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SALES WEEK: Webinar – How to Identify and Energize Your Clients’ Dusty Money

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

Sales Tip

Energize Your Clients'

Dusty Money

 

Create greater value from

underutilized assets

 

Dusty Money Webinar!

February 23 – Register Below

 

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Do your clients have any Dusty Money?

 

“Dusty Money” is a term describing underutilized or underperforming assets…which, if repositioned, can be energized to help meet financial objectives sooner.

 

How much sooner?  Improving your clients’ rates of return by a few percentage points can trim their financial time horizons by several years!

 

Example

Current Value: $100,000

Objective: Double the value to $200,000

Current Rate of Return: 2%

Years to Double: 24 years

New Rate of Return: 6%

Years to Double: 12 years

 

Double Your Money: Rule of 72

A calculation to determine the rate of return needed to double an investment.

72 ÷ Interest Rate = Years to Double

 

Annual Growth Rate / Years to Double

1% – 72 Years

2% – 36 Years

3% – 24 Years

4% – 18 Years

5% – 14.4 Years

6% – 12 Years

7% – 10.3 Years

8% – 9 Years

9% – 8 Years

10% – 7.2 Years

Dusty Money Webinar

Learn more about how to identify your clients’ Dusty Money, and strategies of how to energize those assets.

February 23rd

2:00 PM Central Time

Register Below

 

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

Agents.EquiTrust.com

 
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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-1026

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266