For example, you may have a client who is ready to reposition a MarketSeven Index® Annuity and who also needs long-term care (LTC) coverage. Completing an internal transfer to Bridge — an indexed annuity that includes riders to provide LTC coverage, plus a personalized wellness program — could be a great solution.
Full compensation for you
A full application packet is required, including internal transfer forms and applicable state-specific internal transfer forms. And as the writing agent submitting the required paperwork, you’ll receive full compensation.
Get answers to FAQs about internal transfers
Take a look at the this flyer to get more details about our internal transfer program, including answers to frequently asked questions (FAQs).
Don’t miss out! We’re offering a 1% commission special for all Bridge applications received through March 31, 2023. No threshold, no hurdles, no waiting period.
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Want to talk through an internal transfer case? Call us at (866) 598-3694.
EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa.