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INTRO
Hey Abigail, this is Julie assistant to Zach Young Program Director of IUL & Annuity Experts. I just received your request about being interested in IUL products!
Are you looking into IULs for just yourself.... Or, you & someone else, too?
Julie Giles,
Personal Assistant
Reply STOP to unsubscribe.
Reply 1
Myself
Sure thing! So when most people reach out for an IUL: They're either looking to make sure they have permanent coverage to leave behind, sometimes it just to be they're own bank and have tax-free retirement income, or a bit of both. What would you say you're looking for?
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Family
Got it! So when most people reach out for an IUL: They're either looking to make sure they have permanent coverage to leave behind, sometimes it just to be theyre own bank and have tax free retirement income, or a bit of both. What would you say your looking for?
Both
Retirement
Perfect. Then I'd say IUL is a great option as you get tax free retirement with no risk of losing money. However, they are customizable, and you have to be healthy enough to qualify. It should take about 5 minutes to narrow down the 32 carriers you have to a few you'd prefer. When would you like Zach to call and ask a few questions to figure out which would fit best?
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Leave Something Behind
Perfect. Then I'd say IUL is a great option as you get guaranteed permanent coverage that leaves the largest tax free death benefit of all permenant coverage plans. However, they are customizable, and you have to be healthy enough to qualify. It should take about 5 minutes to narrow down the 32 carriers you have to a few you'd prefer. When would you like Zach to call and ask a few questions to figure out which would fit best?
NO REPLY TO R-2
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Perfect. Then I'd say IUL is a great option as you get both. However, they are customizable, and you have to be healthy enough to qualify. It should take about 5 minutes to narrow down the 32 carriers you have to a few you'd prefer. When would you like Zach to call and ask a few questions to figure out which would fit best?
TIME and DATE
Perfect, you'll get a Google calendar invite from our system and he will call from his personal cell 407-883-7020 if you need to reschedule or have a question for any reason, just let me know so we can make sure to help everyone! Have a great day Shane!
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Hey [first], still with me?
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WEEK 1
Are you new to this, or are you considering a change to improve your current plan? The more I understand, the better I can help!
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