IUL discovery portal
IULEngine™
Better conversations. Brighter financial futures. An organized space for clients and licensed agents to explore indexed universal life — with fees and risks in plain view.
Client records are created by administrators or approved agents.
Guided by professionals
Plans built around your family, reviewed with a licensed agent.
Share your goals once. An approved agent reviews your discovery and requests official carrier illustrations to walk through with you.
Client loginGuided discovery
A calm, save-as-you-go intake covering household, goals and finances.
Clear education
Contribution calculators and coverage-gap worksheets, honestly labeled.
Reviewed agents
Agents are reviewed by an administrator before they see any client.
Private by design
Private document storage, consent records and an access audit trail.
How it works
- 01
Share your story
Your administrator or approved agent starts your discovery — no SSNs or bank logins.
- 02
Meet your agent
An administrator matches your submitted intake with an approved, licensed agent.
- 03
Review real illustrations
Your agent requests official carrier illustrations and reviews them with you privately.
For clients
Your administrator or approved agent creates your client record. Existing clients can sign in to review their discovery and illustration requests.
For agents
Pipeline, notes, follow-ups and illustration request tracking. Accounts are issued by an administrator.
Planning disclaimer
IULEngine™ is an educational planning and organization tool. It does not provide insurance quotes, underwriting decisions, or financial, tax or legal advice. Calculators show contribution-only arithmetic, not policy values. IUL policies include fees, caps and lapse and loan risks; only carrier-issued illustrations and contracts state guaranteed values.