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Become an Index Universal Life Adviser
Choose the adviser membership designed to grow with you.
Growth Advisor
$4997
Earn More
1 Month Free Adviser Referral Bonus¹ (per referral)
Close Faster
100/year Product Illustrations
Form Completion Support
Underwriting & Medical Support
Dedicated Case Management
Insurer Introductory Letters
5 Clients Limit
Annual Review Pack
Income Switch-On Service
In-Force Policy Valuations
Stand Out
Core Library Training & CPD Access
Quarterly 1-on-1 Coaching Sessions
Real Case Study Access
Scale Smarter
Exclusive Adviser Q&A
Affiliate Partnership Programme
Quarterly Access to Workshops & Webinars
Elite Advisor
$9997
Earn More
2 Months Free Adviser Referral Bonus¹ (per referral)
First-to-Know Product Access + Early Access Bonuses
Close faster
Unlimited Product Illustrations
Form Completion Support
Underwriting & Medical Support
Dedicated Case Management
Insurer Introductory Letters
Unlimited Client Limit
Annual Review Pack
Income Switch-On Service
In-Force Policy Valuations
Stand Out
Advanced Library Training & CPD Access
Monthly 1-on-1 Coaching Sessions
Real Case Study Access
Scale Smarter
Exclusive Adviser Q&A
Affiliate Partnership Programme
Priority Access to Workshops & Webinars
Additional Adviser Seat Option ($1,500/month per seat. Max 2 additional seats)
Growth Advisor
$497
Earn More
1 Month Free Adviser Referral Bonus¹ (per referral)
1 Month Free Adviser Referral Bonus¹ (per referral)
Close Faster
100/year Product Illustrations
Form Completion Support
Underwriting & Medical Support
Dedicated Case Management
Insurer Introductory Letters
5 Clients Limit
Annual Review Pack
Income Switch-On Service
In-Force Policy Valuations
Stand Out
Core Library Training & CPD Access
Quarterly 1-on-1 Coaching Sessions
Real Case Study Access
Scale Smarter
Exclusive Adviser Q&A
Affiliate Partnership Programme
Quarterly Access to Workshops & Webinars
Elite Advisor
$997
Earn More
2 Months Free Adviser Referral Bonus¹ (per referral)
First-to-Know Product Access + Early Access Bonuses
Close faster
Unlimited Product Illustrations
Form Completion Support
Underwriting & Medical Support
Dedicated Case Management
Insurer Introductory Letters
Unlimited Client Limit
Annual Review Pack
Income Switch-On Service
In-Force Policy Valuations
Stand Out
Advanced Library Training & CPD Access
Monthly 1-on-1 Coaching Sessions
Real Case Study Access
Scale Smarter
Exclusive Adviser Q&A
Affiliate Partnership Programme
Priority Access to Workshops & Webinars
Additional Adviser Seat Option ($1,500/month per seat. Max 2 additional seats)
Affiliate Partnership ProgrammeOptional programme for advisers who want to refer other advisers and earn rewards. Can be promoted via blogs, LinkedIn, or speaking.
Additional Adviser Seat: Elite members may add up to four additional advisers under their account for $1,500/month per seat. Each seat includes full Elite access. Ideal for business partners or small teams.
Adviser Referral Bonus: Receive 1 or 2 months free membership for each adviser you refer who joins and completes their first 90 days. There’s no cap — refer more advisers, reduce your annual cost. Referrals can include additional seat members.
Free membership applies only to Elite Adviser member.
Additional Adviser Seat: Elite members may add up to four additional advisers under their account for $1,500/month per seat. Each seat includes full Elite access. Ideal for business partners or small teams.
Adviser Referral Bonus: Receive 1 or 2 months free membership for each adviser you refer who joins and completes their first 90 days. There’s no cap — refer more advisers, reduce your annual cost. Referrals can include additional seat members.
Free membership applies only to Elite Adviser member.
