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IUL Engine

Explain IUL So Clients Actually Understand

Upload any IUL illustration. Get AG 49-A illustration checks and a client-ready explainer in minutes.

TCPA-Oriented Consent Controls
HIPAA-Ready Infrastructure
GLBA-Aligned Safeguards
AG 49-A Illustration Checks
256-bit Encryption
Built for Insurance Agents

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AI-Powered IUL Analysis

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Pacific_Life_PDX_JohnSmith_2026.pdf Uploaded
Client: John Smith, Age 52Carrier: Pacific LifeProduct: PDX IUL

Key Metrics

Monthly Premium$500
Face Amount$500,000
Cash Value (Yr 20)$182,450
Projected IRR5.2%
Death Benefit$500,000 (Level)
Loan Rate5.0% (Fixed)

Risk Flags

Loan rate assumption (5.0%) approaches AG 49-A safe harbor limit — Review recommended
Illustrated rate within AG 49-A cap (6.24%)
Non-guaranteed elements properly disclosed
Benchmark index account validated
Advisor Report:ReadyView PDF
Client Report:ReadyView PDF
AG 49-A Compliance:Validated
Last Generated: Today, 2:15 PM

How the IUL Engine Helps You Sell

Upload Any Illustration PDF

Drag and drop any carrier IUL illustration. The engine parses tables, riders, fees, and projections automatically.

AI-Powered Analysis

Instant breakdown of cap rates, participation rates, floor guarantees, fees, and projected values — in plain English.

AG 49-A Validation

Every analysis screened against AG 49-A-aware checks. Illustrations with prohibited language are flagged before you present them.

Risk Flag Detection

AI identifies unrealistic assumptions, hidden fees, lapse risks, and suitability concerns automatically.

Client-Ready Report

Generate a branded, jargon-free report your client can actually understand — with advisor and client versions.

Carrier Comparison

Compare illustrations from multiple carriers side by side. See which product best fits your client's goals.

Close the Deal

Use AI to Build Your IUL Presentation

Turn your IUL analysis into a compelling client presentation — with compliance-checked talking points, visual comparisons, and branded materials.

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CRM
Quotes
Applications
Carriers
Training
Marketing
Compliance
Pitch BuilderIUL Sales Presentation
Protect Your Legacy, Build Your FutureTitle slide
How IUL WorksDiagram
Your Personalized ProjectionNumbers
Next StepsCTA
AI-Generated Talking Points
Open with the client’s retirement income gap
Show the tax-free loan advantage vs. 401k
Use the 20-year projection to demonstrate compounding
Close with the guaranteed floor protection
24Pitches Created
18Illustrations Analyzed
12Client Presentations
67%Win Rate

Frequently Asked Questions

Yes. The engine parses illustrations from all major IUL carriers including Pacific Life, Nationwide, Lincoln Financial, North American, Securian, and more. Carrier-specific parsing rules are updated monthly.

The engine captures the carrier's own AG 49-A attestation from the illustration, screens the narrative for prohibited illustration language, and injects the required disclaimers with version IDs. Findings are flagged with specific regulation references. CoverAgent does not certify AG 49-A compliance and does not replace actuarial or compliance review.

Yes. You can generate two report versions: an advisor report with full technical detail, and a client-friendly version with plain-English explanations. Both can be branded with your agency logo and shared via secure link or PDF.

Most illustrations are fully analyzed in under 2 minutes. Complex illustrations with multiple riders or carrier-specific formats may take up to 3 minutes. Results are cached so re-accessing is instant.

Ready to simplify IUL for your clients?

Book a demo and upload a real illustration — see the AI analysis live.