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OCTOBER MONTHLY OVERVIEW: Updates, Recaps and Department News

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Resources to Close the Sale

 

EquiTrust offers resources beyond product brochures to help make the sale.

 

On Index Strategies

 

On Product Features and Income Riders

 

On Renewal Rate Integrity

  • ChoiceFour Renewal Rate Stats Flyer ET-CH4RNEWL
  • MarketValue Renewal Rates Flyer ET-EIA-RRT
  • Renewal Rate Integrity – MarketPower Bonus Index
    ET-MPP-RRT

     

On EquiTrust Strength

On Simple Sales Processes and Agent Commissions

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News Briefs

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Administration

RMD Year-End Reminder

Clients who wish to request, return or waive a 2020 RMD must submit appropriate forms or funds by 12/15/2020. 

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New Business

Reminder: Four Contract/Policy Maximum

An individual applicant may simultaneously purchase up to four contracts/policies without EquiTrust approval.   

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New Business

Form Changes for Confidence Income Annuity (SPIA) – Required October 1

 

Revised Disclosure Statements – All States

Revised Disclosure Statements for Confidence Income apply in all states.

  • For Confidence Income sales in New Jersey, use
    ET-SPIA-1101NJ(09-20)
  • For Confidence Income sales in all other states, use
    ET-SPIA-1101(09-20)
     

Application Change – New Jersey and Pennsylvania Only

Application change applies in these two states for sales of Confidence Income Annuity, use application ICC19-ET-APP(08-19).

 
866.598.3694

Agents.EquiTrust.com

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.

IC20-ECN-1117

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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