Unique Marketing Tools

EIUL Sales Tools

Everyone needs sales tools. However, the problem in our industry is that many sales tools are designed to deceive (or at least to not give full disclosure) so sales can be made. 

Our sales tools are both powerful and compliant. They can be used to both educate prospects and motivate them to purchase.

One of the most important things about our tools is that they are proprietary to our firm. Because we are selective in whom we work with, those we do work with are typically unique in their local areas.

Websites—this is your baseline sales tool. It is your business card. The problem is that most agents have terrible sites. We have hands down the best template website in the industry.  It’s interactive, it has videos explaining the power of EIUL, and it’s set up to fully interact with social media for those who are interested.  To learn more about our unique template website, click here.

Retirement Life™(RL)—RL is the ONLY trademarked EIUL sales platform in the industry today. RL is not a policy. It’s a conceptual platform that stands for the concept that EIUL is a very good risk-free/tax-free retirement tool for many people. The goal with RL is to motivate prospects to learn more.

RL comes with two different customizable brochures, educational DVDs, website content, and is referenced multiple times in the best EUIL educational book in the market (see below).  If you want to communicate in simple terms the value of EIUL, using the RL platform is your best option.  E-mail info@eiultraining.com to inquire about using RL to help you grow your business.

EIUL illustration/sales software—most advisors selling EIUL have been told by various IMOs that they have software to help them sell products. We have some news for everyone‒the software offered by IMOs we’ve seen (and we’ve seen them all) is not accurate.

We have access to the most accurate illustration/comparison sales software in the industry today. The software compares EIUL to investing in mutual funds, and it compares EIUL to tax-deferred tools such as 401(k)s and IRAs. The software creates an eight-page sales output for you to sit down and discuss with your clients. Click here to learn more about the software, or e-mail info@eiultraining.com to inquire about getting set up to use it.

Educational/motivational books—there are a number of so-called educational books on EIUL in the marketplace. In our opinion, they are all fluff pieces that are really not meant to educate readers. We have access to the best EIUL book in the industry that will both educate and motivate readers to reach out to you to purchase EIUL. The book is titled Retiring Without Risk (RWR), and you can click here or e-mail info@eiultraining.com to learn more.

Write the Foreword for RWR—it’s tough to say what is the single most “powerful” marketing tool available, but we would argue that having your name on the cover of a book and the best EIUL education book in the market could be considered the most powerful tool. Firms charge $5,000-$10,000 to allow an advisor to put their name on the cover of books, and they are not even good books.

Advisors who come on board with our firm can get 100 books for $720 (and we will reimburse the cost when an advisor reaches $50,000 in target life sales). Click here to learn more, or e-mail info@eiultraining.com.

Free e-book giveaway site—this is a crazy powerful marketing tool. Over 50% of the books sold today are in an e-format. Wouldn’t it be nice to give away the best book ever written on EIUL (RWR) away for free in an e-format? We think so.

The free e-book site will help you capture a significant amount of new leads when your friends, family members, and clients (past and present) tell their friends, family members, and co-workers about the site. The goal is to have new people who you don’t know sign up to read the books so you can contact them to see if they have any questions about the content in the books.  To learn how you can get your own customized free e-book giveaway site, contact info@eiultraining.com.

Continuing education for CPAs—one great way to market your services and EIUL specifically is to work with CPAs. The best way to work with CPAs is to offer them CPE (Continuing Professional Education) credits for meeting with you. We have the ability to let advisors give CPE credits to CPAs/EAs/accountants. If this interests you, please e-mail info@eiultraining.com.