Agency Rocket

Tax Advantaged Retirement

The My New Retirement platform is designed to educate consumers on leveraging Indexed Universal Life (IUL) as a powerful retirement strategy. It combines cutting-edge prospecting tools, business management features, and the IUL Analyzer—an interactive presentation tool that visually demonstrates the tax advantages, growth potential, and protection benefits of IUL. With intuitive charts and real-time data modeling, agents can present a compelling case for why IUL is a superior wealth-building solution.

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Debt Elimination

The Debt Action Plan platform equips agents with the tools to market infinite banking for debt elimination and wealth building using participating whole life insurance. The scenario builder captures a client’s financial profile and calculates a personalized strategy for paying off debt while growing long-term wealth. With interactive tools and beautifully designed reports, agents can present clear, step-by-step instructions that show clients how to achieve financial freedom faster.

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Infinite Banking

The Banking Action Plan is a complete sales and marketing system for presenting the infinite banking solution. A dynamic age slider allows clients to visualize their policy’s cash value growth and available loan amounts over time. Agents can also input future expenses, adjusting for loan terms and interest rates, to demonstrate potential interest savings and the impact of non-direct recognition loan strategies. With clear visuals and customized reports, the Banking Action Plan helps agents showcase the power of whole life insurance as a financial tool.

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Component Pricing

Component	Basic	Premium
Tracker CRM	FREE!	FREE!
	^$ 69.95 per agent per month ^$ 754.95 per agent per year	^$ 129.95 per agent per month ^$ 1399.95 per agent per year
	^$ 119.95 per agent per month ^$ 1294.95 per agent per year	^$ 189.95 per agent per month ^$ 2049.95 per agent per year
	^$ 99.95 per agent per month ^$ 1079.95 per agent per year	^$ 149.95 per agent per month ^$ 1619.95 per agent per year
20% Off The Ultimate Bundle My New Retirement, Debt Action Plan and Banking Action Plan Systems	^$ 279.95 per agent per month ^$ 3020.95 per agent per year	^$ 374.95 per agent per month ^$ 4049.90 per agent per year
20% Off Whole Life Bundle Debt Action Plan and Banking Action Plan Systems	^$ 174.95 per agent per month ^$ 1889.90 per agent per year	^$ 274.95 per agent per month ^$ 2969.95 per agent per year

Find the Right Fit: Basic vs. Premium

Review the full breakdown of features included in each platform component. See what’s available in the Basic package and what you unlock with Premium to ensure you have the tools you need for success.

	Basic	Premium
Reach Prospecting Pages Agent sales funnel landing pages
IUL Analyzer Presentation IUL sales presentation comparing IUL strategy to conventional retirement plans
Interactive Reports Custom interactive IUL sales presentation delivered to your client's inbox
Additional Reach Videos & Landing Pages Additional library of reach videos
Multi-Language Reach Pages Reach pages available in various languages
Professional Branding Tools Additional pranding customization for Reach pages.
Advertising tracking integration Ability to install custom Facebook Pixel and Google Ad tracking code to report advertising metrics.
	Basic	Premium
Reach Prospecting Pages Agent sales funnel landing pages
WL Debt Elimination Presentation Sales presentation comparing the Debt Action Plan strategy to client's current debt payment strategy
PDF Report Custom PDF report outlining the Debt Action Plan strategy
Branded PDF Report Custom branding on Debt Action Plan PDF report
Multi-Language PDF Report PDF report available in various languages
Additional Reach Videos & Landing Pages Additional library of reach videos
Multi-Language Reach Pages Reach pages available in various languages
	Basic
WL Banking Action Plan Presentation Sales presentation comparing Banking Action Plan strategy to traditional banking
PDF Report Custom PDF report outlining the Banking Action Plan strategy

and Agency Rocket have partnered to bring you a complete insurance sales system.

We offer three platforms to accelerate your insurance marketing efforts, build better connections and simplify strategies for your clients.

Tax Advantaged Retirement

Debt Elimination

Infinite Banking

Component Pricing

Component

Basic

Premium

Tracker CRM

The Ultimate Bundle

Whole Life Bundle

Find the Right Fit: Basic vs. Premium

Review the full breakdown of features included in each platform component. See what’s available in the Basic package and what you unlock with Premium to ensure you have the tools you need for success.

Basic

Premium

Reach Prospecting Pages

IUL Analyzer Presentation

Interactive Reports

Additional Reach Videos & Landing Pages

Multi-Language Reach Pages

Professional Branding Tools

Advertising tracking integration

Basic

Premium

Reach Prospecting Pages

WL Debt Elimination Presentation

PDF Report

Branded PDF Report

Multi-Language PDF Report

Additional Reach Videos & Landing Pages

Multi-Language Reach Pages

Basic

WL Banking Action Plan Presentation

PDF Report

Ignite your insurance marketing efforts and get started today!

Once you experience all the benefits of the Agency Rocket system, you’ll wonder how you survived without it.