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.
What Is an IUL — and Why Agents Need Better Leads to Sell It
IUL is a nuanced product. Selling it well requires prospects who already understand the value of tax-advantaged growth.
The IUL Lead Quality Checklist Every Agency Should Use in 2026
A practical scorecard for evaluating IUL lead vendors — from source transparency to age filters to replacement policies.
How AI Changed Life Insurance Lead Generation (And Why 2026 Is Different)
The last two years compressed a decade of lead-gen evolution. Agencies still running 2023 playbooks are paying 3x for half the quality.
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.
IUL Lead Cost Benchmarks for 2026: What You Should Actually Pay
Lead price on the invoice is not the number that matters. Here is the CPA-per-placed-policy math every IUL producer should be running.
TCPA Compliance for Life Insurance Lead Buyers in 2026
One-to-one consent, revocation handling, and record retention — the compliance table stakes every serious life insurance lead buyer needs to verify.