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SALES WEEK: How to Identify and Refresh Your Clients’ Dusty Money

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

Sales Tip

Refresh Your Clients'

Dusty Money

 

Create greater value from

underutilized assets

 

Dusty Money Webinar!

July 22nd – Register Below

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Do your clients have any Dusty Money?

 

“Dusty Money” is a term describing underutilized or underperforming assets…which, if repositioned, can be energized to help meet financial objectives sooner.

 

How much sooner?  Improving your clients’ rates of return by a few percentage points can trim their financial time horizons by several years!

 

Example

Current Value: $100,000

Objective: Double the value to $200,000

Current Rate of Return: 2%

Years to Double: 24 years

New Rate of Return: 6%

Years to Double: 12 years

 

Double Your Money: Rule of 72

A calculation to determine the rate of return needed to double an investment.

72 ÷ Interest Rate = Years to Double

 

Annual Growth Rate / Years to Double

1% – 72 Years

2% – 36 Years

3% – 24 Years

4% – 18 Years

5% – 14.4 Years

6% – 12 Years

7% – 10.3 Years

8% – 9 Years

9% – 8 Years

10% – 7.2 Years

 

 

Questions? Call Sales Support
at 
866-598-3694 or visit
the Agent Website at

Agents.EquiTrust.com

 
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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. EquiTrust.com. For Producer Use Only.

 
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IC21-ECN-1082

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266