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SALES WEEK: EquiTrust Supports Your Inherited/Stretch IRA Business!


Who Delivers on Your

Clients' Inherited IRA Needs?


We Do


EquiTrust Accepts Inherited/Stretch IRA Business, and Provides Informative Sales Resources


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.



Questions? Call Sales Support
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. For Producer Use Only.





7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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