“Simplicity is the ultimate in sophistication.” ­– Leonardo da Vinci

Looking for (Easy) Ways to Promote Life Insurance in Your Practice?

We’ve got you covered!

During last month’s IUL Masters Academy, Ryan Thacker, of Lehi, Utah, shared how he and his brother, Tyson, went on a quest to simplify the indexed universal life insurance (IUL) conversation for clients. One way they tell the IUL story is by using Stonewood Financial’s software.

If you missed this training or want to learn more about how the Stonewood software can help your clients understand the value of IUL, contact your Life marketer.

IUL Webinars

To initiate the tax-minimization discussion with clients, check out these webinars from Advisors Platform, featuring Marty Ruby, from Stonewood Financial, and David McKnight.

• Stonewood webinars:
  • “$2.2 Trillion Stimulus and Its Impact on Your Retirement”
  • “Reducing Taxes in Retirement: 2021 and Beyond” – NEW!

• McKnight webinar:
  • “The Power of Zero^™”

Our producers have had a lot of success using these webinars. For stats on webinar attendance and appointments over the past year, please see below. To start using the Advisors Platform webinars in your practice, please contact your Life marketer or email meettheauthor@advisorsexcel.com.

• DIY Webinars:
  • Like the idea of a webinar but are a do-it-yourselfer when it comes to marketing? Check out the webinar options from several paid partners HERE.
  • You’ll find a long list of ready-to-use IUL campaign resources on the AE Life website.

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Performance Snapshot: Advisors Platform Shares Results From IUL Webinars

Since March 2020, 100 of our advisors have used the Stonewood or McKnight webinars in their marketing. Here is an average of their results:

Stonewood:

McKnight:

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Although we may promote and/or recommend the services and software offered by Stonewood Financial, we are not affiliated with Stonewood Financial and do not guarantee the accuracy or quality of their services. AEWM IARs and AEFS Registered Representatives need to receive approval prior to utilizing the software in their practice.

Although we may promote and/or recommend the services offered by Advisors Platform, we are not affiliated with Advisors Platform and do not guarantee the results from the use of this material. For AEWM IARs the stock material provided does require AEWM final approval per AEWM and SEC record-keeping guidelines.

Producers are ultimately responsible for the use of any materials or services and should be aware of any and all compliance requirements.

Advisors Excel and the Advisors Excel logo are service marks of Advisors Excel, LLC.

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3/21-1560191 For financial professional use only. Not to be used with the general public or in a sales situation.