See inside the hub

You receive access to a private library of adviser resources, including downloadable guides and templates, CPD accredited training with certificates, a suitability report library, impartial briefings on the top IUL companies, and compliance and advice justification tools. New items are added monthly.

Yes. The Hub provides step by step IUL training for new starters and structured materials for experienced advisers who want stronger client presentations and files.

You will learn how to sell IUL from the first discovery call to the close, how to become an IUL expert, and how to explain cash value, caps and floors, charges, crediting methods, and policy design. Modules include short knowledge checks.

Yes. We publish concise, impartial briefings on leading IUL providers. These are for education and research. They are not product recommendations. Always refer to current product literature.

Modules are CPD accredited. Each module states an expected time to complete and includes a short assessment. On completion you can download a named certificate to add to your CPD file with your firm or network.

You may use the resources in your advice process and in client meetings. Redistribution or reselling of the source files is not permitted. White labelling is not included in the Content Hub. If you require white labelled marketing content, please contact us about adviser memberships.

Much of the training and insurer background material suits international IUL work. Always adapt wording and suitability to your local regulatory standards. We do not provide tax or legal advice.

You will find PowerPoint slides, Word documents, PDFs, and selected spreadsheets for calculators and checklists.

New content is added monthly. We also update items when ratings or good practice change. Members can request topics and company briefings. We prioritise items with the most member demand.

You can contact our team by email for access or content queries. We aim to reply within two working days.

Monthly access is 97 Dollars per month with a twelve month minimum. Annual access is 970 Dollars — two months free — saving 194 Dollars versus paying monthly for a year. All prices are in US dollars.

You can switch from monthly to annual at any time. We will credit any unused full months already paid in the current term against the annual fee. The monthly plan has a twelve month minimum. Annual access is prepaid for one year. If you are a first time annual member and no certificates have been earned and no templates downloaded, you may request a goodwill refund within seven days.

One subscription covers one adviser seat so each adviser can earn CPD certificates in their own name. Team access is available on request.

Yes. Invoices are issued in US dollars and can include your tax details on request.

No. The Content Hub focuses on training and adviser-ready materials. If you require commission enhancements, sales decks and a done-with-you IUL service, please ask about our adviser memberships.

No. The Content Hub focuses on training and adviser-ready materials. If you require commission enhancements, sales decks and a done-with-you IUL service, please ask about our adviser memberships.