Get Qualified IUL Appointments
Every Month
We build and manage your complete done-for-you IUL lead generation system, from VSL creation to paid ads to automated follow-up, so you get exclusive, pre-educated IUL prospects booked directly into your calendar.
▶ Watch: How We Get IUL Advisors Qualified Appointments Every Month. Replace this with your VSL
- Exclusive Leads Only
- Facebook & TikTok Ads
- Fully Done-For-You
- Avg. $250/Appointment
Advisors Served
Avg. Cost Per Appointment
Avg. Appointment Show Rate
Lower Cost vs Lead Vendors
Potential ROI Calculator for IUL
Adjust your monthly ad spend and see your projected appointments, clients, and revenue.ents, and revenue.
For illustration purposes only. Results will vary depending on your niche, targeting, ad performance, sales performance, and other variables.
Why Advisors Switch to Advisor Systems
Stop renting leads from vendors. Start owning your IUL pipeline.
Cost Per Appointment
Traditional IUL lead vendors charge $150–$400 per lead. With typical conversion rates, that's $1,500–$4,000 per booked appointment.
Our clients average ~$250 per booked IUL appointment. That's 6–16x cheaper than buying leads from traditional vendors.
Lead Exclusivity
Most lead vendors sell the same IUL lead to 5–10 different advisors simultaneously. You're competing against yourself from day one.
Every lead generated through your campaign is 100% exclusive to you. They opted in to speak with you specifically, no one else gets that lead.
Prospect Education
Cold IUL leads have no idea what an IUL is. You spend the first 20 minutes of every call explaining the basics instead of selling.
Your VSL pre-educates every prospect before they book. They already understand IUL basics and are interested in learning more from you.
Long-Term Strategy
Stop paying for leads, the leads stop. You're renting someone else's audience with no asset being built for your practice.
Your SEO and YouTube content compounds over time. Clients who've been with us 2+ years now receive free organic IUL leads every month.
How We Build Your IUL Lead Machine
A complete done-for-you system built in 7 steps, from strategy to autopilot.
Strategy & ICP Definition
We map your ideal IUL client profile, age range (typically 30–55), income level, family situation, and protection vs. accumulation goals. This shapes every element of your campaign targeting and messaging.
Video Sales Letter (VSL) Creation
We write and produce a high-converting VSL that explains the unique benefits of IUL, tax-free growth, downside protection, death benefit, in plain language that resonates with your target audience.
Sales Funnel Build
We build your complete automated appointment funnel: opt-in page, VSL page, application page, scheduling page, and confirmation page, all branded to your practice and connected to your calendar.
Follow-Up Email Sequences
We write 3 months of weekly automated follow-up emails that educate prospects on IUL benefits and convert them into booked appointments over time, completely on autopilot.
Paid Ad Campaign Launch
We set up and launch your Facebook/Instagram and TikTok ad campaigns targeting ages 30–55 with income of $75K+ who are interested in life insurance, tax-free retirement, and wealth protection.
Launch, Grow & Run on Autopilot
We launch your paid ad campaigns, map out 52 weeks of SEO and YouTube content targeting IUL questions on Google, YouTube, and AI platforms, and once live, the system runs on autopilot. Leads come in, the funnel qualifies them, and appointments land in your calendar automatically.
What to Expect: IUL Campaign Costs
Realistic cost benchmarks based on our campaigns across dozens of IUL advisors.
Average cost per appointment by asset target (nationwide, excl. New York)
Real IUL Advisors. Real Results.
See how financial advisors are using our system to build predictable IUL pipelines.
Frequently Asked Questions
Everything you need to know about IUL lead generation with Advisor Systems.
An IUL (Indexed Universal Life) lead is a prospect who has expressed interest in learning more about using life insurance as a tax-advantaged savings and protection vehicle. Our IUL leads are generated through targeted paid ads and are 100% exclusive to your practice.
Our clients generate IUL leads ranging from $5 to $50 each using paid ads. The average cost per booked appointment is approximately $250, which is significantly lower than traditional lead vendors where the true cost per appointment often exceeds $1,500–$4,000.
We typically target ages 30–55 for IUL campaigns, as this demographic has the most to gain from the tax-free growth and protection benefits of an IUL. We can also adjust targeting based on income level ($75K+, $100K+) and family situation.
Most clients begin seeing their first IUL leads within 7–14 days of launching their paid ad campaign. The full funnel setup typically takes 2–4 weeks to complete before launch.
Yes, you need to be properly licensed to sell IUL products in the states you’re targeting. All ad copy must comply with state insurance regulations and any applicable FINRA/SEC guidelines. We work with your compliance team to ensure all creative is approved before launch.
Facebook and Instagram (Meta Ads) work exceptionally well for IUL campaigns targeting ages 35–55. TikTok is increasingly effective for reaching younger prospects (30–45) interested in tax-free wealth building. We recommend starting with Meta Ads.
Yes. We can target by household income, job title, and financial behavior signals to ensure your IUL leads have the income to afford meaningful premium payments. Common income targets are $75K+, $100K+, and $150K+ household income.
The biggest difference is exclusivity and lead quality. When you buy from a lead vendor, the same lead is sold to multiple advisors and the prospect has no idea who you are. With our system, every lead comes through your own branded campaign and has watched your VSL before booking.
Our done-for-you IUL campaign comes with a performance guarantee of 10–30 booked appointments. If we don’t hit that target, we continue working for free until we do. We’re invested in your success.
Book a free strategy call with our team. We’ll review your current situation, identify the biggest opportunities for your IUL practice, and show you exactly how the system would work for your specific market and target client.
Ready to Build Your IUL Lead Machine?
Book a free strategy call. We'll show you exactly how we'd build your IUL campaign, with realistic projections based on your niche, location, and target client.
Performance Guarantee
10–30 booked IUL appointments or we continue working for free
Consulting: $4,995 · Done-For-You: $7,995 · No long-term contracts