SALES WEEK

EquiTrust New Business Processing
Standards = 5-8 business days

(For in-good-order business, from application
received to issue or request transfer of funds.)

CLIENT APPROVED RESOURCES DESIGNED TO EDUCATE

Start your client conversations with these tools

Did you know EquiTrust has a library of educational resources available for you to use in your client meetings? They’re perfect to share with clients who are new to annuities!

Before you recommend an EquiTrust annuity to a client, use these valuable tools to help instill comfort and confidence.

Fixed annuities

What is a fixed annuity? How does it compare to other financial products? For clients asking these questions, walk them through our fixed annuity sales presentation.

Fixed index annuities (FIAs)

For clients interested in upside potential with downside protection, use this presentation to introduce them to FIAs.

Income Benefit Riders (IBRs)

How does income for life work, and what features should your clients be looking for? Use our IBR presentation to help them answer those questions and more.

Need a printed version?

Visit our agent website to order a FREE high-quality version of any of these presentations to keep on hand for your client meetings.

Don't miss our limited-time premium bonus boost!

Offer clients an extra 2%¹ on their premium bonus with this limited-time offer — now available through September 30, 2024!

2025 EquiTrust Producer Incentive Trip

Paradise awaits! The qualification period is underway — we’re taking our top 40 producers to magnificent Turks & Caicos.

 Have questions about our educational resources? Call Sales Support at 866-598-3694 or email Sales.Support@EquiTrust.com. 

866-598-3694  |   Sales.Support@EquiTrust.com   |  Agents.EquiTrust.com

Active Member

¹ Premium bonus on MarketForce Bonus Index^TM increased by 3% in CA.

EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.

1516-GEN-EM-SW (08-24)

FOR PRODUCER USE ONLY