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SALES WEEK: Discover the Many Benefits of E-App

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

Sales Tip

Discover the Benefits

of E-App

 

40% of applications are submitted through E-App

 

 

The process is simple...complete and submit applications while meeting with your clients...so you can move on to your next client meeting with no down time.

 

E-App Helps You

  • Simplify and speed-up the application process
  • Avoid copying redundant information form after form
  • Minimize errors and not-in-good-order apps

E-App Advantages

  • Convenient: Accessible with your mobile device on the EquiTrust Agent App           
  • User Friendly: Complete, sign and submit applications while meeting with your client
  • Faster App Completion: Duplicated information across multiple forms is pre-populated
  • Fewer Errors: System guides you through potential NIGO pitfalls
  • Faster Issue: The moment you hit “Submit” your app is in queue at EquiTrust; no mail time
  • Faster Commission: Faster issue means faster commission payment
  • Greater Productivity: No downtime between client meetings to “do paperwork”
  • Electronic Files: Submitted apps are stored for 60 days; organize client files at your convenience

Learn More

It’s Simple: Click here to watch 3-minute video, or click here to view printable flyer

 

Special Event – April 29, 10AM Central – Details to Come!

Investing to the Rhythm of Musick

Join us for an informative webinar on EquiTrust portfolio investment practices. Ken Musick, Director of Investments, will explain:  

  • What does an annuity company’s investment department do?

  • Option hedging – the basis for meeting index-crediting obligations

  • Understanding reserves and capital adequacy ratios

  • How various investment instruments help achieve our goals

  • Our short- and long-term view of the markets

  • EquiTrust investment staff/background

 

Register now, click here.

 

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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IC21-ECN-1046

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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