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Your weekly source for webinar information and registration, as well as effective sales ideas.

Sales Idea

Have You Discovered the Benefits of E-App?

 

Many Advantages Over
Paper Applications

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Convenient: Accessible with your mobile device on the EquiTrust Agent App           

User Friendly: Complete, sign and submit applications while meeting with your client

Faster App Completion: Duplicated information across multiple forms is pre-populated

Fewer Errors: System guides you through potential NIGO pitfalls

Faster Issue: The moment you hit “Submit” your app is in queue at EquiTrust; no mail time

Faster Commission: Faster issue means faster commission payment

Greater Productivity: No downtime between client meetings to “do paperwork”

Electronic Files: Submitted apps are stored for 60 days; organize client files at your convenience

It’s Simple: Click here to watch 3-minute video, or click here to view printable flyer

 

2020 Illustrated Rates for Life Products

Illustrated rates for indexed life insurance products are updated annually, and are based on a 25-year lookback method in accordance with Actuarial Guideline 49.

WealthMax Bonus Life

1-Yr Pt-to-Pt Cap (S&P 500)

1-Yr Mo Avg Part (S&P 500)

1-Yr Pt-to-Pt Part (Focus50)

1-Yr Pt-to-Pt Part (MARC 5%)

Cap/Participation Rate

    7.00%

    85.00%

    110.00%

    120.00%

Illustrated Rate

  4.60%

  4.60%

  4.60%

  4.60%

WealthHorizon Life

1-Yr Pt-to-Pt Cap (S&P 500)

1-Yr Mo Avg Part (S&P 500)

1-Yr Pt-to-Pt Part (Focus50)

1-Yr Pt-to-Pt Part (MARC 5%)

Cap/Participation Rate

    11.00%

    110.00%

    150.00%

    165.00%

Illustrated Rate

  6.62%

  6.62%

  6.62%

  6.62%

 

Questions? For more information, refer to Agent Guides for EquiTrust index annuities. Or call us at 866-598-3694

 
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EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice. 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.

 
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IC20-ECN-1012

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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