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Sales Idea: Life Illustration Supplements Simplify Guaranteed Values and Life Expectancy Snapshot

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

 

Sales Tip

Supplements Provide
At-A-Glance Guaranteed Values and Life-Expectancy Snapshot

 

Two life-illustration supplements help summarize some key policy components!

 

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Power of Guarantees Supplement
A single page, client-friendly presentation shows your clients their guaranteed Return-of-Premium values, living-benefits values and death benefit values. This supplement is added automatically to all WealthMax Bonus and WealthHorizon illustrations. 

 

Life Expectancy Snapshot
Based on the client's age, gender and underwriting class, this supplement shows non-guaranteed Cash Surrender Value, living benefits and death benefits at the client's life-expectancy age.  This optional supplement must be elected when creating an illustration; check the box Life Expectancy Snapshot.

 

FAQs
For more information about Life-product illustrations, go to FAQs, under Sales Tools in the top tool bar, or click here


Life-Product Illustrations are Easy!
To build an illustration, click here. Login is required.

 

Questions? Call Sales Support
at 
866-598-3694 or visit
the Agent Website at

Agents.EquiTrust.com

 
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*Partial withdrawals may have a surrender charge or market value adjustment, which could result in receiving less than the full premium.

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-1068

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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