The Agent Desk Gold IUL Leads

The Agent Desk Gold IUL Leads package connects agents with prospects who have demonstrated specific interest in Indexed Universal Life insurance.

 These leads are curated from individuals actively exploring advanced financial strategies, providing a higher-intent audience for long-term planning conversations.

Each package includes access to our integrated CRM, ensuring professional lead management, tracking, and organized outreach within a single platform. Weekly training sessions are also included, with guidance from experienced trainers on how to position IUL solutions effectively and compliantly.

What sets this package apart is exclusive access to the only Indexed Universal Life product featuring Gold as an index—a unique carrier solution that differentiates agents in the marketplace. This alignment not only supports stronger conversations, but also provides clients with a strategy that blends modern financial innovation with the stability of an alternative index option. Have you seen gold lately?

Agent Desk IUL Leads brings together targeted data, professional systems, structured training, and exclusive product access—positioning agents to serve clients at the highest level.

Agent Desk IUL Leads Include:

• Targeted IUL Leads – Prospects who have expressed interest in advanced insurance and financial planning solutions.

• Integrated CRM Access – Centralized platform to manage, track, and organize outreach efficiently.

• Weekly Training Sessions – Specialized guidance for presenting and positioning IUL strategies.

• Exclusive Product Access – Alignment with the only IUL carrier offering Gold as an index.

• Plug-and-Play Setup – Immediate access to leads, training, and tools with minimal setup required.

Due to the exclusive and consumable nature of leads, we do not offer refunds once leads or calls have been delivered. However, if you experience any technical issues with setup or CRM access, our support team will resolve them immediately.