Agent training
IUL lead training curriculum
Structured modules for client intake and call frameworks, so every IUL lead is worked the same careful way from first contact to next step.
Client intake
A consistent intake sequence that gathers needs, timing, and household details before any product discussion.
Call frameworks
Structured call outlines that keep discovery, explanation, and next steps in a clear order for each conversation.
Compliance-minded notes
Practical reminders to document conversations accurately and follow your own carrier and state requirements.
Spanish presentation
Spanish-language sales modules
Presentation modules and script guides written for Spanish-speaking prospects, with bilingual notes so agents can follow each section with confidence.
Each module pairs the Spanish wording with an English reference, keeping terminology consistent across calls and written follow-up.
Follow-up timeline
Recommended multi-touch cadence
Day 0
Make first contact promptly and confirm the best time to speak.
Day 2
Follow up with a short message that references the prospect's stated interest.
Day 5
Send a call reminder and an overview of the next step in the process.
Day 10
Close the cycle with a final respectful check-in and record the outcome.