Guide to Attending this Workshop

This event is a basic training workshop that will teach you what the Index Universal Life products is, and isn’t, who to sell it to, how to sell it, and why you should be selling it in the first place.
I will also be doing hands on training on how to use the 1 on 1 consultation software I’ve developed to present the advantages of using the Index UL contract as an accumulating asset.
You can choose to participate in the hands on training part of the workshop, or watch and observe, and decide if you want to commit to learning the software or not. I do these trainings about once a quarter, and you are always welcome to come back as many times you like.

If you are going to participate in the hands on exercises during the workshop, there are some things you are going to have to do to prepare yourself for this training.

  1. You need a Windows base laptop computer this is less than 3 years old. The older models will not run the software efficiently, the operation systems are too slow, and the internet features are not quick enough to run the IUL illustrations efficiently.You need Windows 7 or newer, and Microsoft Office with Excel installed.
  2. You will need the 1 on 1 software installed and working.
  3. You need to build a personal case on yourself in the 1 on 1 software so you understand the basic features of the software or you will be left behind in the training class. There are basic training videos available on our TriQuest Academy website to teach you how to set up the software and to input your personal information.
  4. Bring your power cord.

You do not have to participate in the hands on training to benefit immensely from this workshop. Actually, I have had agents that have attend this workshop two and three times, and the first time they did the hands on sessions, and the other times they just watched. The feedback from them of just watching and not being preoccupied in trying to stay current with the hands on plan designs was that they learned some very important things that they otherwise missed during their last training session.

You are welcome to participate in the hands on training, or just spectate during these lessons. It is entirely up to you, but if you are going to participate come and be ready to enter data, and manage that data. Don’t try to come to this hands on workshop and not know the fundamentals of what you are attempting to do with your computer or the 1 on 1 software, you will be left behind, and get extremely frustrated.

This is a fun and exciting workshop. Everyone that has attend this workshop this year has had nothing but great things to say. I encourage you to come with an open mind, and eager to learn something new.

Hotel reservation link will be emailed after you complete your registration.  You will receive an email  confirming your registration and providing details about travel, hotel, materials, and workshop preparation.   Please look for an email from

Countdown to IUL Bootcamp

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IUL Boot Camp and One on One Software Basic Training Agenda


12:00pm – 1:00pm Registration Desk Check in
1:00pm – 1:10pm Introduction
1:10pm – 1:40pm Merle Gilley Starting with “WHY”
People buy what you Believe
1:40pm – 2:00pm What do you Believe about…
Indexed Universal Life Concepts
2:00pm – 3:00pm The Problem & The Solution
Lock In & Reset
Terms & Definitions
IUL: Loads, Fees, and Guarantees
3:00pm – 3:15pm Break
3:15pm – 4:00pm Level 1 Meeting – Sales Process
1 on 1 Software – Exposing the Problem
4:00pm – 4:15pm Break
4:15pm – 6:00pm Level 2 meeting – Controlling their World
Providing the Solution
Mortgage Master Move / Qualified Plan
IUL Illustration software importing
6:00pm Finish
8:00am – 9:30am Merle Gilley Case Design continued
Tax Master Move
9:30am – 9:30am Break
9:45am – 11:15am Cash Flow Move
Preparing the proposal
11:15am – 11:30am Break
11:30am – 1:00pm Product Knowledge
Marketing Ideas
Questions & Answers
1:00pm Finish


The Westin Town Center