ADVANCED MARKETS
Advanced Markets
IUL illustrations, retirement planning tools, and advanced case design
resources — all free for RIL agents.
FEATURED TOOL
IUL Illustration Request
Our team will design a custom Indexed Universal Life illustration for your
client in under 48 hours — completely free. No carrier login required.
How It Works
01
Complete the IUL Request
Fill in client details: age, gender, health
class, income, and financial goals.
02
Our Experts Review
Our team of licensed advisors designs
the optimal illustration for your client’s
goals.
03
Agent Receives in 24 hrs
You’ll receive a custom IUL illustration
to present to your client — for free.
Planning Tools & Downloads
All documents are free for RIL agents. Click to download or request.
Structured worksheet for identifying annuity and retirement income gaps
Helps clients document end-of-life care preferences — a powerful planning conversation starter
Guide clients through creating a basic electronic will — great for door-opener conversations
Interactive calculator to show clients the impact of 401k fees and taxes
Need Advanced Case Design Help?
Our team specializes in IUL, TFRA, annuities, and complex case design. Reach out anytime.