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Yes! I want to discover 5 brilliant sales ideas to overcome the AG49 blues and learn how to simply talk IUL with my clients, starting with the first strategy: IRA to IUL.

Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k) or other retirement plan, for the purchase of an annuity or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment adviser.

This hypothetical examples in the materials provided are for illustrative purposes and are not guaranteed.

Remember to consider your client’s individual circumstances and objectives when discussing their specific situation.

Materials are for agent use only. Not for use with the general public.


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