SALES WEEK: Inherited/Stretch IRA Sales Resources and Webinar Replay
Inherited/Stretch IRA Resources to Support
Client brochure, rules overview and webinar replay – all the tools you need for Inherited/Stretch IRA sales!
After a temporary suspension of new sales due to SECURE Act rule changes, Inherited/Stretch IRA business is back at EquiTrust!
Restart your sales with these new Inherited/Stretch IRA resources – available in print or PDF. Order your supply from the Agent Gateway Website, at the Forms & Materials tab; login is required.
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.
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
at 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. EquiTrust.com. For Producer Use Only.
FOR PRODUCER USE ONLY
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West Des Moines, IA 50266