📊 The Value of IUL

Watch this video FIRST ⬇️

05.20.25.mp4

📈 IUL Basics

https://drive.google.com/file/d/1JFNjcHs5sge4qIqLDYvZycqnRyJKbnRN/view?usp=drive_link

📑 Introduction to IUL Script

NEXT STEPS ⏭️

watch this video explaining the expectation when calling IUL leads as a new agent:

our IUL script is different than what is used in this video — same concept, but study the script your manager sends you not the one in the video ❌

https://youtu.be/60byan4UtUA?si=qE9ZwwbHMuLljMUv

🟢 Start studying our IUL Appointment Setting Script:

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IUL Appointment Setting Script:

https://docs.google.com/document/d/1mtmrMVwAvdPRbUuPgoho8WqYs3PffIHaFmSO0KxAg20/edit?usp=sharing

🖨️ Print a physical copy of the script
🗣️ Familiarize yourself with script and read OUT loud 5+x
- 3x read out loud to yourself and TWO of those time to an actual person (spouse, family member, friend etc.)
🙅🏻‍♀️ Do not show up to script training unprepared 🧠 </aside>

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HOW TO DO AN AMERICO IUL ILLUSTRATION

⚡️TIP: on your downtime (not dial time) practice drawing up illustrations with each of these carriers so you are more familiar

https://fathom.video/share/7yz_y8CUyP8pUGG93zDgtWiuCxBPBjJh

💻 ▻ PRACTICE E-APP with Americo DEMO E-APP ⬇️

https://agentcafe.com/

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HOW TO DO AN NLG IUL ILLUSTRATION

⚡️TIP: on your downtime (not dial time) practice drawing up illustrations with each of these carriers so you are more familiar

https://youtu.be/ccqHHr1JTD0?si=Zl7JIgXgl0356Agu

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Here is a video of me explaining the main points of an NLG IUL Illustration ⬇️

NOTE: this video is outdated ❌ do not ever use Pacesetter Index ❌—> always use S&P 500 point to point for index allocation with cap — ASK Desiree if confused on that

https://drive.google.com/file/d/1mMfzB6_MzQT5RbT-GsS3DRDmSvaelVut/view?usp=drive_link

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HOW TO DO AN ETHOS IUL ILLUSTRATION

⚡️TIP: on your downtime (not dial time) practice drawing up illustrations with each of these carriers so you are more familiar

https://youtu.be/wxVu7n_j6y4?si=3xoh9ke_FqnVVI-B

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HOW TO EXPLAIN MUTUAL OF OMAHA IULE

⚡️TIP: on your downtime (not dial time) practice drawing up illustrations with each of these carriers so you are more familiar

https://youtu.be/xmetU6gDg34?si=QSrP5N6d_WLiUzr6

🚨 if you DO NOT have Winflex — message Cici to get you the instructions </aside>

Doing a Juvenile IUL Illustration with NLG:

https://www.loom.com/share/6a106785c8304d118ba2613996e2bc33