EquiTrust offices will be closed on Monday, Jan. 2, and will reopen on Tuesday, Jan. 3.
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Bridge sales are underway!
We launched Bridge just last month and we’ve heard from many agents who are working with clients on Bridge sales. Have you had a chance to visit the Bridge microsite? Learn everything you need to know to sell this innovative contribution to the LTC market.
Learn about licensing, training and state approvals
And more!
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Reminder! We’re offering a 1% commission special for all Bridge applications received through March 31, 2023. No threshold, no hurdles, no waiting period.
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2022 was a busy year We’re pleased to have brought you a number of new opportunities designed to provide value and help you generate business, including:
Partial Tax Conversion (PTC) program for Traditional IRAs to ROTH and Inherited IRAs to NQ contracts
Introduction of our internal exchange program
Bridge, the LTC index annuity with NeverStopSM wellness program and guaranteed approval for LTC benefits
Dedicated microsite for Bridge to provide product information, sales tools and marketing materials
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Sales Idea Recap
Sales ideas! Sent to you in December issues of SALES WEEK:
All 2022 1099 tax forms will be mailed no later than Jan. 21, 2023, and 2022 IRA year-end value letters will be mailed to RMD required owners by Jan. 25, 2023.
We made Ward’s 50 for 2022
For the seventh consecutive year, EquiTrust was recognized in Ward’s 50 in 2022 for superior performance out of 700 other life and health insurance companies. To be among the Ward's 50, each company must pass all safety and consistency screens, and have achieved superior performance over the five years analyzed. EquiTrust has earned this recognition in 2022 for performance from 2017 through 2021.
EquiTrust does not offer investment advice to any individual and this material should not be construed as investment advice. Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services.
