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The Annual IUL Policy Performance Review Report

This report is a new and easy way to present to your clients their annual policy review while uncovering new sales opportunities and gaining referrals... making annual appointments a breeze!

  • The "five-floor apartment complex" story that addresses the costs of life insurance and cash accumulation. (This one is perfect for the dreaded question of, "What happened to my cash value?"!)
  • Six crucial areas to focus on that guides the conversation of their IUL policy summary over the last 365.
  • 9-Step Reassessment Checklist that walks the client through any life changes within the last year. (#6 has uncovered MAJOR sales...)
  • PLUS... see an actual IUL policy performing ahead of schedule after 9 years, averaging an index rate of 8.49% and earning $52,988 in interest credit within the last year!
Annual Review Report
GET YOUR FREE SAMPLE REPORT »
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See what top financial professionals are saying about the report...

JBH LifePro Testimonial

"I've used this twice now. Amazing. The reviews were quick and all the information was there in an easy to work with flow. And the fact that I get sent these now automatically via email before my appointments is just BRILLIANT!!"


J.B. H.

Westerville, OH

Chuck R LifePro Testimonial

"I love these reports! I used to take so much time collecting the carrier information and trying to make my own formal presentation. This hits the points, opens the door to new opportunities, and transitions the referral conversation smoothly."


Chuck R.

Lake Forest, CA