Straight from the sales guru himself
Steve Lewit /CEO & Sales Coach
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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
We have the financial industry’s best annuity, life insurance and long term care products.
Our case design teams are experts at helping you identify the best sales strategy to use.
We’ll provide you with multiple ideas on the best ways to approach every single case.
We have custom-developed software programs you can use to help you make the sale.
You have the ability to create your own reports or have us help you put them together.
Use our custom-developed presentation guides to help sell key concepts or ideas.
Ask us your questions—that’s what we are here for. We’ve got expert advice at any time.
Let us know if you’re not sure what to say—we’ll help coach you through the perfect script.
Our teams pride themselves on staying up-to-date on all industry rates and changes.
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!
Getting Your Financial House in Order Workbook
Our proprietary workbook is a proven, systematic way for you to uncover hidden landmines that could ruin your sales opportunities. Double your sales by requesting our workbook now!
Winning in this new era of competition
An enlighting paper that discusses how you can get immediately get ahead of your competition!
Check out the brochure for our beautiful 2016 incentive trip destination - Dorado Beach Puerto Rico!
Special Report Why 99% of all Sales & Marketing Systems Fail
Are you tired of trying various sales and marketing systems that simply don't work? Find out what you can do to solve this problem for good and rapidly grow your business with our special report. Download instantly!
Wealth Index Report Sample
A powerful report to help your clients improve their finances. Download now!
Discover the critical sales landmines that are killing your business - and how to prevent them!
The Selling Chronicles
It's time to evolve from an old-school salesman and use powerfully effective, modern day sales techniques that help UA CEO Steve Lewit write $30 Million of business annually. Don't miss this book!
This is your chance to touch, feel and see everything United Advisors can do to help you grow your business. This information kit is jam-packed with powerful materials you can use immediately to increase your revenue.
The $5 Million Dollar Program
Anyone can write $5 Million! You just need to know how—Request your free copy 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