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Sales Tip: Tools to Sell More Single Premium Life

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

Sales Tip

Sales Tools to Increase Your Single Premium
Life Sales

 

Wealth-transfer life products offer access in the event of health issues, tax-deferred index-linked growth, and death benefits!

 

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Case Studies

Show your clients how WealthMax Bonus Life or WealthHorizon Life values compare to a CD or Fixed Annuity. Case Study flyers show 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 Life-Product Comparisons!

A Life-product illustration is an effective sales tool when presenting to a client seeking wealth-transfer solutions. A special feature allows you to compare EquiTrust products! 

 

When building your illustration, at the Product Selection page, simply click the box “Include side-by-side comparison.” On the subsequent "Premium" page, you'll see face values for both products.

 

In the actual illustration, page two features a Product Comparison showing guaranteed and non-guaranteed values for both products.

 

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

For more information about Life-product illustrations, go Agents.EquiTrust.com and click the Sales Tools tab in the top tool bar, then select FAQs, or click here.

 

 

Resources to Simplify the Sale 

UnderWRITE-NOW Processing – Point-of-Sale! 

Watch UnderWRITE-NOW Processing Video
 
Use E-Applications for Even FASTER Processing! 
Watch E-App Video

 

 

Sales Materials

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
at 
866-598-3694 or visit
the Agent Website at

Agents.EquiTrust.com

 
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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-1088

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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