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MONTHLY OVERVIEW: November 2023 updates, recaps and department news

 
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Annuity All-Product Summary
 

November 2023 
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Holiday office closure

EquiTrust offices will be closed on Monday, December 25, and reopen on Tuesday, December 26.
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New incentive trip — plus BIG year-end offers

Have you heard? We’re taking our top 40 producers to magnificent Turks & Caicos! Plus, we’re offering BIG limited-time specials to help you and your clients end the year strong. Greater premium bonuses, extra commission and more — there’s something for everyone!
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Build LTC costs into comprehensive retirement strategies

During November — Long-Term Care Awareness Month — we paused to highlight how Bridge can play a vital role in helping clients plan for the future. Remember, there’s a 70% chance that a person who’s 65 today will rely on LTC services in their lifetime.1 Check out “How to strengthen retirement plans using LTC” by Heather Kane, EquiTrust’s Vice President of Sales and Marketing, in Aspire magazine.
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Sales idea recap

 

Sales ideas sent to you in November issues of Sales Week:
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News brief
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Help streamline the claims process

Here are some helpful reminders to make sure the process goes smoothly:
  • We require an original, certified copy of the death certificate, with cause of death included, for death benefits greater than or equal to $250,000.
  • A photocopy of the certified death certificate, with cause of death included, is acceptable for claims less than $250,000.
  • If a beneficiary predeceases the owner/annuitant, we require a photocopy of their certified death certificate.
  • Double-check the Deferred Annuity Claim form:
    • Complete all information on page 1
    • Remember to sign and date page 6
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Upcoming RMD deadline — plus Agent Gateway enhancement!

Don’t forget — the deadline to submit Required Minimum Distribution (RMD) requests for tax year 2023 is December 15, 2023. Want to know where your clients stand? Now you can find out right from the Agent Gateway!

Check out the Newswire for more information about RMDs on the Agent Gateway.
Learn more
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More features available on Agent Gateway

We’re continuing to make enhancements to the Agent Gateway to help streamline your business. Some recent updates include:
  • Improved loading times across frequently used pages
  • Owner address added to contract information
  • Ability to view and change your account security questions

  • Specials section where you can view all of our current promotions in one place

  • Current processing time for new business
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1 https://acl.gov/ltc; How Much Care Will You Need?; U.S. Department of Health & Human Service

 

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

 

© 2023 EquiTrust Life Insurance. All rights reserved.

0723-GEN-EM-MO (11-23)

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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