Skip to main content

MONTHLY OVERVIEW: December Updates, Recaps and Department News

 
Monthly Overview Banner Image
Annuity All Product Summary
 

December 2022
?

Holiday closings

EquiTrust offices will be closed on Monday, Jan. 2, and will reopen on Tuesday, Jan. 3.
?

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. 
Visit Bridge Microsite
Bridge Microsite on a laptop image

On the microsite, you can:

  • Run an illustration
  • Get a calculator output for LTC benefits
  • Complete an application
  • Share client materials
  • Learn about licensing, training and state approvals
  • And more!
Bridge Microsite on a laptop image
?
1% Commission Special Icon

Reminder! We’re offering a 1% commission special for all Bridge applications received through March 31, 2023. No threshold, no hurdles, no waiting period. 
?

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
?
Megaphone icon

News Briefs
Form Icon

Inforce Administration

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.
Beneficiary Icon

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 Logo
NAFA Logo

Active Member
 

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.

  
© 2022 EquiTrust Life Insurance. All Rights Reserved.

IC22-ECN-1173

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

scroll to top of page
? Questions?