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SALES WEEK: Bonus or No? That is the Question. . .

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

Sales Tip

To Bonus or Not to Bonus?
At EquiTrust, each has its advantages!

Non-bonus index annuities typically feature higher rates for greater long-term accumulation potential. On the other hand, bonus index annuities give buyers an early boost on
accumulation values.
 
Are there advantages to choosing a bonus over a non-bonus product and vice versa?
Let’s take a look.

Circumstances that may support a bonus index annuity:

Circumstances that may support a
non-bonus EquiTrust index annuity:

• Penalty-free withdrawal amounts may be
  higher in early years (bridge to Social
  Security benefits)


• Recovery from underperforming product


• Help fill retirement savings gap


• Bonus is added to the Accumulation Value
  day one and earns interest


• Low interest rates

• Higher long-term accumulation potential


• Highest rates available with caps as high as 12%

 

All EquiTrust annuities - bonus and non-bonus - provide peace of mind through a solid history of renewal rate integrity and fully-priced rates (no subsidized teaser rates).
?

 See for yourself!

Non-Bonus Annuities
MarketValue
MarketSeven
MarketMax
 
 
 
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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.www.Equitrust.com.
For Producer Use Only.
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IC22-ECN-1098

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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? Questions?