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

Internal Transfer Program

Meet your clients’ new goals and receive full compensation

Join our informational webinar.
Register Now.

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. 

Access the Internal Transfer Program Rules and FAQs here

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. 

866.598.3694 • [email protected] • Agents.EquiTrust.com

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7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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