Take the Financial Brokerage Life Insurance Sales Challenge!

What do I do?

  • Indicate your interest by posting your response (“yes” or “count me in” or “I’ll do it”) in the monthly challenge blog
  • Talk to 10 clients or potential clients about index life insurance policies shielding retirement money from stock market losses
  • Post your conversation results, questions and success stories here
  • Submit index life applications
What do I get?

  • Weekly sales ideas on the benefits of indexed universal life insurance policies, and how they may help protect your clients’ retirement money from stock market losses.
  • Weekly webinars designed to help you sell index universal life insurance
  • All IUL cases submitted between 5/1/16 – 5/31/16 will receive 2x Shared Success benefits. In addition, all IUL cases submitted with an annualized premium of $1,000 or more in this timeframe will receive $100 cash bonus, once the case goes paid.
  • In order to be eligible for the bonuses, the agent must ‘accept our challenge’ and opt-in to this program by commenting here.
Posted in Life Insurance.


  1. How’s it going for everyone? We have a webinar this morning on how you can use IUL in the college planning market. Also, I will present IUL Basics again next week, Wednesday May 18th at 10am Central. Learn all about the history of IUL and how the products work.

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