WealthMax Bonus Life
5% Premium Bonus – No Vesting
Return of Premium Guarantee
MGA Commission: 8.0% ages 45-75, 7.5% ages 76-80. Trail Options!
Higher Rates for Greater Accumulation
Higher Face Amounts
MGA Commission: 9.0% ages 45-75, 8.5% ages 76-80. Trail Options!
Client-Approved Sales Tracks
Available in 3 formats: PDF, PowerPoint, Spiral-bound flip chart
Show your clients policy values at death and upon health issues – compared to alternative financial investments.
Case-Study Flyer – WealthMax Bonus Life
Case-Study Flyer – WealthHorizon Life
Illustrations, with Side-by-Side Product Comparisons
A customized illustration is an effective sales tool! A special feature allows you to compare EquiTrust products. When building an illustration, at the Product Selection page, select “Include side-by-side comparison.” On page two of the illustration, a Product Comparison shows guaranteed and non-guaranteed values for both products. To build an illustration, click here. Login is required. For more information about Life-product illustrations, click here.
Convenient Remote-Sales Procedures
- Remote Application Disclosure Form - If in-person meetings aren’t an option, selling by phone or by video messaging is enabled with the Remote Application Disclosure form – click here
- Conduct Telephone Underwriting Interviews Remotely - The telephone underwriting interview may be conducted from separate locations. After the application is completed, follow these steps for the telephone interview – click here
UnderWRITE-NOW Processing – Point-of-Sale! Watch Video
Underwriting decisions are made at the point-of-sale, at the conclusion of a telephone interview with you and your client! Watch UnderWRITE-NOW Processing Video.
E-Applications for Faster Processing! Watch Video
Simplify the application process, avoid copying redundant information form after form and minimize errors with E-App! Watch E-App Video