Request a custom IUL illustration
A licensed broker will prepare a real, carrier-issued illustration based on your age, state, health class, and what you’re trying to accomplish. Typical turnaround is one business day after a 20-minute discovery call.
What you’ll get
- A 20-minute call with a licensed agent — not a call-center script.
- An AG 49-B-compliant carrier illustration with guaranteed and non-guaranteed columns disclosed side-by-side.
- A plain-English walkthrough of the design, the cost structure, and the trade-offs.
- Honest feedback if IUL isn’t the right fit for your situation.
What we won’t do
- Show you a marketing chart with a projected return number.
- Put you in an automated email sequence you can’t escape.
- Push the carrier or design that pays us the most.
About projections on this page: we intentionally do not show
IUL return projections, “tax-free retirement income” calculators,
or illustration screenshots on the public site. Per NAIC Actuarial Guideline
49-B, IUL projections must be carrier-issued documents with both guaranteed
and non-guaranteed columns. We provide those directly, after a brief
conversation about your situation.
Tell us about your situation
Takes about 60 seconds. A real human will reach out — typically within one business day.