IUL Basics

We have multiple emails that you can send to financial professionals on this topic. Click on the images below to read the full content emails. Instructions on how to send each email are at the bottom of this page.

Producer Email
Open HTML File
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Suggested Subject Line: “The case for cash value life insurance”
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: “Do you understand how IUL policy loans work?”
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: “Unleashing the Power of IUL”
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line:
“Too cool for school?”
Producer Email
Open HTML File
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Suggested Subject Line: “Plan your clients’ road to retirement and beyond ”
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: “Educate clients with simple IUL tool”
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: “Turn data into compelling consumer friendly IUL presentations”
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: “How about a "Road Trip to Retirement?”
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: “Video: Must see road trip... without leaving your seat”
Instructions for Sending an Email Using the HTML File:
To use in a standard email program, open the HTML file (by clicking the link above) in an internet browser. In that browser window, press <ctrl> or <cmd> + "a" to select all and then <ctrl> or <cmd> + "c" to copy the email images and text. Then, in your regular email program, compose a new message. In the body window of the new message press <ctrl> or <cmd> + "v" to paste in the email.
Customize your email by replacing the placeholder text (000-000-0000 and name@company.com) with your phone number and email address. Find a copy of your logo on a file on your computer or a web page. Right click on your logo and select "copy" then right click on the placeholder logo in your email message window and select "paste."
Type in the email address and the subject line. You are ready to send your email.