Pre-Selling Prospects Can Lead to More IUL Sales


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In this webinar recording, hear how you can use turnkey marketing tools and resources to help set more appointments and turn them into IUL sales.

Find out the exact steps one producer took to:

  • Go from average IUL case size of $58,000 target premium
  • To $485,000 in target from existing annuity clients and $340,000 in target from new clients
  • And move from #317 to #7 on the life leaderboard.
  • With $1 million increase in revenue from 2018 to 2019.

The tools and resources shared in the webinar work because they help pre-sell prospects on IUL.

When you show prospective clients how they could save hundreds of thousands of dollars in taxes in retirement, they may have just a couple “buying questions” –

Then they’re ready to sign an app!

Do you want to be the next producer success story? Complete the form to watch the webinar recording.

Watch the OnDemand Webinar





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This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances. Partners Advantage Insurance Services and their representatives do not give tax or legal advice. The third-party tools and information included in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage – A Gallagher Company. Third party vendors are not affiliated with Partners Advantage – A Gallagher Company. Each Financial professional should carefully consider and research the merits of any third-party materials that are provided to their clients.

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