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Client Information
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Today's Date
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Demographics & Health
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Your Age Range
Q2
Current Health Status
Q3
Chronic or Serious Illness History?
3
Family & Dependents
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Do you have dependents?
4
Financial Picture
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Retirement Timeline
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Current Savings Level
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Existing Life Insurance?
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Goals & Priorities
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Primary Financial Goal
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Indexed Universal Life (IUL)
Permanent protection + tax-free growth + living benefits
- ✓ Grow cash value tied to market indices with no principal risk
- ✓ Access benefit early for critical, chronic, or terminal illness
- ✓ Tax-advantaged wealth for retirement and beyond
- ✓ Permanent coverage, never expires
Ideal client: 25–50, good/excellent health, 10+ years to retirement, wants growth or legacy
"What if your policy could pay you while you're still alive AND build a tax-free nest egg?"
Term Life Insurance
Big protection. Affordable premium. Living benefits available.
- ✓ Coverage sized for the years that matter most
- ✓ Protect income, mortgage, and family during critical years
- ✓ Option to tap benefit during a health crisis, not just at death
- ✓ Most affordable way to get high coverage
Ideal client: 25–55, young children, mortgage, underinsured, income protection needed
"Your family depends on your income. What happens to them if you can't provide it?"
Fixed Indexed Annuity
Guaranteed retirement income, without gambling your savings.
- ✓ Earn interest linked to market growth with zero downside risk
- ✓ Turn savings into income you cannot outlive
- ✓ Principal protection, never lose what you put in
- ✓ Ideal for conservative retirement planning
Ideal client: 45–65, near or at retirement, solid savings, wants guaranteed income stream
"What if you could get market-linked growth with a guarantee you'll never lose a dollar?"
Whole Life / Universal Life
Lifelong protection with a built-in wealth-building engine.
- ✓ Guaranteed cash value that grows every year, no matter what
- ✓ Permanent, never expires as long as premiums are paid
- ✓ Leave a legacy for family, business, or estate
- ✓ Predictable, guaranteed growth
Ideal client: 45+, legacy goal, business owners, estate planning, high net worth
"You've worked your whole life to build something. Let's make sure it outlasts you."