IUL Training Academy & Leads - AGENT RESOURCES

Hello!

I’m fortunate in my position, to speak with producers from all across the insurance spectrum - P&C agents, medicare/medicaid writers, Financial Advisors, Wealth managers, etc…

Perhaps the 2 most common questions I’m asked from producers are, “Do you have any IUL trainings I could watch/listen to?” and “Do you provide leads?”

After much thought, I’d like to offer these resources for agents looking for IUL-specific training and/or lead distributors. Strictly in the spirit of being helpful and with no direct endorsement from BackNine, I’ve heard predominantly great things about these resources. Here is a list you might find useful:

1. LifeWize Financial: Offer one of the best IUL training regimen and they provide high-quality, vetted leads.

2. NextGen Leads: One of the largest health insurance lead providers in the country. The feedback I hear most often is that their leads provide a good opportunity to cross-sell LTC and annuities.

3. Your local estate planning attorney or CPA: Please don’t underestimate the value of developing a relationship with professionals in these spaces.

4. Smart Financial: Generally positive feedback about their leads. I’ve been told by several producers that their live-transfers are great. Some concerns online about unvetted leads.

5. HomeTown Quotes: Region specific lead distribution. I’ve heard mixed things, however mostly positive responses.

Disclaimer: We receive no compensation for endorsing these companies. This is merely an attempt to be helpful and provide some direction to producers that may need some assistance - we understand this is a challenging career and would like to make it as easy as possible!