IUL Insiders PRO
The System to Build Consistent Production
Stop second-guessing. Stop relying on IMOs.
Start producing with clarity and confidence.
IUL Case Design Training That Works...
Escape the Producer Trap
You’re licensed. Maybe you’ve even written a case or two. But you’re still living in the gray zone:
- You haven’t fully mastered TEFRA, DEFRA, TAMRA, 101a, 72e, or 7702.
- You rely on IMOs, carriers, or software to spit out designs you don’t fully understand.
- You feel overwhelmed when clients ask, “How does this actually work?”
- You’ve sold a policy… but deep down, you’re nervous: Was it structured properly?
- Without a process, every case feels like reinventing the wheel.
This is the “Producer Trap.” You’re working hard, but without clarity or consistency — and you don’t fully trust your own designs.
The Real Challenge On How to Scale IUL Sales...
The Truth About The Insurance Industry
The problem isn’t you.
Carriers and IMOs never teach you the real mechanics of IUL. They hand you software and illustrations, but not the mastery you need to design cases properly, or the system to generate consistent production.
- That’s why you feel like you’re guessing.
- That’s why you feel dependent.
- That’s why your results feel random.
Scaling requires more than a license. It requires mastery, marketing, and a system you control.
That’s exactly what PRO delivers.
Introducing The IUL Insiders PRO Program...
The PRO Success Path
PRO isn’t a pile of tools. It’s a structured journey that moves you step by step from “overwhelmed and guessing” to “confident and consistent.”
Phase 1: Foundations
Get your business and tools set up the right way.
- Install your Insiders CRM preloaded with the PRO Blueprint
- Orientation + PRO Welcome Guide (so you know exactly where to start)
- Entity and business setup guidance for long-term scalability
- Confidence that your practice is built on solid ground
Phase 2: IUL Mastery
Finally understand IUL the way the pros do.
- Training on TEFRA, DEFRA, TAMRA, 101a, 72e, 7702 (no more guessing)
- Case Design Office Hours with Emron to review your cases live
- Master how to structure policies properly under compliance
- Learn to use the Bucket Builder + Auditor to design and explain with clarity
Phase 3: The $250K Blueprint
Build the marketing engine that creates consistent case flow.
- Prebuilt referral funnel to spark warm introductions
- Partnership pipeline to generate COIs and joint ventures
- Link-in-bio funnel to convert social presence into conversations
- Done-for-You Presentation System (slides, visuals, compliant scripts)
- Preloaded email campaigns and automations inside your CRM
Phase 4: The PRO Roadmap
Stay supported, accountable, and scaling.
- Weekly Marketing/CRM Office Hours with Bud
- Strategy Calls with Doug Andrew for positioning and influence
- Product Updates with Aaron Andrew to stay ahead of carriers
- Exclusive PRO Mastermind Community (peer support + accountability)
How To Scale IUL Sales...
What You Get Inside PRO
Insiders CRM + $250K Blueprint
(funnels, campaigns, automations preloaded)
IUL Mastery Curriculum
(deep dive on regs + case design)
Bucket Builder & Auditor Tools
(design cases properly, explain clearly)
Case Design Office Hours
(live weekly review of YOUR cases)
Marketing & CRM Office Hours
(hands-on support)
Done-for-You Presentation System
(client-facing slides + scripts)
Prebuilt Referral + Partnership Funnels
10 Free Laser Fund Books
Exclusive PRO Mastermind
The IUL Blueprint to Your Success...
What You’ll Experience Inside of PRO
With PRO, you’ll:
- Stop guessing and start knowing your cases are structured properly.
- Gain confidence presenting IUL to clients in plain English.
- Move from inconsistent “maybe a policy” to consistently writing 2–3 cases per month.
- Build a marketing engine that generates conversations instead of chasing leads.
- Finally have a system that grows with you — clarity, confidence, and predictability.
Ignite sparks your career. PRO makes you consistent.
Advanced IUL Training For Those Ready to Grow...
Who PRO Is For
(and Not For)
- For: Licensed producers who are ready to master case design, build their marketing engine, and move into consistent monthly production.
- Not for: Agents who haven’t written their first case or still need fundamentals. (Start with Ignite.)
Your Investment
- $697/month
- $2,497 semi-annual
- $3,997 annual
FAQ
Will PRO guarantee 3 cases per month?
No. Your results depend on your activity, market, and effort. PRO gives you the system and support to make consistent production achievable, but you must execute.
What’s the difference between Ignite and PRO?
Ignite gives you the spark — tools, fundamentals, and first policies.PRO installs the full system — mastery of IUL, marketing engine, and the roadmap to consistency.
Do I need to be licensed?
Yes. PRO is for licensed financial professionals.
Join IUL Insiders PRO Today...
You don’t need another IMO script. You don’t need to keep second-guessing your designs.
You need mastery. You need a system. You need PRO.