MONTHLY OVERVIEW: May Updates, Recaps and Department News

Qualification Period Ends June 30
Jackson Hole Agent Travel Incentive

September 11-15, 2022 

Enjoy the majestic beauty of Jackson Hole, exhilarating outdoor adventures, and the luxurious 5-star Four Seasons Resort – as a qualifier of an exciting travel incentive from EquiTrust.

Minimum Production Requirement: $1.5 million in 5-or-more cases. Invitations will be extended to the top-30 producers for the six-month qualification period of January 1, 2022 to June 30, 2022; we're halfway there! Qualifying business must issue by July 15, 2022.

For more details, click here

Webinar Replay:
Rate Buy-Up Index Annuities

Offer your accumulation-focused clients the higher growth potential of Rate Buy-Up Accounts. Impressive cap and participation rates are available in exchange for an annual fee on the allocations to Rate Buy-Up Accounts. Plus EquiTrust is committed to renewal rate integrity – no teaser rates!

MarketForce Bonus Index Annuity

• 8% Premium Bonus

MarketMax Index Annuity

• Even HIGHER Current Rates

"Fee" is NOT a four-letter word! The potential growth advantage may FAR exceed the fee!

Sales-Idea Recap

Sales Ideas! Sent to You in May Issues of
SALES WEEK:

Built For Accumulation – Two No-Frills, Time-Tested Index Annuities

Index Annuities Protect Against Market Corrections

Competitive Advantages of EquiTrust’s Buy-Up Annuities

Filling the Retirement Gap

Administration

Current Versions of Forms

Reminder: The most current version of each of our forms is available on our Agent Gateway website in the Forms Section. Please be sure to always use current versions of forms. Outdated forms might not be accepted.

Compliance

Completed PTE-84-24 not to be sent to EquiTrust

Reminder: All sales of IRA annuities must include the use of the PTE 84-24 disclosure form. This form should not be returned to EquiTrust, but should be completed, left with the client and a copy retained for your agent files. The PTE 84-24 disclosure form can be accessed here.