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Indexed Universal Life (IUL) can be a powerful tool when it’s framed correctly — but many advisors struggle with how to introduce it to clients without sounding “salesy” or overly technical.
In this episode of In Good Order, Ben Braverman sits down with Tom Pecoraro, IUL Marketing Consultant, to break down the fundamentals of IUL and share how to position it inside broader planning conversations.
We cover:
What Indexed Universal Life is — in plain language
When and why to consider it as part of a client’s strategy
Best practices for explaining IUL without triggering skepticism
How to use IUL to open doors to bigger planning discussions
Whether you’re brand new to IUL or simply looking for better ways to talk about it, this episode will help you bring more clarity and confidence to your client meetings.
Seminar marketing isn’t dead — but lazy seminar marketing is.
In this episode of IGO — In Good Order, Ben Braverman sits down with Nick Schmidt to unpack what’s actually working in the seminar world right now. From emotional dynamics to the psychology of buying behavior, we explore what separates high-converting seminar practices from the ones just filling seats.
You’ll learn:
Why food, format, and follow-up matter more than ever
The best venues for credibility and ROI
How top advisors use Medicare as a seminar entry point
Messaging tips to disarm resistance and drive appointments
The key emotional triggers that lead to action (via Frank Maselli’s framework)
Whether you’re running seminars already or thinking about launching your first one, this episode is packed with field-tested insight to help you turn attention into trust — and trust into clients.
In this episode of IGO — In Good Order, Ben Braverman sits down with Steve Rohrig to uncover planning opportunities within the "Big Beautiful Bill." They discuss strategic implications for annuity and retirement-focused advisors, how to frame these updates in client conversations, and what it means for long-term income planning. This is an advisor’s cheat sheet to turn legislative shifts into competitive advantage.
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