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SALES WEEK: Focus on Education – Annuity Awareness Month

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

Sales Tip

June – Annuity Awareness Month

 

A great time to educate your clients on annuity fundamentals 

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Annuities have the ability to play a critical role in retirement for individuals of all income brackets. More education is needed to raise annuity awareness – and the process to create, distribute and promote the resources needed to help consumers understand annuity products and make more informed retirement planning decisions is a collaborative one.

 

Please join EquiTrust as a proud sponsor of the National Association of Fixed Annuities (NAFA) and the Coalition for Annuity Awareness. Visit NAFA.com or AnnuRetirement.com to explore the various member benefits offered.

 

EquiTrust Sales Presentations Explain Annuity Concepts

EquiTrust offers two client-approved sales presentations to help you explain:

  • Fixed Annuities
  • Index Annuities

 

Both are Available in Three Formats!

PDF

PowerPoint – Perfect for Remote Sales Meetings!

Spiral-bound flip chart

 

Download and show your annuity clients today!

Fixed Annuities –  PDFPowerPoint

Index Annuities – PDFPowerPoint

 

Or, order your spiral-bound version from the Agent Website, at the "Order Supplies" link. Click here

Due to the higher printing costs associated with these presentations, limited quantities may be ordered. We encourage you to maintain your copy and reuse with various client

 

Webinar – Annuity Fiction vs Fact

Sharpen your own understanding of annuities by participating in this webinar – Annuity Fiction vs Fact. Register below

 

 

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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EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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