Episode #221: How to Demystify IUL with this Powerful Sales Tool


 

This post is intended for financial professional use only.

According to LIMRA's Life Insurance Sales Survey, the first half of 2021 had the highest life insurance policy sales growth since 1983. The more IUL sales grow and explode in popularity, the more information clients need to clearly understand how this financial vehicle fits into a retirement income plan. With so many misconceptions surrounding Indexed Universal Life, it's important to communicate to clients what's true and what's not.

As an advisor, our goal is to provide clients with immense value and help them discover new ways for them to build their circle of wealth throughout their career and beyond. Today, we can take advantage of a variety of tools that calculate what the future will look like so we can take the necessary steps to prepare for financial wellbeing down the road.

In this episode of Money Script Monday, Sal unveils the secrets behind two powerful sales tools that break down IUL clearly and effectively.

Resources Provided for This Episode


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About Sal Mendoza

Sal Mendoza is the Vice President of Field Support at Simplicity Group. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.