What is Retirement Life™ (RL)?
It’s the only trademarked EIUL (Equity Indexed Universal Life) sales platform in the industry, and it is exclusive to advisors who are licensed to sell products through our IMO.
Three Categories of RL
There is no “best” policy–RL stands for the concept that EIUL can be a tremendous wealth-building tool for many clients but that there are three basic types of policies:
–Aggressive–(no cap with a 90% participation rate. E-mail firstname.lastname@example.org to learn more).
–Moderately aggressive–this is the policy most clients will want (E-mail email@example.com to learn more).
–Conservative–there are a few policies designed to do well in a flat market (E-mail firstname.lastname@example.org to learn more).
When discussing the concept of EIUL, we recommend you use the RL platform. It is a client-centered way to deal with clients and will get you away from talking about a particular product and its specific attributes.
Retirement Life™ Marketing Tools
Educational Book with Name on Cover
The #1 book in the industry to educate and motivate (in a full disclosure/non-fluff manner) clients to learn more about EIULs and FIAs is Retiring Without Risk. Advisors who work with our IMO can write the Foreword (putting your name on the cover) and have all your contact information in the book so readers can contact you with question (or to tell you they want to buy a RL policy. See the following example cover. If you don’t have a copy of this book, you should get a copy ASAP by clicking here.
Free Book Giveaway
You can give away an unlimited amount of the book Retiring Without Risk in an e-format. This is a great way to build an e-mail database of potential clients to drip on. For more information, click here.
There are also two educational videos advisors can use to educate and motivate their clients. These videos are done by six time author and attorney Roccy DeFrancesco. They are great third party verification tools to back up what you are telling clients about the use of EUIL.
To view the videos, click on the following (the video on the left is a general video about the benefits of EIUL and the video on the right is one comparing EIUL to tax-deferred 401(k) plans):