Amplify your sales by evolving your skills to a proven, modern-day approach.
Sales Coaching
Straight from the sales guru himself
Steve Lewit /CEO & Sales Coach
Biography
United Advisor CEO Steve Lewit is today’s consummate sales guru and coach. Through his New Science of Selling system, Steve has eliminated all the old school traditional selling myths that actually undermine sales and which are no longer appropriate for the modern age and the modern client. Instead, Steve has created a new paradigm of selling—a paradigm that is dynamic, empowering, efficient and which requires no “selling” but closes more sales. Steve’s Lewit Letter is read by over 6,000 financial professionals nationwide.
Producer Statistics / Highlights

Average Production: $30 Million

Lifetime Production: $425 Million+

Licenses: Insurance & Series 65

Favorite Marketing: Seminars, ROLI Courses, Direct Mail

The
Selling
Chronicles
Steve's Book
As Featured In...
What’s In Your Selling DNA?
Evolve your skills with modern-day, comprehensive selling methodology taught to you by our CEO and sales expert Steve Lewit.
Systems-Based
A true system provides those learning it with easy to follow steps and duplicable results. The New Science of Selling (NSS) gives you a proven track to follow, making the system easy to implement immediately.
Client-Centric
The NSS philosophy prides itself on one thing—always putting the client first. While we teach hundreds of advisors how to make more sales, it’s always done with the clients’ best interests at heart.
Holistic
Steve’s sales philosophy is holistic and unbiased, encompassing any and all product types and preferences, whether you focus on annuities, life insurance, AUM, or fee-based planning.
Needs / Value-Based
One of the fundamental tenets of the system is understanding the true wants and needs of your clients. Steve will teach you to ask the right questions, discover your client’s priorities, and build a plan to meet them.
Simple
While there are many advanced nuances to the NSS philosophy, there are many components that are very easy to implement, including our Workbook and Road to Wealth software.
Comprehensive
The NSS system has everything you need to be successful. We have materials, scripts, software and training to help you quickly and effectively implement this new philosophy and approach.
2 Powerful Sales Tracks
We’ve developed two exclusive sales tracks and sets of materials geared towards annuities. Which one you will choose depends on your primary focus, licenses and areas of expertise. No matter which track you learn, the system remains the same.
Annuity
This sales track emphasizes the annuity-sale. With a simpler workbook and an income-centered approach, you’ll focus on developing a comprehensive income plan with your client, or focus on the core benefits of having your client’s assets in principle-guaranteed products.
Annuity + Advisory
The annuity + advisory sales track combines the effectiveness of the annuity-only track with additional planning-centric modules. While still income focused and annuity focused, you can also position other products with ease, such as life insurance and investments.
What's Included?
Materials
Both tracks include complete workbooks that are fully customizable and brandable to you. There are also a number of additional materials, all front-lines tested and proven to work.
Software
Both tracks include access to our custom-developed and proprietary Road to Wealth software, which lets you quickly and easily show your clients what their finances look like.
Training
We provide our advisors ongoing training opportunities through written, online and live presentation formats. Rest assured you’ll get all the training you need to be a professional.
Take a look at some of our world-class sales materials below
Life Insurance Made Simple
Our proprietary Life Made Simple (LMS) system does exactly what the name implies—makes selling life insurance as easy as you could ever want it to be. We provide you with everything you need to present and close your life cases with confidence.
What's Included
LMS Materials
The LMS materials are of the highest quality. These materials help you present the uses of life insurance in a client-friendly manner.
Software & Reports
We have proprietary LMS reports which help you illustrate the many uses of life insurance and help sell the concepts to your clients.
Training
We have multiple training and learning opportunities which focus on anything and everything that has to do with life insurance.
Here's How It Works
Build Awareness
The LMS brochures and printed materials put a great emphasis on explaining what life insurance can be used for and why. Building this awareness is the first step in gaining greater client interest.
Identify Opportunities
By understanding the key concepts within the LMS system, you’ll be better equipped to identify opportunities and discuss them. We teach our advisors to identify the best potential cases.
Present Confidently
We’ve developed presentation materials so you can take your clients step-by-step through exactly how the concepts work. Presenting in the right manner can really help close the sale.
Plus, Expert Case Design
to Fit Pieces of The Puzzle Together
Products
We have the financial industry’s best annuity, life insurance and long term care products.
Concept
Our case design teams are experts at helping you identify the best sales strategy to use.
Ideas
We’ll provide you with multiple ideas on the best ways to approach every single case.
Software
We have custom-developed software programs you can use to help you make the sale.
Reports
You have the ability to create your own reports or have us help you put them together.
Presentations
Use our custom-developed presentation guides to help sell key concepts or ideas.
Advice
Ask us your questions—that’s what we are here for. We’ve got expert advice at any time.
Scripting
Let us know if you’re not sure what to say—we’ll help coach you through the perfect script.
Rates
Our teams pride themselves on staying up-to-date on all industry rates and changes.
Illustrations
If you need a quick product illustration or comparison, we’ve got everything you need.

What are you waiting for?

Request more information or join us today!

"I had just transitioned into the financial industry from a ministry background and had been working for less than 1 year with modest success. When I met Steve Lewit and United Advisors, I was able to transform my business from $3 million per year in annuities to over $15 million of total production and $4 million assets under management in only 2 years. I just plugged myself into Steve’s coaching and leadership, and the systems he and his team have created. There is no way I could have done it without them!"
- Tami S., California
"When I joined United Advisors in 2008, I had very high expectations. Since then, I’ve never been let down, not even once. I am most impressed by all the marketing support I’ve received—seminar and client events in particular. I’ve learned how to market them much more effectively and successfully than I ever did in the past. They’ve set me apart from the competition and truly allowed my entire business to grow."
- Rick A., North Carolina
"My sales had been stuck in a rut when I decided to join United Advisors. Turns out, it was one of the best decisions I ever made. I really “connect” with the sales system and am very excited by how it’s helped me to position both more annuities and assets under management simultaneously. I think clients really grasp the simple concepts and well-presented materials. It is like night and day compared to my old process."
- Barbara S., Colorado
"I was looking for a marketing organization that could help my business grow. When I came here, the atmosphere and the people were exactly what I wanted— people who I knew were looking out for me, not just my production. I really feel like I’m important to them, and that’s something that is very meaningful to me. I never felt this way with any other marketing group."
- Roy L., Pennsylvania