Licensing and markets
Buyers should hold the appropriate active licenses for every requested state and keep market coverage current throughout the relationship.
IUL LIVE TRANSFERS QUALIFIED CONVERSATIONS • TRANSFERRED LIVECHECK AVAILABILITYIUL LIVE TRANSFER BUYER GUIDE
Know what ready looks like before the phone rings.
Our team manages prospect generation, phone contact, interest confirmation, and the live handoff. This guide covers what licensed buyers need to manage once the conversation reaches them.
Call readiness
A clear receiving number, trained agents, dependable routing, and prompt pickup are central to a responsible live-transfer operation.
Capacity discipline
Select a weekly volume your team can actually absorb. Growth should follow verified operational readiness and available market supply.
Conversation ownership
Once connected, the licensed buyer owns the consumer conversation, follow-up, advice, disclosures, and compliant sales process.
NEW BUYER OFFER
$250Conditional first-order credit
The promotional credit is intended for approved new IUL buyers and applies toward the first qualifying order. It is not cash, cannot be assumed before approval, and remains subject to final written offer terms.
CHECK ELIGIBILITY →PRE-FLIGHT
Before you apply, be ready to share:
- Your active licensed states
- Who will answer the transfers
- Your requested weekly capacity
- Your expected start timing
- Your primary call-routing number
- Your agency or business information
START WITH FIT