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Sales Week: Internal Transfer Program is a win-win for you and your clients

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INTERNAL TRANSFERS HELP RETAIN AND REPOSITION BUSINESS

Help clients achieve their goals as you continue to earn full compensation
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Do you have clients whose annuity contracts are reaching the end of their surrender period? Clients with evolving goals or new plans for the future?

For these clients, it’s decision time.

The good news is you don’t have to miss out on commissions. Talk to your clients about using an internal transfer of their EquiTrust contract.

What contracts are eligible?

Internal transfers must meet the following guidelines:

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  • They’re available on EquiTrust traditional fixed and fixed index annuities outside the surrender charge period.
  • Money can be transferred to any currently offered EquiTrust product, except Confidence Income®.
  • Partial transfers are allowed from out-of-surrender contracts.
  • Internal transfers of the penalty-free portion of an inforce annuity while still in the surrender charge period are not allowed.

EquiTrust’s internal transfer program — a win-win-solution

 

Wed., Feb. 8, 2023

10:00 a.m. CST
Register now 
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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).
Get the flyer
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Bridge commission special

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.

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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.

 

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EquiTrust

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West Des Moines, IA 50266

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