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Build an IUL launch machine

This playbook gives carriers a repeatable process for launching, repricing, and updating IUL products while keeping illustrations aligned with the filed contract.

IUL Playbook

What's Inside:

  • Align product specifications, filings, hedging, and index agreements.
  • Validate illustrations before launch and prepare for rule changes.
  • Equip agents with product knowledge grounded in the filed contract.
  • Build a repeatable rhythm for repricing, refiling, and updates.
  • Track cycle times and test illustration retrieval.