IUL Insiders Certified Professional™
Become the IUL Expert Clients Trust When It Matters Most
97% of IUL policies are set up to fail. That creates a massive opportunity—if you have the skill, clarity, and authority to fix what others break. Our Certification gives you the tools, positioning, and expert-level confidence to lead.
The Industry-Wide Problem
The Harsh Truth Most Advisors Won’t Admit:
Most IUL policies don’t perform because most advisors were never taught how to structure them right.
It’s not their fault. It’s the system
IMOs push products, not precision. Scripts instead of strategy. Activity instead of actual education.
And the ripple effects are real:
- Clients who cancel after year one because they don’t understand what they bought
- Policies that underperform, lapse, or trigger tax bombs
- Advisors who unknowingly create liability instead of legacy
- Professionals who struggle to stand out—because everyone is selling the same pitch deck
Trusted Advisor
We created the IUL Certified Professional™ path to fix all of that.
If you’re serious about being the advisor clients trust, this is the training, the toolkit, and the credibility signal you need.
Why IUL Training Certification Exists
The IUL Industry Needs Experts, Not Just Agents
Our mission is simple:
To train a new wave of financial professionals who don’t just sell IUL—they master it.
Because once you truly understand how IUL works...
- You can teach it with clarity and confidence
- You can diagnose and fix broken policies
- You can design strategies that outperform for decades
- You can charge what you’re worth and convert without pressure
And more importantly—you can lead in an industry full of noise.
Certification Benefits
What You Get When You Become IUL Certified
Introducing: The IUL Certified Professional™ Path
This is not a course. This is a complete transformation of your positioning, skillset, and earning potential as an IUL expert.
When you join, you unlock:
Advanced Case Design Mastery
- Learn the exact structures used by Doug and Emron to write $1M+ policies
- Master proper funding, max efficiency, and tax optimization frameworks
- Avoid the 5 structural mistakes that kill most IUL policies
Certification + Credibility Assets
- Official IUL Certified Professional™ designation
- Badges and seals for your marketing, site, and presentations.
- Listing on our Certified Insider Directory.
- Access to proprietary branding materials to stand out.
Partner-Level Access
- Eligibility for internal deal flow and referral opportunities
- Access to Done-for-You Marketing Services (funnels, emails, presentations)
- Behind-the-scenes advisor calls and mentor support
Private Certification Portal
- Get ongoing access to advanced content
- Regular strategy calls, updates, and breakdowns
- Exclusive replays and expert Q&A sessions
Becoming a Certified IUL Advisor...
Who Certification Is For
This Path Is For You If:
- You’re already writing IUL and want to master it.
- You’re a group leader who wants to elevate their best people.
- You’re tired of chasing leads and want inbound authority.
- You want to fix the policies other agents have broken.
- You’re building a brand and want real differentiation.
The Difference IUL Certification Makes For You...
What Makes This Different
This Isn’t Just More Theory. This Is Results-Backed Mastery.
After more than 5 decades in the Insurance Industry, we’ve not only seen almost every insurance pitch out there, we pioneered most of them.
This gives you the ultimate shortcut to cutting through the myths and misconceptions about IUL and getting down to the truth.
This certification built on the frameworks, philosophies, and tools that have produced:
- 6 and 7-figure earners in IUL-only practices
- Fully automated sales funnels and follow-up systems
- Lifelong clients who actually refer
- Clients with policies that have performed or outperformed their original illustrations
This is the new standard for IUL professionals in our industry.
Expertise, Transparency, and Integrity are Essential in This Certification.
You won’t just learn what to do.
You’ll learn why it works.
How it works.
When it works.
And most importantly—how to explain it to others so they trust you.
How the IUL Insiders Certification Program Works...
The Process
Apply Confidently
We screen every applicant to ensure they’re a fit.
Complete Certification Training
Includes quizzes, implementation work, and exam
Get Certified
Add credibility to your brand, plus directory listing and badge access
Activate Your Perks
Use your assets, get connected to the network, and unlock
Member Experiences...
What Certified Advisors Are Saying
Aunty Shakey
Daniel C.
James H.
The Industry Needs Professionals Who Know What They're Doing.
Be the advisor clients trust. Be the expert your peers respect. Be the Certified Insider.
Certification is by application only. Spots are limited. If you’re serious, apply now.