[VIDEO] When SIUL Becomes Part of Planning Conversations from Ameritas

Recorded 07/2026

Some of the most valuable client conversations come from addressing challenges that don’t have obvious answers. Explore three common planning situations and strategies for discussing family, legacy and protection needs with clients. This interactive sales idea provides: 

• Case studies based on common client situations.
• Conversation guides and objection responses.
• Client-facing materials.
• Sales tools and supporting resources.