Builder Plus IUL

Indexed Universal Life Insurance – Client Seminar Toolkit

We’ve made it easier for you to begin giving client seminars about Builder Plus IUL. Use the resources below to plan, prepare, and deliver seminars to your potential clients.

Builder Plus IUL Client Powerpoint

Use this PowerPoint presentation during your seminar to give your prospective clients more information about Builder Plus IUL.

Builder Plus IUL Client Seminar Email Invite – Customizable

Invite your prospects to your seminar with this customizable email invite.

If you use Chrome, right click on the download button and click "Save Link As" and save to your computer. If you use Internet Explorer, right click on the download button and click "Save Target As" and save to your computer. Download and import into your marketing email platform in order to add seminar details and send to client list (examples include Constant Contact, MailChimp, etc.).

If you do not have an email marketing system, check out the fillable client seminar flyer invite below.

Builder Plus IUL Client Seminar Flyer Invite – Fillable

If you don't have a marketing email platform you work with, a fillable flyer is available for you to send to your prospects. Download the flyer below, fill in your information, save, and send to your prospects either through the mail or through individual emails.

How to Give a Client Seminar Guide – For Agent Use Only

Use this guide to help you plan, prepare, deliver, and evaluate your client seminars. This guide contains information on finding the right venue, planning your event, seminar delivery tips, ad review requirements, and more.

North American Corporate Guidelines for Seminar Selling – For Agent Use Only

This guide outlines the rules and regulations you must follow when giving a seminar representing North American. There is also a sheet that will need to be signed and returned to the North American ad review department before you deliver a client seminar.

 

Builder Plus IUL is issued on policy form series LS183 by North American Company for Life and Health Insurance, Administrative Office, One Sammons Plaza, Sioux Falls, SD 57193. Products, features, riders, endorsements, or issue ages may not be available in all jurisdictions. Limitations or restrictions may apply.

 

FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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