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IUL SELECT TRAINING

Online. On Demand. Onward to Practice Growth.

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READY TO MARKET IUL AS A 401(K) ALTERNATIVE?

Our training course takes you through each step of the sales process, from prospecting to closed business. Learn how to serve today's active savers with the IUL message.
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Powerful Sales Stories

 

Learn how to position IUL with your clients and prospects, and discover the marketing tools to bring the tax-free story to today's generation of savers.
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Powerful Sales Process

 

 

Step-by-step training on the client meeting process, setting reasonable growth and tax assumptions, and projecting income scenarios for your clients.
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Powerful Sales Knowledge

 

Dive deep into the mechanics of IUL as a product, and learn how to structure policies to deliver maximum benefits for your clients. 

COURSE HIGHLIGHTS

Powerful content, targeted to today's active savers: 
IUL Sales Stories Why IUL... And Why IUL Now The most powerful, persuasive IUL stories for today's market
Retirement Income Planning Evaluating Tax, Income & Risk for Your Clients Using tax-free IUL 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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GET STARTED WITH INSTANT ACCESS

   
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WHAT DOES THIS TRAINING DELIVER?

Learning + Marketing Tools + Client Reports

IUL Select Academy Training is the first step to transforming your practice with IUL.

Training includes a 6-part on-demand training course, as well as your first month's subscription to Stonewood Financial's Select Program.

The Select Program targets clients in the active stages of saving. It delivers:

  • Marketing materials, like seminar presentations and client brochures
  • Step-by-step sales process and supporting materials
  • Software for custom client reports, income analysis, and tax evaluation
  • Digital training for you and your staff
  • Monthly webinars to ask questions and keep your learning going

 

IUL SELECT ACADEMY TRAINING COURSE IS AVAILABLE ON-DEMAND

TRAIN AT YOUR PACE | REVIEW AT YOUR PLEASURE

START GROWING YOUR PRACTICE TODAY

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