Skip to main content

Sales Week: New user guide makes it easy to sell Bridge LTC-FIA combo

 
Sales week header image

NEW BRIDGE® USER GUIDE PRESENTS THE APP PROCESS STEP-BY-STEP

Help your clients take advantage of the innovative Bridge® LTC-FIA combo

Bridge User Guide booklet image
?

During National Annuity Awareness Month and all year long, we want to make it easy for you to provide your clients with Bridge®, an innovative long-term care (LTC)-fixed index annuity combo. It offers LTC coverage when your clients need it, and Accumulation Value when they don’t.

That’s why we’ve created a new resource to walk you through the Bridge® illustration, underwriting and application process. The guide includes steps, tech insights, screen captures and pro tips. 

Why offer Bridge® to your clients?

EquiTrust is the first annuity carrier to bring a product like this to market — LTC benefits and a robust wellness program, all on a fixed index annuity chassis.1 No one is declined for LTC coverage!

Check out the Bridge® user guide, and keep it handy for your next client meeting.

?

Upcoming webinars

Register today!

The ins and outs of the Barclays Focus50 Index

Thurs., June 15 at 2:00 p.m. Central

Special guest speaker

Co-presenter

Leelee Panno,

Director, Equity Derivatives Marketing,

Barclays Investment Bank

David Hall,
Internal Wholesaler
EquiTrust

Arrive early! Attendance is limited to first 1,000 people who join the webinar on June 15.

Leveraging S&P indices on EquiTrust fixed index annuities

Thurs., June 29 at 10:00 a.m. Central

Special guest speaker

Co-presenter

Ryan Lange, CFA, CAIA

Senior Director, Wealth Management Channel

S&P Dow Jones Indices

David Hall,
Internal Wholesaler
EquiTrust

Arrive early! Attendance is limited to first 1,000 people who join the webinar on June 29.

?
?

Your one-stop shop for everything Bridge®

Did you know you can access everything you need to learn about, market and sell Bridge® on the Bridge® microsite?

  • Webinars
  • Licensing and training
  • Marketing materials
  • FAQs
  • New Business & Illustration System (including underwriting)
  • Rates and state approvals
  • LTC calculator
?

Bridge® commission special

Don’t miss your chance to take advantage of our 1% commission special for all Bridge® applications received through June 30, 2023. No threshold, no hurdles, no waiting period. 

?

Have questions about the Bridge® illustration, underwriting or application process? Refer to the new guide, or call us at (866) 598-3694.

?
EquiTrust logo
NAFA logo

Active Member

 

1 Must pass suitability requirements.

 

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). NeverStopSM Wellness 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.

 

EquiTrust.com. For Producer Use Only. © EquiTrust 2023. All Rights Reserved.

0367-GEN-EM-SW (06-23)

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

 

scroll to top of page