How does Agency Rocket work?

Upload a PDF illustration, and Agency Rocket does the rest! It reads the document, extracts key data, and builds a side-by-side visual comparison to demonstrate how your proposed plan (IUL, Whole Life, or Infinite Banking) stacks up against a client’s current plan.

You can select from three core strategies:

📈 My New Retirement (IUL)

Show clients how an Indexed Universal Life (IUL) policy can offer tax-advantaged retirement income, market participation, and downside protection. It's a compelling way to provide lifelong protection and long-term financial growth.

🔗 Pair it with Quantum!
Use Quantum to run your illustration and Agency Rocket to present it—creating a seamless, fully digital experience for tax-free retirement solutions.

💳 Debt Action Plan (Debt Free Life)

Demonstrate how clients can become their own banker by using participating whole life insurance to strategically eliminate debt—without spending more money. Agency Rocket generates a Debt-Free Life roadmap to help clients take control and reduce reliance on traditional lenders.

🔗 Pair it with LiveWell Plus!
Use LiveWell Plus to illustrate whole life policies and Agency Rocket to show clients their personalized debt elimination journey.

🏦 Banking Action Plan (Infinite Banking)

Educate clients on how to leverage a participating whole life policy to build liquidity, seize opportunities, and create financial flexibility. Banking Action Plan helps your clients grow and access money while their policy continues to compound in value.

🔗 Pair it with LiveWell Plus!
Illustrate the concept in LiveWell Plus and bring it to life in Agency Rocket with easy-to-understand visuals and comparisons.