If you’d like to shorten your learning curve and confidently present the Spending Game, I offer the opportunity to work joint cases together.

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.

Here’s what you’ll gain when we partner on a case:

  • Learn how to set up your software in a simple, client-friendly way

  • Build a clear and accurate Present Position

  • Design a Revised Position that increases your likelihood of winning new clients

  • Ensure proposed insurance products are structured for maximum efficiency

  • Meet with your clients alongside me so you can observe exactly how to present Present vs. Revised Positions

  • Receive client meeting recordings so you can review and sharpen your skills anytime

Interested in doing a joint case? Fill out the below interest form. Once received, I’ll reach out so we can connect and answer any questions you may have.