Sell more cases by mastering the MoneyTrax Spending Game through joint casework — earn while you learn!

Step 1: Apply for Joint Case Support with Merle Gilley

For over two decades, Merle Gilley has helped individuals take control and optimize their finances using the MoneyTrax Spending Game. Widely recognized as one of the nation’s leading experts on Index Universal Life (IUL), Merle has been instrumental in product innovation and has served as a trusted advisor to some of the country’s top insurance companies.

Before entering the financial world, Merle served with distinction in the U.S. Air Force’s Strategic Air Command (SAC) as a B-52 crew chief with the 93rd Bomb Wing. After completing his military service, he returned to his hometown of Virginia Beach, Virginia, where he and his wife of 40 years, Monica, built a thriving family business from the ground up. Seeking a safe and reliable way to invest the proceeds, he discovered the untapped potential of IUL.

Benefits of working cases together:

  • Learn how to set up your software to be client friendly

  • Discover how to build a precise present position

  • Design a revised position that solidifies the likelihood of creating a new client

  • Ensure that proposed insurance products are optimally designed

  • Meet online with Merle and your clients so you can watch how to presents the present vs. revised positions

  • Client meeting recordings so you can watch meetings back as needed

Step 2: Gather the Client's Financial Information

Step 3: Submit a Spending Game Client Case

How to Export the Present Position Spending Game File

Case Submission Requirements:
1) Client must currently be saving 10% or more of annual income
2) Has $250K+ of accumulated assets
3) You are licensed in the state the client lives
4) Your Spending Game file has the correct asset class default layouts
5) You are willing to split the case 50/50 with Merle

Submit Your Case

Step 4: Request Prospecting System Demo

Get a preview of a simple marketing system that helps you:

  • Communicate the difference between a spender, saver, wealth creator, and legacy provider

  • Effectively qualify prospects

  • Capture leads and the key financial data needed to design a present position in the Spending Game

  • Book more introductory calls with ease

  • Track each prospect's status through a streamlined sales pipeline

  • Generate more referrals by offering a simple, clear entry point—so clients don't have to explain what you do