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.

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