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 to even the any client that makes sense. 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 to on your own. Know what you are going to say before you say it.

Prospecting

Easily start a conversation with existing clients or prospect with NEW clients using our Seminar, 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?

You can use our simple form below to request your client’s next presentation, 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 hrs 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 proposal 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 script. 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 Qualifed Account comparison report that quickly compares your chosen IUL carrier and product to a typcial 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.

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Request Your Proposal