me to double my revenue in half the time without doubling my effort. My case sizes have gone up dramatically since Wendy gave me the courage to go for only the best fit clients and quickly disqualify the rest. It’s only July and my production is already twice that of the entire last year. The best part is I’ve also doubled my time off.”

Jerry Iacangelo  //  Iacangelo Financial Group LLC

Each session is very helpful in building my confidence that I can do this and be successful. Every word, every process counts. There is no wasted time here with Wendy. Before the program I had great call reluctance. I didn't know what to talk about and at the same time I had too much to talk about… I didn't know what to do, so I did nothing. Now I have conversations with qualified prospects and best of all, they set appointments with me.”

Philip Merrill  //  New York Life

“I just used the final script and email from your workbook…. Within minutes, I received a return phone call.

Terry Elder //  Independent Insurance Agent, Certified Financial Planner

"My prospecting calls are more targeted – I am now speaking with the right type of prospects. The number of appointments I am now able to schedule has doubled."

Michael Kenny  //  Heil and Heil Insurance Agency LLC 

“Right now I have done 6 cold calls and have booked 4 appointments using the methods that I have learned so far in the course.”

Heidi Casterlin //  Jannotti Insurance

Seating is extremely limited. Call us at 1-866-220-4242 or email Kim Storz at to reserve your seat now.