IUL SALES PROPOSAL REQUEST
PEGASUS IUL ACADEMYIf you want to get started selling Indexed Universal Life plans, the Pegasus IUL Academy is the perfect place to start. In this 4-Part series you will learn everything you need to get started from the ground up. We discuss the benefits of IUL, how the policy works, review an illustration and what to look for and finally, the sales presentation to the client.
Training Topics
EXPLORE OUR INFORMATIVE ACADEMY
Benefits of IUL
Learn where how the IUL was born and why it is a crucial tool for clients today. Tell your clients the story about how their grandparents defined benefits plan, was turned into a tax burden that they now have to manage.
IUL Policy Mechanics
Learn how an IUL works from the inside out. Curious about all the different terminology and options built in? This course is for you! We simplify the product and break down key terminology for you.
The Illustration
Learn how to read through the large illustration and extract the key details for your clients. Learn what is important to review and how to explain the complexity of the IUL Illustration. We also reveal how to calculate costs.
Sales Presentation
Combine everything learned into a successful presentation you can share with your clients. We give you key talking points to help the client save today and tomorrow while showing you key pages that simplify the Illustration.
Request Access To Pegasus IUL Academy
Complete the form below to submit your request to access the Pegasus Academy 4-Part Training.
Address
Pegasus Insurance
18402 US HWY 281 N., Suite 265
San Antonio, TX 78259
Phone: 505-298-2111
Fax: 505-298-2555