MONTHLY OVERVIEW: March 2024 updates, recaps and department news

INCOME BENEFIT RIDERS UPGRADED — NOW WITH HIGHER PAYOUTS!

Help clients secure higher guaranteed lifetime income with these enhanced IBRs.

This month, we announced upgrades to the optional Income Benefit Riders (IBRs) available on several EquiTrust fixed index annuities.

*AV = Accumulation Value

Visit Agents.EquiTrust.com for more information on our IBRs.

Want to see how our upgraded IBRs stack up against top competitors? Check out the flyer!

Put your EquiTrust new business on the fast track

This month, we held a webinar detailing how to deliver the fastest possible service to your clients purchasing EquiTrust products. We covered forms of payment, common NIGO errors, tips for submitting new business and more!

If you missed it, check out the replay at Agents.EquiTrust.com.

Premium bonus special extended

Offer clients an extra 2%³ on their premium bonus with this limited-time offer — now available through June 28, 2024!

2025 EquiTrust Producer Incentive Trip

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

Sales idea recap

Sales ideas sent to you in March issues of Sales Week:

Bridge^® user guide presents the application process step-by-step

Streamline the new business process by following these best practices

Do renewal rates ever go up?

Split annuity strategy = reliable, regular, retirement income

Imagine yourself relaxing on the beach in Turks & Caicos

News brief

New print functionality added to transfer form

If a company doesn’t accept electronic signatures, you can now print and upload transfer forms within the FireLight workflow. Once you check the box confirming you’ve printed and uploaded the transfer form, it will be removed from the workflow packet.

Find pre-approved advertisements at Agents.EquiTrust.com

Newly designed full- and half-page ads are available at Agents.EquiTrust.com. Plus, you can customize the ads with your contact information!

Wizard-based E-Applications enabled for all products

All EquiTrust products have completed the transition from a forms-based approach to a streamlined wizard platform. All new applications should be submitted using the simple wizard E-App process. 

If you have questions or need assistance, call Sales Support at 866-598-3694.