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SALES WEEK: Sales Tip – Climbing the Retirement Mountain


Your weekly source for webinar information and registration, as well as effective sales ideas.

Sales Tip

Climbing the

Retirement Mountain



Retirement planning is much like climbing up and down a mountain. Climbing up is your client’s working and saving period, while climbing down is creating income from accumulated savings.


For the baby-boom generation now in or near retirement, many have the luxury of two retirement-income sources. Social Security payments combined with pension income give this group a strong income base.


These days, the responsibility to build retirement security falls more heavily on the individual.  Employers are discontinuing pension plans – and instead, encouraging employees to participate in employer-sponsored savings plans, like 401(k).   


The elimination of pension plans means larger sums of retirement assets are needed to generate the needed income in retirement.


Combined Challenge: Accumulation and Income

EquiTrust helps you serve BOTH phases of climbing up and down the retirement mountain…with strong, client-friendly accumulation products as well as competitive income solutions.




Questions? Call Sales Support
at 866-598-3694 or
visit the Agent
Website at


EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice. 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.





7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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