Ten powerful sales ideas to spur new interest in IUL

Make this summer your most productive yet. We’ve gathered together ten of our strongest sales ideas on how our indexed universal life (IUL) can address a variety of financial concerns.

Use them to open the door to discussing the benefits of IUL with your clients – and how you can help them pursue their goals.

Creating and protecting a retirement income strategy

1. Balancing your portfolio’s risk and return potential with a low-correlation asset (PDF)
2. Protect your assets and supplement your retirement income (PDF)
3. Taxation and the impacts on your retirement assets (PDF)
4. Why settle for regaining lost value when you can build new value (PDF)

Leaving a legacy and protecting loved ones

5. Flexible estate planning strategies (PDF)
6. Impact of dying too soon (PDF)

Helping with the high cost of college

7. Another potential resource to help pay for college (PDF)
8. Your grandchild’s education can be part of your legacy (PDF)

Solutions for small-business owners

9. Building an effective key employee compensation strategy (PDF)
10. Buy-sell agreements: Ensuring the continuity of your business (PDF)

83% of consumers want a financial product with flexibility for withdrawals when needed – that can be IUL¹

And the hits keep on coming

Create Illustrations with Impact for more powerful presentations.

Get personalized help from our Life Case Design Team, 800.950.7372.

¹ Allianz Q1 2026 Quarterly Market Percetions Study of individuals age 18+. The study was conducted by the Allianz Center for the Future of Retirement®, which produces insights and research as a part of Allianz Life Insurance Company of North America.

Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.

Product and feature availability may vary by state and broker/dealer.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.950.1962 www.allianzlife.com P64339

This content does not apply in the state of New York.

For financial professional use only – not for use with the public.

Ten powerful sales ideas to spur new interest in IUL

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