Your First IUL: Unlock the Secret & Transform Your Approach to Connecting with Affluent / HNW Individuals
Master the mindset and strategies to confidently present your solutions to the Affluent / HNW clients and watch your conversion rates improve.
🔓 Access for $299 only
Empower Yourself to Build a Thriving Practice
The exact mindset and strategies IÂ used to propel my practice to new heights
Hear From Them
Lee Song Yong
FSD, TOT
I have worked with Eng Lee for many years and has always been very impressed by his clarity of mind and even better presentation skills.
He is a skilled Financial Services Director who has managed to understand human psychology and what makes the clients tick. In the various trainings and presentations that I attended, he has given me valuable insights and systematic steps on how to address the issues at hand and this IUL course is no different.
Working with HNW clients is easier if you can understand their mindset and this training can help you understand the thought process of the HNW clients and how best to position this solution to be part of their portfolio to address their family’s legacy needs.
Alson Teo
FSM, COT
Attended a session led by Eng Lee, one of our top producers, when he visited our Apex branch to share his expertise on Indexed Universal Life (IUL) and his practice. Eng Lee's knowledge of financial strategies, coupled with his practical approach, left an impression on the attendees.
He can break down complex details into simple and actionable steps, making it easy for attendees to understand how an IUL can be an ideal instrument for clients looking to grow their wealth and secure their financial futures.
Eng Lee is passionate and willing to share his success strategies. He has developed good technical knowhow in financial planning, and also has the ability to build strong, trust-based client relationships.
Wei Liang
FSC, MDRT
Eng Lee's sales concepts and presentation skills made complex ideas easy to understand and apply. His approach was engaging, practical, and tailored to the needs of financial advisors like myself. I appreciated how he broke down the topic into actionable steps, making it simple to implement in my daily work. What resonated with me most was his insightful perspective on what drives client decisions - not just Greed or Fear, but often, it's the powerful motivator of Love. This nuanced understanding has significantly enhanced my approach to client relationships.
Eng Lee's expertise and passion for the subject shone through, and I left the course feeling confident and equipped to provide better solutions for my clients. Thank you, Eng Lee, for a truly valuable and enriching experience!
Hugo Lin
FSM, Double MDRT
Eng Lee delivered an exceptionally engaging and enjoyable training experience. He broke down the complex IUL concept, making it both profound and easy to understand. Beyond the basics, he provided a wealth of practical, actionable tips on how to seamlessly incorporate IUL into estate planning. His use of real and relatable case studies further enriched the learning experience, ensuring that the content resonated deeply with everyone.
Adrian Khiat
FSM, COT
Eng Lee conducted a training on Universal Life for our group in May. He gave us a better idea of how Universal Life plans work and provided many realistic examples of how it can help our clients with their financial goals. We all felt empowered with the new knowledge and are now more confident approaching our clients to uncover potential additional needs after the training.
Arlerine Ang
FSM, COT
During the training, Eng Lee provided comprehensive knowledge about IUL. He also offered useful strategies and insights on presentation. One of the key highlights was the case study. I was impressed by how he used IUL to complement a client’s portfolio and address critical illness coverage shortfalls in older age. He made the product easy to understand and demonstrated its versatility to fit into many different types of portfolios.
Eric Cheah
FSD, MDRT
As a seasoned professional in the insurance industry, I approached Englee's sharing with curiosity, eager to see if he could offer a fresh perspective on Universal Life Insurance.
What I experienced was a deep dive into shifting my mindset around this product. One of the most impactful elements was Englee's approach to break down complex concepts into relatable and simple strategies.
If you're looking to communicate IUL's value effectively to clients, I encourage you to spend some time to gain some perspective.
Anthony Chang
FSM, COT
Eng Lee’s training was very informative and practical. I love how he helped us understand the client’s perspective first, before even talking about the products features and sales angles. Helped that it was also engaging and humorous. I highly recommend!
Aaron Tan
FSD, TOT
Eng Lee has deep expertise in legacy planning, particularly when it comes to Indexed Universal Life solutions.
He is always warm and selfless in sharing his knowledge with his peers.
If you work with him, you’ll not only benefit from his insights but truly learn the valuable principles he practices and preaches.
Highly recommended 👍🏼
Thank you for your generosity!Â
What Will You Learn?
01
Overcoming Your Mental Block
Explore how emotions influence client decisions and why addressing emotional needs is importantÂ
- Recognize the common mental barriers that prevent you from connecting deeply with your clients and learn to break through from these blocksÂ
02
Don't Shoot With Your Eyes Blinded
Understand the importance of tailoring your approach to interacting with diverse clients and meeting their specific needs
Learn about the 5 levels of consumer awareness, from unaware to most aware, and how to adapt based on where your clients are in their decision-making journey
03
Your Ideal Client Profile
Learn how to clearly define the characteristics of your target clients, including their demographics, financial goals and challenges
Discover what they truly value, whether it is security, growth or legacy— and how these values drive their decisions
04
Case Studies & Application
Dive into real case studies from my own practice and how I handled challenging situations and turned them aroundÂ
- Explore the lessons learned from both successes and mistakes to help you sharpen your skills and improve your conversion ratesÂ
Exclusive Bonuses To Supercharge Your Journey
Proven Template
Use my ready-made template to clearly highlight the pros and cons of each type of solution, helping you to present your offers in a way that resonates with your clients and make decision-making easier.
Estate Planning Articles
Gain access to the exact articles I use before client meetings to position myself as a trusted advisor. These are designed to spark meaningful conversations during your presentation.
Powerful Messaging Texts
Get my personal collection of tried-and-true messaging texts and key phrases that I use to connect with clients and prospects. These messages are designed and crafted to help me build rapport with them.
+1 Special Bonus
Exclusive, must-have guidebook that will elevate and supercharge your professional branding journey. Packed with insider tips and proven strategies, it's your key to standing out, accelerating your success, and making a lasting impact.
