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SALES WEEK: Tools to Grow SPL Sales

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

Sales Tip

ALL the Tools

You Need to Grow

Single Premium Life Sales!

 

  • Achieve wealth-transfer goals
  • Access in case of health issues
  • Tax-deferred index-linked growth
  • Death benefits to heirs
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Index-Linked Single Premium Life 

WealthMax Bonus Life

5% Premium Bonus – No Vesting

Return of Premium Guarantee

MGA Commission: 8.0% ages 45-75, 7.5% ages 76-80. Trail Options!

 

WealthHorizon Life

Higher Rates for Greater Accumulation

Higher Face Amounts

MGA Commission: 9.0% ages 45-75, 8.5% ages 76-80. Trail Options!

 

Client-approved sales presentation

Available in 3 formats: PDF, PowerPoint, Spiral-bound flip chart

Case-Study Flyers

Show your clients policy values at death and upon health issues – compared to alternative financial investments.

Illustrations

An effective sales tool for clients seeking wealth-transfer solutions. To build an illustration, click here. Login is required. To learn more about effective illustrations supplements, click here.  For Illustration FAQs, click here.

 

Webinar, Tuesday 5/11 – Energize Your Clients' Dusty Money

Dusty Money is a term describing underutilized or underperforming assets…which, if repositioned, can be energized to help meet wealth-transfer objectives sooner. Register below for tomorrow’s Dusty Money webinar. 

 

Complete the Sale Remotely

When in-person meetings aren’t an option, selling life products by phone or by video messaging is available. Learn more, click here.

 

E-Applications for Faster Processing – Watch E-App Video

Simplify and speed-up the application process

Avoid copying redundant information form after form

Minimize errors and not-in-good-order apps

 

Point-of-Sales Underwriting – Watch UnderWRITE-Now Video

Underwriting decisions are made at the point-of-sale, at the conclusion of a telephone interview with you and your client! Complete the sale in one sitting, without underwriting delays. 

 

Sales Tools

Order printed supplies at Agents.EquiTrust.com; click Forms & Supplies – Order Supplies.
Login is required.

WealthMax Bonus Life

Client BrochureCA Version

Agent GuideCA Version

WealthHorizon Life

Client BrochureCA Version

Agent GuideCA Version

 

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

Agents.EquiTrust.com

 
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Guarantees subject to the claims-paying ability of EquiTrust Life Insurance Company. WealthMax Bonus Life Policy issued on Policy Form Series ICC19-ETL-IUL-2000(01-19) or ETLIUL-2000(01-19). WealthHorizon Life Policy issued on Policy Form Series ICC19-ETL-IUL-2000(01-19) or ETL-IUL-2000(01-19). 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.

 
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IC21-ECN-1056

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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