SALES WEEK: Sales Resources for Your Inherited/Stretch IRA Sales
![]() Inherited/Stretch IRA Sales Resources
Client brochure, rules overview and webinar – all the tools you need for Inherited/Stretch IRA sales! Click here to register for webinar. ![]() 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. 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. ![]() 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 Agents.EquiTrust.com ![]() IC21-ECN-1117 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |