Easily personalize, brand, explain and compare indexed universal life insurance solutions with our IUL software.
IUL Software to help you sell more indexed universal life insurance:
Present your own indexed universal life insurance illustrations using our iul software. Our turn-key proposal software is designed to make life insurance strategies easy to explain and easy for your clients to understand. This software will provide customized and branded proposals that are tailored specifically for every scenario so you can focus on what matters most – doing what’s best for your clients!
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Take your life insurance business to the next level with our custom proposals based on proven strategies from our IUL software:
Life Insurance Retirement Plan
Show your clients an alternative way to save for retirement. This strategy helps you compare life insurance as a savings vehicle to more traditional methods, such as a 401(k), qualified plan, etc.
Insured Family Legacy
For clients who have grandchildren and want to pass their wealth across generations in a tax-advantaged manner. All while, maintaining control over their assets.
Buy Term, Invest the Difference – the Myth Dispelled
Learn how Cash Value Life Insurance can help you accumulate more funds than you would with a “Buy Term & Invest the Difference” Strategy
Premier Bonus
Show your business owner clients a tax-advantaged way they can attract and retain key-employees while rewarding themselves in the process.
Split Dollar
A split-dollar plan is an financial arrangement between an employer and an employee that involves sharing the costs and benefits of a life insurance policy.