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Register Now

JUNE 29 - JULY 1, 2021

Join TruChoice Financial Group and Stonewood Financial for a powerful training series.
Sales Story

Prospecting that Converts

 

Learn how to position IUL in your marketing and prospecting. We'll teach you how to attract new clients, and increase wallet share from your existing book of business. 

Reports

Crafting Client Strategies

 

Discover the step-by-step process for creating tax-efficient retirement income strategies for your clients. Learn how to deliver more income and lower taxes - and see the reports that back it up.

Benefits

Understanding IUL

 

Understand the mechanics of IUL - from policy loans and bonuses to product structure and death benefit options. We'll teach you how to highlight IUL's value - and overcome client objections. 

AGENDA HIGHLIGHTS

Ready to learn? Here are the highlights.
IUL Sales Stories Why IUL... And Why IUL Now The most powerful, persuasive IUL stories for today's market
Retirement Income Strategies Evaluating Tax, Income & Risk for Your Clients Using the new tax law to grow your practice
Understanding IUL How IUL Works (and Why It Works for Your Clients) The nuts and bolts of IUL, from policy loans to case design
Closing Business Overcoming Objections Answers to the most common objections you encounter
Prospecting Prospecting with IUL Attracting new clients with a new approach
Get Started Putting Ideas to Action Translating today's learning into tomorrow's business success
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REGISTER NOW

Online | June 29, 30 & July 1  |  11 AM-12:30 PM EST          Complimentary for TruChoice Agents
Register Now

IUL MASTERS ACADEMY TRAINING

Powerful Learning. Powerful Results.

SPACE IS LIMITED. REGISTER TODAY.

DISCLOSURE: TruChoice Financial Group is not affiliated with Stonewood Financial nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by these companies, agents are ultimately responsible for the use of any materials or services and should follow the applicable state requirements and approval requirements of the carriers they represent and their Broker/Dealer or Registered Investment Advisor, if applicable.