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Producer Path Bundle Enrollment

Product Specialist Bundle

Build deeper confidence in two of the product conversations producers are asked to handle most: indexed universal life and annuities.

IUL Producer Mastery + Annuity Producer Mastery

Product Specialist Bundle course thumbnail 1Product Specialist Bundle course thumbnail 2
$797regularly $994Save $197

This bundle is for producers who need product fluency without letting product details take over the client conversation. It pairs IUL Producer Mastery with Annuity Producer Mastery so producers can explain mechanics, tradeoffs, suitability, income design, and client-facing strategy with more clarity.

  • IUL mechanics, crediting methods, policy structure, and illustration literacy
  • Annuity types, riders, accumulation, income design, and liquidity tradeoffs
  • Suitability, compliance checkpoints, objection handling, and plain-English client explanations

For pre-launch purchases, enrollment is recorded now and course access is released during the launch access window.

14-Day Money-Back Guarantee. To qualify for a refund, you must complete Module 1 of the course you purchased within 14 days of your purchase date and submit a refund request in writing to [email protected]. Refund requests are reviewed within 3 business days. No refunds will be issued after 14 days, for non-engagement, upon completion of the full course, or without verified module completion.

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