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.
IUL Fundamentals
The Real Tax Advantages of an IUL — In Plain English
IUL's tax story is powerful but frequently oversold. Getting it precisely right on the first call builds trust that survives the underwriting cycle.
IULTaxesRetirement
Jul 5, 2026 · 6 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