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Indexed Universal Life

  • Strategy
    Best For
    How it Works
    Goal
    Flexible Life Insurance with Growth Potential
    Individuals seeking life insurance with investment benefits.
    Accumulates cash value based on stock market index performance, with a death benefit.
    Combine life coverage with the potential for tax-deferred growth.

  • We have made the sale easy for your practice, by following this sales deck, you can interview and educate your prospect on both need and value.  By listening to the video provided and downloading the sales deck below, you can open this line to your practice.

    Sales Deck Master Guide

Indexed Universal Life

  • Become Contracted At-Will with any of the carriers below:

    Indexed Universal Life

    *Be sure to check product availability for the state(s) you are licensed in.

  • Need to add..

    • Consumer facing resources for stating the need and value of the product, make these items available for agents to "White-Label" and make their own.

  • Need to add..

    • Agent facing resources for the economic and state of the market resources for this line/Hot Sheet or other helpful agent information associated with the line.  Carrier Specific marketing materials will be under the carrier information section.

Taking Action
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