Playbooks for producers who sell the hard product.
Field-tested writing on Indexed Universal Life, lead quality, and the economics of building a permanent-product practice.
Sales Playbook
IUL vs Whole Life: What Your Prospects Actually Ask
A field-level look at the five questions that make or break an IUL sale, and how lead source changes the entire conversation.
IULWhole LifeObjection Handling
Jan 8, 2026 · 5 min
Sales Playbook
IUL Illustrations: What to Show on the First Call (and What to Skip)
The 60-second illustration walk-through that closes more IUL policies than the 20-page deck.
IllustrationsSalesIUL
Jun 22, 2026 · 5 min
Sales Playbook
IUL for Business Owners: Key Person, Buy-Sell, and Executive Bonus
Business owners are among the highest-intent IUL buyers. Understanding the three most common commercial use cases doubles close rate on this segment.
IULBusiness OwnersSales
Jun 18, 2026 · 9 min
Sales Playbook
IUL Appointment-Setting Scripts That Actually Book the Calendar
The gap between a warm lead and a booked appointment is 90 seconds of script. Here is what works when the prospect actually asked about IUL.
AppointmentsScriptsIUL
Jul 20, 2026 · 7 min