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Life Insurance Training

When you take advantage of the business-building potential of the training from AE Life, you’re free to expand your practice and bring greater value to your clients. 

The professionals with AE Life, together with some of the top AE Life producers, will show you how life insurance can offer innovative strategies for meeting your clients’ unique needs.

Join hosts Marty Ruby, FSA, and Keith Singer, two of AE Life’s top producers, to discover the keys to mastering the products, marketing strategies and client presentations that will help make indexed universal life work for you. 

In just a day and a half, you’ll gain increased product knowledge, proven marketing strategies and access to an exclusive IUL sales system.

Marty Ruby, FSA

Set yourself free from the complex sales systems associated with IUL with IUL stories that cut through the clutter and become personal to your clients. Marty will teach you:

  • The power of targeted information: Why less data can lead to more sales
  • One product, many stories: Surprising features that matter to your prospect
  • Custom proposals: Transforming IUL illustrations into powerful consumer stories
  • Cost analysis: Why you should never, ever be afraid of the question, “But isn’t IUL expensive?”
  • What’s the worst that could happen? Creating realistic downside scenarios that help close business
  • IUL prospecting: Telling your story through seminars, meetings and more
  • Case design: Choosing products and structures that help increase benefits for your clients

Keith Singer

Keith had more than $915,000 in IUL target premium paid in 2015 using a highly effective sales process that includes radio marketing. At the IUL Academy, he’ll help you learn how to market IUL for three distinct sales:

  • Single premium: Using IUL for protection, accumulation and health-related expenses
  • Supplemental retirement: Targeting a younger demographic looking for tax diversification in their retirement portfolios
  • IUL as an asset class: Learn how to position the unique tax benefits of IUL to improve your clients' overall financial positions

Designed to provide you with a solid foundation of life insurance knowledge, the confidence to deliver the message and the tools to help close the sale, C2C offers you the freedom to expand your business and help bring financial confidence to your clients.

Michael Blaker, AE Life’s top trainer for the past three years, heads the lineup for this powerful training.

Michael will share how he runs his seminars and client appointments, but most importantly, you’ll leave with a solid understanding of how the IRS tax code’s treatment of life insurance can be put to use for the benefit of your clients’ families.  Add information on underwriting and asset-based, long-term care strategies and C2C is a can’t-miss opportunity for those seeking to add life insurance strategies to their practice.

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Annuity Marketing
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2950 SW McClure Rd
Topeka, KS 66614
For financial professional use only – not intended for use by the general public.
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