SALES WEEK: Clients With Inherited IRAs? You Can Assist!
Do You Have Clients with Inherited IRAs? Now You can Assist with Helpful Resources
Client brochure, rules overview and webinar replay – all the tools you need for Inherited/Stretch IRA sales!
The rules for inherited IRAs have changed. EquiTrust gives you the resources to assist in this lucrative market.
New Inherited/Stretch IRA Brochure
Let your clients know that you can assist with their Inherited and Stretch IRA needs by providing the new Inherited/Stretch IRA brochure (ET-INHERSTRCHIRA). Printed brochures available. To view, Click here.
Learn the Rules
Before engaging in any Inherited or Stretch IRA business, be sure to read “Inherited/Stretch IRA Rules” for detailed information. This piece may be shared with your clients.
Printed supplies (ET-INHRSTRCHIRARULES) available through the Agent Gateway Website, Forms & Supplies tab.
To view, Click here.
Order your supply from the Agent Gateway Website, at the Forms & Materials tab; login is required.
Webinar Replay – Click Here
This informative webinar will guide you through the rule changes that impact IRA beneficiaries. You’ll learn
- What changed due to the SECURE Act
- EquiTrust products available for Inherited/Stretch IRAs
- Application process
Illustration Software to Support Your Sales
Illustrations are an effective means to inform your valued clients. EquiTrust illustrations now offer the ability to distinguish between Eligible (Stretch) and Ineligible (10-years) Designated Beneficiaries. Create an illustration at the Sales Tools tab; login is required.
December Webinars – Live and Replays
View a broad range of prerecorded webinar topics at your convenience. Refer to the webinar
replay listing on the Agent Gateway Website – Agents.EquiTrust.com – at the Education tab, or click here.
Questions? Call Sales Support
at 866-598-3694 or visit
the Agent Website at
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. EquiTrust.com. For Producer Use Only.
FOR PRODUCER USE ONLY
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West Des Moines, IA 50266