Training Details

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The core IUL training series is comprised of five (5) separate presentations. Currently, these are Microsoft PowerPoint slides with voice-over recordings. Our lead trainer, Jason, guides each participant through these recordings and conducts the training very similar to a webinar. 

During the training, Jason will lead you through a series of topics designed in a sequential order. This addresses everything from A to Z “soup to nuts” when it comes to IUL! 

Furthermore, it’s very important to distinguish this is carrier-agnostic and product-agnostic training! In other words, we do not promote or mention any insurance carriers or products by name during these training presentations! Carrier and product specific training can be provided upon request. 

"I want agents and advisors to be able to focus on the content of this IUL training and what is being taught, instead of getting side-tracked with carrier/product commercials!" ~ J. Brown

This is the 2nd edition of my IUL training and it was recorded in the 4th quarter of 2018, but it’s still useful for any licensed professional that wants to learn more about Indexed Universal Life (IUL). It's my intention to keep the training current and updated. In fact, one of my visions is to also create several shorter training videos, as well as improve the graphics/visuals.

Requests for additional training videos include, but are not limited to; More recordings on running IUL software, more IUL case design videos, IUL presentation techniques, IUL sales concepts, IUL selling tools, Premium Finance with IUL and selling IUL virtually. 

Stay tuned for updates! Thank you for your patience on this matter. If you have any requests or questions please send them directly to Jason Brown.