Helping clients understand the value of Index Universal Life Insurance (IUL) is one of the keys to unlocking its potential to meet their financial needs. Once clients are on board, deciding what to illustrate the policy at can help clients see a realistic picture of how an IUL can really work for them.
This holiday season, light the way for your clients using these impactful virtual tools.
Simplifying the IUL conversation
Our new interactive client tool – Life with Confidence – helps explain the potential impact of market volatility on their financial portfolio and how some features of IUL can help offset the ups and downs.
Stress-testing IUL illustrations
Our on-demand training helps shed light on why it is important to stress-test IUL illustrations and provide guidance on the how to set you up for success.