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For Producer Use Only
Sales Week: Help clients move assets to Bridge® — available options!
TAKE ADVANTAGE OF THESE BRIDGE® FUNDING OPPORTUNITIES
We make it easy for clients to transfer their assets to Bridge®
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Bridge® by EquiTrust is an innovative approach to helping your clients plan for the probability of long-term care (LTC) costs. And there’s more than one way to fund a Bridge® contract.
What is Bridge®?
Bridge® combines a fixed index annuity with a Long-Term Care Rider and the NeverStopSM Wellness Program.
Here’s how your clients can fund Bridge®:
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Funding approach
For clients who have
1035 exchange from a current annuity
Taxable gain they'd like to convert to tax-free LTC benefits
1035 exchange from cash value of a current life insurance policy
Life insurance policies they no longer want or need
Liquid assets
Cash, mutual funds, CDs or other liquid assets available
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To learn more about Bridge® prospecting and funding opportunities, check out this flyer.
Earn Bridge® Bucks cash bonus + take advantage of our extended commission special!
Earn up to an extra $4,500 on your next three issued cases of Bridge® with our limited-time Bridge® Bucks offer. Plus, we've extended our 1% commission special!
Bridge®contract issued on Form Series ICC12-ET-EIA-2000(01-12) or ET-EIA-2000(11-21). Long-Term Care Rider issued on ET-LTC(04-22). NeverStopSMWellness Rider issued on ET-WEL(11-21). EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.