Insights

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

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.

IULLead QualityProduct Education
May 14, 2026 · 7 min
Buying Guides

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.

Lead QualityVendor EvaluationIUL
Apr 2, 2026 · 6 min