Brian Jackson ordered his first 200 leads at offer.iul.org, ran the IUL Education sequence the way it was built, and let the system do its job. Eight weeks later: 16 policies issued, $84,000 in annualized premium written, every single application approved.
Listen to the Interview"You're not gonna find many lead vendors out there giving leads as high quality, or as high intent, as the leads I get from you guys at the price I get them for."
Brian Jackson | IUL Agent, Symmetry
Brian Jackson sells out of southern Missouri. Two years in life insurance, 6 months of IUL specifically, and a small team of four agents under him at Symmetry. His downline found IUL.org first. Brian's response was simple. Let's try it together.
He had bought leads before. The pattern was always the same. Pay a premium for high-intent leads, or pay nothing and get prospects who barely remembered filling out a form. The middle ground did not exist. So when he saw 200 exclusive IUL leads for $100 at offer.iul.org, he was skeptical for the obvious reason.
The pitch from IUL.org was different. Don't race anyone. Run the IUL Education sequence. Let the prospects warm themselves up. Two months later, Brian is sitting on 16 issued policies, $84,000 in annualized premium, and a 100% approval rate.
The IUL.org playbook is straightforward. Order leads. Let the IUL Education sequence run weekly. Watch the CRM. When a prospect engages with the education, call them. The conversation is warm before the phone even rings because the prospect already knows the basics of IUL and recognizes your name in their inbox.
Brian's only deviation: he calls the moment a prospect opens an email, not just when they reply. That single adjustment widened his pool of warm calls dramatically. The first sale closed two weeks after his initial lead delivery. Twelve more closed off that same 200-lead batch. Then he activated the recurring weekly subscription at iul.org/store, and the next four sales closed in a single week.
On the call itself, Brian does not lead with premium questions. He spends the first five minutes on rapport. What got them looking, what they do for work, what they do for fun. The education has already explained IUL. His job on the phone is to be the human on the other end of it.
One detail worth noting: Brian re-recorded the IUL.org spokesperson video in his own voice, in front of a whiteboard, word for word. Prospects watch it before the call and recognize him when they pick up. "Hey, that was actually you." Yes, it was.
Across his initial 200-lead order plus the recurring weekly subscription, Brian has issued 16 IUL policies in just two months on the platform. Twelve closed off the first batch. Four more closed in the most recent week alone, on the same approach.
Every policy approved. National Life Group is his preferred carrier and where most of the business has placed. The numbers tell the story most agents don't believe is possible at $100 for 200 leads. Brian closed 12 IUL policies off his first batch. Do that math against any lead source on the market.
When asked what he would tell other agents on the platform, Brian's answer was direct.
His weekly cadence is simple enough to write on a napkin. Every IUL.org subscriber has access to the same system. Brian just runs it.
You don't have to wait for a reply. A prospect opening the education email has raised their hand. Calling them quickly while the content is fresh works.
Five minutes on what they do, what they like, why they responded. The education already explained IUL. Your job on the call is to be human.
Brian re-recorded the spokesperson video in his own voice, word for word. The system gives you the architecture. You bring the face.
"When you have a system that works, following your system is the best thing you can do."
Brian Jackson | IUL Agent, Symmetry
Brian started with a single 200-lead order at offer.iul.org. The same lead package, the same IUL Education sequence, the same CRM. After his first batch produced 12 closes, he activated the recurring weekly subscription to keep the open list growing. Both orders are below.
Same platform. Same playbook. Different agent.
Results reflect one agent's experience and are not guaranteed. Close rates, contact rates, and approval rates vary based on market, follow-up consistency, carrier selection, and individual sales skill. This case study is based on a recorded conversation between Brian Jackson and the IUL.org team.