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Sales Tip: Sales Resources for Wealth-Transfer Life Sales


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

Sales Tip

Are You Helping Clients Resolve Wealth-Transfer Objectives?


EquiTrust single-premium life products offer access in the event of health issues, tax-deferred index-linked growth, and death benefits to heirs.



Simple sales process! We have the tools to help!


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!


WealthHorizon Life

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




Case-Study Flyers

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


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! Complete the sale in one sitting, without underwriting delays. 
Watch UnderWRITE-NOW Processing Video.


E-Applications for Faster Processing! Watch Video!
• Simplify and speed-up the application process
• Avoid copying redundant information form after form
• Minimize errors and not-in-good-order apps
Watch E-App Video


Complete the Sale Remotely!

When in-person meetings aren’t an option, selling life products by phone or by video messaging is available. Learn more, click here.


Sales Tools

WealthMax Bonus Life

Client Brochure

Client Brochure (CA version)

Agent Guide

Agent Guide (CA version)

WealthHorizon Life

Client Brochure

Client Brochure (CA version)

Agent Guide

Agent Guide (CA version)


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


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.





7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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