Insurance Case Design

Close More Business With Expertly Crafted Cases


Let’s be real – designing the right life insurance case so you win business can be a nightmare. You’re juggling policy details, client needs, regulatory requirements and trying to stand out in a competitive market. It’s stressful and overwhelming.

Think about all the time you spend trying to understand the fine print of different policies, the frustration of crafting customized solutions that fit each client’s unique situation and those sleepless nights worrying if you missed something crucial or an opportunity to get your clients more money…

It’s not just stressful –  your ability to design cases could make or break your life insurance career.

Most agents will end up stuck in this mess – struggling to survive and with little time to build relationships and close deals. The pressure to deliver perfect, tailored solutions often leads to burnout and missed opportunities.

But what if you didn’t have to do it all by yourself?

That’s where Jucebox comes in. After coaching over 1000 agents and selling hundreds of millions in IUL and Annuity, we can confidently claim that we are experts in life insurance case design.

Our top priority is to help our clients accelerate their success by working with them, one-on-one to design “WOW” worthy cases they can present to their prospects. By teaming up with us, you’ll streamline your process, create better solutions for your clients, and focus on what you do best — selling insurance and building relationships

Transform Your Business 

Transform Your Business 

and make life a whole lot easier

Once you’re in our program, you’ll be armed with our first line of defense – our proprietary Forecaster tool that eliminates all the guesswork from convincing your prospect WHY they need YOUR product.


This plug-and-play tool allows you to input all of your prospect’s numbers into one powerful algorithm that calculates and presents the exact gap between what their current retirement savings plan will earn them and what their dream retirement income is.

Once you’ve clearly presented this problem to your prospect, they’ll all but beg you to help them solve for it! And that’s where Insurance Case Design comes in clutch!

Take a look at the image below:

7:00 - Josh C.'s Case

  • Josh gives background on prospect. Main things his prospect is looking for are income & protection. Josh is thinking about an annuity play to help her move her Qualified Assets out of her USB accounts.

  • Matthew fact finds about the case and shares that he thinks they need to solve for RMD’s for the prospect.

    • Using the Rule of 110, he creates a plan to solve for RMD’s inside the RES-RET tab inside the forecaster

    • Matthew role plays the story of this solution with his prospect

What you’re seeing is a brief summary of one of our Case Design Coaching Calls.

Our client Josh wanted help determining what product would be right for his prospect and how to get the funds moved.

One of our active top producers and coaches helped Josh develop a case, role-played the exact way to deliver the pitch (so nothing was left up to chance) and ensured Josh was ready to close the deal!

This is just one of the hundreds of examples we could share about how powerful our Case Design Calls are for our clients.

And when you partner with Jucebox, you get instant access to our Case Design Coaches who will help you craft and present compelling presentations

Want a look behind the scenes? Click below to watch a private recording of our case design coaches in action.

Working with a life insurance case design expert is the fastest way to transform your business. Our experts provide the knowledge, tools, and support that enable you to offer tailored solutions and close more deals.

Now let’s dive deeper into the benefits of partnering with a Jucebox life insurance case design expert and how it can take your sales to the next level.

The Game-Changing Expertise of Jucebox

Jucebox brings over a decade of experience, hundreds of millions in production and a wealth of experience from coaching 1000+ agents to the table.

We understand the nuances of various policies, have deep knowledge of the products available and thousands of presentations under our belts – this level of understanding allows us to craft solutions that precisely meet your clients’ needs.

Tailored Solutions For Every Client

Each client has unique financial goals, health considerations, and personal circumstances. At Jucebox, we specialize in creating bespoke solutions that address these individual needs.

Through leveraging our Forecaster Tool and thorough analysis, we consider every factor such as income replacement, current savings, investments, debts, estate planning and final expense to craft real cases that serve your prospect’s needs.

With Jucebox, you can provide retirement income solutions that are not “off-the-shelf” but tailored to your client’s specific situation.

This level of customization and intentionality builds trust and demonstrates your commitment to their financial security.

Efficiency and Streamlined Processes

Designing a life insurance policy involves many steps. It’s easy to get bogged down by details and administrative tasks. That’s why we streamline the process, working with you one-on-one to jump through hoops and handle the intricate aspects and creating compelling cases that no client could object to.

We use advanced tools, calculators and illustration software to conduct financial analyses and prepare comprehensive proposals that just make sense.

This efficiency and level of detail allow you to serve more clients effectively, enhancing your productivity and profitability.

Access to Cutting-Edge Tools and Technology

What might surprise you, is that we build the vast majority of our tools, calculators and technology in-house. We’ve seen what works and want to offer the best exclusively to our clients.

These resources enable them to perform detailed financial projections, analyze policy scenarios, and illustrate potential outcomes for clients.

Having access to these tools through Jucebox allows you to present clear, data-driven illustrations to your clients.

This transparency helps clients understand their options and make informed decisions, strengthening their trust in your expertise.

Professional and Compelling Presentations

Effective communication is key in life insurance sales. Jucebox excels in creating compelling presentations that resonate with clients. We help translate complex insurance concepts into easy-to-understand language and provide you with professionally designed proposal documents and visual aids.

This polished approach builds instant trust and makes it easier for clients to see the value in your recommendations – leading to the holy grail – an “Objectionless Close”.

Ongoing Support, Coaching and Training

The insurance industry is constantly evolving. Staying up-to-date on new products, regulations and market trends is crucial.

That’s why we offer ongoing support and training through weekly LIVE coaching calls, video trainings and “State-Of-The-Insurance-Industry” updates.

This continuous coaching and training ensures you stay ahead of the curve and offer the most relevant advice to your clients.

Navigate Compliance And Risk Management

Compliance with regulatory requirements is a non-negotiable in life insurance. Here at Jucebox, we’re well-versed in the legal landscape, ensuring that the cases we help you design adhere to all applicable laws and guidelines.

Partnering with Jucebox doesn’t just help you make compelling presentations… we help you mitigate the risk of non-compliance and avoid potential legal issues.

Build Long-Term Client Relationships

Building long-term relationships with clients is key to achieving longevity in life insurance. Jucebox helps you foster these relationships by providing customized, high-quality insurance solutions.

Your satisfied clients are more likely to refer their friends, family and associates to you, leading to a steady flow of new business opportunities.

Stand Out In A Competitive Market

The life insurance market is highly competitive. To stand out, you need to offer something unique and valuable. Partnering with Jucebox gives you a distinct competitive advantage.

The ability to deliver customized, expertly designed solutions that set you apart from competitors.

Your clients will love the added value of working with an agent who has access to specialized knowledge and resources, helping you attract and retain more clients.

Maximize Policy Value

Our case design experts know how to ethically optimize the value of the cases you present.

I say ethically because there is a tried and true way to offer immense value to your prospect that changes their life for the better and also results in much larger commissions for you! 

Handling Complex Cases With Confidence

You’re bound to work with some clients who have particularly complex retirement needs.

High-net-worth individuals, business owners, or clients with significant health issues require specialized knowledge and expertise.

By working with Jucebox, you can lean on our expertise to navigate these complex cases.

Peace Of Mind

Working with Jucebox doesn’t only result in more closed business… It provides peace of mind.

You can finally know that you have access to specialized support, coaching and resources that allow you to present cases with greater confidence and assurance.

Maximum Commissions and Revenue

At the end of the day, your goal is to grow your business and increase sales. Working with Jucebox guarantees you achieve this.

Our support, coaching and resources enable you to offer superior service and solutions, leading to higher client satisfaction and retention.