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