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 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