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.