Master the Art of Selling Indexed Universal Life – Empower Your Clients and Boost Your Income!
Learn how to position IUL's effectively, structure winning policies, and maximize your commissions with our step-by-step training.
Different Services
IUL Toolkit for Advisors – $25
Key Features
Complete IUL Outline
Ready-to-use Sales Sheet
Client Presentation that closes deals
Benefits
Close more deals with less effort
Professionally designed resources
Perfect for quick implementation
How to Set Up IUL's Like a Pro – $97
Key Features
Step-by-step video course
Learn how to structure IUL's for maximum benefits
Funding strategies and compliance tips
Benefits
Learn to confidently set up IULs
Increase your expertise and close higher-value clients
Lifetime access to the course content
Testimonials
Case Study 2
Agency Overview:
Agency: Insurance Elevated
Location: Tamap FL
Initial Revenue:
Around $500K monthly
Goal: To break through the $1 million/month mark by closing more high-value IUL deals.
Challenges:
• Difficulty securing consistent high-value clients.
• Needed advanced strategies to target affluent clients and present IULs as a premier solution for tax-free retirement income.
Solution Implemented:
We worked with Insurance Elevated through our private training, focusing on:
• Advanced client acquisition strategies aimed at high-net-worth individuals.
• Custom IUL structuring methods to fit the specific retirement goals of affluent clients.
• Sales techniques to shorten sales cycles and close larger IUL deals.
Results:
• Achieved $1 million in IUL sales within a single month.
• Key Outcome: The agency now has a streamlined approach to acquiring high-net-worth clients and closing large deals consistently.
Results-Oriented Guarantee
We guarantee that the strategies and materials provided in our toolkit, course, and private class will directly help you grow your business by making IULs easier to understand and sell to your clients.
Always Up-to-Date Guarantee
p.p1 {margin: 0.0px 0.0px 0.0px 13.0px; text-indent: -13.0px; font: 14.0px '.SF NS'; color: #0e0e0e} We guarantee that all of our resources will be regularly updated to ensure they remain relevant in the ever-evolving financial and insurance industries. You’ll always have access to the latest strategies and tools
Professional Quality Guarantee
We guarantee that all of our materials are designed to a professional standard, both in terms of content and presentation. You’ll receive high-quality, ready-to-use resources that reflect the professionalism of your business.
Frequently Asked Questions
What is included in the $25 IUL Toolkit?
The $25 IUL Toolkit includes three essential resources:
• A comprehensive IUL Outline that explains the key features and benefits of IULs.
• A professionally designed Sales Sheet that simplifies the IUL value proposition, making it easier for you to close sales.
• A Client Presentation that you can use during meetings to walk clients through the benefits of IULs, increasing your chances of conversion.
How does the $97 ‘How to Set Up IUL’ course work?
The $97 course is an in-depth, step-by-step training designed to teach you how to properly set up and structure Indexed Universal Life policies for your clients. It covers:
• The basics of IULs and how they work.
• Funding strategies and options.
• Compliance tips and best practices.
You will have lifetime access to the course, so you can revisit the content anytime and benefit from future updates.
What if I’m new to IULs? Will these resources still work for me?
Absolutely! All of our resources—from the $25 toolkit to the $500 private class—are designed to accommodate advisors at any experience level. The materials break down complex concepts into simple, actionable steps, making it easy for beginners to get started while still providing advanced strategies for experienced advisors.
How soon will I get access to the resources after purchasing?
You will receive instant access to the IUL Toolkit and the ‘How to Set Up IUL’ course immediately after purchase.
Can I ask questions if I get stuck while implementing the course material?
Yes! We offer ongoing support for all of our products. If you purchase the ‘How to Set Up IUL’ course you’ll have access to email support to ask any follow-up questions or get clarity on any part of the content.
Do you update the course materials?
Yes, the ‘How to Set Up IUL’ course is updated regularly to reflect any changes in IUL strategies, laws, or market conditions. Since you have lifetime access, you’ll automatically get access to any new content or updates at no extra charge.
How do I get started?
Simply choose the product that best fits your needs, click the “CTA” button, and you’ll be taken to a secure checkout page. Once your purchase is complete, you’ll receive access to your product immediately (or we’ll schedule your private class). It’s that simple!
Take the Next Step Toward Mastering IUL Sales – Start Your Free Training Today!