About The IUL Training

Our core IUL training series is comprised of five separate presentations. Currently, these are Microsoft PowerPoint slides with voice-over recordings. Our lead trainer, Jason, guides each participant through these recordings and talks to them very similarly to being on a live webinar. The goal is to have our trainer come across like a personal/virtual coach to each participating agent.

During the IUL training, Jason will guide the viewer through a series of topics designed in sequential order. This addresses everything from A to Z or “soup to nuts” when it comes to IUL!

Furthermore, it’s very important to distinguish this is carrier and product agnostic training! In other words, we do not promote or mention any insurance carriers,
products or marketing organizations by name during the training presentations.

We want agents and advisors to be able to focus on the content of the IUL training and what is being taught, instead of getting side-tracked!

On numerous occasions, our trainer says something to the effect of:
“So, please contact us…”
-OR-
“So, get back to the person you work with…”

Of course, the trainer is referring to your marketing organization! In the future, we also hope to offer these proprietary training videos in an enhanced format as well. That could include more images, enhanced graphics and perhaps even video footage of the trainer speaking to the audience etc.

NOTE: To get more details or learn more, please visit the Frequently Asked Questions (FAQ) section.