Strategy Call Confirmed
You’re Booked — Let’s Make This Call Count for Your Family.

Thank you for scheduling your free strategy call with IUL Mechanic. You’ve just taken a serious step toward protecting your family and building safe, tax-advantaged retirement income that doesn’t depend on the stock market.

On this call, we’ll walk through real numbers for your situation — No pressure, no hype, no sales tricks.

What to Expect on the Call

  • 15–20 minutes focused on your current situation and goals.
  • We’ll review how an IUL catch-up strategy protects your family and builds tax-free growth.
  • You’ll see clear, simple options — with numbers explained in plain English.
  • Ask anything — retirement, college funding, emergencies, or long-term planning.
  • You decide what feels right. No pressure — ever.

How to Get the Most Out of It

  • Have a rough idea of your monthly budget or comfort level.
  • Know your approximate income and age (you and spouse if applicable).
  • Think about your top priorities: retirement, kids’ college, emergency fund, or legacy.
  • Find a quiet spot where you can focus for 15–20 minutes.

That's it — show up, be open, and we’ll take it from there.

A Quick Message From Robert

In this short video, I’ll walk you through what we’ll cover on your call, why this strategy is so powerful for families who feel behind, and how to get the most from our time together.

While You Wait: Build a Head Start With These Resources

Your call is where everything comes together — but if you want a head start, these resources will help you understand the basics of tax-free growth and protection.

These are optional — even if you only show up to the call, you’ll have everything you need.

Your call time is reserved for you.
If something changes and you can’t make it, please reschedule so another family can take that spot.

I'm looking forward to helping you see what’s possible with a properly structured IUL.