IUL SALES PROPOSAL REQUEST

IUL SALES MADE SIMPLE

The Pegasus IUL sales and proposal system helps any agent turn into an IUL expert. With our customized proposal system you can easily cut a 40 page illustration down to just 7 pages to explain and close your next IUL presentation. Quickly request your proposal and have it delivered to your inbox.

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Process

EXPLORE OUR INNOVATIVE NEW SYSTEM

Simple Presentation

We cut a 40 page illustration down to just 7 pages. Easily explain a complex product that will make sense to any client. Put away money today for
Tax-Free Income tomorrow.

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Sales Scripts

Everything from your prospecting to sales presentation is scripted. You will never be left on your own. Know what you are going to say before you say it.

Prospecting

Easily start a conversation with existing clients or prospect to NEW clients using our Seminar system, Retirement Books, and Flyers. Start putting clients in your sales funnel today for a successful year!

FAQS

FREQUENTLY ASKED QUESTIONS

How Do I Request a Proposal?

Simply send us an email to and add your client name, product and carrier, face amount and when the client would like to start taking loans or call Pegasus and speak with Justin or JD to discuss what the best options for your client are.

How Long Does It Take to Receive The Proposal?

Pegasus will always try and get these requests turned around the same day. However, please allow 24 – 48 hours to receive your request.

How Do I Explain This New Proposal?

The new proposal is simple and easy to understand for even the newest agents in the industry. The IUL Proposal Sales System is a complete presentation and helps walk both you and the client through the facts and incredible opportunity that an Indexed Universal Life Policy has to offer.

What is Included in the Proposal Package?

Our main presentation includes 3 pages of easy to understand figures, and sales scripts. Quickly show your client the total investment, growth, and potential Tax-Free income that they can receive in the future.

If requested we can also provide a Qualified Account comparison report that quickly compares your chosen IUL carrier and product to a typical 401(k) or IRA that the client may be considering.

How Do I Order The Prospecting Books?

These books can be ordered at a small cost to you. In about 1 hour your client can easily understand the HUGE advantage that Indexed Universal Life insurance can offer them in retirement.

Address

Pegasus Insurance
227 N Loop 1604 E, Suite 150
San Antonio, TX 78232
Phone: 505-298-2111
Fax: 505-298-2555