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Universal Life

  • Strategy
    Best For
    How it Works
    Goal
    Flexible, Permanent Life Coverage
    Individuals seeking lifelong coverage with flexible premium payments.
    Combines a death benefit with a savings component that earns interest.
    Provide lifetime protection with the potential for cash value 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

Universal Life

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

    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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