Master IULStructuring
The definitive course for insurance professionals who want to excel in Indexed Universal Life structuring, compliance, and client optimization.
Complete Learning Ecosystem
Everything you need to become an IUL structuring expert, from foundational concepts to advanced optimization techniques used by top-performing agents.
Progressive curriculum covering policy mechanics, tax implications, compliance requirements, and optimization strategies for every client scenario.
- Policy Design Fundamentals
- Tax Code Compliance (7702 & MEC)
- Advanced Structuring Techniques
Access the same calculation tools used by top insurance firms. Build accurate proposals and optimize policy performance with precision.
- MEC Limit Calculator
- Interest Crediting Models
- Performance Projection Tools
Save hours with our comprehensive template library. Every document is compliance-tested and professionally designed for maximum impact.
- Proposal Templates
- Compliance Forms
- Client Presentation Decks
Stand out in the marketplace with our industry-recognized certification. Demonstrate your expertise to clients and employers with confidence.
- Comprehensive Final Exam
- Digital Badge & Certificate
- Continuing Education Credits
Master complex structuring through detailed analysis of real client cases. See how experts navigate challenging scenarios and optimize outcomes.
- High Net Worth Individuals
- Business Owner Scenarios
- Estate Planning Applications
Our intelligent learning platform adapts to your progress, identifying knowledge gaps and recommending personalized study paths for maximum efficiency.
- Progress Tracking Dashboard
- Competency Assessments
- Performance Analytics
Interactive Learning Experience
Engage with dynamic content, interactive calculators, and real-time simulations that bring IUL concepts to life.
Professional Tools & Resources
Access the same professional-grade tools and templates used by top-performing insurance professionals in the field.
Complete Curriculum Overview
A systematic approach to mastering IUL structuring, designed by industry experts with decades of combined experience in life insurance and tax planning.
Foundation Modules
Build solid understanding of IUL mechanics, tax implications, and regulatory framework.
- IUL Product Structure & Components
- Tax Code 7702 Deep Dive
- MEC Rules & Avoidance Strategies
Structuring Techniques
Master advanced structuring methods for optimal policy performance and client outcomes.
- Premium Allocation Strategies
- Index Selection & Optimization
- Loan Structuring Techniques
Advanced Applications
Apply expertise to complex scenarios including business applications and estate planning.
- Business Owner Strategies
- Estate Planning Integration
- High Net Worth Applications
What You'll Master
Proven Results & Impact
Join thousands of insurance professionals who have transformed their careers and dramatically increased their IUL production through our comprehensive training.
Transform Your IUL Practice Today
Join the elite group of insurance professionals who have mastered IUL structuring and consistently deliver superior results for their clients while maximizing their own success.
Expert-Led Training
Learn from industry veterans with decades of IUL structuring experience and proven track records of success.
Immediate Application
Start applying advanced techniques immediately with real-world tools and templates that enhance your practice today.
Career Advancement
Earn industry recognition and command higher commissions through demonstrated expertise in advanced IUL structuring.