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MONTHLY OVERVIEW: October 2023 updates, recaps and department news

 
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Annuity All-Product Summary
 

October 2023 
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Upcoming office closures
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Veterans Day

EquiTrust offices will be closed on Friday, November 10 and reopen on Monday, November 13.

Thanksgiving

EquiTrust offices will be closed on Thursday, November 23, and Friday, November 24, and reopen on Monday, November 27.
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Rate increase on EquiTrust fixed index annuities (FIAs)

In October, we increased the rates on ALL EquiTrust FIAs — including Bridge®! Now is the perfect time to explore our diverse FIA portfolio. No matter what retirement goals your clients are working toward, EquiTrust has a solution that can help!
View increased rates
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Can’t-miss special offers

Have you taken advantage of our limited-time specials yet? Remember, these offers are only available through 12/31/23.
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Earn $500 for each E-App

Earn $500 for each E-Application (E-App) — up to $2,500! E-Apps streamline your business by simplifying the application process and minimizing errors.
See E-App flyer 
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Premium bonus boost

We’re increasing premium bonuses by 2%1 on select products through the end of the year. Help clients get in on the action and jumpstart their retirement income strategy!
See premium bonus flyer
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Earn Bridge Bucks cash bonus + extra 1% commission!

Earn up to $4,500 in Bridge Bucks cash bonus plus an extra 1% commission on all Bridge sales.
Get the rules and details
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Updated EquiTrust agent contract required

We've updated our EquiTrust agent contract from a tri-party agreement to a bi-party agreement. This means all commissionable agents and entities are required to sign a new contract to continue doing business with and being paid commissions by EquiTrust. The DocuSign process for the new contract is easy, and it's all online. Click the link from the email you received from EquiTrust and follow the directions from there. If you have questions, call Agency Administration at 866-598-3692.
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Stay compliant by following advertising guidelines

Advertising can bring business to your doorstep — or your inbox. Whether you customize a pre-approved ad or create your own featuring an EquiTrust product, we require all EquiTrust-focused ads to be reviewed and approved before use. Reviews are provided quickly — usually within 24 hours. Send your ads to [email protected] or  [email protected]. Advertising guidelines and pre-approved ads are available on the Agent Gateway.
View ads and guidelines
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Sales idea recap

 

Sales ideas sent to you in October issues of Sales Week:
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News brief
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Bridge state approvals piling up

Bridge is receiving massive state approvals — meaning more clients than ever can get long-term care coverage when they need it, and retirement savings when they don’t. Recent state approvals for Bridge include Hawaii, New Jersey, Pennsylvania, Rhode Island and Utah.

 

Visit the Bridge microsite to learn more and view a full list of state approvals.
View Bridge states
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New wire transfer account information

We've changed our financial institution for wire transfers and subsequently updated our instructions with the new account information. When funds need to be transferred to EquiTrust by bank wire, please refer to the new information. 
Wire transfer instructions
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View new business processing time on the Agent Gateway

We’ve added a new “ticker” to the Agent Gateway that allows you to view our current new business processing time. Easily access it by clicking the floating calendar icon on the right side of the screen on the Agent Gateway.
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Get ahead on Required Minimum Distribution requests

It’s not too early to start submitting Required Minimum Distribution (RMD) requests for tax year 2023. The deadline to submit RMD requests is December 15, 2023.

 

Questions? Contact Agent Administration at 866-598-3692.
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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.

0714-GEN-EM-MO (10-23)

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

 

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