Retirement Strategy Using Indexed Universal Life (IUL) Sales System

The My New Retirement platform is designed to educate consumers on leveraging Indexed Universal Life (IUL) as a powerful retirement strategy. It combines cutting-edge prospecting tools, business management features, and the IUL Analyzer—an interactive presentation tool that visually demonstrates the tax advantages, growth potential, and protection benefits of IUL. With intuitive charts and real-time data modeling, agents can present a compelling case for why IUL is a superior wealth-building solution.

Overview Video

Watch the My New Retirement overview video to see how the platform simplifies the conversation around using Indexed Universal Life (IUL) as a retirement strategy. Learn how to upload an IUL illustration and instantly create a powerful, interactive presentation that breaks down the strategy in a way clients can easily understand. Explore how the IUL Analyzer compares traditional qualified retirement plans to IUL, highlighting advantages like tax-free income, downside protection, and long-term growth. See how this system helps agents present a clear, compelling case for IUL as a smarter way to plan for retirement.

Runtime: 6 mins 42 seconds

Reach

Reach is a powerful prospecting system designed to attract, educate, and guide leads toward securing an Indexed Universal Life (IUL) policy. It features personalized agent landing pages, lead capture forms, professional teaser videos, an educational webinar, and the Savings Snapshot system, all integrated into My New Retirement. With seamless Tracker integration, Reach automates marketing and follow-ups, helping agents convert prospects efficiently.


IUL Analyzer

The IUL Analyzer is a powerful tool that compares qualified retirement plans to the IUL strategy, making it easy for prospects to see the long-term benefits. By simply uploading an illustration, the system automatically processes key data and presents a timeline-based comparison, showing how an IUL provides lasting, reliable cash flow while a qualified plan runs out of money. With an interactive age slider, built-in selling tools, real-time national debt data, and the ability to upload multiple illustrations that save to your client's case, the IUL Analyzer proves the effectiveness of the IUL strategy with clear, compelling visuals.

IUL Analyzer provides the following features:

  • Timeline based comparison of the IUL and hypothetical qualified plan

  • Selling tools that explain the indexing concept

  • Live feed from the US Treasury Department of the national debt

  • Upload multiple illustrations to the system to show different saving scenarios. Quickly select between them using a drop down menu

Go Premium!

Unlock the full potential of My New Retirement with Premium Features, designed to elevate your client presentations and streamline your workflow. These advanced tools provide deeper insights, enhanced customization, and interactive elements that bring financial strategies to life. Whether it’s dynamic scenario modeling, automated report generation, or powerful data visualizations, the Premium version gives you everything you need to deliver a seamless, high-impact experience for your clients. The features listed below are only available in the premium version of My New Retirement.

Interactive Report

Interactive Reports turn your IUL Analyzer presentations into personalized, password-protected web pages tailored for each client. Clients can explore the strategy at their own pace—watching educational videos, adjusting sliders to compare outcomes, and even updating their qualified plan details to see real-time changes. You can also include a personal message, creating a more engaging, one-on-one experience that helps your client truly understand the value of the IUL strategy.

Pro Branding

Pro Branding gives agents full control over how their "My New Retirement" experience looks and feels. Customize your personal website and the entire Agency Rocket interface with your own logos and brand colors for a consistent, professional presence. You can also add advertising tracking pixels to your site for better campaign insights, and personalize the signature on all automated emails sent through the system—ensuring every touchpoint reflects your unique brand.

Multi-Language Reach Pages

Expand your client base with Multi-Language Reach Pages, a powerful Premium Feature designed to break language barriers and connect with diverse audiences. These professionally crafted sales funnel pages are available in multiple languages, allowing you to engage prospects in their preferred language while maintaining the clarity and impact of your message. Whether you're working with English, Spanish, or other language-speaking clients, these pages ensure a seamless, accessible experience—helping you generate more leads and close more sales with ease.

Additional Reach System

The Premium Reach System goes even further by offering a variety of landing pages tailored to different audiences and financial priorities. Whether you're targeting young professionals, families, or pre-retirees, you can choose from specialized pages that focus on specific benefits of the IUL strategy—like tax-free retirement income, downside protection, or long-term growth. These pages are designed to speak directly to the prospect’s unique needs, increasing engagement and conversion. Each page still connects to your branding, collects prospect data, and automatically creates a custom scenario within the system, helping you close the gap between curiosity and action.


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