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NEWSWIRE: Internal Transfer Program - Meet Clients' New Goals & Earn Full Comp

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Internal Transfer Program

Meet your clients’ new goals and receive full compensation

Join our informational webinar.
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If your clients’ plans have changed and their EquiTrust annuity no longer matches their goals, here’s a convenient solution – for them and you. 


EquiTrust's internal transfer program allows agents to receive full compensation on internal transfers that meet the following program guidelines:

Available for any Index Annuity and ChoiceFour (Traditional) fixed annuity that is outside the surrender-charge period.

Proceeds may be transferred to any annuity product currently offered by EquiTrust, except the Confidence Income Annuity.

Partial internal transfers are allowed from out-of-surrender contracts.

Internal transfers of the penalty-free portion of an inforce annuity while still
in the surrender charge period are not allowed.

Plus, you’ll still receive full compensation. 

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Upcoming Webinar

Internal Transfers – Meet Your Clients' NEW Goals


Wednesday, September 21st 

at 10:00 AM CDT

Webinar Replays

Looking for ideas and inspiration? Check out our pre-recorded webinars. You’ll get sales ideas to help with your upcoming client appointments and more. Click here to watch now. 


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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. For Producer Use Only.

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7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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