How-To Guide:
Benefits of IUL Toolkit
Bring the Benefits of IUL to Your Clients
Leverage this powerful package of benefits to convert more business.
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What's Included in Your Toolkit
Take a Tour of Your Toolkit
Clients who have saved all or the majority of their retirement assets in tax-deferred vehicles - like 401(k)s and IRAs - are exposed to tax, market, and income risk. Below are resources to help you educate savers on these risks, quantify their impact, and explore strategies using IUL to overcome them.
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Group Marketing Resources
Tell the Benefits of IUL story to savers of any age. Stonewood has two seminars to help you do it:
- Your No-Compromise Retirement focuses on savers who have accumulated their assets - Baby Boomers and others approaching retirement.
- The New Rules of Retirement tells the IUL story to younger savers who are determining how to save a portion of their paycheck each month.
Client Handouts
- Handout | 5 Risks of Retirement - And How IUL Can Help
Include this as a resource in seminar packets, hand it out at client meetings, and use it to set the stage for strategy discussion. - Handout | The 5 Benefits of IUL
Use this piece to introduce the key benefits of IUL your client may desire, from income and legacy to LTC and market protection. - Brochure | The No-Compromise Retirement Approach
Brochure | The New Rules of Retirement
Leverage these brochures to take your client through the IUL sales story, discussing each benefit in depth. - Handout | Evaluating Tax, Income & Risk
Use this piece to help communicate your practice's unique approach to addressing risks in retirement for your clients.
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Email Content
Download these pre-written emails to use with cold leads, warm prospects, client, and referrals.
Bonus: Use this client-facing video to frame your client's retirement options.
Client Books
Stonewood has authored two IUL-focused books to help you introduce the concept to clients and reinforce the benefits IUL can deliver.
- The No-Compromise Retirement Plan
This industry-leading book tells the IRA-to-IUL Conversion story to Baby Boomers and other savers who have amassed large nest eggs in IRAs and 401(k)s. - The New Rules of Retirement
This engaging and direct read tells the IUL-as-a-401(k)-alternative story to active savers who are deciding how to save for retirement going forward.
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On-Demand Learning
Watch one of our favorite Stonewood Study Groups, helping you position IUL as part of a complete retirement approach.
Or, better understand the IUL sales story through our Online Academy videos.
Expert Insights
Stonewood experts have authored two white papers to help you understand the role IUL can play in a complete retirement approach for your clients.
- White Paper | IRA-to-IUL Conversions
Help your clients understand the purpose, benefits, and process of converting a portion of their tax-deferred assets into tax-free IUL. - White Paper: IUL As a Fiduciary
Gain insight into using IUL in client retirement approaches as a fiduciary, and learn how to set reasonable, realistic assumptions for client analysis.
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