SALES WEEK: Webinars on Accumulation-Focused Index Annuities; Sales Tip on MarketTen Bonus ROP Guarantee

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

Sales Tip

Concerns about job security, income stability, liquidity and the markets have pushed many clients to a “wait-and-see” perspective. 

Help your clients get back on track by offering index-linked growth and a return of premium guarantee. 

MarketTen Bonus Index Annuity

10-year design

6% premium bonus – premiums added first 5 years; no vesting

Stock and risk-control index options

Income Rider available

6% MGA commission

Return of Premium Guarantee: In the event of a full surrender, the owner will receive no less than the paid premium, less any partial withdrawals taken.

Return of Premium – Client Benefits

• Protection against unexpected financial needs or emergencies

• Satisfaction in the purchase decision

• Confidence in the carrier

Return of Premium – Agent Benefits

• Product differentiation with competitors

• Helps overcome objections to surrender charges

• Flexibility to offer multiple product features

If your clients seek …

• Growth from a shorter (7-year) index annuity available for higher (85) issue ages, or

• A guaranteed accumulation value of 107% after year 7

Tell them about MarketSeven Index^® Annuity

Resources

• MarketTen Bonus Index Agent Guide

• MarketTen Bonus Index Client Brochure

• Index Annuity Sales Presentation

• Annuity Products Summary

Contract issued on Contract Form Series ICC18-ET-MTB-2000(06-18) or ET-MTB-2000(06-07). 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.